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Michael Rohlinger Email & Phone Number

Product Director at Charles Schwab at Charles Schwab
Location: Cedar Park, Texas, United States 13 work roles 2 schools
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Role
Product Director at Charles Schwab
Location
Cedar Park, Texas, United States
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Michael Rohlinger is listed as Product Director at Charles Schwab at Charles Schwab, a with 20505 employees, based in Cedar Park, Texas, United States. AeroLeads shows a matched LinkedIn profile for Michael Rohlinger.

Michael Rohlinger previously worked as Director of Product Management at Charles Schwab and Senior Product Team Manager at Charles Schwab. Michael Rohlinger holds Bachelor Of Arts, Radio/Tv/Film from University Of Wisconsin Oshkosh.

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Charles Schwab

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About Michael Rohlinger

Product management professional with over 12 years of experience in the financial services industry supporting both client facing applications as well as back end data management platforms.

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Michael Rohlinger's current company

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Charles Schwab
Charles Schwab
Product Director at Charles Schwab
san francisco, california, united states
Website
Employees
20505
AeroLeads page
13 roles

Michael Rohlinger work experience

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Director Of Product Management

Current

Austin, Texas, United States

I currently am one of the leaders of the product team for Schwab’s offer management system (O2) which drives the segmentation, preferences, and experiences for millions of clients across all business units including retail, advisor services, and marketing. In 2023 I managed and developed a team of three product team managers and ten product managers, focusing on their growth and development to help support our product and initiatives. In 2024 I transitioned into standing up Product Operations… Show more I currently am one of the leaders of the product team for Schwab’s offer management system (O2) which drives the segmentation, preferences, and experiences for millions of clients across all business units including retail, advisor services, and marketing. In 2023 I managed and developed a team of three product team managers and ten product managers, focusing on their growth and development to help support our product and initiatives. In 2024 I transitioned into standing up Product Operations on our team, identifying and executing on process improvements, managing our product road map, influencing and communicating with various stakeholders across business, product, and technology, crafting and executing our objectives and key results (OKR’s), and running our quarterly PI planning. Show less

Jan 2023 - Present

Senior Product Team Manager

Austin, Texas, United States

I was the onboarding product lead responsible for managing a team of 3-4 product managers supporting the retail digital account open experiences at Schwab, a platform which helped clients open over 2 million client accounts in 2022. My main achievement was managing and launching the new onboarding platform from the ground up, migrating traffic from and retiring two legacy platforms while delivering a consistent 2% (or more) increase in account open conversion across the various account types. I… Show more I was the onboarding product lead responsible for managing a team of 3-4 product managers supporting the retail digital account open experiences at Schwab, a platform which helped clients open over 2 million client accounts in 2022. My main achievement was managing and launching the new onboarding platform from the ground up, migrating traffic from and retiring two legacy platforms while delivering a consistent 2% (or more) increase in account open conversion across the various account types. I was responsible for driving all partner and stakeholder management and communications onplatform migration and new features while maintain the product road map and objectives. This included working alongside compliance, legal, fraud, and the many business and technology teams. Show less

Mar 2020 - Feb 2023

Senior Product Manager

Austin, Texas, United States

As a product manager for the onboarding (account open) digital accelerator, I was focused on driving digital transformation at Schwab through the values of bias to action, client centricity, and data driven decision making. I was responsible for executing on our product initiatives and was successful in delivering business outcomes of increased conversion to account funding (+14.5%), client easy score (+5.7) and account open volume (+12.6%). I helped deliver new and enhanced user… Show more As a product manager for the onboarding (account open) digital accelerator, I was focused on driving digital transformation at Schwab through the values of bias to action, client centricity, and data driven decision making. I was responsible for executing on our product initiatives and was successful in delivering business outcomes of increased conversion to account funding (+14.5%), client easy score (+5.7) and account open volume (+12.6%). I helped deliver new and enhanced user functionalities such as Save & Resume, Promotional Offer Codes, Options enrollment, and Roth and Rollover IRA. And I also partnered with key stakeholders and partners to identify business needs and pain points resulting in outcomes such as decreased field call volumes. Show less

Feb 2019 - Mar 2020

Product Manager

Austin, Texas, United States

Product Manager for Digital Self-Service on Schwab.com, specializing in Payment Services & Tax Settings features. Launched multiple large-scale initiatives including eAuthorization for Checks & Journals, Common Reporting Standard (CRS), Card Lock/Unlock, Printable Deposit Slips, & eW8 Enhancements

Apr 2017 - Feb 2019

Advanced Technical Support Specialist

Austin, Texas, United States

Supported the range of active trader platforms and Rep Order Entry tool, liaising with production support and product development to report bugs and resolve issues. Managed technical and trading outages by providing feedback, client experience, and resolution testing to network & ITO teams as well as distributing field communications within Client Service & Support (CS&S). Utilized C#, jQuery, & SQL languages to develop & maintain various software applications. Developed tools such as… Show more Supported the range of active trader platforms and Rep Order Entry tool, liaising with production support and product development to report bugs and resolve issues. Managed technical and trading outages by providing feedback, client experience, and resolution testing to network & ITO teams as well as distributing field communications within Client Service & Support (CS&S). Utilized C#, jQuery, & SQL languages to develop & maintain various software applications. Developed tools such as TraderBank, Sentry LogViewer, and Advanced Technical Support (ATS) Front Door Request. Show less

Apr 2015 - Apr 2017

Trade Resolution Manager

Austin, Texas, United States

Maintained a 100% client satisfaction rating while fielding client escalations, managing trade disputes, and providing education around trading market mechanics to internal Client Service & Support (CS&S) representatives. In Q1 of 2015, led team with 138 completed trade disputes & escalations, 418 cancel/re-bills, & 314 commission adjustments.

Nov 2014 - Apr 2015

Financial Services Professional

Austin, Texas, United States

Aug 2014 - Nov 2014

Technical Support Specialist

Austin, Texas, United States

Fielded over 14,000 client interactions and phone calls while maintaining a survey satisfaction score of over 99%. Maintained a strong client service & business focus with phone metrics of 5.2% wrap idle, over 88% adherence, and 638 average handle time. Served as Acting Team Manager, handling client escalations, and supervising team of seven TSS representatives.

Jun 2012 - Aug 2014

Business Owner

Dream Since Lunch Productions

Appleton, Wisconsin, United States

I owned my own business doing wedding videography in the Fox Valley area. I shot, edited, and produced high quality wedding videos for couples in Eastern Wisconsin.

May 2010 - Jun 2013

Retail Store Manager

Appleton, Wisconsin, United States

Responsibilities included contributing to the store exceeding its monthly goals by exceeding personal quotas as well as motivating, training, and leading all team members. Increased year over year gross profit by 6.8%, surpassing total yearly quota. Managed team of three employees, including full hiring and training. Ensured that all team members adhered to the policies and procedures provided by Select Communications and Verizon Wireless. Lead by example in all aspects of the job from sales to… Show more Responsibilities included contributing to the store exceeding its monthly goals by exceeding personal quotas as well as motivating, training, and leading all team members. Increased year over year gross profit by 6.8%, surpassing total yearly quota. Managed team of three employees, including full hiring and training. Ensured that all team members adhered to the policies and procedures provided by Select Communications and Verizon Wireless. Lead by example in all aspects of the job from sales to operational tasks. Maintained a culture within the store that acknowledges the need for everyone to exceed their goals. Show less

Jan 2011 - Apr 2012

Sales Consultant

Appleton, Wisconsin, United States

Used customer service and sales skills to find the right mobile solution for clients. After sale, continued to build relationships and customer loyalty by continued troubleshooting and communication.

Aug 2010 - Jan 2011

Customer Service Representative

Oshkosh, Wisconsin, United States

Wealth of duties ranging from scheduling customer rentals to minor maintenance and repair on U-Haul trucks and trailers to answering any and all questions in person and over the phone.

May 2008 - Jul 2010

Area Field Manager

Oshkosh, Wisconsin, United States

Supervised, managed, and audited over 20 independent U-Haul dealerships. Trained existing dealerships in new policies and procedures and trained new dealerships that had signed on. Prospected local businesses to sell them on the benefits of becoming a U-Haul dealership.

Jun 2009 - Jan 2010
Team & coworkers

Colleagues at Charles Schwab

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2 education records

Michael Rohlinger education

FAQ

Frequently asked questions about Michael Rohlinger

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What company does Michael Rohlinger work for?

Michael Rohlinger works for Charles Schwab.

What is Michael Rohlinger's role at Charles Schwab?

Michael Rohlinger is listed as Product Director at Charles Schwab at Charles Schwab.

Where is Michael Rohlinger based?

Michael Rohlinger is based in Cedar Park, Texas, United States while working with Charles Schwab.

What companies has Michael Rohlinger worked for?

Michael Rohlinger has worked for Charles Schwab, Dream Since Lunch Productions, Select Communications, and U-Haul International, Inc..

Who are Michael Rohlinger's colleagues at Charles Schwab?

Michael Rohlinger's colleagues at Charles Schwab include Gary Hopper, Doug Knudsen, Michael Conn, Nicholas Rosenbeck, and Kevin Fitz.

How can I contact Michael Rohlinger?

You can use AeroLeads to view verified contact signals for Michael Rohlinger at Charles Schwab, including work email, phone, and LinkedIn data when available.

What schools did Michael Rohlinger attend?

Michael Rohlinger holds Bachelor Of Arts, Radio/Tv/Film from University Of Wisconsin Oshkosh.

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