Hybrid Senior PM: Digital Modernization & RIA Ops

Charles Schwab

Westlake (TX)

On-site

USD 120,000 - 170,000

Full time

2 days ago

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Benefits offered by this job

401(k) match

Sabbatical after 5 yrs

Paid time off

Tuition reimbursement

Job summary

Schwab Advisor Services BCE is seeking a Senior Project Manager to lead immersive Digital Modernization engagements for large RIA clients. You will organize, track, and advance critical workstreams across multiple teams, delivering actionable insights from data and leading cross-functional collaboration.

The role emphasizes on-site collaboration, client onboarding, and program content development. A Bachelor’s degree and 8+ years in PM and financial services are required; PMP/PMI-ACP is a plus,

Qualifications

Experience leading multiple workstreams in large RIAs or broker-dealers.
Ability to translate operational data into compelling presentations.
Consultative skills with stakeholders across teams and clients.

Responsibilities

Lead immersive Digital Modernization engagements for large RIAs.
Manage client onboarding, money movement, and API integrations.
Create scalable program content and deliverables for advisors.
Collaborate across Technology, Operations, Cyber, and AI teams.

Skills

Project management

RIA operations

Data analysis

Visualization

Stakeholder collaboration

Content creation

Problem solving

Client services

PM tooling

Education

Bachelor’s degree

PMP/ PMI-ACP a plus

MBA preferred

Tools

Microsoft Planner

Smartsheet

Asana

Jira

Job description

The role emphasizes on-site collaboration, client onboarding, and program content development. A Bachelor’s degree and 8+ years in PM and financial services are required; PMP/PMI-ACP is a plus,

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