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Sr. Manager, Product Owner
Sr. Manager, Product Owner-March 2024
Lone Tree
Mar 20, 2025
ABOUT CHARLES SCHWAB
At Schwab, “Own Your Tomorrow” embodies everything they do.
10,000+ employees
Financial Services, Technology
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About Sr. Manager, Product Owner

  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.

  Charles Schwab Investment Management (CSIM) is the asset management arm of the Charles Schwab Corporation. CSIM delivers a wide variety of products including mutual funds, exchange-traded funds (ETFs), money market funds, and separately managed accounts within Schwab Asset Management (SAM). The overall SAM team embodies our firms commitment to providing client-centric solutions that help Schwab clients achieve their financial goals.

  The Senior Manager, SAM Product Owner will be an integral change agent in the SAM Operations Department. The role's primary responsibility is to serve as the single point of contact for business and technology partners for their vertical's product ownership responsibilities. In this role, you will collaborate with these teams to create and maintain the vision for your product(s) while demonstrating thought leadership and advocating for best practices. You will drive an effective prioritization process, facilitating conflict resolutions, when necessary, to reach a consensus point of view. You will also support the scrum team(s) by building morale and providing education and context on expected deliverables. The Senior Manager must be highly knowledgeable in all facets of an investment management firm with a dynamic business model, daily investment activity and complex regulatory requirements. SAM is a fast paced, challenging, and rewarding environment so the Senior Manager will intersect with myriad initiatives that could range from product launches, closures, and changes, to regulatory change implementation, to departmental-level process/strategic improvements, and acquisition-related integration.

  What you have

  Required Qualifications:

  Bachelor’s degree required

  Minimum 10 years of investment management industry experience is required across multiple functions such as performance, security valuation, investment risk, trade operations/settlements, compliance, expense management, tax, financial reporting, accounting/NAV oversight, etc.

  5+ years of experience using JIRA, Confluence, and Microsoft Office applications

  Preferred Qualifications:

  Specific investment management industry experience in one or more of the following areas is desired: performance, investment risk, and/or compliance

  Knowledge of Scrum and Agile Software Development Methodology

  Strong understanding of databases, data base structure and data flows

  Knowledge or interest in building knowledge of SAM information systems

  Strong partnership skills combined with a can-do attitude that can collaborate effectively with technology, data and business partners to craft and implement processes, workflows, and controls in a complex, dynamic environment.

  A drive to enhance efficiency through exception-driven resolution processes

  Proven ability to impact strategy, policy and process development as a technical expert and inspiring leader

  Ability to communicate effectively across all levels of the organization tailoring messaging for the audience, including leveraging the use of business intelligence tools to convey metrics and project visualizations and impacting strategy

  Strong organizational, project management and leadership skills with the ability to set clear goals and drive progress to deliver on time and within budget

  Curious learner who desires to understand and seek causes to prevent future problems

  Ability to adapt to change and hold the high-level needs of many products, departments, and enterprises in mind

  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

  CO Salary Range: USD $101,000 - $224,400 / Year

  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 [email protected] or call 800-275-1281.

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