Director of Product Management - Financial Planning (PL)

Pay range: USD $119,000.00 - $250,000.00 / Year

Your opportunity

At Schwab, you're empowered to make an impact on your career while transforming the future of financial planning.

The Director of Product Management - Financial Planning will lead the strategy, evolution, and execution of Schwab's enterprise financial planning platform-one of the most critical components of the client and advisor experience.

This role owns the end-to-end- product vision and roadmap for financial planning across Schwab, including advanced planning domains such as retirement, tax, and estate planning. You will lead a team of senior product managers, partner deeply with technology, design, and business leaders, and operate at a fast pace with high executive engagement to deliver scalable, modern, and integrated planning experiences that power Schwab's advice offering.

What you'll do:

As the Director of Product Management - Financial Planning, you will:

• Own and articulate a clear product vision and multi-year roadmap for Schwab's financial planning capabilities across Schwab
• Lead, coach, and develop a high performing team of senior product managers responsible for complex, enterprises cale product areas
• Drive integration of third-party planning solutions and advanced technologies (including GenAI enabled capabilities) while ensuring Schwab retains ownership of data and client experience
• Partner closely with Technology, UX, Offer Management, and Business leaders to deliver intuitive, scalable, and advisor ready planning experiences
• Navigate ambiguity, competing priorities, and executive-level tradeoffs to drive timely, well-reasoned product decisions
• Assess client, advisor, and representative needs; identify gaps and opportunities; and translate insights into prioritized product initiatives
• Define success metrics, business cases, and outcomes that demonstrate client and business impact
• Lead with urgency, emotional intelligence, and strong partnership-moving fast while bringing stakeholders along the journey

• 10+ years of experience in financial services, including wealth management, investment products, or advice-based platforms within large, complex organizations
• Deep expertise in financial planning and advice domains (e.g., retirement income, tax strategy, estate planning, charitable giving, executive compensation)
• Proven people leadership experience, including leading senior level product managers, hiring, coaching, and developing high performing teams
• Demonstrated executive presence, with the ability to influence, challenge, and partner effectively with senior leaders and demanding stakeholders
• Strong product strategy, roadmap development, and execution skills in fast paced, high visibility environments
• Ability to synthesize complex data, client needs, and business priorities into clear product decisions and recommendations
• Exceptional collaboration and relationship building skills across product, technology, design, and business teams
• High emotional intelligence with a leadership style that balances urgency, accountability, and strong partnership

• Experience leading enterprise scale financial planning platforms supporting both self-directed and advisor guided experiences
• Experience integrating or scaling third party vendors and platforms within regulated financial environments
• Exposure to or hands on experience with GenAI or advanced analytics in client facing financial products
• CFP designation and/or FINRA licenses (Series 7/24)
• Bachelor's degree; advanced degree a plus

• 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