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.
The Charles Schwab's Digital Retail product team builds key experiences for retail clients and maintains digital platforms for them to build wealth and manage their financial outcomes. We work, think and approach problems differently than your traditional financial services firm, and we aim to change both how Schwab operates and how the industry serves individual investors and advisors. We collaborate across user experience, product, client service, operations, and technology teams throughout the enterprise to build digital products and tools that clients love.
The Assistants (agents) and Search team is responsible for defining, delivering, and managing numerous capabilities. We focus on augmenting navigation, providing information to clients and provide efficient action experience workflows for top jobs to be done.
This role requires an Individual who excels at organization and details. The right candidate Is one and who Is able to consistently look at the larger picture and guide stakeholders to success. It will require a high level of attention paid to day-to-day tasks yet also retain focus on the result. The right person will communicate with ease across many channels and have an ability to multitask, juggle priorities, and in many cases, adhere to strict deadlines.
Responsibilities:
Facilitating user interviews and other market researchOverseeing quality assurance checks on new featuresAnalyzing data to help product management make better-informed decisionsDeveloping business processes to streamline product developmentManaging tools (for roadmapping, prototyping, etc.) that the product team usesConsult and build program wide release notesIdentify opportunities for improvement through client feedback analysisChampion alliances and partnerships across all stakeholdersCreate, update and maintain team documentation repositoryHelp plan and facilitate planningWhat you care about
Own the communication and coordination needed to support these activities with internal partners across various departments and roles, including Retail, Technology, Compliance, Security as well as multiple vendors and vendor resources, ensuring system resiliency and adherence to all policies and procedures, best practices, and Product Management and end-user requirements and expectationsDevelopment, optimization, and maintenance of BAU procedures that ensure timely updates, system performance, and availability, including appropriate documentation in accordance with applicable procedures and best practicesCommunicate status, issues, and noteworthy events to Digital leadership, ensuring appropriate visibility and understandingFormulate, contribute to, and evolve the conversational AI vision, strategy, and roadmapBe a conversational AI thought leader, ensuring past, present, and future operational considerations are represented in planning and execution activitiesLead the generation of new ideas based on varied sources, including transcript review, testing, market analytics, and interactions with stakeholders, clients, and prospectsBuild strong partnerships with key stakeholders and third-party entities Champion Agile methodologies and support team members in daily stand-up meetings, sprint planning sessions, backlog prioritization, user story preparation, and demos as neededWork cross-functionally with technical, design, business, and compliance counterparts to define product release requirements and investigate production issues as they ariseManage the end-to-end lifecycle of the teams standard operating procedures including system diagrams, sequence diagrams in partnership with tech What you haveRequired Qualifications:
5+ years digital product management experienceDocumented experience with conversational AI, chatbots, voice bots, or machine learning-driven digital productsAbility to find natural language copy deck improvement opportunities in the financial services industryFlexible thinker able to transition from tactical to strategic considerations, with the ability to formulate compelling vision and strategy and translate that to actionable roadmaps and results that account for day-to-day considerationsStrong knowledge base and experience developing or managing digital platforms, coupled with knowledge of the underlying technology, both current and emergingAbility to influence and build strong relationships across multiple levels of the organization Highly developed communication and presentations skills with a superior ability to effectively communicate and present complex concepts and issues to leadership teamsSkilled at working cross-functionally with technology, service, marketing, and product teams to manage the entire lifecycle of a digital platformExperience in Agile development practices, scrum teams, and Product Owner/Manager responsibilitiesSelf-starter with outstanding organizational skills and ability to track multiple project deliverables with minimal direction Confidence presenting and tailoring messaging to a variety of audiences, including senior leadershipPreferred Qualifications:
Curiosity, a can-do attitude, and the ability to learn quickly and thrive in a complex, dynamic environmentAn outcome over output mindsetEnjoy being a thought leader who naturally challenges the status quoGood understanding of and/or experience with financial services regulationsS24 license Grit, flow mindset, disciplined 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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