Senior Manager, Product Manager - Digital Advisor Experience

---

Job description

Your opportunity

At Schwab, you are 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.

DAFgiving360 is an independent nonprofit organization created to increase charitable giving in the U.S.
We offer a donor-advised fund program and related philanthropic tools and guidance that empower
donors to incorporate charitable planning into their everyday lives and make a bigger difference in the
world. Since our founding in 1999 as an 501(c)(3) public charity, DAFgiving360 donors have
recommended more than $35 billion in grants to more than 255,000 charities.

DAFgiving360 has entered into a services agreement with Charles Schwab & Co., Inc. for administrative
and other services, including human resources. This position will be an employee of Charles Schwab &
Co., Inc. and will be subject to its policies and procedures but will report to and be accountable to
DAFgiving360 for day-to-day activities.

The Product Manager for advisor services will support the advisor product segment with emphasis on
Schwab core systems & trading platforms. The role is essential in synthesizing the advisor insights and
crafting a strategic product roadmap and modernization strategy. The PM will collaborate closely with
internal teams and partners at Schwab to drive improvement on charitable' s advisor offers and aligning
to key org OKRs such as:

Optimizing the Advisor Client Experience

• Leveraging deep insights gathered from advisor interactions, as well as research from various
  advisor experience listening posts to create greater engagement with advisor specific tools,
  systems and platforms leading to increased advisor satisfaction
• Identifying opportunities and curating roadmaps to improve advisor efficiency while servicing
  donors; from onboarding new accounts to facilitating contributions, managing investments, and
  making grants

Managing Risk and Reputation

• Ensuring compliance and protecting relationships between an RIA and DAFgiving360 through
  enforcement measures that strengthen compliance and safeguard reputation by preventing
  undesired activities and leveraging automation where possible.

What you have

Required Qualifications

• Bachelor's degree in relevant field (e.g. business, computer science)
• SAFE Agile Certified PO/PM or SAFE Certified Agilist

Preferred Qualifications

• Master's degree in relevant field
• Agile mindset and ability to lead group of cross-functional teams and drive success through
  iterations
• Strong Analytical and critical thinking skills, with the ability to effectively convey ideas to both
  technical and non-technical stakeholders
• Demonstrate ability to manage multiple projects simultaneously and deliver results within
  deadlines
• Strong understanding of the Registered Investment Advisor business model
• Ability to conduct market research, gather client feedback, analyze industry trends, and gather
  user feedback to inform product strategy and roadmap
• Ability to collaborate with cross functional teams, including program managers, developers, UX
  designers, and stakeholders to define product requirements and prioritize features
• Ability to develop and execute effective product launch plans, including go-to market strategies,
  change management plan, documentation, and training materials
• Experience monitoring product performance, tracking key metrics, and continuously identifying
  opportunities for improvement
• Complete understanding of SAFE framework and PI planning process
• Informed about regulations and compliance requirements pertaining to grant management
• Ability to build and maintain strong relationships with internal partners and stakeholders in
  grants and client experience ecosystem

What's in it for you

At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you - both today and in the future:

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance

<!– job description page –>