Senior Product Owner, Intelligent Portfolios Digital Experience

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Job ID:
20171218-6357
Job Category:
Digital Services
Relevant Work Experience:
Project Management-6+ yrs, Project Management-2-5 yrs, Product Development-2-5 yrs, Product Development-6+ yrs
Current Licenses / Certifications:
None
Position Located In:
CO - Lone Tree
Education:
BA/BS
Job Type:
Full Time
Description:

Lone Tree - CO, DENR1, 9800 Schwab Way, 80124
Michelle Rocke
20171218-6357

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:

Automated and Managed Investing is seeking a senior product manager to be responsible for developing and implementing new features and processes to support our digital advice platforms including Schwab's robo Schwab Intelligent Portfolios(R).  This role will actively partner with various groups including compliance, legal, operations, and technology.  Individuals will lead coordinated efforts with team members and cross-functional business partners.  Members of the team who are highly successful demonstrate the ability to think creatively, develop recommendations that are data driven/fact-based, deliver results in a matrixed organization and have the flexibility and maturity to handle various situations.  This role is for individuals with a bias for action and the ability to overcome obstacles to successfully execute on multiple projects simultaneously.  The manager must be detail oriented to be successful.

What you’ll do:

  • Support strategic initiatives, focused specifically on innovation and creating experiential offers, that deliver growth in clients, assets, and new capabilities to the firm
  • Provide thought leadership in the design of new processes/interactions to enhance the overall client experience; partner closely with compliance and legal partners to develop client solutions
  • Drive the execution of tactical implementation plans in conjunction with key partners to launch new product features
  • Partner with all business units to ensure organization processes and procedures comply with applicable industry rules and regulations
  • Develop risk management and oversight programs in support of existing products; ensure completeness and consistency across all business procedure documentation; and coordinate with business partners to organize testing as applicable
  • Maintain the annual risk review and procedure update process and provide comprehensive status updates to management

What you have:

  • Bachelor’s degree required

  • Preferably 3-5 years financial services experience, with a focus on process, procedure, and risk management

  • Demonstrated ability to execute on complex initiatives

  • Experience in developing a strategic future-state vision that is based on a strong understanding of the current state, and a road map for bridging the two

  • Demonstrated ability to create unique insight, develop a future vision and build and execute strategic plans across a geographically dispersed organization

  • Experience in building partnerships to effectively manage projects in a cross-functional environment, and driving them to successful completion

  • Ability to analyze data and information, and apply problem-solving skills to deliver recommendations and drive quickly to results

  • Extensive experience with the development and implementation of products involving multiple client segments and offer channels; executing on all aspects of the end to end client experience

  • Comfort in a dynamic and fast-moving work environment, with positive attitude and solid work ethic

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. 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.


Job Specifications
Relocation Offered?: No
Work Schedule: Days
Languages: English - spoken
Current Licenses / Certifications: None
Relevant Work Experience: Project Management-6+ yrs, Project Management-2-5 yrs, Product Development-2-5 yrs, Product Development-6+ yrs
Position Located In: CO - Lone Tree
Education: BA/BS
Job Type: Full Time

Category:Digital Services
Activation Date: Thursday, December 21, 2017
Expiration Date: Friday, June 1, 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.