Charles Schwab

IT Project Manager- Client Trading Portfolio

Charles Schwab$100K — $130K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years of project management experience in complex, cross-functional projects
  • 5+ years of experience with project management tools including MS Project and Jira
  • Familiarity with AI tools to enhance project management efficiency
  • Demonstrated capability to lead and motivate diverse teams
  • In-depth knowledge of Agile/Scrum methodologies
  • Proven relationship-building skills with stakeholders
  • Bachelor’s degree or equivalent experience

Responsibilities

  • Define, plan, orchestrate, and deliver strategic initiatives
  • Ensure high-quality deliverables with clear scope and business benefits
  • Direct complex projects involving multiple internal and external partners
  • Manage the entire project life cycle and all project phases
  • Control project scope to meet time, cost, and quality targets
  • Reconcile financial forecasts and actual project expenditures
  • Track project milestones and maintain delivery plans
  • Manage risks and issues for project-level interdependencies
  • Collaborate with Product Owners and Scrum Masters to support Agile processes
  • Facilitate problem-solving and stakeholder conflict resolution

Benefits

  • Opportunity for in-office collaboration four days a week
  • Involvement in high-impact trading technology initiatives
  • Work within a culture that values agile practices
  • Access to a highly collaborative work environment
  • Potential for bonus or incentive opportunities
Full Job Description
Your Opportunity

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.

Schwab Technology Services partners closely with business and technology leaders to deliver high impact initiatives that drive meaningful outcomes for our clients and the firm.

Within this organization, this role supports the Trading organization, focusing on initiatives that that strengthen our market leader position in the active trading of equities, options, futures and more.

Project Managers are responsible for establishing and leading enterprisewide, crossfunctional strategic initiatives within the Trading portfolio. They lead a variety of project types, including the delivery of trading technology solutions, largescale application development, systems integration, operational efficiency improvements, process reengineering, and infrastructure upgrades and deployments that strengthen Schwab27s trading capabilities.

As Schwab transitions to a scaled agile model, this role requires a blend of traditional project management expertise and scaled agile methodology experience, partnering closely with business, technology, and risk stakeholders to deliver outcomes that reduce fraud risk and enhance client trust.

Position Responsibilities:

  • Accountable for defining, planning, orchestrating, and delivering a given strategic initiative including business, operational, and information technology deliverables
  • Ensures end results are of the highest caliber with a clearly articulated scope and quantifiable business benefit
  • Directs medium to large-scale, complex projects often involving multiple internal and external constituents and partners
  • Directly manages all aspects of the project life cycle and oversees all phases of a project
  • Rigorously manages scope to ensure commitments are achieved within agreed upon time, cost, and quality parameters
  • Validates financial forecasts, cost assumptions, and provides on-going reconciliation of resources and other related project expenditures
  • Works with resource managers to ensure that resource capacity planning is accurately forecast, and provides ongoing reconciliation of actual time spent against forecasts
  • Defines and tracks project milestones while developing, maintaining, and reporting on an overall integrated delivery plan
  • Handles risks and issues management for the project-level risks and interdependencies
  • Partners with Product Owners and Scrum Masters to track Agile development milestones and support Agile practices as needed
  • Manages team relationships to ensure effective delivery
  • Facilitates problem-solving and resolves stakeholder conflict

What you are good at:

  • Proven ability to build a strong partnership and trust with stakeholders
  • Ability to navigate a highly matrixed organization effectively & succeed within a highly collaborative culture
  • Ability to communicate at all levels with clarity and precision both written and verbally\
  • Demonstrated sound business and technical acumen
  • Focused and versatile team player that is comfortable under pressure
  • Understanding of cross-functional dependencies and how they impact project execution
  • Expertise with financial data and the technology, tools and processes that support work and projects/programs
  • Expert understanding of various software development methodologies, including Agile/Scrum
  • Excellent problem-solving and critical-thinking skills
  • Ability to execute with limited information and ambiguity
What you have

To ensure that we fulfill our promise of 22challenging the status quo,22 this role has specific qualifications that successful candidates should have:

Required Qualifications:

  • 5+ years of project management experience, managing multiple large, complex and cross functional projects, with emphasis on product development, systems, and technical environments
  • 5+ years of experience with project management tools and artifacts, including MS Project, Jira, Confluence, SharePoint, project budgets, change requests, status reports, etc.
  • Experience using AI tools to optimize your project management capability.
  • Demonstrated ability to mobilize and motivate teams, set direction and approach, resolve conflict, deliver tough messages with grace
  • Proven experience with and understanding of various software development methodologies, including Agile/Scrum
  • Proven ability to quickly build relationships and earn the trust of sponsors and key stakeholders
  • Demonstrated, applied experience establishing and delivering complex projects
  • BA/BS Degree or equivalent experience

Preferred Qualifications:

  • Experience working with equity, options, futures and other financial product electronic trading platforms
  • Experience in a scaled agile environment
  • Release Train Engineer experience
  • Background/experience in financial services industry
  • PMP or PMI-ACP certification

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 also eligible for bonus or incentive opportunities

About Charles Schwab

Charles Schwab is a financial services company that provides a full range of securities, brokerage, banking, money management, financial advisory, investor, and retirement plan services. It operates in four main divisions; investing, wealth management, banking, and trading. Charles Schwab provides a full-service brokerage platform that serves individual investors who invest on their own or through a workplace-sponsored retirement or equity plan, as well as banking through Schwab Bank. The firm was founded in 1973 and is headquartered in San Francisco, California.

Charles Schwab Careers

Join the vibrant team at Charles Schwab, a leader in global finance, where your career is propelled by innovation, leadership, and a commitment to diversity and professional growth. At Charles Schwab, we offer more than just job opportunities; we provide a platform for you to make a significant impact on the industry and our clients' lives.

Work You’ll Do

At Charles Schwab, we are dedicated to helping our clients manage their financial futures. Being part of our team means you'll work alongside some of the most skilled professionals in the financial services industry. Our culture thrives on teamwork, integrity, and relentless dedication to our clients. Whether you're looking for a position in financial consulting, technology, or administrative support, Charles Schwab offers a dynamic work environment where your skills will be honed and your achievements recognized.

Innovate and Lead

Embrace the opportunity to lead through innovation. Charles Schwab’s commitment to technology and innovation is fundamental to our service delivery. By joining our team, you will be at the forefront of developing new solutions that redefine the future of finance. Your leadership can guide significant projects that impact our company and the industry.

Grow Your Career

Charles Schwab believes in fostering the growth of its employees. Whether through professional development programs, diversity training, or leadership workshops, we ensure that our team members receive the support and training they need to advance their careers. With a variety of career paths available, your job at Schwab can evolve with your interests and expertise.

Internship and Employment Opportunities

Start your professional journey with Charles Schwab through our internship programs or full-time employment opportunities. We seek individuals who are passionate, curious, and ready to drive change. A career at Schwab is not just about having a job; it's about building a lasting relationship with a company that values your potential.

Benefits and Culture

Charles Schwab is renowned for its employee-friendly culture. We offer a comprehensive benefits package that supports the health, financial stability, and work-life balance of our team members. From competitive salaries and bonuses to health insurance and retirement plans, Schwab ensures that your career is as rewarding as it is enriching.

Networking and Professional Development

Expand your professional network and enhance your skills through our various networking events, mentorship programs, and training sessions. At Charles Schwab, we believe in leveraging collective expertise to foster learning and innovation. Engage with leaders, gain insights from experienced professionals, and build relationships that will aid your career trajectory.

Join Our Team

Explore the numerous career paths available at Charles Schwab and discover how your talents can be utilized to their fullest potential. Search open positions that match your skills and interests. We are continuously hiring across various disciplines and look forward to adding innovative, driven individuals to our team.

Stay Connected

Keep up to date with the latest from Charles Schwab Careers by subscribing to our job alert emails. Tailor your subscription to receive updates that align with your career preferences and be the first to know about new openings, company news, and professional tips.

Explore Charles Schwab Jobs

Ready to take the next step in your career? Visit our careers page to review current job openings, submit your resume, and prepare for your interview. At Charles Schwab, your future is waiting. [SEARCH CHARLES SCHWAB JOBS] Join Charles Schwab today and be part of a team that values diversity, innovation, and leadership—where your career can thrive in the exciting world of finance.
Learn more about Charles Schwab
Size
34,200 employees
Market Cap
$151.6 billion
Industry
Net Income
$3.2 billion
Founded
1973
5 Year Trend
+20%
Revenue
$12.1 billion
NASDAQ

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