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Charles Schwab

Senior Product Manager - Wealth Management & Advisor Experience

raleigh, NC

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Job description

Charles Schwab in Raleigh is seeking a Senior Product Manager (individual contributor) to drive modern wealth management experiences for advisors and clients. You will focus on a new portfolio management system, integrating Aladdin Wealth, and shaping advisor workflows, client reporting, and investment proposals to improve outcomes.

The role requires 5–7 years in product management within financial services and a strong grasp of wealth management processes.

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Worksite address

raleigh, NC, 27601, US

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