Sr. Manager, Digital Product Management, Quantitative Research and Distribution Platforms
Your OpportunityAt Schwab, you're 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.We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.Schwab Asset Management (SAM) and the Schwab Center for Financial Research (SCFR) deliver trusted, high‐quality investment insights that help advisors and clients make informed decisions. Within SAM's Asset Management Infrastructure (AMI) organization, the Investment Research Platform (IRP) team owns the shared platforms, standards, and operating models that power quantitative research and enable its secure, consistent, and scalable distribution across the firm.This role is an individual contributor position reporting to the Director of Investment Research Platforms.You will own the strategy and delivery of platforms that govern and distribute Schwab's quantitative research and proprietary ratings, including Quantscape and the Research Distribution Platform. Your work will ensure research is produced and delivered in a consistent, auditable, and scalable way-while enabling future innovation, including AI‐assisted research and advice.Quantitative Model ManagementOwn and evolve governed model lifecycle capabilities, including analysis, approval, versioning, lineage, and auditabilityPartner with researchers, technologists, and business stakeholders to ensure models and ratings are distribution‐readyEnsure appropriate tools and controls are in place to monitor data inputs, outputs, and vendor performance, supporting research continuity and integrityResearch Distribution & Advice Enablement* Set strategy for distributing quantitative research to advisors and internal consumers* Expand availability of ratings and launch new, actionable research outputs that support advice deliveryStakeholder Engagement & GovernanceLead the Quantitative Models Advisory Group to drive clarity on outcomes, risks, and dependenciesRun high‐impact engagements with clear agendas, pre‐reads, and documented decisionsTranslate advisory input into clear, decision‐ready initiatives and epicsSteward the Investment Research Platform engagement model to ensure consistent adoption across platformsPlatform Strategy, Intake & PrioritizationDefine and communicate product vision and roadmap aligned to enterprise prioritiesOwn intake and prioritization to enable transparent, outcome‐driven demand managementShape epics by clarifying problems, outcomes, success measures, dependencies, and risksBalance innovation, stability, and technical foundations through informed trade‐offsAgile Delivery & ExecutionServe as a product leader within a Scaled Agile Release Train (ART)Prepare objectives and epics for PI Planning to enable realistic commitments and a refined backlogIdentify and surface cross‐team dependencies and risks earlyUse enterprise tools as systems of record for progress, risks, and scope visibilityTransparency, Metrics & Continuous ImprovementDefine and track success measures such as adoption, reliability, efficiency, and data qualityOwn stakeholder communications, translating delivery status into clear, actionable updatesDrive continuous improvement across product and Agile practicesMentor colleagues who are developing or aspiring product management skillsWhat you haveRequired Qualifications8+ years of relevant experience translating business and operational needs into platform or product capabilities that drive measurable outcomes, preferably within financial services or similarly complex environmentsUndergraduate degree requiredDemonstrated ability to deliver complex, cross‐functional initiatives, including planning, sequencing work, and managing dependenciesStrong product judgment in regulated or governance‐heavy environments, balancing risk, compliance, and deliveryProven ability to define and maintain clear priorities, backlogs, and roadmapsEffective communication skills, with the ability to explain quantitative research concepts and platform decisions to both technical and non‐technical audiencesStrong problem‐solving skills, with an ability to investigate root causes and deliver scalable, durable solutionsCollaborative mindset, working effectively with researchers, engineers, operations, governance partners, vendors, and downstream consumersPreferred QualificationsExperience in investment management or investment research environments, including exposure to quantitative research, ratings, or research distribution workflowsExperience working in Agile or Scaled Agile environmentsUnderstanding of platform‐based product delivery, including APIs, cloud‐based systems, and enterprise integration patternsExperience defining and measuring platform success using adoption, reliability, and data quality metricsExperience partnering with vendors and integrating third‐party solutions within governed enterprise platformsFamiliarity with modern data and technology platforms that support controlled, governed research deliveryProduct or Agile certifications and/or advanced industry or graduate credentials are a plusIn addition to the salary range, this role is also eligible for bonus or incentive opportunities.