Your opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

The Schwab Technology Services (STS) Portfolio & Project Management (PPM) organization partners with Business and Technology Leaders to prioritize and execute technology work for strategic business sponsored initiatives, enhancements, as well as standard technology operations, production support, and technology enablement to ensure STS capacity is focused on the most important work for the company.

What you’ll do:

As a recognized specialist inside Schwab, the project manager lead is responsible for stewarding major business programs and projects which deliver strategic and groundbreaking change to one or more business functions by providing leadership and direction to assigned projects or programs with very large, complex scope. In a matrixed organization, performs project management functions on assigned initiatives under the general direction of the Portfolio Manager.

Responsibilities:

• Provides overall project leadership and guidance, and handles all aspects of a given project, including requirements gathering, business case creation, planning, implementation and closing

• Works in collaboration with other team members including developers, Scrum Masters, Product Owners and others using Agile, traditional (Waterfall) or hybrid product development approaches

• Works with stakeholders across the organization (high-level individual contributors, managers, directors, VPs and key executive-level employees) to ensure the coordination and support required to deliver material and measurable business outcomes

• Drives process, content and business impact for large, sophisticated projects

• Develops resourcing strategies to ensure optimum support for projects

• Rigorously manages scope to ensure commitments are achieved within agreed upon time, cost, and quality parameters

• Validates financial forecasts, cost assumptions, and provides on-going reconciliation of resources and other related project expenditures

• Works with resource managers to ensure that resource capacity planning is accurately forecast, and provides ongoing reconciliation of actual time spent against forecasts

• Handles risks and issues management for the project-level risks and interdependencies

• Provides project reporting and status to senior management

• Maintains excellent relationships with all levels of the matrixed organization

Team Leadership and Interaction

• Exemplifies servant leadership. Exercises effective influence without formal authority

• Mentors staff within the portfolio team

• Cultivates a culture of proactive, fact-based decision-making, transparency, agility and business value creation

• Provides steady leadership in the face of uncertainty, change, and bold deadlines common to a rapidly growing company with an evolving business model.

Process Leadership, Analysis and Problem-solving

• Acts independently to settle methods and procedures on new or special assignments

• Uses sophisticated analytical thought to exercise judgment and identify innovative solutions

• Understands the up- and down-stream impact of changes and proposals which often result in organizational process improvement

What you are good at:

• Proven ability to build a strong partnership and trust with stakeholders

• Ability to navigate a highly matrixed organization effectively & succeed within a highly collaborative culture

• Ability to communicate at all levels with clarity and precision both written and verbally

• Demonstrated sound business and technical acumen

• Focused and versatile team player that is comfortable under pressure

• Understanding of cross-functional dependencies and how they impact project execution

• Expertise with financial data and the technology, tools and processes that support work and projects/programs

• Expert understanding of various software development methodologies, including Agile/Scrum

• Excellent problem-solving and critical-thinking skills

• Ability to execute with limited information and ambiguity

• Influencing and coaching teams and stakeholders.

What you have

Required Qualifications:

• Bachelor’s degree plus 10+ years of project management work experience, preferably (but not required) within the financial services industry

• Proven success managing multi-million dollar, cross-enterprise, strategic, high visibility projects

• Business outcomes orientation with a focus on delivery and strategy execution

• Proven experience in project, program and portfolio management including processes, roles, responsibilities and tools

• Knowledge of current industry trends and evolving practices and the ability to provide optimal recommendations on how they may be operationalized internally

• Experience leading business partners and staff through highly complex and innovative projects with company-wide impact, and building partnerships with internal technology partners at the VP level to align on the vision and coordinate roadmaps across organizations

• Proven ability to influence, coach, and mentor teams and stakeholders

• Experience running complex planning processes across a number of in-flight initiatives, and in leading several multi-threaded projects/work streams

• Ability to develop concise and effective communications of complex or complicated topics tailored to specific audiences, including executive leadership, both verbally and in writing.

Preferred Qualifications:

• Background/experience in financial services industry

• PMP or PMI-ACP certification

What’s in it for you

At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. 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

What’s in it for you:

At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. 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

Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281.