TN Visa Director, Product Management Jobs
Director, Product Management roles qualify for TN visa sponsorship under the USMCA's Management Consultant category when the position centers on strategic oversight of product development functions. Canadian citizens can apply at the border or a U.S. consulate with no cap or lottery. Mexican citizens require consular processing and are subject to an annual allocation.
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Get Access To All JobsLOCATION:
Phoenix, AZ ; Austin, TX ; Westlake, TX ; San Francisco, CA ; Chicago, IL
Requisition ID: 2026-121290
Category: Project Management, Product Management
Position type: Regular
Pay range: USD $121,400.00 - $269,900.00 / Year
Application deadline: 2026-05-01
Your opportunity
Director, Managed Accounts – Proprietary Solutions
We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed. As a company, we were established by Chuck 50 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible, and understandable for all.
Our organization
Schwab Investment Platforms, Solutions and Strategy (SIPSS) brings together Schwab’s investment platforms, product solutions, and product strategy teams to set strategic direction and drive investment across Schwab’s managed accounts, third-party platforms, digital advice, and emerging capabilities. SIPSS partners across the firm to deliver a modern, scalable, and competitive investment product ecosystem for Schwab clients.
Within SIPSS, the Director of Managed Accounts, Proprietary Solutions is part of the Investment Offers & Solutions (IOS) group. IOS is responsible for managing Schwab’s proprietary investment offers as well as third-party product marketplaces, including mutual funds, ETFs, alternative investments, managed accounts, structured products, fixed income, annuities, insurance, and 529s. Our mission is to deliver a positive client experience while growing a key revenue stream for Schwab.
Within IOS, Managed Accounts Solutions (MAS) is responsible for the end-to-end management of Schwab’s managed investing solutions, primarily Separately Managed Accounts (SMAs). This includes setting strategic vision, maintaining a robust product lineup, developing new capabilities and tools, deepening asset management partnerships, and working cross-functionally to deliver best-in-class managed account solutions.
Our Opportunity
As SMAs continue to grow in importance as a core investment vehicle, we are focused on evolving and strengthening Schwab’s proprietary managed account offerings. The Director will lead the vision and strategy for proprietary managed account solutions, balancing long-term strategic planning with day-to-day execution. This includes modernizing the offering, enhancing competitiveness, and aligning closely with the growth objectives of Schwab’s Retail and Wealth Management businesses.
Reporting to the Director, Managed Accounts, this role sets strategy, leads key initiatives, and oversees the daily business of Schwab’s proprietary managed account platform. The Director will partner with Schwab Asset Management (SAM) and own the proprietary investment product delivery roadmap, drive prioritization decisions, and lead execution of critical initiatives to scale and modernize the business. Responsibilities also include risk management, goal-setting, and measuring results against defined objectives. Building and leading a high-performing team is central to success in this role.
Success requires strong leadership and influence across the firm and with key partners. The Director will work closely with internal stakeholders—including client service, operations, technology, legal, and compliance—as well as external partners, to drive alignment and deliver shared outcomes. The role demands a proactive leader who can independently navigate complexity and ambiguity while driving results.
This role will partner closely with Schwab Asset Management to develop, deliver, continuously enhance proprietary managed account solutions, ensuring strong alignment between investment capabilities, product design, distribution strategy, and client needs.
What you have
Required Experience:
- 7+ years of leadership experience within a broker-dealer, financial services intermediary, and/or custodian
- Deep experience with complex investment strategies and products, including Separately Managed Accounts
- Demonstrated success leading large, cross-functional initiatives in complex financial services organizations
- Experience managing and developing high-performing, multi-disciplinary teams
- Strong SMA industry knowledge, relationships, and presence
- Proven strategic capabilities, ideally from management consulting or enterprise strategy roles
- Comfort operating at both executive and working levels of detail
- Ability to lead through ambiguity and change
- Results-oriented, autonomous operating style
- Advanced PowerPoint and Excel capabilities, with ability to coach teams on executive-level storytelling
- Bachelor’s degree required
Preferred experience
- MBA, CFA or other professional designations
- Purpose-driven people leader with confidence and courage in business and talent decisions
- Demonstrated ability to influence and drive outcomes in a highly matrixed organization
- Strong emotional intelligence and maturity
- Senior-level executive presence
- Experience leading people
- Exceptional written and verbal communication skills, including executive presentations
- Comfortable with debate and willing to challenge the status quo; navigates and activates alignment across organizational silos and upward 2+ levels
What’s in it for you
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
Eligible Schwabbies receive
Medical, dental and vision benefits
401(k) and employee stock purchase plans
Tuition reimbursement to keep developing your career
Paid parental leave and adoption/family building benefits
Sabbatical leave available after five years of employment
LOCATION:
Phoenix, AZ ; Austin, TX ; Westlake, TX ; San Francisco, CA ; Chicago, IL
Requisition ID: 2026-121290
Category: Project Management, Product Management
Position type: Regular
Pay range: USD $121,400.00 - $269,900.00 / Year
Application deadline: 2026-05-01
Your opportunity
Director, Managed Accounts – Proprietary Solutions
We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed. As a company, we were established by Chuck 50 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible, and understandable for all.
Our organization
Schwab Investment Platforms, Solutions and Strategy (SIPSS) brings together Schwab’s investment platforms, product solutions, and product strategy teams to set strategic direction and drive investment across Schwab’s managed accounts, third-party platforms, digital advice, and emerging capabilities. SIPSS partners across the firm to deliver a modern, scalable, and competitive investment product ecosystem for Schwab clients.
Within SIPSS, the Director of Managed Accounts, Proprietary Solutions is part of the Investment Offers & Solutions (IOS) group. IOS is responsible for managing Schwab’s proprietary investment offers as well as third-party product marketplaces, including mutual funds, ETFs, alternative investments, managed accounts, structured products, fixed income, annuities, insurance, and 529s. Our mission is to deliver a positive client experience while growing a key revenue stream for Schwab.
Within IOS, Managed Accounts Solutions (MAS) is responsible for the end-to-end management of Schwab’s managed investing solutions, primarily Separately Managed Accounts (SMAs). This includes setting strategic vision, maintaining a robust product lineup, developing new capabilities and tools, deepening asset management partnerships, and working cross-functionally to deliver best-in-class managed account solutions.
Our Opportunity
As SMAs continue to grow in importance as a core investment vehicle, we are focused on evolving and strengthening Schwab’s proprietary managed account offerings. The Director will lead the vision and strategy for proprietary managed account solutions, balancing long-term strategic planning with day-to-day execution. This includes modernizing the offering, enhancing competitiveness, and aligning closely with the growth objectives of Schwab’s Retail and Wealth Management businesses.
Reporting to the Director, Managed Accounts, this role sets strategy, leads key initiatives, and oversees the daily business of Schwab’s proprietary managed account platform. The Director will partner with Schwab Asset Management (SAM) and own the proprietary investment product delivery roadmap, drive prioritization decisions, and lead execution of critical initiatives to scale and modernize the business. Responsibilities also include risk management, goal-setting, and measuring results against defined objectives. Building and leading a high-performing team is central to success in this role.
Success requires strong leadership and influence across the firm and with key partners. The Director will work closely with internal stakeholders—including client service, operations, technology, legal, and compliance—as well as external partners, to drive alignment and deliver shared outcomes. The role demands a proactive leader who can independently navigate complexity and ambiguity while driving results.
This role will partner closely with Schwab Asset Management to develop, deliver, continuously enhance proprietary managed account solutions, ensuring strong alignment between investment capabilities, product design, distribution strategy, and client needs.
What you have
Required Experience:
- 7+ years of leadership experience within a broker-dealer, financial services intermediary, and/or custodian
- Deep experience with complex investment strategies and products, including Separately Managed Accounts
- Demonstrated success leading large, cross-functional initiatives in complex financial services organizations
- Experience managing and developing high-performing, multi-disciplinary teams
- Strong SMA industry knowledge, relationships, and presence
- Proven strategic capabilities, ideally from management consulting or enterprise strategy roles
- Comfort operating at both executive and working levels of detail
- Ability to lead through ambiguity and change
- Results-oriented, autonomous operating style
- Advanced PowerPoint and Excel capabilities, with ability to coach teams on executive-level storytelling
- Bachelor’s degree required
Preferred experience
- MBA, CFA or other professional designations
- Purpose-driven people leader with confidence and courage in business and talent decisions
- Demonstrated ability to influence and drive outcomes in a highly matrixed organization
- Strong emotional intelligence and maturity
- Senior-level executive presence
- Experience leading people
- Exceptional written and verbal communication skills, including executive presentations
- Comfortable with debate and willing to challenge the status quo; navigates and activates alignment across organizational silos and upward 2+ levels
What’s in it for you
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
Eligible Schwabbies receive
Medical, dental and vision benefits
401(k) and employee stock purchase plans
Tuition reimbursement to keep developing your career
Paid parental leave and adoption/family building benefits
Sabbatical leave available after five years of employment
See all 1,410+ Director, Product Management jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Director, Product Management roles.
Get Access To All JobsTips for Finding TN Visa Sponsorship as a Director, Product Management
Frame your credentials around management consulting
TN classification for this role depends on fitting the Management Consultant category. Structure your resume and credential documents to emphasize strategic advisory functions, not just team leadership or execution, so the classification holds up under employer and CBP review.
Target companies with recent visa filing experience
Employers with recent visa filings for H-1B, E-3, or green card sponsorship already understand nonimmigrant work authorization. Filtering for these companies cuts out the education cycle and speeds up the hiring timeline significantly. Since TN visas require only an employer support letter presented at the port of entry (no government filing or approval process), companies experienced with visa sponsorship are more likely to move quickly on TN candidates.
Clarify TN scope before your offer letter is drafted
The offer letter is the foundation of your TN application. Before it's finalized, confirm the described duties align with Management Consultant criteria. Vague language like 'leads product teams' without consulting context is the most common reason CBP pushes back at the port of entry.
Use Migrate Mate to find employers already sponsoring TN roles
Searching broadly for product director roles wastes time on employers unfamiliar with visa sponsorship processes. Migrate Mate surfaces companies with recent visa filings so you're applying where work authorization sponsorship is already understood and operationally possible.
Prepare for consular processing if you hold Mexican citizenship
Mexican nationals cannot use the Canadian port-of-entry shortcut and must schedule a consular appointment. The annual TN allocation for Mexican citizens is capped, so apply early in the fiscal year and confirm your employer is prepared for the longer consular timeline.
Align your TN renewal cycle with product roadmap timelines
TN status is granted in up to three-year increments with no cap on renewals. Build renewal filings into your employment planning so visa gaps don't interrupt annual planning cycles or leadership transitions your employer depends on you for.
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Find Director, Product Management JobsDirector, Product Management TN Visa: Frequently Asked Questions
Does a Director, Product Management role qualify for TN visa status?
It can, but the classification depends on how the role is framed. TN status doesn't have a dedicated product management category, so most approvals rely on the Management Consultant classification. The position must emphasize strategic advisory and analytical functions, not purely operational team management. An offer letter that clearly describes consulting-style responsibilities is essential for CBP approval.
How does TN compare to H-1B for a Director, Product Management position?
TN has no annual lottery and no cap for Canadian citizens, so you can start work as soon as the application is approved rather than waiting for a selection cycle. H-1B approval for a product director role is also competitive because the specialty occupation threshold is scrutinized. TN's trade-off is that it requires ongoing employer sponsorship and doesn't carry the same dual-intent protections as H-1B.
Where can I find Director, Product Management jobs that offer TN visa sponsorship?
Most general job boards don't filter by visa type, which means you'll spend significant time screening out employers who can't or won't sponsor work visas. Migrate Mate is built specifically for this search, letting you identify Director, Product Management openings at companies with recent visa filings and experience sponsoring work visas without manually vetting each employer.
What documents do I need to apply for TN status as a Director, Product Management candidate?
You'll need a detailed offer letter describing your consulting-focused duties, your Canadian or Mexican passport, and proof of your bachelor's degree in a field relevant to the role such as business, engineering, or computer science. If any credentials were issued outside North America, a credential evaluation may strengthen your file. Canadian citizens can present these at a U.S. port of entry without a prior visa stamp.
Can a Director, Product Management TN holder change employers mid-year?
Yes, but your TN status is tied to the original petitioning employer. If you accept a new role, your new employer must file a fresh TN application before you begin work. There is no portability provision equivalent to H-1B's AC21, so timing the transition carefully around approval is critical to maintaining continuous work authorization. Migrate Mate can help you identify employers already familiar with this process.
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