Your Opportunity

At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together.

 

Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship. 

 

As a Senior Manager, Digital Product Management, you will lead shared digital capabilities that connect representative and client communication channels with the platforms used by Schwab's client-facing representatives. You will own product strategy and execution across channel integration, interaction data, artificial intelligence, and authentication capabilities that help representatives better understand client interactions and take meaningful action.

Initially, you will support a modern representative servicing platform and Salesforce while designing capabilities that can scale across additional applications and business areas. This role combines product strategy, platform thinking, people leadership, technical curiosity, and enterprise influence to turn complex interaction data into secure, reusable capabilities and practical representative experiences.

What You'll Do

Product Strategy and Ownership

• Define and maintain product vision, strategy, roadmaps, priorities, and measurable outcomes for interaction intelligence and communication-channel integration.
• Translate representative, client, business, and application needs into prioritized capabilities and delivery plans.
• Balance immediate application needs with reusable enterprise services capable of supporting multiple products and business areas.
• Establish clear product boundaries, ownership, governance, service expectations, and adoption plans.
• Partner with product teams and stakeholders to establish priorities, sequencing, delivery expectations, and measurable outcomes.

Communication Channel Integration

• Lead product strategy for integrating NICE, Microsoft Teams, Zoom, Yext, and future communication channels with representative-facing digital platforms.
• Define scalable approaches for connecting interaction data and related services with consuming applications.
• Partner with channel owners, product teams, engineering, and architecture to define requirements, sequencing, reliability expectations, and operating models.
• Navigate dependencies involving identity, permissions, data access, retention, consent, security, privacy, and regulatory requirements.

Artificial Intelligence and Interaction Intelligence

• Lead the product direction and delivery of AI-powered interaction assistance and the supporting interaction-data capabilities.
• Define how transcripts, interaction metadata, summaries, signals, and AI-generated insights are captured, processed, governed, and made available to applications.
• Enable initial use cases within a modern representative servicing platform and Salesforce while building capabilities that may support future AI-powered tools and enterprise consumers.
• Partner with application teams to ensure shared capabilities address user needs while remaining reusable and scalable.
• Establish expectations for AI quality, accuracy, transparency, security, governance, and appropriate human review.
• Define measures for adoption, usefulness, processing quality, representative efficiency, risk, and business value.

Phone Interaction Authentication

• Partner with Enterprise Architecture and key stakeholders to define solution architecture supporting authentication within phone interactions.
• Lead delivery of shared capabilities supporting phone authentication within the modern representative servicing platform.
• Coordinate across channel, identity, security, architecture, compliance, and application teams to resolve end-to-end dependencies.
• Balance representative usability and client experience with security, operational resilience, privacy, and regulatory expectations.

Cross-Functional Leadership and Delivery

• Lead multidisciplinary teams through discovery, design, development, testing, launch, adoption, and ongoing product improvement.
• Partner across engineering, architecture, data, AI, UX, operations, legal, risk, compliance, and business teams.
• Build alignment among teams operating with different priorities, funding models, delivery schedules, and technical environments.
• Make clear product decisions when application-specific requirements conflict with the long-term strategy of a shared capability.
• Communicate product strategy, decisions, trade-offs, progress, dependencies, and risks to senior leaders and delivery teams.
• Support planning, funding, release readiness, dependency management, adoption, and operational transition.

Why You're Set Up for Success

You'll have the opportunity to combine product strategy, platform thinking, artificial intelligence, technology, data, client experience, and enterprise leadership while shaping capabilities used by Schwab's client-facing representatives.

The role provides meaningful ownership across the product lifecycle, from understanding representative and business needs through product strategy, prioritization, roadmap development, delivery, adoption, measurement, and continued improvement.

You will work across product, engineering, architecture, data, AI, security, risk, compliance, operations, and business functions, giving you an opportunity to influence both immediate representative experiences and the development of reusable capabilities that can scale more broadly across Schwab.

Schwab Training and Development

Schwab supports ongoing learning through role-based development, cross-functional exposure, coaching, and opportunities to deepen expertise in product management, digital platforms, Salesforce capabilities, data and analytics, AI-enabled experiences, technology delivery, and financial services.

You will have opportunities to strengthen capabilities in product discovery, platform product management, roadmap development, AI and data products, stakeholder leadership, technology integration, measurement, risk management, and digital innovation.

Career Pathing

This role develops highly transferable leadership capabilities spanning digital product management, enterprise platforms, artificial intelligence, data and analytics, technology integration, client experience, and business transformation. Success in the role can provide experience relevant to broader leadership opportunities across product, digital, technology, data and analytics, client experience, AI-enabled transformation, and enterprise strategy, based on business needs, demonstrated performance, and individual career interests.

Competitive Compensation

Schwab offers a competitive compensation and benefits package designed to support employees' financial, physical, and emotional well-being. Compensation for this role will be aligned with the approved job level, geographic location, relevant experience, and applicable MyJobs posting requirements.

What you have

The Expertise You Bring

Required Qualifications

• Progressive experience in digital product management, platform product management, or a related product leadership role.
• Demonstrated experience defining product strategy and leading complex products from discovery through delivery, adoption, and ongoing improvement.
• Experience delivering shared platforms, data products, integration services, APIs, or enterprise capabilities used across multiple applications or business areas.
• Strong understanding of communication channels, contact-center technologies, interaction data, or representative workflow platforms.
• Experience working with artificial intelligence, machine learning, natural language processing, transcription, summarization, interaction analytics, or comparable AI-enabled capabilities.
• Demonstrated ability to lead across product, business, engineering, architecture, data, security, legal, risk, and compliance teams.
• Ability to translate complex product and technical concepts for executive, business, and non-technical audiences.
• Experience creating outcome-based roadmaps, defining success measures, and using data to guide prioritization and product decisions.
• Demonstrated ability to build alignment and influence teams and senior leaders without relying solely on direct authority.

Preferred Qualifications

• 5+ years experience of digital product management 
• Experience with NICE, Microsoft Teams, Zoom, Hearsay, Salesforce, or comparable communication, contact-center, or customer relationship management platforms.
• Experience developing products within financial services, wealth management, contact centers, or another highly regulated environment.
• Familiarity with interaction transcripts, conversation intelligence, identity verification, authentication, data retention, privacy, and consent requirements.
• Experience integrating AI capabilities into employee-facing or representative-facing workflows.
• Experience developing reusable enterprise services supporting multiple applications, user experiences, or business units.
• Familiarity with cloud-based integration patterns, event-driven services, data products, and APIs.

The Skills You Bring

• Product Strategy: Connect customer and business needs to a clear product vision, roadmap, priorities, and measurable outcomes.
• Strategic Thinking: Connect near-term product and delivery decisions to scalable, long-term platform strategies.
• Product Management: Lead products throughout discovery, prioritization, development, launch, adoption, measurement, and continuous improvement.
• Technology Fluency: Engage effectively with architecture, APIs, integrations, cloud services, data platforms, communication technologies, and AI-enabled solutions.
• Artificial Intelligence: Translate AI, interaction data, transcription, summarization, and analytics capabilities into practical and responsible representative experiences.
• Building Collaborative Relationships: Establish effective partnerships across product, engineering, architecture, data, AI, UX, operations, legal, risk, compliance, security, and business teams.
• Influencing Others: Create alignment and drive decisions across teams and leaders with different priorities without relying solely on formal authority.
• Communication: Translate complex technical and product concepts into clear decisions, recommendations, trade-offs, and executive-level narratives.
• Decision Making: Navigate ambiguity, competing requirements, risk, and technical dependencies to make timely product decisions and establish accountable ownership.
• Risk Management: Incorporate privacy, security, compliance, consent, transparency, data governance, and operational resilience into product strategy and design.

*In addition to a base salary (range posted), this role is also eligible for bonus or incentive opportunities*