Charles Schwab

Your Opportunity

At Schwab, you are 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 work location.

The AI Incubation & Enablement (AIE) team at Schwab is where cutting-edge ideas come to life. Our mission is to develop new and novel generative AI applications that transform the way Schwab serves its clients, enhancing experiences and driving value across the organization. We don’t just solve today’s challenges, we anticipate tomorrow’s opportunities, pioneering solutions that position Schwab as a leader in financial services innovation.

We are seeking a Senior Product Manager, AI to lead the development and enhancement of our artificial intelligence platform. This role involves close collaboration with engineering, research, business enablement, compliance, and cross-functional product teams.

The Senior Product Manager will identify opportunities to expand the GenAI foundation at Schwab, empowering teams across Schwab to test, build, and deploy GenAI solutions. The role requires a deep knowledge of software engineering principles and architecture, an excellent and constantly updating knowledge of GenAI capabilities, and advanced analytics skills that can accommodate the stochastic nature of GenAI and the unique challenges it presents.

You will drive significant strategy, planning, prioritization, and trade-off decisions. You will balance competing demands from business interests across the enterprise. You will determine how to move forward, with a bias towards action, to deliver the greatest possible advancement towards Schwab’s goals while ensuring compliance within the financial services industry.

What You’ll do

• Collaboratively define the GenAI platform vision and roadmap.
• Partner with R&D to define evaluation strategies for measuring and monitoring the quality of generative AI output.
• Participate in model validation to ensure continued performance and business value of the tool.
• Define metrics to estimate hallucination impact, output acceptance, and safety concerns.
• Communicate key metrics to both technical and non-technical stakeholders in terms of trends over time, variance, and business impact.
• Distill MVPs and iterative deliverables from long-term product visions and goals.
• Define and champion the near-term product vision, ensuring alignment with Schwab’s strategic goals.
• Oversee the product lifecycle from concept to launch, including user research, requirements gathering, and go-to-market strategy.
• Advocate for a strong user experience incorporating user feedback and analytics into product development to ensure the tool is intuitive and effective.
• Proactively identify and mitigate risks throughout the product development process.
• Build enablement and onboarding plans to champion and empower internal teams to leverage platform tools.
• Rigorously and dynamically prioritize the product roadmap, ensuring the development team is creating value with each iterative delivery.

What you have

Required Qualification

• BA/BS degree
• 7-10+ years of professional IT or Product development experience
• 5+ years of direct product experience
• 3+ years of experience working closely with software engineers
• 3+ years of experience with Scaled Agile Framework and delivering in an Agile environment
• 3+ years of basic statistics, probability distributions, and the fundamentals of measurement
• Demonstrable understanding of generative AI technology, architecture, and terminology including LLMs, RAG, system prompts, agentic, etc.
• Demonstrable experience using/building generative AI solutions

Preferred Qualifications:

• MBA, or Graduate degree in field related to AI
• Professional experience in engineering, data science, or related field
• Strong understanding of software design
• Outstanding verbal and written communication skills with demonstrated ability to communicate effectively with all levels of the organization
• Familiarity with financial services and the regulations that apply to the industry
• Strong business influence skills
• Ability to distill strategy, analytics and varied sets of input to drive decisions across stakeholder communities
• Building credibility with peers and key stakeholders (at all levels of the organization) to be able to drive action. Ability to develop multiple solutions to the same problem and identify the common failure modes associated with each
• Passion for identifying user pain points, generating ideas to relieve them, and acting swiftly to test potential solutions
• Self-starter with outstanding organizational skills, attention to detail, and desire to continually reevaluate existing products and processes
• Comfort in a dynamic and fast-moving work environment, with a positive attitude and solid work ethic
• Curiosity to continually learn and keep up to date with the latest GenAI capabilities
• A strong track record of performance

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.