Managing Director, Product Strategy & Business Operations

Your Opportunity

Managing Director, Product Strategy Operations:

 

Your Opportunity:

 

At 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 financial services industry together. 

 

Our strategy is grounded in our company’s “Through Clients’ Eyes” approach, placing our clients at the forefront of everything we do, ensuring alignment and prioritization of our work and delivering an unmatched service experience by leveraging Schwab’s longstanding leadership in the marketplace. 

  

Reporting to the Head of Product Strategy, the Managing Director, Product Strategy Operations serves as the strategic operating leader responsible for translating the firm’s product strategy into coordinated enterprise execution.  This role functions as the central integrator across product leadership, Schwab Bank, Schwab Asset Management, technology, operations, and other enterprise stakeholders to ensure alignment, prioritization, and effective delivery of the firm’s strategic product agenda. The Managing Director helps define and operationalize the product strategy, coordinate strategic initiatives across product pillars, and ensure the organization has the governance, operating discipline, and strategic clarity required to scale innovation across both emerging and established product areas.

 

Working closely with Product Heads, the Product Strategy PMO, and the Business Data & Analytics function, this role ensures the firm’s product roadmap is prioritized, resourced, and executed in a manner that maximizes long-term client value and enterprise growth.

 

The Managing Director plays a critical role in helping the organization identify emerging opportunities—including areas such as digital assets, tokenization, and new investment structures—and translating those insights into actionable strategic initiatives and product priorities.

 

Key Responsibilities

 

Enterprise Product Strategy Alignment

• Partner with the Head of Product Strategy to develop and maintain a cohesive, enterprise-wide product roadmap aligned with the firm’s long-term strategic objectives.
• Coordinate closely with Schwab Bank, Schwab Asset Management, and other business units to ensure alignment on strategic priorities and resource allocation.
• Ensure the firm’s product initiatives are sequenced and prioritized to maximize strategic impact and client value.

 Strategic Initiative Leadership

• Lead and/or coordinate major cross-functional initiatives supporting the firm’s strategic product roadmap.
• Translate strategic priorities into actionable programs, initiatives, and execution plans.
• Partner with the Product Strategy PMO to ensure initiatives progress effectively across complex, multi-stakeholder environments.

Product Strategy & Market Insight

• Provide thought leadership on emerging product opportunities and market trends, including developments in digital assets, tokenization, and evolving investment platforms.
• Partner with Product Heads to translate market insights into product strategy and roadmap priorities.
• Support evaluation of new opportunities, partnerships, and expansion areas aligned with the firm’s strategic direction.

Product Operating Model & Governance

• Enhance and drive consistency in the firm’s product management operating model, lifecycle processes, and governance structures.
• Establish clear frameworks for product prioritization, strategic planning, and cross-product coordination.
• Improve speed to market while maintaining appropriate risk, regulatory, and operational oversight.

Strategic Planning & Resource Alignment

• Coordinate long-range product investment planning across product pillars.
• Support executive decision-making regarding product investments, prioritization, and resource allocation.
• Ensure transparency and accountability around progress against strategic objectives.

Organizational Leadership

• Foster operational discipline and alignment across product teams to enable scale and high-quality delivery.
• Support shared functions across the product organization including analytics, business planning, and competitive intelligence.
• Attract, develop, and lead a high-performing team capable of supporting the firm’s evolving product strategy.
• Develop impactful narratives articulating vision, strategy, and impact to serve as input to internal and extern