Charles Schwab Managing Director - Digital Wealth Reporting in Raleigh, North Carolina


Raleigh - NC, RALEIGH, 434 Fayetteville Street, 27601-1701

Paul Medina Guevara


We believe that , when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.

As a company, we were established by Chuck at over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.

Our Opportunity:

The Digital Advice team is responsible for business strategy, offer design, product management and process improvement for Schwab’s retail advisory solutions. Our mandate is to design and optimize the combination of services, products, and tools to deliver an experience that exceeds clients’ expectations. To do this, we work with partners and delivery organizations to ensure key processes / interactions are designed and executed smoothly. We also manage tradeoff decisions and priorities to enhance the overall client experience and drive revenue growth.

What you’ll do:

The Digital Wealth Reporting Managing Director will be responsible for leading a team of product owners who are building and delivering digital performance and investment income reporting solutions to Schwab’s customers. The person in this role will have the opportunity to drive cross-enterprise reporting solutions that support key client experiences across all of Schwab’s digital channels, driving execution of enterprise capabilities that empower both our clients and Schwab representatives that support them. The ideal candidate will have a strong blend of technical product management, personnel leadership, and project management experience; as well as prior experience with personal finance and investment reporting solutions.

  • Recruit, lead, coach, and inspire a team of seasoned product owners supporting high quality, investment portfolio reporting solutions.

  • Foster a deep understanding of our client’s needs, where our digital experiences provide the insight needed to support their financial lives, and key ways in which we can improve the delivery and quality of the information they get from Schwab everyday

  • Interact with the business and technology leaders across Schwab. This role requires significant cross-organization leadership and management to understand business needs and ensure product success across multiple user experience platforms.

  • Evaluate strategic, tactical and risk management impacts of alternative trade-off decisions in the context of our product vision, goals and strategy, proposing sound, well-supported, fact-based recommendations to leadership.

  • Drives stakeholder and organizational alignment and agreement on product priorities, business strategy, trade-off decisions and investment. Provides critical business direction, guidance and decisions to product development and delivery teams.

What you have:

  • Curiosity, a can-do attitude and the ability to learn quickly and thrive in a complex, dynamic environment

  • Self-starter with outstanding organizational skills and ability to track multiple project deliverables with minimal direction

  • Strong analytical and creative problem-solving skills

  • Ability to make decisions and progress in the face of ambiguous and at times overlapping priorities

  • Highly developed communication and presentations skills with a superior ability to effectively communicate and present complex concepts and issues to leadership teams in a highly compelling, persuasive, fact-based manner.

  • Highly skilled at working cross functionally with technology, service, marketing and product teams to create, implement and evolve our reporting solutions offering tangible, measureable client results.

  • Prior experience with Agile (Scrum/XP) processes in planning, implementation and support of business application components, including change & release management

  • 5+ years’ experience providing end-to-end business direction and product leadership for technology solutions in the financial services industry.

  • 3+ years’ experience people management; proven track record of building and inspiring high-performing teams.

  • Bachelor's degree required. Post graduate degree is a plus.

What you’ll get:

  • Comprehensive Compensation and Benefits package

  • Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts

  • Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program

  • Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions

  • Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships

  • Not just a job, but a career, with an opportunity to do the best work of your life

Learn more about Life@Schwab at" .

Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law. Schwab also does not discriminate against applicants or employees because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. At Schwab, we believe that every employee, through their diverse abilities and experiences, can contribute to our growth, innovation and client loyalty. We embrace diversity and are committed to providing equal opportunity to all employees and applicants. If you have a disability, and require reasonable accommodations in the application process, call Human Resources at 800-725-3535. We will be happy to assist you. Schwab will only share your accommodation request with those individuals who have a specific need to know. The request for an accommodation will not affect Schwab's hiring decisions. All other submissions should be performed online.

Job Specifications

Relocation Offered?: No

Work Schedule: Days

Languages: English - spoken

Current Licenses / Certifications: None

Relevant Work Experience: Project Management-6+ yrs, Financial Services-6+ yrs, Product Development-6+ yrs

Position Located In: NC - Raleigh

Education: BA/BS

Job Type: Full Time

Category:Digital Services

Activation Date: Tuesday, April 24, 2018

Expiration Date: Wednesday, May 16, 2018

Apply Here