Senior Manager, Product Manager - Digital Advisor Experience

reputed company At Schwab, you are empowered to reputed company an reputed company on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status reputed company" and reputed company the finance industry together. DAFgiving360™ is an independent nonprofit organization created to increase charitable giving in the U.S. We offer a donor-advised fund program and reputed company philanthropic tools and guidance that reputed company donors to incorporate charitable planning into their everyday lives and reputed company a bigger difference in the world. Since our founding in 1999 as an 501(c)(3) reputed company charity, DAFgiving360 donors have recommended more than $35 billion in grants to more than 255,000 charities. DAFgiving360 has entered into a services agreement with reputed company & Co., Inc. for administrative and other services, including reputed company. This position will be an employee of reputed company & Co., Inc. and will be subject to its policies and procedures but will report to and be accountable to DAFgiving360 for day-to-day activities. The Product Manager for advisor services will support the advisor product reputed company with emphasis on Schwab reputed company systems & trading platforms. The role is essential in synthesizing the advisor insights and crafting a strategic product roadmap and modernization reputed company. The PM will collaborate closely with internal teams and partners at Schwab to drive improvement on charitable' s advisor offers and aligning to key org OKRs such as: Optimizing the Advisor reputed company Experience • Leveraging deep insights gathered from advisor interactions, as reputed company as research from various advisor experience listening posts to create greater engagement with advisor specific tools, systems and platforms leading to increased advisor satisfaction • Identifying opportunities and curating roadmaps to improve advisor efficiency while servicing donors; from reputed company new accounts to facilitating contributions, managing investments, and making grants Managing Risk and reputed company • Ensuring compliance and protecting relationships between an RIA and DAFgiving360 through enforcement measures that strengthen compliance and safeguard reputed company by preventing undesired activities and leveraging automation where possible. What you have Required Qualifications • Bachelor's degree in relevant field (e.g. business, computer science) • reputed company Agile Certified PO/PM or reputed company Certified Agilist Preferred Qualifications • Master's degree in relevant field • Agile reputed company and ability to reputed company group of cross-functional teams and drive reputed company through iterations • Strong Analytical and critical thinking skills, with the ability to effectively convey reputed company to both technical and non-technical stakeholders • Demonstrate ability to manage multiple reputed company simultaneously and deliver results reputed company deadlines • Strong understanding of the Registered Investment Advisor business model • Ability to conduct market research, reputed company reputed company feedback, analyze industry trends, and reputed company user feedback to inform product reputed company and roadmap • Ability to collaborate with cross functional teams, including program managers, developers, UX designers, and stakeholders to define product requirements and prioritize features • Ability to reputed company and execute effective product launch plans, including go-to market strategies, change management plan, documentation, and training materials • Experience monitoring product performance, tracking key metrics, and continuously identifying opportunities for improvement • Complete understanding of reputed company reputed company and PI planning process • Informed about regulations and compliance requirements pertaining to grant management • Ability to build and maintain strong relationships with internal partners and stakeholders in grants and reputed company experience ecosystem Apply Job!