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Product Owner - Asset Allocation Data Platform

AT Charles Schwab
Charles Schwab

Product Owner - Asset Allocation Data Platform

San Francisco, CA

Salary: USD $101,000 - $220,000 / Year

Your opportunity

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.

Schwab Asset Management (SAM) and the Schwab Center for Financial Research (SCFR) are seeking an experienced and enthusiastic Product Owner/Manager to lead the evolution of an enterprise asset allocation management and distribution platform that underpins portfolio management activity for billions of dollars of Schwab client assets. This system is used to (1) identify all asset classes and benchmarks used in strategic portfolio allocation, (2) allow management of multi-tier asset class hierarchies, (3) administer the asset class rules used to classify investments into their appropriate domain, and (4) distribute model portfolios and weights, stratified by client risk appetite. This system complements the many other systematic investment advice products managed by SCFR for use by Schwab's retail and institutional clients.

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Product Owners at Schwab develop and maintain a vision for their products and are responsible for communicating that vision to the engineering teams and key stakeholders. They specify product features from conception to retirement and work with tech leaders, architects, UX designers, and engineers to ensure that business, quality, and functional goals are met. The PO owns the product development roadmap and ensures that all business stakeholders are aligned at each stage of the development lifecycle. This role requires expertise on both the engineering and business sides of the product and is ultimately responsible for delivering high-quality, performant solutions that address the needs of internal users and the broader organization.

If you are ready to apply your energy and expertise to a challenge that spans the domains of investing and technology, this opportunity is for you.

What you have

Required Qualifications

  • 5+ years of demonstrated ability as a Product Owner/Manager, leading teams in a sophisticated enterprise environment where successful projects often require coordination across multiple teams

Preferred Qualifications

  • Enthusiasm, curiosity, and empathy to enable you to truly understand customer needs and relentlessly strive to deliver solutions that meet those needs
  • Track record of delivering technology products and strategic business capabilities that "move the needle" and meet or exceed goals
  • Data acuity - you understand the importance of getting data right, and the challenges in doing so
  • Experience on a Product Management team within financial services strongly preferred
  • Demonstrated knowledge of Agile and/or Scaled Agile practices, a plus.
  • Analytical problem solving and strategic thinking skills

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

What's in it for you

At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll 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

Client-provided location(s): San Francisco, CA, USA
Job ID: CharlesSchwab-2024-105045
Employment Type: Other

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • FSA
    • FSA With Employer Contribution
    • HSA
    • HSA With Employer Contribution
    • Pet Insurance
    • Mental Health Benefits
  • Parental Benefits

    • Birth Parent or Maternity Leave
    • Non-Birth Parent or Paternity Leave
    • Fertility Benefits
    • Adoption Assistance Program
    • Family Support Resources
    • Adoption Leave
  • Work Flexibility

    • Hybrid Work Opportunities
  • Office Life and Perks

    • Commuter Benefits Program
    • Snacks
    • Company Outings
    • On-Site Cafeteria
    • Holiday Events
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Personal/Sick Days
    • Sabbatical
    • Leave of Absence
    • Volunteer Time Off
  • Financial and Retirement

    • 401(K) With Company Matching
    • Stock Purchase Program
    • Performance Bonus
    • Financial Counseling
  • Professional Development

    • Tuition Reimbursement
    • Promote From Within
    • Shadowing Opportunities
    • Access to Online Courses
    • Internship Program
    • Work Visa Sponsorship
    • Leadership Training Program
    • Associate or Rotational Training Program
  • Diversity and Inclusion

    • Employee Resource Groups (ERG)
    • Diversity, Equity, and Inclusion Program