Unknown Company

Senior Product Manager - Wealth Management & Advisor Experience

raleigh, nc • Posted 3 weeks ago
Onsite Full Time Marketing & Media

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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Senior Product Manager - Wealth Management & Advisor Experience in raleigh at Unknown Company

This position is listed as full time and onsite.

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