Charles Schwab & Company, Inc.

DAFgiving360 Product Manager - Advisor Services

Westlake, TX, US · Full-time

Sponsorship not specifiedDetected 7 days ago

Product ManagementProduct StrategyAgileResearchCommunicationCollaborationProblem Solving

About the role

Since our founding in 1999 as a 501(c)(3) public charity, DAFgiving360 donors have recommended more than $35 billion in grants to more than 255,000 charities.
DAFgiving360 has entered into a services agreement with Charles Schwab & Co., Inc. for administrative and other services, including human resources.
This position will be an employee of Charles Schwab & Co., Inc. and will be subject to its policies and procedures but will report to and be accountable to DAFgiving360 for day-to-day activities.

The Product Manager for Advisor Services will support the advisor product segment with an emphasis on Schwab core systems and trading platforms.
This role will synthesize advisor insights, shape the strategic product roadmap, and support modernization efforts that improve advisor interactions across onboarding, ongoing service, and platform experiences.
Partnering across Product, Technology, UX, Program Management, scrum teams, Schwab partners, grants, and client experience stakeholders to define requirements and deliver outcomes.
Coordinating release planning with Product Managers, Product Owners, scrum teams, and partner teams, including serving as a subject matter expert for post-deployment certification.
Owning the advisor product suite through development, implementation, delivery, and post-launch support.
Supporting compliance, risk management, and reputation protection by helping maintain strong relationships between RIAs, Schwab, and DAFgiving360.
Developing strategic recommendations to determine the need and viability of dedicated technology support to enable roadmap delivery.
Experience developing and executing product launch plans, including go-to-market strategies, change management plans, documentation, and training materials.
Ability to build and maintain strong relationships with internal partners and stakeholders in the grants and client experience ecosystem.
Demonstrated ability to manage multiple projects simultaneously and deliver results within deadlines.

What you have Required Qualifications Strong understanding of the Registered Investment Advisor business model.

(Master's degree is a plus) SAFe Agile Certified PO/PM or SAFe Certified Agilist Agile mindset and ability to lead a group of cross-functional teams and drive success through iterations.
Strong analytical and problem-solving skills, with the ability to effectively convey ideas to both technical and non-technical stakeholders.
Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship Bachelor's degree in a relevant field, such as Business or Computer Science

Your Opportunity *In addition to a base salary (range posted), this role is also eligible for bonus or incentive opportunities* We believe in the importance of in-office collaboration and fully intend for the selected candidate for this rol

Minimum Qualifications Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship Bachelor's degree in a relevant field, such as Business or Computer Science; (Master's degree is a

This listing is sourced directly from Charles Schwab & Company, Inc.'s careers page and normalized into a canonical job model.