Sr Product Manager (Business) - Brokerage Product Management

Location: On site in Westlake, TX; Austin, TX; Orlando, FL; or Phoenix, AZ, United States

Salary: $102,000–$170,000 per year, plus bonus or incentive opportunities

Company

hirify.global provides financial services and brokerage products, including core brokerage, individual retirement, and small business retirement solutions.

What you will do

• Manage product strategy inputs, product health, documentation, and enhancement prioritization for core brokerage account products.
• Maintain client-facing and internal materials, including forms, account applications, agreements, and Knowledge Center content.
• Monitor product performance, client and field feedback, operational issues, competitive trends, and regulatory developments.
• Lead product health reviews and competitive gap assessments, converting findings into recommendations, business cases, and roadmap opportunities.
• Develop roadmap inputs for Schwab One, Organization, Trust, and Estate accounts while balancing client impact, business value, risk, regulatory requirements, and feasibility.
• Represent the product line in cross-functional initiatives and influence alignment across teams and senior stakeholders.

Requirements

• 5+ years of experience in product management, financial services, brokerage, wealth management, or a related business role.
• Strong knowledge of product lifecycle management, roadmap development, prioritization, business case development, and stakeholder alignment.
• Experience collaborating with Legal, Compliance, Operations, Risk, Technology, Marketing, Service, and field-facing teams.
• Strong analytical judgment and communication skills, including the ability to simplify complex topics for varied audiences and senior leaders.
• Experience with regulated products, control environments, or compliance-driven change.
• Knowledge of complex brokerage account types, including individual, organization, trust, or estate accounts.

Nice to have

• Understanding of Schwab’s core brokerage offerings, operating model, and client and field service environment.

Culture & Benefits

• Regular in-office collaboration is required for this role.
• 401(k) with company match and employee stock purchase plan.
• Paid vacation, volunteering time, and a 28-day sabbatical after every five years of service for eligible positions.
• Paid parental leave and family-building benefits.
• Tuition reimbursement plus medical, dental, and vision insurance.