Charles Schwab

IT Project Manager, Senior Specialist- Advisor Services Portfolio

Charles Schwab • $110K — $130K *
Southlake, TX 76092In-Person
Finance & Insurance
Less than 5 years of experience
Today
Be an Early Applicant
Job Overview by Ladders

Qualifications

  • 3-7 years of project management experience in product development, technology, or systems implementation.
  • Experience with project management tools (Microsoft Project, Jira, Confluence, SharePoint) and processes.
  • Ability to establish project plans and deliver projects throughout the full lifecycle.
  • Proven skills in mobilizing teams and facilitating stakeholder alignment.
  • Strong problem-solving skills to manage risks and make informed decisions.
  • Ability to communicate effectively with cross-functional teams and executive stakeholders.
  • Bachelor's degree in Business, Technology, Engineering, or related field.

Responsibilities

  • Lead cross-functional projects and program workstreams within technology initiatives.
  • Collaborate with business and technology leaders to prioritize and execute strategic initiatives.
  • Coordinate stakeholders, manage risks, and ensure project delivery aligns with objectives.
  • Maintain integrated delivery plans while ensuring quality standards are met.
  • Work closely with Product Owners and Scrum Masters in a dynamic environment.
  • Facilitate continuous improvement and adaptability within project teams.

Benefits

  • Eligible for bonus or incentive opportunities.
  • Collaborative work environment.
  • Support for ongoing professional development and learning.
Full Job Description
Your Opportunity

Within the STS Portfolio & Project Management (PPM) organization, you will partner with business and technology leaders to drive strategic initiatives that help the firm prioritize and execute its most important technology investments.

 

 As an IT Project Manager, Senior Specialist, you will lead cross-functional projects and program workstreams spanning product development, systems implementation, and technology modernization efforts. This role is aligned to Schwab’s Advisor Services (AS) portfolio supporting the firm’s AS technology solutions to drive 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.

 

Success in this role requires strong project leadership, problem-solving, collaboration, and decision-making skills as you coordinate stakeholders, manage risks and dependencies, maintain integrated delivery plans, and ensure measurable business outcomes are delivered on time, within scope, and with a high level of quality. You will work closely with Product Owners, Scrum Masters, technology teams, and business partners in a dynamic environment where adaptability, accountability, and continuous improvement are highly valued.

What you have

Required Qualifications:

 

  • 3- 7 years of project management experience leading small to medium-scale projects in product development, technology, systems implementation, or related environments.
  • 3- 7 years of experience utilizing project management tools and artifacts, including Microsoft Project, Jira, Confluence, SharePoint, project budgets, status reporting, and change management processes.
  • Demonstrated ability to establish project plans, coordinate cross-functional teams, manage competing priorities, and successfully deliver projects through the full project lifecycle.
  • Proven project leadership skills with the ability to mobilize teams, facilitate stakeholder alignment, resolve conflict, and drive accountability for commitments and outcomes.
  • Strong problem-solving and critical-thinking skills with the ability to identify risks, analyze root causes, make informed decisions, and escalate issues when appropriate.
  • Demonstrated ability to build collaborative relationships and communicate effectively with business, technology, and executive stakeholders.
  • Bachelor’s degree in Business, Technology, Engineering, or a related field, or equivalent experience.

 

Preferred Qualifications:

 

 

  • Experience within financial services, wealth management, banking, or fintech environments.
  • Experience with Agile (including SAFe), Scrum, and modern software development methodologies.
  • Experience supporting technology portfolios, digital product initiatives, systems integration efforts, or enterprise technology transformations.
  • Demonstrated ability to manage project financials, resource planning, forecasting, and delivery reporting.
  • Experience facilitating cross-functional collaboration across business, technology, and vendor teams.
  • PMP, CAPM, PMI-ACP, or comparable project management certification.
  • Proven learning agility with the ability to quickly adopt new tools, processes, and technologies.

 

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

 

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

 

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
Finance & Insurance
Net Income
$3.2 billion
Founded
1973
5 Year Trend
+20%
Revenue
$12.1 billion
NASDAQ
SCHW
* Ladders Estimates

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