Director - Digital Product Management - Retirement Advice and Guidance

Job Description

Your Opportunity

We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.

As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible, and understandable for all. As we enter our fifth decade, we are looking for talented, innovative, and driven people who believe they can help themselves, and our clients, create a better future.

What you are good at

The Retirement Plan Services Digital team is responsible for offer design, product management and platform operations and innovation for Schwab’s retirement plan solutions. Our mandate is to strengthen and extend our digital offering to more plan sponsors, participants, 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.

Brief Description of the role:

The Director, Product Management, Retirement Advice and Guidance will be responsible for leading a team of product owners who are building and delivering the functions that support our advice, planning and guidance solutions. The role will require a dedicated leader focused on creating capabilities that will be utilized across the enterprise and to meet the needs of a broad range investors and Schwab representative who serve them. The ideal candidate will have a strong blend of Agile product ownership, personnel leadership, and project management experience.

What you’ll do:

• Recruit, lead, coach, and inspire a team of product owners supporting high quality, digital solutions.
• Hands-on support and guidance in crafting the overall product vision, from executive level roadmap communication to Agile team epic review and refinement.
• Interact with the business and technology leaders across Schwab. This role requires significant cross-organization leadership and management to understand business needs and ensure product success across multiple user experience platforms.
• Evaluate strategic, tactical and risk management impacts of alternative trade-off decisions in the context of our product vision, goals and strategy, proposing sound, well-supported, fact-based recommendations to leadership.
• Manage a prioritization process that is transparent, non-biased, value-based, and balances needs across multiple stakeholders.
• Identify and clearly communicate development needs to partners and executive leadership.
• Efficiently deploy resources and propose creative solutions to challenges and constraints.

What you have

• Passion for serving clients and helping to improve their financial outcomes.
• Ability and desire to lead and inspire others to produce, innovate, and work collaboratively to creatively overcome obstacles.
• Curiosity, a can-do attitude 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 deliverables with minimal direction.
• Strong problem-solving abilities, mastering and breaking down abstract issues.
• 10+ years product management experience providing end-to-end business direction and digital product leadership
• Expertise in financial services including a deep understanding over a range of managed account and financial planning solutions.
• Experience executing project delivery working with technology teams.
• Ability to cultivate relationships with a variety of internal partner platforms and stakeholders.
• Strong interpersonal and communication skills, exemplifying the vision and values of Schwab.

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. Explore further.

Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an Equal Opportunity Employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. Please click here to see the policy.

Schwab is an affirmative action employer, focused on advancing women, racial and ethnic minorities, 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.

TD Ameritrade, a subsidiary of Charles Schwab, is an Equal Opportunity Employer. At TD Ameritrade we believe People Matter. We value diversity and believe that it goes beyond all protected classes, thoughts, ideas, and perspectives.