Position Details

Type Not Specified

Experience senior

Exp. Years Not specified

Category Product Management

About this role

Senior product manager responsible for designing, developing, and delivering Advisor Services AI Solutions, including AI agents and internal workflows, to elevate Schwab's advisor and employee experience. Partners with AS AI teams and tech stakeholders to prioritize and execute the AI platform roadmap and governance.

Key Responsibilities

Act as system-level thinker-designing AI agent networks; Translate ambiguous AI work into narratives and decision frameworks; Partner with AS AI teams to deliver against platform vision and roadmap; Collaborate with Advisor Services Technology on technical feasibility; Distill MVPs and iterative deliverables; Prioritize the product roadmap and value delivery

Technical Overview

Focus on AI-enabled product delivery, agent-based architectures, and enterprise data integration within Schwab governance. Leads MVP-driven iteration and cross-functional collaboration with technology teams to validate feasibility and impact.

Ideal Candidate

The ideal candidate is a senior product manager with experience shaping AI-enabled internal products for enterprise use cases, skilled at building cross-functional partnerships, translating ambiguous AI work into actionable roadmaps, and delivering MVPs that align with regulatory and governance requirements at Schwab.

Must-Have Skills

Experience delivering AI-powered productsAgile product managementStakeholder management

Nice-to-Have Skills

Experience with enterprise AI platformsExperience partnering with IT teamsRegulatory compliance experience

Required Skills

AIinternal use casesAI agentsagent-2-agententerprise data sourcesstakeholder managementMVProadmapgovernanceregulatory requirementsplatform vision

Soft Skills

stakeholder managementcommunicationleadershipproblem solvingexecuting

Industry & Role

Industry Fintech

Job Function Lead the design, development, and delivery of Advisor Services AI Solutions products and AI agents for Schwab.

Role Subtype Product Manager

Keywords for Your Resume

senior digital product manageraiadvisor services ai solutionsinternal use casesai agentsagent-2-agententerprise data sourcesstakeholder managementmvproadmapgovernanceregulatory requirementsregulatory compliancebusiness use case prioritizationscorecard evaluationplatform visionas ai platformcross-functionaltechnology partnerschwab governancedata sourcesAIMVPAgiledata governanceenterprise dataproduct manager

Deal Breakers

Lack of AI product management experience, Inability to collaborate across multiple teams, No experience translating business needs into AI-enabled roadmaps

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Senior Digital Product Manager-Advisor Services AI Solutions

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