Charles Schwab Corporation

Retirement Product Manager

Job Locations US-AZ-Phoenix | US-TX-Austin
Requisition ID
Posted Date
6 days ago(9/17/2020 2:09 PM)
Marketing & Communications
Position Type
Full time

Your Opportunity

As a financial services leader, The Charles Schwab Corporation, Inc. seeks to be the most trusted leader in investment services. For more than three decades, The Charles Schwab Corporation has been an advocate for individual investors and the independent advisors who serve them. Schwab Advisor Services (AS), a division of Charles Schwab & Company, is the leading provider of custody, trading, technology and practice management to Registered Independent Advisory firms. AS provides access to sophisticated wealth-management services that help advisors attract and retain affluent clients, as well as profitably grow, compete and succeed in their business efforts. AS supports more than 7,000 Registered Independent Advisors (RIAs) and is the market leader in one of the fastest growing areas within financial services.


Retirement Business Services (RBS), a division within Advisor Services, provides trust, custody, trading, and technical services through Charles Schwab Trust Bank, Charles Schwab & Co., Inc. and Schwab Retirement Technologies. RBS is growing rapidly by providing retirement plan trust and custody services to independent recordkeepers, Registered Investment Advisors (RIAs) and Third Party Administrators (TPAs), and leads the industry in servicing retirement plans through intermediary relationships.


The Retirement Business Services (RBS) Product Development Group's objective is to deliver competitive products and services to the intermediaries it serves. A solid understanding of the retirement market and the ability to identify our clients’ business needs is paramount to our success. Relationship building plays a significant role in the organization to ensure that we retain business as well as remain the preferred choice for new business/prospects.

What you are good at

As a Client Experience Product Manager, the candidate will conduct business analysis, and improve, develop and market new products for the Retirement Business Services (RBS) channel of Advisor Services. As a member of the product management team, you will manage products targeted to retirement plan RIAs, independent recordkeepers and Third Party Administrators (TPA), develop improvements to existing feature/functionality, and perform analysis of the market, competition, and client needs to find opportunities to grow the business.


You will interface closely with key members across the RBS business channel and from other Advisor Services business units, other key business partners, service providers, and clients. The position will drive product strategy and execution to support RBS growth initiatives and respond to regulatory changes. Responsibilities may include gathering competitive intelligence and monitoring market trends, reporting key performance metrics, supervising product profitability, developing business requirements to advance new products or improve existing product feature/functionality. To deploy new products and / or improvements to products, the candidate will work closely with technology, operations, legal, compliance, marketing, business development, and client service team members and managers.

What you have


  • Requires degree or equivalent, plus 2-4 years related experience in product development, product marketing, and market/product analysis.
  • Strong communication skills - written and verbal
  • Knowledge of how retirement plans are administered, the role of third party administrators and/or familiar with Financial Securities Markets are preferred.
  • Broad knowledge of Mutual Fund, Collective Investment Trust funds and other investment products held in retirement plans.
  • Proficiency with Microsoft office applications and or other comparable CRM software or database applications

Success factors:

  • Ability to grasp sophisticated concepts relatively quickly and seamlessly apply technology to solve business issues
  • Capable of working independently, as part of a well-coordinated team, and as a leader of initiatives supervising and managing partner resources to meet business needs and target dates
  • Familiarity with Agile development methodologies preferred


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Why Schwab?

At Schwab, “Own Your Tomorrow” embodies everything we do! We are committed to helping our employees unleash their potential and achieve their dreams. Our employees get to play a central role in disrupting a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth. We’re a modern financial services firm that stands apart from the industry, where you can go as far as your ambition takes you.

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As an equal employment opportunity employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. (Please click here to see policy.)

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We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.