Location: Westlake, TX, US
Job Summary:
Job Duties:
- Support advisor product segment focusing on Schwab's core systems and trading platforms.
- Synthesize advisor insights to develop a strategic product roadmap.
- Collaborate with internal teams to enhance advisor-client experience and operational efficiency.
- Ensure compliance and safeguard relationships through enforcement measures.
Required Skills:
- Strong analytical and critical thinking abilities.
- Project management and multitasking expertise.
- Knowledge of Registered Investment Advisor business model.
- Ability to conduct market research and analyze trends.
- Proficiency with SAFE framework and product launch planning.
Required Experiences:
- Bachelor's degree in business or computer science.
- SAFE Agile Certified PO/PM or SAFE Certified Agilist.
- Experience working with cross-functional teams.
- Background in grant management regulations and compliance.
Job URLs: