Sr. Product Manager, Data Infrastructure

Description:


Senior Manager, Marketing

Schwab Institutional Product Development & Marketing



Schwab Institutional (SI), a division of Charles Schwab & Co., Inc. is the leading provider of custody, trading, technology and practice management to registered independent advisory firms. SI Data Infrastructure focuses on ensuring our data architecture adequately reflects the Advisor business model and the many alternative structures that have emerged over the years. In building a truly institutional data infrastructure, we will manage Advisor data to be consistent, dynamic, and aligned with our clients’ business models while ensuring we meet our and our clients’ future growth. It is our responsibility to understand what the marketplace is expecting from Schwab Institutional and to deliver and promote solid business solutions that meet the needs of our clients now and into the future.





Job Description





Position Responsibilities



The successful candidate will be the business product lead of Schwab Institutional Data Infrastructure initiatives. Specifically, this product manager will focus on creating a world class customer experience by building out our technical capabilities to support an Institutional Data Infrastructure.



This person will typically lead project team(s) consisting of business and technical PM’s, QA, and mainframe resources, and interface with cross-enterprise stakeholders including Sales, Marketing, Legal, Compliance, Operations, TCS (Technical Client support), and Investment Advisors to elicit requirements and get commitment. They must be able to write clear, concise business requirements, partner with our business and technical PM’s to ensure implementation of the requirements, and work with internal resources to cycle through usability testing.





Position Qualifications


Bachelor's degree as well as 6 plus years financial services industry experience. A MBA is highly preferred but overall experience, a proven track record of bringing financial service products to market, great communications skills, creativity, and vendor negotiation and management is what counts.
Knowledge of financial services industry is required. Understanding of investment advisor industry is preferred.
Strong conceptual thinking skills – ability to envision services/capabilities that don’t currently exist based on in-depth understanding of industry trends and marketplace needs.
Highly developed analytical skills – ability to gather information from a diverse set of resources and synthesize into strategies and tactical plans for execution.
Solid understanding and exposure to the following functional competencies – client service, operations, sales, marketing, MIS and finance.
Previous experience in the areas of mainframe and distributed databases is a plus.
Ability to participate with senior management in setting strategic direction
Ability to develop and articulate a business case and successfully influence up, down, and across various functional teams
Capable of managing cross-enterprise teams in the context of developing & implementing various deliverables
Excellent communication and interpersonal skills; partner / client relationship management experience
Strong customer focus, including ability to think in terms of customer experience/perspective
Outstanding time management and organizational skills.
Ability to effectively manage multiple priorities in a fast-paced, changing environment.
Demonstrates excellent teamwork and promotes a strong team environment.







Key factors for success in this role:



o Ability to serve as data ombudsman and represent multiple stakeholder interests and needs – understanding of how to build high quality data and data services as enterprise utilities.

o Ability to translate strategy into tactics and to drive execution

o Ability to work cross organization in a highly matrixed environment

o Ability to work in a fast paced and changing environment

o Considers internal and external factors as inputs to recommended strategies/tactics.

o Proactively seeks out information and opportunities to fill knowledge gaps.





Position may be based in San Francisco, CA or Phoenix, AZ.





More about Schwab Institutional®
Schwab Institutional (SI) pioneered the business of serving independent, fee-based investment advisors, and we're the industry's leading provider of custody, trading, technology and practice management resources to approximately 5,000 registered independent advisory firms, who manage $352 billion on behalf of their clients. SI helps advisors to grow, compete and succeed. SI plays a key role in Schwab's affluent strategy via the Schwab Advisor Network®, which provides marketing resources and client referrals to 330 of our top advisors via a joint initiative with Schwab's Retail Client Sales and Service enterprise. SI clients represent 37% of Schwab's total client assets. Requirements: Relocation Offered? No Work Schedule Days Languages English - written, English - spoken Current Licenses / Certifications None Relevant Work Experience Marketing-6+ yrs Position Located In CA - San Francisco, AZ - Phoenix Education BA/BS Job Type Full Time