✦ Luna Orbit — Product Management

Director, Investment Product Manager, Offer Manager (PL)

at Charles Schwab

Unknown Posted March 18, 2026
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Position Details

Type Not Specified
Experience senior
Exp. Years Not specified
Education Not specified
Category Product Management

About this role

This role involves overseeing the strategy, development, and performance of Schwab's core investment products, leading cross-functional teams, and shaping client and advisor experiences.

Key Responsibilities

  • Define product strategy
  • Lead cross-functional teams
  • Develop strategic roadmaps
  • Manage investment product offerings
  • Shape client and advisor experiences

Technical Overview

The role emphasizes strategic planning, product lifecycle management, and collaboration across departments to enhance investment offerings and platform capabilities.

Ideal Candidate

The ideal candidate is a senior product manager with experience in investment products, strategic roadmapping, and cross-functional leadership within the financial services industry. They should be data-driven and capable of shaping platform strategies.

Must-Have Skills

Product strategyRoadmap developmentCross-functional leadershipInvestment productsOffer management

Nice-to-Have Skills

Platform strategyData analysisClient experience

Required Skills

Product strategyRoadmap developmentCross-functional leadershipInvestment productsOffer managementData-driven decision making

Hard Skills

Product strategyRoadmap developmentCross-functional leadershipInvestment productsOffer managementPlatform strategyData-driven decision making

Soft Skills

LeadershipCommunicationStrategic thinkingCollaborationProblem-solving

Industry & Role

Industry Financial Services / Investment Management
Job Function Strategic management of investment products and platform development
Role Subtype Product Manager

Keywords for Your Resume

Product ManagerProduct strategyRoadmapInvestment productsOffer managementPlatform strategyData-drivenCross-functionalWealth managementFinancial industryAsset managementSeniorLeadershipStrategyClient experienceproduct managerproduct strategyroadmapinvestment productsoffer managementplatform strategydata-drivencross-functionalwealth managementfinancial industry

Deal Breakers

Lack of experience in investment products, No leadership or strategic planning skills, Unfamiliar with wealth management industry, No experience with product roadmaps

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