DAFgiving360 Product Manager - Advisor Services

*In addition to a base salary (range posted), this role is also eligible for bonus or incentive opportunities* 

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): Austin or Westlake, TX

DAFgiving360™ is an independent nonprofit organization created to increase charitable giving in the U.S. We offer a donor-advised fund program and related philanthropic tools and guidance that empower donors to incorporate charitable planning into their everyday lives and make a bigger difference in the world. Since our founding in 1999 as a 501(c)(3) public 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 Charles Schwab & Co., Inc. for administrative and other services, including human resources. This position will be an employee of Charles Schwab & 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. 

• Creating and implementing a product modernization roadmap for Advisor Services that aligns advisor needs, organizational goals, client experience priorities, and Schwab platform strategy. 
• Using advisor feedback, market research, industry trends, and product performance insights to inform product strategy, roadmap decisions, and opportunity prioritization. 
• Partnering across Product, Technology, UX, Program Management, scrum teams, Schwab partners, grants, and client experience stakeholders to define requirements and deliver outcomes. 
• Coordinating release planning with Product Managers, Product Owners, scrum teams, and partner teams, including serving as a subject matter expert for post-deployment certification. 
• Owning the advisor product suite through development, implementation, delivery, and post-launch support. 
• Identifying opportunities to improve advisor interactions with Schwab Charitable systems from onboarding through ongoing service. 
• Supporting compliance, risk management, and reputation protection by helping maintain strong relationships between RIAs, Schwab, and DAFgiving360. 
• Developing strategic recommendations to determine the need and viability of dedicated technology support to enable roadmap delivery. 
• Communicating clearly with technical and non-technical stakeholders to align priorities, decisions, dependencies, and outcomes. 

• Strong understanding of the Registered Investment Advisor business model. 
• Experience conducting market research, gathering client feedback, analyzing industry trends, and using user feedback to inform product strategy and roadmap decisions. 
• Experience collaborating with cross-functional teams, including program managers, developers, UX designers, and stakeholders, to define product requirements and prioritize features. 
• Experience developing and executing product launch plans, including go-to-market strategies, change management plans, documentation, and training materials. 
• Ability to monitor product performance, track key metrics, and continuously identify opportunities for improvement. 
• Complete understanding of the SAFe framework and PI planning process. 
• Ability to stay informed about regulations and compliance requirements pertaining to grant management. 
• Ability to build and maintain strong relationships with internal partners and stakeholders in the grants and client experience ecosystem. 

• Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship
• Bachelor's degree in a relevant field, such as Business or Computer Science; (Master's degree is a plus)
• SAFe Agile Certified PO/PM or SAFe Certified Agilist 
• Agile mindset and ability to lead a group of cross-functional teams and drive success through iterations. 
• Strong analytical and problem-solving skills, with the ability to effectively convey ideas to both technical and non-technical stakeholders. 
• Demonstrated ability to manage multiple projects simultaneously and deliver results within deadlines. 

• Product Strategy & Roadmap Ownership 
• Advisor / Client Experience 
• Stakeholder Collaboration & Influence 
• Agile Product Delivery 
• Risk, Compliance & Reputation Management 
• Analytical Problem Solving 
• Communication for Technical and Non-Technical Audiences