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 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.
Organization Objective/Purpose
The Operational Services organization at Schwab partners with teams across the firm to deliver on service promises to Schwab clients. We are responsible for best-in-class service, protecting and safeguarding the assets of the firm and our clients, all while increasing scalability and efficiency.
Within Operational Services, the Transformation Solutions Platform (TSP) team is a cross-functional group that is helping to drive transformation across Operational Services and the broader firm. We use a variety of methodologies, tools and capabilities to drive large-scale change. We partner with teams across Schwab to deliver best-in-class experience, service, and processing solutions for our clients and advisors.
TSP executes on Schwab’s Smart Processing strategy, which is at the center of Schwab’s sustainable competitive advantage. Smart Processing requires end-to-end, ecosystem strategy, vision, planning, and execution. When executed well, it drives tangible near-term benefits for Schwab and our clients, including greater scale via increased levels of automation and straight-through processing, greater transparency into service and operational requests, and more efficient and personalized service. Smart Processing also drives our long-term strategy through creation of data assets that will power AI and Machine Learning applications leading to even greater scale, personalization, and speed to market for Schwab’s next generation of products and features.
The Senior Manager, Senior Product Owner, will have responsibility for the management and welfare of the Status Utility data asset and platform at all stages of its lifecycle. Day-to-day responsibilities include hands-on administration and issue resolution for the platform. This includes analyzing the needs of business stakeholders, translating feature requirements into a business specification, and managing the phases of delivery for enhancements and cross-platform project deployments.
Main Functions
- Advance platform vision and strategy by partnering with the Platform Director and Business Analyst to build and execute roadmaps.
- Solve firm/user problems through new and/or evolved strategic enterprise capabilities, building and aligning technology partners and cross-firm business, product, architecture, and platform teams on capability vision & strategy.
- Establish strong partnerships across Product, Business Architecture, Technology and Product Owner peers to shape platform capabilities and design solutions that represent end-to-end business needs.
- Partner with the technology team leaders to execute on key components of platform evolution and agile development.
- Work in an Agile environment, continuously understanding and developing solutions for business needs, prioritizing the platform backlog, managing risks, and communicating key milestones and deliverables.
- Formulate the long-term vision and target state for platform capabilities with a prioritized Now, Next, Later plan and innovation & delivery roadmap to achieve it.
- Garner leadership, stakeholder, and user support for capability vision and firm projects via collaborating with project stakeholders and offering up applicable capabilities to design user-centric solutions that achieve business needs and meet architecture standards.
- Liaise with partners to understand and address business needs through project requirement and capability build-out; build stakeholder engagement through codified artifacts, forums, and collaboration touchpoints.
- Partner with peers to align on a single view and consolidated perspective for all platform work via proactive platform roadmap and backlog management across capabilities, projects, MLO, and health; provide stakeholders and leadership high levels of transparency into backlog, roadmap, and prioritization. Continuously improve team and development processes, from intake to planning.
- Accountable for successful platform roadmap implementation through Agile development and coordination with internal and external domains.
- Lead, mentor and partner with BA to drive platform roadmap execution.
What You’re Great At
- Client-first and strategic mindset: dig deep to understand user needs within the context of firm priorities and innovate capabilities to advance firm strategies.
- Proactive problem solving and solutioning: identify existing and new platform capabilities that can be leveraged in projects, initiatives, and transformation efforts to solve firm and client problems and collaborate with stakeholders to offer initial solutions and iterative path to enable more value via capability evolution.
- Strong influencing skills and business understanding: build credibility and strong relationships with peers and key stakeholders (typically at a Director level) and advance their business objectives through platform capabilities and solutions.
- Highly collaborative and flexible: drive outcomes with cross-firm teams and continuously prioritize and solution based on changing firm priorities, resources, and technology and vendor set.
- Self-motivated/directed: ownership mindset is essential to lead transformation from the middle in a complex ecosystem and unique challenges in each business area.
- Strong team leadership: motivate others and demonstrate a collaborative 'One Schwab' mindset.
- Subject-matter expert (SME): possess general understanding of Schwab’s businesses and end-users including relevant domains, products, and journeys and SME on your platform and industry to drive client service, rep experience, healthy platforms, and delivery excellence.
What you have
To ensure that we fulfill our promise of “challenging the status quo,” this role has specific qualifications that successful candidates should have.
Required Qualifications:
- Bachelor’s Degree required
- 7+ years of experience leading scrum teams and driving value in a complex enterprise environment
- 5+ years of experience in a product owner role on Agile teams
Preferred Qualifications:
- 3+ years of experience in financial services is a plus
What’s in it for you
At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
