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 location(s).

Within the Platform Strategy & Support team, the Product Owner will report to the Sr Team Manager overseeing Customer and Account core system functionality. The individual in this role will collaborate with Product Owners, key project leads and domain partners to assimilate a portfolio view of demand requests, with an understanding of key date commitments/integration points that will assist the platform in determining prioritization of demand and provide shared awareness for CAT of key dates for forecasted deliverables. The role will require the PO to have a mix of business and technical knowledge, acting as a liaison/partner to maintain business and IT alignment.

What you'll do :

• Serve as the primary contact for product and IT partners to ensure that resource demand is well documented along with cross domain dependencies as known, understanding program roadmaps and prioritization
• Actively manage BCAT PI readiness backlog; bridging intake and triage with time commitments and readiness to ensure continued cadence and focus, in alignment with workforce forecasting and planning
• Actively manage logistics of internal release board, ensuring a focus on outstanding product deliverables, carryover commitments and identifying associate/client impactful releases and internal communication needs
• Actively manage BCAT intake backlog ensuring timely assignment and understanding of the time commitments requested and key drivers. Assist in tactical prioritization in partnership with Product and Tech PLs
• Responsible for department focused roll up reporting and communication on key metrics pertaining to pipeline and priority items
• Understand both business and technical dependencies between business areas and within systems that support or may be impacted by middle office functionality; upstream as well as downstream
• Develop 'As Is' knowledge of platform systems and 'To Be' system solutions and flows
• Assist CAT in handling complex, high-profile projects (across multiple domains, systems and stakeholders)

What you have

Required Qualifications:

• 5-to-10 years' experience managing requirements for multiple large, complex and cross functional projects. Emphasis on systems, technologies, business process redesign, and knowledge of technical environments
• 7-10 years' experience in software development methodology (Agile Framework), preferred
• Proven ability to write business requirements, including user stories, use case development and workflow documentation
• Prior working knowledge of JIRA or any related Scrum tools preferred
• Competence in Microsoft Office tools including Outlook, Word, Excel, PowerPoint and Visio
• Bachelor's degree or equivalent business experience

Preferred Qualifications:

• Securities Industry/Operational background preferred, a focus on account open solutions
• Strong critical thinking skills
• Proven ability to build a strong partnership and trust with stakeholders
• Strategic mindset to help drive product management decisions, governance, and long-term vision
• Risk and issues management for domain level risks and interdependencies
• Strong analytical and problem-solving skills - ability to quickly analyze data to identify key insights and apply them to the business, quantitative and qualitative analysis
• Confidence in presenting both strategic and tactical vision to the team and management for both big-picture planning and day-to-day management of project goal

• Understanding of cross-functional dependencies and how they impact project execution

• Excellent communication, interpersonal, organizational and negotiation skills
• Product and project management skills; business judgment, including ability to balance resources need, evaluate and address risks, and concisely articulate trade-off decisions
• Strong orientation to clients, including ability to understand needs and apply this knowledge to product enhancements, online user experience, and communication content (internal and external)
• Ability to analyze and communicate technology recommendations to business stakeholders
• High attention to detail and the ability to see things through from concept to implementation

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



Requisition #: 2025-118023

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Requirements

2025-118023