Senior Manager, Product Manager Digital Advisor Experience

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.

DAFgiving360 is an independent nonprofit organization created to increase charitable giving in the U.S.

We offer a donor-advised fund program and related philanthropic tools and guidance that empower

donors to incorporate charitable planning into their everyday lives and make a bigger difference in the

world. Since our founding in 1999 as an 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 emphasis on

Schwab core systems & trading platforms. The role is essential in synthesizing the advisor insights and

crafting a strategic product roadmap and modernization strategy. The PM will collaborate closely with

internal teams and partners at Schwab to drive improvement on charitable s advisor offers and aligning

to key org OKRs such as :

Optimizing the Advisor Client Experience

• Leveraging deep insights gathered from advisor interactions, as well as research from various advisor experience listening posts to create greater engagement with advisor specific tools, systems and platforms leading to increased advisor satisfaction
• Identifying opportunities and curating roadmaps to improve advisor efficiency while servicing donors; from onboarding new accounts to facilitating contributions, managing investments, and making grants

Managing Risk and Reputation

• Ensuring compliance and protecting relationships between an RIA and DAFgiving360 through enforcement measures that strengthen compliance and safeguard reputation by preventing undesired activities and leveraging automation where possible.
• What you have

Required Qualifications

• Bachelors degree in relevant field (e.g. business, computer science)
• SAFE Agile Certified PO / PM or SAFE Certified Agilist

Preferred Qualifications

• Masters degree in relevant field
• Agile mindset and ability to lead group of cross-functional teams and drive success through iterations
• Strong Analytical and critical thinking skills, with the ability to effectively convey ideas to both technical and non-technical stakeholders
• Demonstrate ability to manage multiple projects simultaneously and deliver results within deadlines
• Strong understanding of the Registered Investment Advisor business model
• Ability to conduct market research, gather client feedback, analyze industry trends, and gather user feedback to inform product strategy and roadmap
• Ability to collaborate with cross functional teams, including program managers, developers, UX designers, and stakeholders to define product requirements and prioritize features
• Ability to develop and execute effective product launch plans, including go-to market strategies, change management plan, documentation, and training materials
• Experience monitoring product performance, tracking key metrics, and continuously identifying opportunities for improvement
• Complete understanding of SAFE framework and PI planning process
• Informed about regulations and compliance requirements pertaining to grant management
• Ability to build and maintain strong relationships with internal partners and stakeholders in grants and client experience ecosystem
• 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

CO Salary Range : USD $101,000 - $224,400 / Year

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

Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected 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 applicantaccessibility@schwab.com or call 800-275-1281.

Salary : $101,000 - $224,400