Junior Product Owner, Portfolio Management Brokerage Data Integration

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Job ID:
20170925-4929
Job Category:
Information Technology
Relevant Work Experience:
Product Development-2-5 yrs
Current Licenses / Certifications:
None
Position Located In:
NC - Raleigh
Education:
BA/BS
Job Type:
Full Time
Description:

Raleigh - NC, RALEIGH, 434 Fayetteville St, 27601-1701
Naren Barve
20170925-4929

 

We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.

As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.

Our Opportunity:

 

Junior Product Owner, Portfolio management brokerage data integration. The person in this role will be responsible for defining, developing, and driving to market new and improved integration of Schwab brokerage account data into Schwab’s portfolio management domain. This is an entry level product owner position, initially focused on investment income experiences for retail clients on Schwab.com and the Schwab mobile app.

What you’ll do:

  • Take ownership of the integration of Schwab brokerage and portfolio management data including;Work with brokerage accounting and portfolio management SME’s, to ensure the capabilities developed meet the needs of clients and the Schwab teams that support them
    • Investigation and analysis of the current integration landscape and prioritization of areas for firm investment
    • Definition of the data and integration points necessary to support high quality client experiences across a breadth of retail and advisor service channels
    • Establishing a playbook for integration of data from additional Schwab and external data sources into the portfolio management domain
  • Partner with other development teams integrating brokerage account data into their client features, ensuring the quality and consistency of account information is maintained across the portfolio management domain
  • Identify areas of opportunities for leveraging the portfolio management domain to expand and enhance client level reporting capabilities across Schwab’s various organizations and affiliates
  • Create requirements and user stories for new features and logic to support brokerage account integration in the portfolio management domain
  • Prioritize features and provide input into the overall portfolio management domain roadmap
  • Partner with architecture and technology leadership to ensure that account integration aligns with the overall enterprise architecture 

What you have:

  • Good experience in financial services including an understanding over the range of financial product and account types available to consumers today. 
  • A foundational understanding of the concepts and principals involved in financial planning, investment portfolio management, and client reporting
  • High adaptability in managing an emerging platform through new and evolving consumer trends in financial data management. 
  • Experience working in or closely with Agile principled development teams
  • Ability to cultivate relationships with a variety internal partner platforms and stakeholders
  • Excellent verbal and written communication skills
  • Strong interpersonal and communication skills, exemplifying the vision and values of Schwab
  • Familiarity with financial services data delivery and data integration processes (preferred)
  • Familiarity with Service Oriented Architecture and RESTful service principles (preferred

What you’ll get:

  • Comprehensive Compensation and Benefits package
  • Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts
  • Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program
  • Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions
  • Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships
  • Not just a job, but a career, with an opportunity to do the best work of your life

Learn more about Life@Schwab.

Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law.


Job Specifications
Relocation Offered?: No
Work Schedule: Days
Languages: English - spoken
Current Licenses / Certifications: None
Relevant Work Experience: Product Development-2-5 yrs
Position Located In: NC - Raleigh
Education: BA/BS
Job Type: Full Time

Category:Information Technology
Activation Date: Thursday, October 5, 2017
Expiration Date: Saturday, January 6, 2018
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Brokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose Value

Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law. Schwab also does not discriminate against applicants or employees because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.

At Schwab, we believe that every employee, through their diverse abilities and experiences, can contribute to our growth, innovation and client loyalty. We embrace diversity and are committed to providing equal opportunity to all employees and applicants. If you have a disability, and require reasonable accommodations in the application process, call Human Resources at 800-725-3535. We will be happy to assist you. Schwab will only share your accommodation request with those individuals who have a specific need to know. The request for an accommodation will not affect Schwab’s hiring decisions. All other submissions should be performed online.

The Charles Schwab Corporation provides a full range of securities, brokerage, banking, money management, and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (“Schwab”), Member SIPC , offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.