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 Workplace Financial Services Digital team is responsible for offer design, opportunity exploration and discovery, product management and platform operations and innovation for Schwab’s retirement plan solutions, including Retirement Plan Service, Stock Plan Services, and Designated Brokerage. Our mandate is to strengthen and extend our digital offering to more participants, plan sponsors, and consultants as we work to further our scale and create more tailored experiences for key segments of our client base. To do this, we work with partners and delivery organizations to ensure key processes / interactions are designed and executed smoothly.
A few specific tasks include developing a strategic vision, objectives, and KBIs for a digital product, platform, channel, or feature; evaluating the viability and value of digital product solutions; Identifying and anticipating client needs based on research; leading 12-month product roadmap and release plan development in collaboration with the scrum team and partner teams; synchronizing work and making prioritization/trade-off decisions; creating stakeholder engagement strategy for internal and external networks; capturing stakeholder concerns and dependencies and implementing refinements to the overall roadmap; Managing risk strategies and quality; identifying client and firm impacts; developing controls and testing them.
Brief Description of the role:
The Sr. Manager, Digital Product Management (individual contributor) role will join our WFS Digital Services Product Team in support of our ongoing enhancements and modernization of the Workplace Financial Services technology platforms and digital product portfolio. This individual will partner closely with the WFS Digital Product Management Teams as well as our technology and business partners to drive our overall team maturity and WFS Portfolio management. Key responsibilities will include:
Portfolio management, including the coordination ARTs, business priorities and release planning, capacity planning and prioritizationProduct governance and process standardization. Works with WFS Digital leadership to develop and oversee the policies, procedures, and standards for WFS Digital. Coordinates and supervises governance activities and ensures processes are in place to effectively manage the WFS portfolio.Leads team in implementing data-driven and user-centered methodologies to optimize digital channels and experiences that drive OKRs through effective management of analysis and insights activitiesManage a prioritization process that is transparent, non-biased, value-based, and balances needs across multiple stakeholders.Manages collaboration, efficiency and management tools and shared services.In coordination with WFS Digital Leadership team establishes Product Owner excellence programs and best practices. What you haveRequired Qualifications
5+ years work experience with Digital Product Owner/Product Manager rolesFinancial Services industry experience with a focus on employer sponsored retirement plans Agile Methodology knowledge and/or Scrum training or certification, with experience leading or participating in an Agile delivery environmentAbility to synthesize data, identify opportunities, make recommendationsAbility to make decisions and progress in the face of ambiguityAbility to cultivate relationships with a variety of internal partner platforms and stakeholdersStrong written and verbal communication skills, including ability to effectively present to all levels of the organization, including senior managementPreferred Qualifications
Shows a commitment to high ethical standards and integrity and demonstrates this through actionInquisitive, analytical, a strategic thinker, proactive and solutions-orientedHigh-energy, positive, entrepreneurial in spiritGoal-oriented and results-drivenSelf-starter: takes initiative and can work independently 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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