Sr Manager, IT Project Manager – Advisor Services

The Charles Schwab Corporation; Austin (TX); On-site; USD 140,000 - 180,000; Full time

Job summary

The Charles Schwab Corporation is seeking a senior project manager within Schwab Technology Services to lead enterprise-wide technology initiatives for Advisor Services. You will drive large, cross-functional projects, partner with business and technology leaders, and help implement scaled agile practices while ensuring delivery of custodial and trading solutions for RIAs.

Ideal candidates bring 8+ years of PM experience, strong stakeholder communication, and a track record of delivering complex

Qualifications

• 8+ years of project management experience in complex, cross-functional programs.
• Experience launching large products and services and leading infrastructure upgrades.
• Experience with scaled agile and agile frameworks (SAFe) is preferred.
• Ability to prepare and present information to officer-level audiences with clarity.

Responsibilities

• Establish and lead enterprise-wide, cross-functional strategic initiatives.
• Drive large, complex technology projects enabling custodial and trading services for RIAs.
• Transition to scaled agile model and apply traditional PM practices where needed.
• Collaborate with business and technology leaders to prioritize and execute strategic work.

Skills

PM expertise

Stakeholder communication

Scaled Agile

Education

BA/BS or equivalent

Tools

MS Project

Jira

Confluence

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.

The Schwab Technology Services (STS) Portfolio & Project Management (PPM) organization partners with Business and Technology Leaders to prioritize and execute technology work for strategic business sponsored initiatives, enhancements, as well as standard technology operations, production support, and technology enablement to ensure STS capacity is focused on the most important work for the company.

What you’ll do:

Project Managers are responsible for establishing and leading enterprise-wide, cross functional strategic initiatives. They lead a variety of different types of projects including launching new products and services, large-scale application development, systems integration, operational efficiency improvements, process reengineering, and infrastructure upgrades and deployments. We are currently transitioning to a scaled agile model, therefore this role will need both traditional project management, as well as scaled agile methodology experience.

This senior project manager (individual contributor) role is a key member of Schwab’s Advisor Services (AS) portfolio supporting the firm’s AS technology solutions. The candidate in this role will drive large, complex technology projects that enable Schwab to provide custodial and trading services to Registered Independent Advisors (RIAs) and a spectrum of solutions to help them grow and sustain their businesses.

What you have

Required qualifications

• BA/BS Degree or equivalent experience
• 8+ years of project management experience, managing multiple large, complex, and cross functional projects, with emphasis on product development, systems, and technical environments
• 8+ years of experience with project management tools and artifacts, including MS Project, Jira, Confluence, SharePoint, project budgets, change requests, status reports, etc.
• Experience managing a concurrent portfolio of work greater than $5M understanding of cross-functional dependencies and how they impact project execution
• 5+ years of experience preparing/presenting information for and engaging with officer-level audiences with clarity and precision both written and verbally
• 5+ years of demonstrated ability to mobilize and motivate teams, set direction and approach, resolve conflict, deliver tough messages with grace
• 5+ years of proven experience with and understanding of various software development methodologies, including Agile/Scrum
• Proven ability to quickly build relationships, earn the trust of sponsors and key stakeholders, navigate a highly matrixed organization effectively, and succeed within a highly collaborative culture
• Demonstrated, applied experience establishing and delivering complex projects
• Ability to execute with limited information and ambiguity

Preferred Skills:

• Expert understanding of various software development methodologies including Agile/Scrum, SAFe
• Background/experience in financial services industry, preferably Advisor Services
• PMP or PMI-ACP certification
• Strong attention to detail
• Experience working with Release Train Engineers