AI Portfolio & Program Strategy Lead

Charles Schwab; Westlake (TX); On-site; USD 130,000 - 190,000; Full time

Benefits offered by this job

401(k) match

Stock purchase plan

Paid time off

Sabbatical after 5 years

Parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Schwab Advisor Services is building an integrated AI and third-party ecosystem organization focused on advancing Schwab-owned AI capabilities, enabling advisor choice through third-party partnerships and integrations, strengthening our data-enabled capabilities, and helping RIAs improve productivity, client service, and growth.

The Senior Manager, AI Portfolio and Program Strategy will translate strategic priorities into coordinated, measurable execution across Advisor Services and within the AI

Qualifications

• Significant experience leading complex, cross-functional programs within financial services, technology, digital products, strategy, or portfolio management.

Responsibilities

• Lead strategic portfolio initiatives spanning product, technology, data, governance, marketing, and business stakeholders.
• Establish structure, milestones, and decision pathways while managing dependencies and execution risks.
• Support launch readiness, adoption planning, and post-launch outcome evaluation.

Skills

Cross-functional leadership

Strategy translation

Program management

Executive communication

Analytical thinking

Product knowledge

Governance

Stakeholder influence

Job description

Schwab Advisor Services is building an integrated AI and third-party ecosystem organization focused on advancing Schwab-owned AI capabilities, enabling advisor choice through third-party partnerships and integrations, strengthening our data-enabled capabilities, and helping RIAs improve productivity, client service, and growth.

The Senior Manager, AI Portfolio and Program Strategy will translate strategic priorities into coordinated, measurable execution across Advisor Services and within the AI