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.
As a Product Owner with SAM this role will be supporting the Managed Investing business group for Middle Office business functions. The team performs account management and maintenance for SMA strategies. You will play a critical role in our ongoing movement to support the implementation of our technology and production business platforms across the Managed Investing Middle Office business units. You will work closely with the lead Managed Investing Middle Office Product Owner and provide business technology leadership in these main subject areas for our Operations team.
Key responsibilities for this role include:
Prioritizing a backlog supporting the Managed Investing business and scrum teamsPrioritizing feature validation and workflow analysis as needed within key vendor systemsIdentifying high-level business needs through outreach to key business partners and build user stories associated with these requirementsCommunicating data and functional requirements to the SAM technology development teamsVerifying that data feeds, load processes and exception management processes are built to meet business requirementsParticipating in meetings with key business and technology partners that oversee the roadmap of near- and long-term deliverablesValidate and provide approval that user stories have been executed accurately against acceptance criteriaProduction Business Process Oversight
Defining the operating workflow for bringing all data and production elements into production as functions are incrementally releasedCollaborating with the Technology Support team to ensure their production processes and escalation procedures are in place prior to each releaseProduct Coordination and Support
Coordinating with Wealth Asset Management Engineering and Vendor Management for critical production processesWorking closely with SAM business continuity team to plan for key investment management processes across all Managed Investing Middle Office business unitsCollaborating with Project Management teams to provide initiative, timeline, and status updates on key projects What you have Minimum 7 years’ experience applying Agile Scrum Methodology; overall knowledge of asset management including portfolio management and trading systems and practices requiredExperience collaborating with technology teams and business partners to augment Middle Office operational workflowsExperience representing data partners in the implementation of Portfolio Management, Research and Trading solutionsExperience crafting and implementing investment processes, workflows and controls for managing Portfolio Management, Research and Trading processesSufficient depth of experience to interact effectively with senior team technology and business partners via meetings, presentations and written reportsA drive to maximize efficiency through exception-driven resolution processesA passion for learning and a spirit of continual self-improvementIn addition to the salary range, this role is also eligible for bonus or incentive opportunities.
Options Apply for this jobApplyShareRefer a friendRefer Sorry the Share function is not working properly at this moment. Please refresh the page and try again later. Share on your newsfeed Why work for us?Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.
Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future. Application FAQs
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