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) and the Schwab Center for Financial Research (SCFR) deliver trusted, high-quality investment insights that help advisors and clients make informed decisions. Within SAM's Asset Management Infrastructure (AMI) organization, the Investment Research Platform (IRP) team owns the shared platforms, standards, and operating models that power quantitative research and enable its secure, consistent, and scalable distribution across the firm.

This role is an individual contributor position reporting to the Director of Investment Research Platforms.

You will own the strategy and delivery of platforms that govern and distribute Schwab's quantitative research and proprietary ratings, including Quantscape and the Research Distribution Platform. Your work will ensure research is produced and delivered in a consistent, auditable, and scalable way-while enabling future innovation, including AI-assisted research and advice.

Quantitative Model Management

• Own and evolve governed model lifecycle capabilities, including analysis, approval, versioning, lineage, and auditability
• Partner with researchers, technologists, and business stakeholders to ensure models and ratings are distribution-ready
• Ensure appropriate tools and controls are in place to monitor data inputs, outputs, and vendor performance, supporting research continuity and integrity

Research Distribution & Advice Enablement

• Set strategy for distributing quantitative research to advisors and internal consumers
• Expand availability of ratings and launch new, actionable research outputs that support advice delivery

Stakeholder Engagement & Governance

• Lead the Quantitative Models Advisory Group to drive clarity on outcomes, risks, and dependencies
• Run high-impact engagements with clear agendas, pre-reads, and documented decisions
• Translate advisory input into clear, decision-ready initiatives and epics
• Steward the Investment Research Platform engagement model to ensure consistent adoption across platforms

Platform Strategy, Intake & Prioritization

• Define and communicate product vision and roadmap aligned to enterprise priorities
• Own intake and prioritization to enable transparent, outcome-driven demand management
• Shape epics by clarifying problems, outcomes, success measures, dependencies, and risks
• Balance innovation, stability, and technical foundations through informed trade-offs

Agile Delivery & Execution

• Serve as a product leader within a Scaled Agile Release Train (ART)
• Prepare objectives and epics for PI Planning to enable realistic commitments and a refined backlog
• Identify and surface cross-team dependencies and risks early
• Use enterprise tools as systems of record for progress, risks, and scope visibility

Transparency, Metrics & Continuous Improvement

• Define and track success measures such as adoption, reliability, efficiency, and data quality
• Own stakeholder communications, translating delivery status into clear, actionable updates
• Drive continuous improvement across product and Agile practices
• Mentor colleagues who are developing or aspiring product management skills

What you have

Required Qualifications

• 8+ years of relevant experience translating business and operational needs into platform or product capabilities that drive measurable outcomes, preferably within financial services or similarly complex environments
• Undergraduate degree required
• Demonstrated ability to deliver complex, cross-functional initiatives, including planning, sequencing work, and managing dependencies
• Strong product judgment in regulated or governance-heavy environments, balancing risk, compliance, and delivery
• Proven ability to define and maintain clear priorities, backlogs, and roadmaps
• Effective communication skills, with the ability to explain quantitative research concepts and platform decisions to both technical and non-technical audiences
• Strong problem-solving skills, with an ability to investigate root causes and deliver scalable, durable solutions
• Collaborative mindset, working effectively with researchers, engineers, operations, governance partners, vendors, and downstream consumers

Preferred Qualifications

• Experience in investment management or investment research environments, including exposure to quantitative research, ratings, or research distribution workflows
• Experience working in Agile or Scaled Agile environments
• Understanding of platform-based product delivery, including APIs, cloud-based systems, and enterprise integration patterns
• Experience defining and measuring platform success using adoption, reliability, and data quality metrics
• Experience partnering with vendors and integrating third-party solutions within governed enterprise platforms
• Familiarity with modern data and technology platforms that support controlled, governed research delivery
• Product or Agile certifications and/or advanced industry or graduate credentials are a plus

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



Requisition #: 2026-121289

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Requirements

2026-121289