Description

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.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.

Schwab Asset Management (SAM) manages investment products and capabilities that support millions of client accounts across Charles Schwab. Accurate, consistent, and trusted data is foundational to SAM's ability to scale investment operations, meet regulatory obligations, and enable analytics and decision-making across the firm.

The Senior Manager, Data Product Management - Fundamental Data role owns shared referential and foundational data products on the Schwab Asset Management Data Architecture (SAMDA) platform. This role is accountable for defining, delivering, and evolving authoritative data domains-such as reference, entity, classification, and core investment data-that are reused broadly across SAM systems and downstream consumers. Operating with significant autonomy, the role partners closely with technology, operations, governance, and business stakeholders to ensure fundamental data is reliable, scalable, and aligned to enterprise standards and business outcomes.

Key Responsibilities:

Fundamental Data Product Ownership

• Owns the vision, roadmap, and outcomes for one or more shared fundamental data domains on SAMDA
• Defines authoritative data sources, domain boundaries, and product contracts for referential and foundational data reused across SAM
• Translates business, operational, and regulatory requirements into prioritized data product roadmaps with measurable value
• Establishes clear success metrics for data quality, adoption, and operational impact
• Operates independently with minimal oversight on organization-critical shared data domains
• Owns outcomes across multiple teams and systems dependent on fundamental data
• Influences through expertise, credibility, and structured decision-making rather than positional authority
• Aligns data product decisions to enterprise strategy, platform standards, and measurable business value, without owning full data portfolio strategy

Discovery, Delivery & Execution

• Balances discovery and delivery for complex data domains, sequencing work across ingestion, standardization, and access layers
• Owns backlog health, ensuring multiple sprints of dev-ready data stories with clear acceptance criteria and data quality expectations
• Defines epics and roadmap horizons 2-3 months out, participating in quarterly PI Planning and dependency coordination
• Ensures production readiness and ongoing support for shared data products, including triage of data defects and quality issues
• Proactively identifies and mitigates data risk, dependency risk, and delivery risk inherent in shared foundational data

Data Quality, Consistency & Reuse

• Partners with data governance, architecture, and engineering to ensure consistent definitions, classifications, and reference standards
• Drives adoption of shared fundamental data by aligning with downstream consumers (analytics, reporting, operations, platforms)
• Leverages data usage insights and feedback to refine data products and reduce duplication across the ecosystem
• Ensures fundamental data products support scalability, auditability, and regulatory needs without owning enterprise-wide policy

Cross-Functional & Stakeholder Leadership

• Leads alignment across SAM business teams, operations, technology, and platform partners for assigned data domains
• Communicates data product decisions, tradeoffs, and progress clearly, connecting outcomes to business and operational value
• Ensures documentation and communications enable effective reuse of shared data assets
• May mentor other product managers or analysts, contributing to stronger data product practices without formal people management accountability

What you have

Required Qualifications:

• Bachelor's degree required
• 8-10+ years of investment management industry experience across multiple functions, with demonstrated ability to translate business and operational needs into data and platform requirements
• Proven ability to deliver complex initiatives on time and within budget, including planning, sequencing, and coordinating dependencies across technology and business teams
• Strong organizational skills with the ability to set clear goals and drive progress with minimal supervision, including maintaining a prioritized backlog and roadmap for data product delivery
• Proven verbal communication and presentation skills to interact with and influence all levels of the organization, including explaining data concepts (definitions, lineage, quality, and usage) in business terms
• Curious learner who seeks root causes to prevent future problems, including investigating data quality and reconciliation issues and driving durable fixes
• Strong partnership skills and a can-do attitude to thrive in a complex, dynamic environment, collaborating with engineering, operations, governance, and downstream consumers to deliver shared data products
• Ability to adapt to change and hold the high-level needs of many products and departments in mind, balancing standardization with practical delivery for shared foundational data
• Proficient in Microsoft Office (Excel, Word, PowerPoint)
• High-level information technology, data transmission, and system knowledge is a plus, including familiarity with modern data platforms, data integration patterns, and data quality controls

Preferred Qualifications:

• 10-15 years of investment management experience preferred, with proximity to operations, trading, portfolio management, compliance, reporting, and related areas; ideally with 1940 Act products and separately and/or unified managed account products, and experience working with investment data domains (e.g., product, security/reference, entity, pricing, positions, transactions)
• Experience with Agile work management tools such as Jira and/or Rally
• Product Owner certification (CSPO or equivalent)
• SAFe certification (e.g., SAFe POPM, SAFe Agilist)

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



Requisition #: 2026-120905

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Requirements

2026-120905