Portfolio Manager (Director Program/Project Management) - Advisor Services

Charles Schwab Inc.; Southlake (TX); On-site; USD 180,000 - 240,000; Full time

Job summary

Charles Schwab Corporation in Southlake, TX seeks a Director Portfolio/PM to lead a complex portfolio, guiding teams and aligning strategic priorities with measurable outcomes. This role collaborates with senior business and technology leaders to optimize investment decisions and delivery, building a culture of accountability and continuous improvement.

The candidate demonstrates strong business and technology acumen, experience in financial services, and a proven ability to manage large,

Qualifications

• 12+ years of program or project leadership in large, cross-functional initiatives.
• Experience managing $15+ million annually in program work.
• Recent direct people-management experience (4+ employees).
• Strong PM, leadership, and delivery with risk management.
• Ability to partner with senior leaders and influence decisions.
• Bachelor’s degree required.
• Preferred: 5+ years in financial services; SAFe or scaled Agile experience.
• Applicants must be authorized to work in the United States without sponsorship.

Responsibilities

• Oversee portfolio health, planning, investment, and execution.
• Balance demand with delivery capacity and manage trade-offs.
• Provide transparency on priorities, costs, dependencies, and performance.
• Develop talent and strengthen project and agile practices.
• Create accountability, drive continuous improvement and shared success.

Skills

Program leadership

People management

Budget management

Risk management

Stakeholder communication

Strategic portfolio management

Cross-functional leadership

Education

Bachelor's degree

Tools

Microsoft Project

Jira

Confluence

Rally

SharePoint

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). This role is expected to be in the office 4 days a week.

Within Advisor Services, the Portfolio & Project Management organization helps translate strategic priorities into focused, predictable technology delivery. The Portfolio Manager (Director Program/Project Management)is a leadership role, and you will oversee the health, planning, investment, and execution of a complex portfolio while partnering with senior business and technology leaders to advance portfolio strategy and deliver measurable outcomes.

You will guide project teams, balance demand with delivery capacity, and bring transparency to priorities, costs, dependencies, and performance. Applying strong business acumen, decision making, and risk management, you will help sponsors navigate trade-offs, address emerging challenges, and maximize the value of portfolio investments.

Your leadership will also shape how teams collaborate and adapt. You will develop talent, strengthen project and agile practices, and create an environment of accountability, continuous improvement, and shared success.

What you have

Required Qualifications:

• 12+ years of program or project leadership experience managing multiple large, complex, and cross-functional initiatives.
• Experience managing $15+ million annually in program or project work.
• Recent direct people-management experience, including 4+ employees and responsibility for objectives, feedback, development, and performance reviews.
• Demonstrated project management and leadership skills that drive consistent execution, quality documentation, and successful business outcomes.
• Strong risk management, problem solving, and decision-making skills, including the ability to develop and adjust mitigation plans as conditions change.
• Demonstrated ability to partner with senior business and technology leaders, communicate challenging messages clearly, and influence portfolio trade-off decisions.
• Strong business and technology acumen with the ability to operate effectively in a complex, matrixed environment.
• Bachelor’s degree required.

Preferred Qualifications:

• 5+ years of financial services experience spanning business and technology environments.
• Experience applying SAFe (Scaled Agile Framework) or other scaled agile practices to portfolio planning and delivery.
• Experience with capacity planning, portfolio intake, product roadmaps, agile forecasting, value streams, or agile release trains.
• Experience leading change, developing others, and strengthening accountability across multidisciplinary teams.
• Experience with artificial intelligence delivery models.
• Experience using Microsoft Project, Jira, Confluence, Rally, and Microsoft SharePoint.

Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.

• In addition to the salary range, this role is eligible for bonus or incentive opportunities.