3 дня назад
Sr Business Product Manager – Brokerage Product Management
102 000 - 170 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Sr Business Product Manager – Brokerage Product Management (Brokerage/Financial Services): Managing core brokerage account products, including Schwab One, Organization, Trust, and Estate accounts, with an accent on product health, regulatory requirements, and roadmap prioritization. Focus on analyzing client and operational feedback, developing business cases, and aligning Legal, Compliance, Operations, Technology, and other stakeholders on product enhancements.
Location: Onsite in Westlake, TX; Austin, TX; Orlando, FL; or Phoenix, AZ. Applicants must be authorized to work full-time in the United States without employer sponsorship.
Salary: USD $102,000–$170,000 per year, plus potential bonus or incentive opportunities.
Company
provides financial services and brokerage products, supporting retail clients, advisors, and retirement customers.
What you will do
- Manage assigned core brokerage account products, including product strategy inputs, product health, documentation, and enhancement prioritization.
- Maintain client-facing and internal product materials, forms, account applications, agreements, and knowledge 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 and manage roadmap inputs while balancing client impact, business value, risk, regulatory requirements, and execution feasibility.
- Represent the product line in cross-functional initiatives, identify risks and dependencies, and drive alignment across teams.
Requirements
- 5+ years of experience in product management, financial services, brokerage, wealth management, or a related business role.
- Knowledge of product lifecycle management, roadmap development, prioritization, business case development, and stakeholder alignment.
- Experience working with Legal, Compliance, Operations, Risk, Technology, Marketing, Service, and field-facing teams.
- Experience with regulated products, control environments, or compliance-driven change.
- Knowledge of brokerage account products, including individual, organization, trust, estate, or other complex account types.
- Strong analytical, communication, planning, organizational, and influence-without-authority skills.
Nice to have
- Understanding of ’s core brokerage offerings, operating model, and client and field service environment.
Culture & Benefits
- In-office collaboration with a culture of trust, collaboration, continuous learning, and meaningful work.
- 401(k) with company match and an employee stock purchase plan.
- Paid vacation, volunteering time, and a 28-day sabbatical after five years for eligible positions.
- Paid parental leave, family-building benefits, and health, dental, and vision insurance.
- Tuition reimbursement and ongoing career development support.
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