Sr Project Manager, Operations & Tech Consulting Support

Charles Schwab; Westlake (TX); On-site; USD 120,000 - 170,000; Full time

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

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 that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm, and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employees’ strengths, guide their development, and invest in their long‑term success. We hire optimistic, results‑oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.

Schwab Advisor Services (AS), a division of Charles Schwab & Co., Inc. is the leading provider of custody, trading, technology, and practice management to registered investment advisors (RIAs). It provides access to sophisticated wealth‑management services that help advisors attract and retain affluent clients, as well as profitably grow, compete, and succeed in their business efforts. Schwab Advisor Services serves over 16,000 independent advisory firms who custody approximately $5 trillion of assets with Schwab. RIAs choose independence because they are determined to take charge of their future. They want the freedom to serve their clients without compromise and to control their destiny as business owners. And like them, Schwab believes in doing the right thing for investors – it's a basic shared value.

The AS Business Consulting & Education (BCE) team creates and delivers industry‑leading consulting, benchmarking, thought leadership, and education programs that help advisors achieve their goals and gain competitive advantage. Its extensive offerings include the RIA Benchmarking Study and immersive programs and content spanning business management, technology, operations, cybersecurity, AI, leadership, and more. BCE’s impact is driven by its ability to create relevant, scalable programs that transform practice management insights into highly actionable strategies, further empowering advisors to grow, compete, and succeed. These programs are delivered by a nationwide team of experienced consultants who work closely with advisors to understand the firm’s challenges and areas of opportunity and then map a path forward.

As a key contributor to the Schwab Advisor Services BCE organization, the Senior Project Manager, Operations and Technology Consulting Support will partner closely with our Technology, Operations, Cyber and AI Consultants to support the delivery of immersive Digital Modernization Consulting Engagements to our largest and most complex RIA clients. The role will provide hands‑on project management and in‑depth data analysis, synthesis, and visualization support from pre‑engagement through implementation, helping clients reduce rework and operational friction and strengthening how we work together to serve clients. Key focus areas include client onboarding, money movement, account maintenance, API integrations, and more. The Senior Manager will work across a wide range of internal Schwab teams and RIA clients to organize, track, and advance critical workstreams and initiatives through implementation, helping ensure strong outcomes.

This role will also help lead the creation, enhancements, and ongoing management of program content and resources, including scalable tools, guides, worksheets, exercises, and other consulting assets that support both immersive client engagements and broader application of the program.

BCE team members thrive on building connections, engaging with advisors, and delivering innovative solutions within a collaborative setting. They are driven by curiosity, a love of learning, and a desire to use their strengths to achieve significant outcomes. The ideal candidate demonstrates adaptability within a dynamic, iterative workplace, values constructive feedback exchange, maintains a positive approach to professional collaboration, skillfully listens to and supports advisors’ needs, and can collaborate with and influence across multiple levels.

We believe in the importance of in‑office collaboration and fully intend for the selected candidate for this role to work on site 4 days a week in the specified location(s).

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

What you have

Required qualifications:

• Exceptional project management and organizational skills, with strong attention to detail and the ability to independently lead multiple projects and workstreams
• Excellent knowledge of RIA operations, service, and technology with a preference for experience working with very large and complex RIA firms.
• Data analysis, synthesis, and visualization skills, with the ability to translate complex and varied inputs, including detailed operational data, client and executive insights and other sources, into compelling stories, presentations, and other material.
• Well‑developed business presence and consultative skills with the ability to listen, assess issues, analyze options, solve problems, influence outcomes, and develop win/win solutions.
• Demonstrated experience and skill in content creation, writing, communication, and facilitation
• Proven problem‑solving skills, with the ability to understand dependencies, anticipate downstream implications, and navigate ambiguity and obstacles.
• Strong interpersonal and collaboration skills, with a proven ability to build relationships, earn trust, and effectively partner with internal and external stakeholders.
• A client‑centric “can if” mindset, bias for action, and demonstrated ability to achieve meaningful results in a fast‑paced, iterative, and matrixed environment.
• Experience or exposure across client service, operations, and technology within RIA firms, broker‑dealers, and/or related financial services businesses.
• Proficiency with Microsoft Planner, ideally complemented by broader experience using project management platforms such as Smartsheet, Asana, or Jira to apply disciplined project management practices across workstreams, timelines, dependencies, and implementation.
• 8+ years of project management experience and 8+ years of experience within the financial services industry.
• Bachelor’s degree required
• PMP, PMI-ACP, Lean, and/or Six Sigma experience or certifications are a plus

Preferred qualifications:

• In‑depth knowledge of Schwab’s digital solutions, operations and processes
• Experience with practice management program content development and management
• MBA preferred, but not required

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

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