Sr Digital Product Manager (Rep-Assisted Relationships)

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.

 

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).

 

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

 

Charles Schwab Digital Retail is responsible for delivering innovative, best-in-class solutions that simplify and enhance the client experience. We are deeply focused on solving customer needs and enabling seamless interactions across digital and rep-assisted channels. 

 

We are seeking a Product Manager for the Digital Envelope product team, supporting the broader Rep-Assisted Relationships space. This role is responsible for delivering intuitive, compliant, and scalable front-end experiences that enable representatives and clients to efficiently complete document and workflow-driven processes. 

 

You will serve as the product owner for a front-end scrum team, partnering closely with design, engineering, and business stakeholders to define, prioritize, and deliver high-impact features. This role is highly execution-focused, requiring strong collaboration, clear decision-making, and a relentless focus on user experience and business outcomes. 

 

What You’ll Do 

 

Product Ownership & Delivery 

• Own the Digital Envelope product roadmap and backlog, ensuring alignment to business priorities and client/rep experience goals 
• Act as Product Owner for a dedicated front-end scrum team, driving sprint planning, backlog grooming, and execution 
• Translate business requirements into clear user stories, acceptance criteria, and prioritized work 
• Partner with engineering and design to deliver high-quality, scalable front-end solutions 

 

Rep-Assisted Experience Focus 

• Design and optimize rep-assisted workflows, ensuring a seamless experience across digital and advisor/rep touchpoints 
• Partner with stakeholders across service, operations, and compliance to ensure solutions meet business and regulatory needs 
• Focus on improving speed, accuracy, and ease-of-use for both internal users and clients 

Digital Envelope Product Leadership 

• Drive the evolution of the Digital Envelope experience, including document workflows, client interaction flows, and digital completion journeys 
• Identify opportunities to simplify and modernize document-driven processes 
• Ensure tight integration with upstream and downstream systems impacting the client journey 

 

Customer & Stakeholder Engagement 

• Collaborate with UX research and analytics to understand user pain points and behavior 
• Engage directly with internal users (reps, service teams) to validate solutions and gather feedback 
• Communicate product priorities, progress, and outcomes clearly to stakeholders 

 

Execution & Continuous Improvement 

• Track performance using metrics and user feedback to continuously improve the product 
• Identify and remove blockers to keep the scrum team moving efficiently 
• Support release planning, testing, and go-to-market readiness 

What you have

Required Qualifications:

• Bachelor’s degree in Business, Engineering, Computer Science, or related field 
• 4–7 years of experience in digital product management or product ownership 
• Documented experience working as a Product Owner in an Agile scrum environment, particularly with front-end teams 
• Strong ability to translate business needs into product requirements and user stories 
• Proven experience managing product backlogs and prioritization 
• Excellent communication and stakeholder management skills 
• Ability to work effectively in a cross-functional team (product, design, engineering, operations) 
• Strong organizational skills and ability to manage multiple priorities 

 

Preferred Qualifications:

• Experience supporting rep-assisted or service-driven experiences
• Familiarity with financial services and regulatory environments

 

 

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.