eDiscovery Project Manager

Charles Schwab Inc.; Westlake (TX); On-site; USD 120,000 - 180,000; Full time

Job summary

Charles Schwab Corporation is seeking an eDiscovery Project Manager to lead complex matters from intake through production and closeout. You will configure RelativityOne, develop scalable workflows, and collaborate with attorneys, paralegals, and tech partners to improve quality and transparency.

The role emphasizes risk evaluation, analytics, and the responsible application of AI-enabled review capabilities, shaping standards and reporting across the eDiscovery practice.

Qualifications

• 6+ years in eDiscovery, litigation support, legal tech, or related discipline.
• 3+ years leading complex eDiscovery matters.
• Experience across discovery lifecycle: data processing, searching, analytics, review, production, QC.
• Advanced hands-on experience configuring Relativity/RelativityOne beyond document review.
• Bachelor’s degree or equivalent education/experience.

Responsibilities

• Lead medium and large eDiscovery matters from intake to closeout.
• Configure and support RelativityOne workspaces, fields, layouts, searches, reviews, and permissions.
• Develop and document search methodologies, validation, and analytics.
• Coordinate data intake, processing, early case assessment, analytics, review, production, QC, and closeout.
• Develop project plans, milestones, risks, dependencies, budgets, decisions, and status reporting.

Skills

Project management

eDiscovery

Legal technology

Analytics

Stakeholder management

Communication

Regulatory matters

Financial services domain

Education

Bachelor’s degree or equivalent

Tools

Relativity

RelativityOne

Job description

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. 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).

Schwab’s expanding eDiscovery team within Legal & Government Affairs is modernizing how the firm manages discovery operations, technology, and governance. As an eDiscovery Project Manager, you will lead complex litigation, regulatory, and investigative matters through the discovery lifecycle while developing scalable, defensible workflows that improve quality, consistency, and transparency.

Your project management, analytical thinking, and decision making will help the team evaluate risks, coordinate competing priorities, and responsibly apply analytics and AI-enabled review capabilities. You will collaborate with attorneys, paralegals, technology partners, and business stakeholders to solve complex problems, strengthen operational practices, and deliver reliable outcomes. As the program evolves, your adaptability and process improvement mindset will shape standards, reporting, training, and user experiences across the firm

Key Responsibilities

• Lead medium and large eDiscovery matters from intake through review, production, and closeout.
• Configure and support RelativityOne workspaces, fields, layouts, searches, batches, review workflows, reporting, and matter-specific permissions.
• Execute, test, refine, validate, and document search methodologies, search-term workflows, hit reporting, and analytics.
• Coordinate data intake, processing, early case assessment, culling, analytics, review, production, quality control, and closeout activities.
• Develop and maintain project plans, milestones, risks, dependencies, budgets, decisions, validations, exceptions, handoffs, and status reporting.
• Support the responsible implementation and validation of analytics, AI-enabled review workflows, and emerging legal technology capabilities.
• Deliver training, onboarding, job aids, and operational guidance for attorneys, paralegals, and eDiscovery users.
• Identify and escalation data, schedule, quality, security, privilege, and defensibility risks.
• Help develop and mature scalable workflows, reporting, standards, and user experiences as Schwab modernizes its eDiscovery operating model.
• Serve as a trained backup for platform administration and collection activities.

What you have

Required qualifications

• 6+ years of experience in eDiscovery, litigation support, legal technology, legal operations, or a related discipline, including 3+ years leading complex eDiscovery matters.
• Experience managing matters across the discovery lifecycle, including data processing, searching, analytics, document review, production, and quality control.
• Advanced hands‑on experience configuring and managing Relativity or RelativityOne beyond document review.
• Experience applying defensible search methods, validation, documentation, and repeatable quality‑control processes.
• Bachelor’s degree or an equivalent combination of education and relevant experience.

Preferred qualifications

• Experience applying project management, analytical thinking, and decision making to concurrent matters, risks, dependencies, deadlines, and sensitive information.
• Ability to use stakeholder management and communication skills to partner effectively with legal, technology, and business teams.
• Experience supporting investigations, regulatory matters, or work within financial services or another highly regulated industry.
• Experience implementing or validating analytics, technology‑assisted review, generative AI, or other AI‑enabled legal technology workflows.
• Relativity Certified Administrator, Certified E‑Discovery Specialist, Project Management Professional, or a similar certification.
• Adaptability and a process improvement mindset, with the ability to strengthen workflows, standards, reporting, training, and user experiences.
• Strong attention to detail, organization, professionalism, discretion, and written and verbal communication skills