Charles Schwab Sr. Product Manager- Business Planning and Operations (Digital Enterprise) in Austin, Texas


Austin - TX, AUS1, 2309 Gracy Farms Lane, 78758

Nicole Stefanski


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 at 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.

Our Opportunity:

The Sr. Product Manager- Business Planning and Operations (Digital Enterprise) will lead and coordinate initiatives across DIS to mature planning, governance and stakeholder communications -- interacting with other leaders across Digital Services and key Schwab stakeholders. Responsibilities will include coordination of planning activities across the platform portfolio, support for governance, risk and control assessments, program resource and financial planning, coordination and delivery of Dashboard Reporting for platforms. Additionally, this role will lead select improvement and engagement initiatives.

The successful candidate will be an energetic and clear communicator who has experience in project planning and execution. This leader will have outstanding organization skills and adaptive communication skills with an ability to flex between the strategic and the tactical, demonstrating a high level of energy and flexibility to get things done and thrive in a fast-paced, team-based product development environment. This digital leader will embody Schwab’s leadership principles -- leading by example, communicating openly, enabling and inspiring others, exceling with partners, acting decisively, and collaborating effectively.

What you’ll do:

  • Ensure effective management practices.

  • Ensure key controls, internal and external audit requirements and standards, as well as industry best practices are implemented.

  • Collaborate effectively with STS and Schwab Operations as well as key stakeholders across multiple business lines

  • Coordinate to effectively communicate status updates, annual operating plans and business cases for presentation to key stakeholders and leaders, as needed; ensure format meets the high standards and tone appropriate for business and technology executives.

  • Collaborate effectively with product owners and product managers to plan, forecast, report and present program resource needs for capacity planning and forecasting, as needed.

  • Collaborate with DIS teams to create, publish and update key metrics and KPI dashboards.

  • Support platform teams in ensuring regular cadence of stakeholder communications, feedback, input and updates.

  • Support RCSA risk management, testing, documentation, artifact management.

  • Serve as an escalation point on budget, purchase requisitions, risks or issue management, etc.

  • Create and maintain appropriate collaboration and team sites that support effective knowledge management, practices across DIS teams.

What you have:

  • Minimum of 10+ years of experience in relevant program and project management roles; or relevant industry or military experience.

  • Proven experience leading and managing complex, cross-organizational programs, and projects.

  • Knowledge of Schwab’s annual planning, financial management, sourcing and procurement, internal audit, compliance, and related technical and business processes based on prior Schwab experience would be helpful.

  • Demonstrated knowledge of program and project management methodologies and best practices.

  • Strong process orientation and demonstrated ability to define and document new or improved management processes, templates and tools

  • Past experience creating a variety of reporting mechanisms for leadership, stakeholders, and team members.

  • Highly proficient written communication, analytical and problem-solving skills. Highly skilled in the creation of presentations, new reporting mechanisms and other documents.

  • High level of attention to detail, including the ability to assess, and synthesize large amounts of content and data related to program status, issues, risks, dependencies, and schedules and distill it in crisp clear language appropriate for a variety of audiences including technology and business executives.

  • Excellent verbal communication, presentation, collaboration and teamwork skills with demonstrated ability to gain trust, secure buy-in and influence change at all levels.

  • An ability to influence without direct authority, as well as demonstrate an appropriate level of assertiveness, is critical.

  • Demonstrated ability to thrive in a team-based environment that is fast-paced, rapidly changing, and service-oriented.

  • Demonstrated commitment to ongoing professional development, learning new skills, and taking on new challenges.

  • Highly developed analytical, strategic-thinking, problem-solving, and organizational skills as well as the ability to adapt quickly to changing priorities, assignments, and roles.

  • BA/BS degree required.

  • MS/MBA is a plus

What you’ll get:

  • Comprehensive Compensation and Benefits package

  • Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts

  • Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program

  • Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions

  • Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships

  • Not just a job, but a career, with an opportunity to do the best work of your life

Learn more about Life@Schwab at" .

Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law. Schwab also does not discriminate against applicants or employees because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. At Schwab, we believe that every employee, through their diverse abilities and experiences, can contribute to our growth, innovation and client loyalty. We embrace diversity and are committed to providing equal opportunity to all employees and applicants. If you have a disability, and require reasonable accommodations in the application process, call Human Resources at 800-725-3535. We will be happy to assist you. Schwab will only share your accommodation request with those individuals who have a specific need to know. The request for an accommodation will not affect Schwab's hiring decisions. All other submissions should be performed online.

Job Specifications

Relocation Offered?: No

Work Schedule: Days

Languages: English - spoken

Current Licenses / Certifications: None

Relevant Work Experience: Product Development-6+ yrs

Position Located In: TX - Austin

Education: BA/BS

Job Type: Full Time

Category:Digital Services

Activation Date: Thursday, November 29, 2018

Expiration Date: Friday, February 1, 2019

Apply Here