Job Information
Charles Schwab Senior Product Manager, Gen AI in Austin, Texas
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 are seeking a Senior Product Manager, Digital Rep Solutions to lead the development and enhancement of our artificial intelligence capabilities.
This role involves close collaboration with cross-functional teams including data science, cloud, data engineering, and front-end development.
The Senior Product Manager (individual contributor) will identify opportunities, define problem statements, document business processes, size benefits, prioritize work, drive user adoption, and measure the value of product features and capabilities.
The Senior Product Manager (individual contributor) will drive significant strategy, planning and trade-off decisions including multiple competing demands from disparate business units, across the enterprise and must determine how to reconcile the demands and prioritize to get the best scaled outcomes for the greatest number of stakeholders.
Strategy, Vision, Product Practices
Define and champion the near-term product vision, ensuring alignment with Schwab’s strategic goals
Maintain and prioritize a product roadmap and backlog that reflects the needs and value to the customer and business
Conduct market research and competitor analysis to identify opportunities for innovation and improvement
Oversee the product lifecycle from concept to launch, including user research, requirements gathering, and go-to-market strategy
Lead agile practices, including sprint planning, reviews, and retrospectives. Ensure the development team is focused on delivering value with each iteration
Advocate for a strong user experience incorporating user feedback and analytics into product development to ensure the tool is intuitive and effective
Proactively identify and mitigate risks throughout the product development process
Stakeholder Engagement
Act as the primary liaison between users, business stakeholders, and the development team
Facilitate communication and translate between business requirements and technical language
Conduct user testing and gather feedback to continuously improve the product experience.
Performance Metrics
Define and track key performance indicators (KPIs) to measure product success and user engagement.
Participate in model validation to ensure continued performance and business value of the tool.
Use data-driven insights to make informed decisions and adjustments to the product strategy
Communication
Accountable for driving communication strategy, plan and updates to stakeholders on behalf of the Digital Rep Solutions organization
Communicate with legal, compliance, risk, and supervision partners to establish guidelines and standards for the Gen AI usage.
Additional projects and tasks based on business needs:
What you have
Required:
At least 4 years of experience in financial services
At least 5 years of product experience
Understanding of generative AI technology, architecture, and terminology including LLMs, RAG, system prompts, agentic, etc.
Experience using/building generative AI solutions
Experience balancing multiple competing priorities across large internal organizations and driving towards consensus and/or a go forward strategy
Experience with Scaled Agile Framework and delivering in an Agile environment
Experience with financial data sources, such as Bloomberg, Reuters, IRS.gov, and understanding of structured and unstructured financial data
A strong track record of performance
Knowledge of Schwab products, services and support systems
BA/BS degree
Preferred:
Outstanding verbal and written communication skills with demonstrated ability to communicate effectively with all levels of the organization
Familiarity with financial research concepts, including financial modeling, valuation, and market analysis
Strong business influence skills
Ability to distill strategy, analytics and varied sets of input to drive decisions across stakeholder communities
Building credibility with peers and key stakeholders (at all levels of the organization) to be able to drive action. Ability to develop multiple solutions to the same problem and identify the common failure modes associated with each
Comfort in a dynamic and fast-moving work environment, with a positive attitude and solid work ethic. Self-starter with outstanding organizational skills. Curiosity to continually reevaluate existing products and processes
Ability to track and manage multiple projects. Good understanding and/or experience with financial services regulations 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
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
Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281.