Specialist - IT Program Management

The Charles Schwab Corporation; Southlake (TX); Hybrid; USD 90,000 - 140,000; Full time

Benefits offered by this job

Hybrid work model

401(k) with company match

Paid time off & sabbatical

Parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

The Charles Schwab Corporation’s Schwab Technology Services is seeking a PMO Specialist Project Manager to plan, coordinate, and track one to two small projects or strategic initiatives while supporting broader portfolio objectives. You will work in a fast-paced environment that requires strong organizational skills, proactive communication, and cross-functional collaboration.

This role develops expertise in project delivery, agile practices, portfolio governance, and stakeholder management,

Qualifications

• Applies risk management knowledge independently and collaborates to determine effective mitigation actions
• Implements program practices to translate requirements into operational plans
• Executing project management activities across the full project lifecycle, including initiation, planning, execution, monitoring, and closure
• Developing and maintaining project schedules, milestone plans, RAID logs, status reports, and project documentation
• Building strong relationships with sponsors, technology teams, and stakeholders to drive alignment and timely decision-making
• Proactively identifying risks, issues, dependencies, and obstacles while facilitating resolution and escalation when needed.
• Facilitating project meetings, documenting action items, and ensuring accountability for deliverables
• Supporting Agile delivery practices including sprint planning, backlog refinement, retrospectives, and daily stand-ups
• Maintaining project data and reporting within Jira, Clarity, and other PMO-approved systems
• Producing concise and accurate executive-level communications and project status updates
• Managing multiple priorities while maintaining attention to detail and delivery commitments
• Applying analytical and problem-solving skills to evaluate project challenges and recommend practical solutions

Responsibilities

• Plan, coordinate, and track one to two small projects or strategic initiatives
• Support broader portfolio objectives in a fast-paced environment
• Drive accountability across cross-functional teams and stakeholders
• Develop and maintain schedules, dashboards, and status reports
• Deliver executive-level status updates and communications
• Maintain project documentation in PMO-approved systems

Skills

Agile delivery

Scrum Master

Stakeholder management

Risk management

Project governance

Cross-functional teamwork

Communication

Time management

Tools

Jira

Clarity PPM

Job description

Your Opportunity

Schwab remains committed to providing increased visibility to career growth opportunities and job requirements. This posting announcement is part of increased transparency and while all qualified applicants will be reviewed and considered, this organization has a preferred candidate identified for this role.

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.

Schwab Technology Services enables the future of how clients manage their money by providing innovative and reliable technology products and services as part of our ongoing commitment to democratize access to investing and financial planning.

As a PMO Specialist Project Manager, you will be responsible for planning, coordinating, and tracking one to two small projects or strategic initiatives while supporting broader portfolio objectives. You will work in a fast-paced environment that requires strong organizational skills, proactive communication, and the ability to drive accountability across cross-functional teams. This role is ideal for a developing project management professional seeking to expand their experience leading technology initiatives while developing expertise in project delivery, agile practices, portfolio governance, and stakeholder management.

What you have

• Prior Scrum Master experience or Agile certification (CSM, PSM, SAFe, or equivalent).
• Experience supporting technology, infrastructure, cloud, cybersecurity, or enterprise platform initiatives.
• Working knowledge of Agile, Scrum, Kanban, and hybrid project delivery methodologies.
• Familiarity with project portfolio management tools such as Clarity PPM.
• Experience facilitating cross-functional teams and coordinating activities across multiple organizations.
• Understanding of project governance, financial management, resource planning, and change management practices.
• Experience creating dashboards, reports, or visualizations using Power BI or similar reporting tools.
• Strong organizational skills with the ability to manage competing priorities and timelines.
• Demonstrated ability to work independently while maintaining collaboration across diverse stakeholder groups.
• Experience in the Financial Services industry is a plus.

Required

• Applies risk management knowledge independently and collaborates to determine effective mitigation actions
• Implements program practices to translate requirements into operational plans
• Executing project management activities across the full project lifecycle, including initiation, planning, execution, monitoring, and closure.
• Developing and maintaining project schedules, milestone plans, RAID logs, status reports, and project documentation.
• Building strong relationships with sponsors, technology teams, and stakeholders to drive alignment and timely decision-making.
• Proactively identifying risks, issues, dependencies, and obstacles while facilitating resolution and escalation when needed.
• Facilitating project meetings, documenting action items, and ensuring accountability for deliverables.
• Supporting Agile delivery practices including sprint planning, backlog refinement, retrospectives, and daily stand-ups.
• Maintaining project data and reporting within Jira, Clarity, and other PMO-approved systems.
• Producing concise and accurate executive-level communications and project status updates.
• Managing multiple priorities while maintaining attention to detail and delivery commitments.
• Applying analytical and problem-solving skills to evaluate project challenges and recommend practical solutions.

Preferred

• Adjusts to shifting priorities while maintaining productivity and focus
• Evaluates moderately complex problems by analyzing data and spotting trends
• Keeps others informed about workstream developments and updates
• Establishes internal and external relationships to gain support and share information
• Applies business intelligence and industry insights to support decision making
• Offers guidance and insights to enhance colleagues’ knowledge, skills, and abilities
• Recognizes industry trends to foresee opportunities and challenges
• Contributes ideas for new approaches or technologies within a defined scope
• Influences peers and collaborates across teams to improve workflow efficiency
• Proactively takes action within defined responsibilities
• Verbally conveys complex concepts and engages peers effectively
• Acts with integrity, responsibly handles information, and communicates with accuracy
• Crafts impactful messages tailored to audience needs, persuading desired actions
• Sets challenging goals, monitors progress, and applies problem-solving techniques
• Evaluates market dynamics and proposes innovative, efficient solutions
• Adjusts written tone and style effectively for diverse readers

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. 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