Senior AI Product Manager Trading Services (thinkorswim)

The Charles Schwab Corp

Westlake, TX

JOB DETAILS
SKILLS
Artificial Intelligence (AI), Automation, Bridge Building, Civil Engineering, Communication Skills, Continuous Deployment/Delivery, Continuous Improvement, Cross-Functional, Customer Relations, Data Science, Design Services, Finance, Financial Services, Legal, Machine Learning, Mutual Funds, Performance Metrics, Problem Solving Skills, Product Design, Product Engineering, Product Lifecycle, Product Management, Product Support, Regulations, Risk, Trading Platforms, Trading/Stockbroking, Translation Services, Use Cases
LOCATION
Westlake, TX
POSTED
8 days ago

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 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 location(s).

At Schwab, we are transforming the trading experience through responsible AI adoption. As a Senior AI Product Manager supporting Trading Services and thinkorswim, you will lead the integration of generative AI and machine learning into trading platforms, workflows, and client-facing tools. This role will focus on enhancing active trader experiences, improving decision-making, and scaling AI-powered capabilities such as copilots, trade insights, and workflow automation within thinkorswim and related trading platforms.

The Senior AI Product Manager defines and delivers AI-enabled capabilities within Trading Services, translating AI innovation into scalable, compliant, and high-impact trading products. This role bridges product, engineering, AI/ML, and trading domain stakeholders to bring AI-driven experiences to market.

Why This Role Matters

AI is reshaping active trading by enabling faster insights, better decisions, and more intuitive experiences. This role ensures Schwab delivers AI-powered capabilities within thinkorswim that improve trader outcomes while maintaining trust, control, and regulatory integrity.

  • Define AI strategy for trading experiences including thinkorswim workflows, trader tools, and analytics
  • Identify high-value use cases such as trade copilots, signal generation, risk insights, and execution support
  • Own end-to-end product lifecycle from discovery through delivery and continuous improvement
  • Translate AI capabilities into actionable product features and trader-facing experiences
  • Partner with engineering, data science, and platform teams to deliver scalable AI solutions
  • Ensure alignment with Risk, Compliance, Legal, and Responsible AI standards
  • Define and track KPIs such as trader productivity, engagement, execution quality, and AI performance

What you have

Required Experience

  • Three to five years of Senior Product Owner experience
  • Excellent communication and stakeholder management
  • Experience managing complex, cross-functional initiatives
  • Knowledge of mutual fund trading and financial services

Preferred Qualifications

  • Three to five years securities industry or trading experience
  • Three to five years managing large, complex initiatives
  • Product design experience or design-thinking skills
  • Bachelor's degree

About the Company

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The Charles Schwab Corp

The Charles Schwab Corporation is a leading provider of financial services, with more than 300 offices. Through its operating subsidiaries, the company provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors. Named "Highest in Investor Satisfaction with Self-Directed Services" by J.D. Power and Associates in 2009, its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC) affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; referrals to independent fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through Schwab Advisor Services.

The Charles Schwab Bank (member FDIC) provides banking and mortgage services and products. To meet the needs of our clients, we are actively recruiting people with the desire, drive and creativity to find solutions that help meet our clients' needs; who want the chance to learn, grow with the company and explore their career opportunities; who will strive for excellence in achieving our clients' and our company's goals; who have the highest ethical standards - individuals who take pride in making a difference in people's lives.
COMPANY SIZE
1,000 to 1,499 employees
INDUSTRY
Security and Surveillance
FOUNDED
1971
WEBSITE
http://www.aboutschwab.com/careers