Product Manager, Digital Rep Solutions
Your opportunity
At Schwab, you are 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 Digital Rep Solutions Product Manager will be a part of a team that drives world class experiences for Schwabs retail clients. You will play a critical role in supporting strategy for Salesforce design, reporting, and integrations and will work collaboratively with not only the immediate team, but also across the broader Schwab organization.
The ideal candidate will have superior relationship building skills, a strong blend of product management experience and end user support, as well as an understanding of and/or prior experience in supporting financial services.
What You Are Good At
Lead product management efforts focused on enabling client facing representatives to leverage emerging technology solutions, including highly integrated experiences, channel integrations, and Contact Center technology.
Partner with product management teams throughout product lifecycle to deliver efficient and effective Salesforce solutions while maintaining strategic alignment
Leverage knowledge of end users and stakeholder partnerships to help drive prioritization of initiatives as well as application strategy
Partner with UX/UI to drive feedback sessions, determine OKR estimates and success criteria
Partner with business partners to develop a strategy and roadmap to evolve Salesforce capabilities that support business objectives
Work cross-functionally with technical, design, business counterparts to define product refinements and updates based on ongoing client-driven needs analysis
What you have
Required Qualifications
Minimum of 3 years of product management or management consulting experience
Strategic problem solver with the ability to formulate compelling vision and strategy and translate that to meaningful roadmaps and results
Ability to influence and collaborate across multiple levels of the organization
Highly developed communication and presentations skills with an outstanding ability to effectively communicate and present sophisticated concepts and issues to leadership teams
Confidence presenting and tailoring messaging to a variety of audiences, including senior leadership
Curiosity, a can-do demeanor, and the ability to learn quickly and thrive in a complex, dynamic environment
Self-starter with outstanding organizational skills and ability to track multiple project results with minimal direction
Skilled at working cross-functionally with technology, service, marketing, and many other teams to execute the lifecycle of a digital platform
Experience or interest in large language models and artificial intelligence
Previous experience with contact center technologies and strategy a plus
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
Whats in it for you
At Schwab, were committed to empowering our employees personal and professional success. Our purpose-driven, supportive culture, and focus on your development means youll 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
Apply Now
At Schwab, you are 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 Digital Rep Solutions Product Manager will be a part of a team that drives world class experiences for Schwabs retail clients. You will play a critical role in supporting strategy for Salesforce design, reporting, and integrations and will work collaboratively with not only the immediate team, but also across the broader Schwab organization.
The ideal candidate will have superior relationship building skills, a strong blend of product management experience and end user support, as well as an understanding of and/or prior experience in supporting financial services.
What You Are Good At
Lead product management efforts focused on enabling client facing representatives to leverage emerging technology solutions, including highly integrated experiences, channel integrations, and Contact Center technology.
Partner with product management teams throughout product lifecycle to deliver efficient and effective Salesforce solutions while maintaining strategic alignment
Leverage knowledge of end users and stakeholder partnerships to help drive prioritization of initiatives as well as application strategy
Partner with UX/UI to drive feedback sessions, determine OKR estimates and success criteria
Partner with business partners to develop a strategy and roadmap to evolve Salesforce capabilities that support business objectives
Work cross-functionally with technical, design, business counterparts to define product refinements and updates based on ongoing client-driven needs analysis
What you have
Required Qualifications
Minimum of 3 years of product management or management consulting experience
Strategic problem solver with the ability to formulate compelling vision and strategy and translate that to meaningful roadmaps and results
Ability to influence and collaborate across multiple levels of the organization
Highly developed communication and presentations skills with an outstanding ability to effectively communicate and present sophisticated concepts and issues to leadership teams
Confidence presenting and tailoring messaging to a variety of audiences, including senior leadership
Curiosity, a can-do demeanor, and the ability to learn quickly and thrive in a complex, dynamic environment
Self-starter with outstanding organizational skills and ability to track multiple project results with minimal direction
Skilled at working cross-functionally with technology, service, marketing, and many other teams to execute the lifecycle of a digital platform
Experience or interest in large language models and artificial intelligence
Previous experience with contact center technologies and strategy a plus
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
Whats in it for you
At Schwab, were committed to empowering our employees personal and professional success. Our purpose-driven, supportive culture, and focus on your development means youll 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
Apply Now