Live chat
Charles Schwab & Co., Inc

Technical Product Manager - Schwab Charitable Client Communications and Technology - Military veterans preferred

Charles Schwab & Co., Inc - San Francisco, CA

\t\t Description: San Francisco - CA, SF211MN, 211 Main St, 94105-1905Tammie Raven20170929-5035We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client\u2019s 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 \u2018own your tomorrow\u2019 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\u00a0over 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:Schwab Charitable is an independent public charity created to increase charitable giving in the United States by offering the flexible giving solution of a donor-advised fund account.\u00a0 A donor-advised fund account is a simple, flexible, tax-smart investment account designed specifically for charitable purposes that offers clients and advisors a simple and streamlined way to contribute, invest and grant effectively.\u00a0 We are a leading national donor-advised fund provider\u2014having granted out to over 96,000 charities nationwide since inception on behalf of our donors.At Schwab Charitable, we believe people have an inherent desire to give and that investing and giving when done together can empower us to make a real difference in the world.\u00a0 We make it easy to integrate charitable giving into clients\u2019 financial planning and wealth management conversations.\u00a0 We believe that if our clients apply the same thoughtful strategy to their giving and philanthropy they apply to their finances and investments, they will be happier and more fulfilled donors.\u00a0 With our uniquely integrated approach, our simple and tax-smart giving solution, our access to online resources and our team of charitable specialists, we offer the tools, guidance and relationships to help donors give more to the charities that matter most to them.Schwab Charitable was founded by Charles Schwab & Co. and while it operates as an independent charity, it is closely affiliated with and enjoys the support of Charles Schwab & Co, including contractual agreements to provide a variety of services. This position will be an employee of Charles Schwab & Co. and will be subject to its human resources and risk policies and procedures, but will report to and be accountable to Schwab Charitable for day-to-day activities.The Schwab Charitable Digital Solutions team delivers a best in class Donor Advised Fund digital solution by providing user friendly and scalable multi-channel digital solutions that meet client needs, leap frog the competition, and reduce costs through automation. We are organized around the end to end delivery of Schwab Charitable\u2019s core products (contributing to, investing in, and granting from the Donor Advised Fund account) and the clients they serve (Advisor, Donor and Charity Relationship Management). The Digital Solutions team creates an efficient and consistent experience across all digital channels such as client and investment advisor secure sites, mobile app, digital messaging platform, service communications, representative and analytics tools, back end automation and data, and other digital interactions.We are seeking an entrepreneurial and passionate Senior Technical Product Manager of Advisor Solutions to take our B2B2C product delivery channels to the next level. The role will lead a cross-functional team to create a robust and efficient experience for Registered Independent Advisors as they interact with Schwab Charitable\u2019s donor-advised fund (DAF) account. This includes driving a roadmap to provide advisor-centric digital solutions to open and manage DAF accounts for their clients and enhancing our internal CRM to provide actionable insights for our Relationship Managers and Service teams. An ideal candidate will enjoy being part of a new and growing digital team, working in a fast paced environment, be process and data oriented, have strong analytical skills, and have experience with a B2B2C organizational model. This role requires a creative mind set, strong solutions-oriented view and ability to forge relationships with many internal and external partners.What you\u2019ll do:
Collaborate with other Product Managers in Schwab Charitable Digital Solutions to create a consistent experience across all products, clients, and digital channels
Act as the liaison with Schwab Charitable Business Development team and Advisor Services enterprise at Charles Schwab & Co to better align with the overall advisor experience at Schwab
Lead a cross-functional team of stakeholders (Business Development, Marketing, Donor Relations, Complex Strategies, Technology and Design and Training teams) to develop a vision and a road map to take our advisor centric products to the next level, improving the advisor, donor and rep experience while reducing costs. This includes:
Developing advisor-centric applications, solutions and workflows for managing DAF accounts on Schwab Advisor Center (SAC.com)
Engage marketing colleagues and digital design partners to create and maintain graphically compelling, consistent, and efficient digital experience
Supporting the Salesforce CRM product to create automated, actionable insights to inform Schwab Charitable Business Development, Marketing and Operational activities, including prospecting and lead generation, relationship management, advisor communications, and tracking/reporting of sales results
Partnering with Marketing team to provide accurate and insightful data to implement Marketing Automation strategy to enhance prospect generation and nurture prospective clients from AS channels

Execute this vision by actively partnering with technology teams and participating in agile scrum ceremonies, including writing user stories and prioritizing the backlog as necessary
Provide timely and proactive production support to users
Provide regular cross-functional and senior management updates

What you have:
Passion for charitable giving and advocating to include charitable planning in the financial planning discussion
Must be self-starter, extremely detailed and analytical, and have a curious mind that enjoys digging into how things work and continuously strives to enhance the product, workflow and the process
Comfort in a dynamic, fast-moving and collaborative work environment, with a positive attitude and solid work ethic
Familiarity with a Business to Business to Customer business model is preferred, especially Schwab Advisor Services. Alternatively, experience supporting business development, relationship management or marketing activities in the Donor-Advised Fund or related industry
Experience in building partnerships, mobilizing and motivating teams, influencing others at all levels of an organization, and driving change to effectively deliver on projects in a cross-functional environment
Excellent presentation, communication, and interpersonal skills, to communicate at all levels with clarity and precision both written and verbally
Strong PC skills including Excel, Word, PowerPoint, Adobe Acrobat, etc.
Experience with business process modeling tools (Visio, iGraphx, etc.)

Salesforce Administrator or Salesforce user is a plus
Experience on an agile digital product team is highly preferred
BA/BS degree (MBA preferred)
Financial Services, Brokerage or Asset Management experience a plus

What you\u2019ll 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.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. \t\t Job Specifications

Relocation Offered?:
No

Work Schedule:
Days

Languages:
English - spoken

Current Licenses / Certifications:
None

Relevant Work Experience:
Financial Services-less than 2 yrs, Brokerage Operations-less than 2yrs, Project Management-less than 2 yrs

Position Located In:
CO - Lone Tree, CA - San Francisco

Education:
BA/BS

Job Type:
Full Time

\t\t\t\t\t\t Category:Information Technology \t\t Activation Date: Thursday, November 30, 2017 \t\t Expiration Date: Saturday, December 30, 2017 \t\t Apply Here \t
See Job Description

7 days 3 hours ago

Charles Schwab & Co., Inc

apply

Technical Product Manager - Schwab Charitable Client Communications and Technology - Military veterans preferred Charles Schwab & Co., Inc - San Francisco, CA, United States

   

Location: San Francisco, CA

Company Profile:
The Charles Schwab Corporation provides a full range of securities, brokerage, banking, money management, and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (“Schwab”), Member SIPC, offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products. Schwab Advisor Services™ serves independent investment advisors and includes the custody, trading, and support services of Schwab. Independent investment advisors are not owned, affiliated with, or supervised by Schwab. Schwab Retirement Plan Services, Inc. and Schwab Retirement Plan Services Company provide recordkeeping and related services with respect to retirement plans. Charles Schwab received the highest numerical score in the J.D. Power 2016 Full Service Investor Satisfaction Study, based on 6,006 responses from 20 firms measuring opinions of investors who used full-service investment institutions and we are surveyed in January 2016. To arrive at the top 50 Most Admired Companies overall (our “All-Stars”), Korn Ferry Hay Group asked 4,000 executives, directors, and securities analysts who had responded to the industry surveys to select the 10 companies they admired most. They chose from a list made up of the companies that ranked in the top 25% in last year’s surveys, plus those that finished in the top 20% of their industry. Anyone could vote for any company in any industry. The difference in the voting rolls is why some results can seem anomalous. For example, St. Jude Medical ranks No. 40 on the overall Most Admired list, returning after a two-year hiatus. But within the medical products and equipment subgroup, St. Jude Medical, based on its peers’ responses, missed the “Industry Standouts” cut by ranking in the bottom half of the group. (0416-EXLH) 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.