Charles Schwab

IT Project Manager, Senior Specialist- Bank and Trust Services Portfolio

Charles Schwab • $100K — $120K *
Southlake, TX 76092In-Person
Finance & Insurance
Less than 5 years of experience
Today
Be an Early Applicant
Job Overview by Ladders

Qualifications

  • 3-5 years of project management experience in product development or technology sectors.
  • Familiarity with project management tools like Microsoft Project, Jira, and Confluence.
  • Ability to establish project plans and manage competing priorities.
  • Proven skills in stakeholder engagement and conflict resolution.
  • Strong problem-solving and critical-thinking capabilities.
  • Excellent communication skills with diverse audiences.
  • Bachelor’s degree in Business, Project Management, Technology, or related field.

Responsibilities

  • Manage and deliver technology initiatives in bank and trust services.
  • Lead projects from initiation to implementation while ensuring alignment with strategic objectives.
  • Collaborate with cross-functional teams to define project priorities and resource coordination.
  • Identify opportunities for continuous improvement and implement effective solutions.
  • Drive accountability across multiple workstreams while maintaining project schedules and scopes.
  • Enhance operational efficiency and improve the stakeholder experience.
  • Influence enterprise-wide initiatives and deliver measurable results.

Benefits

  • Eligible for bonus or incentive opportunities.
Full Job Description

As an IT Project Manager, Senior Specialist in the Bank and Trust Services Portfolio Management team you will be responsible for managing and delivering initiatives that introduce, improve, or support capabilities within the bank and trust services organization. 

You will play a key role in driving complex, business-critical technology programs that enhance internal operations and improve the delivery of products and services. You will lead programs from initiation through implementation, partnering with cross-functional teams and stakeholders across business and technology functions to deliver outcomes that align with strategic priorities. In this role, you will balance project oversight, risk management, stakeholder engagement, and execution while ensuring initiatives remain on schedule, within scope, and aligned to organizational objectives. 

Success in this role requires strong project management capabilities, analytical thinking, and the ability to navigate ambiguity while making sound decisions. You will collaborate with diverse teams to define priorities, coordinate resources, and drive accountability across multiple workstreams. By identifying opportunities for continuous improvement and implementing effective solutions, you will help strengthen operational efficiency, enhance stakeholder experiences, and contribute to long-term business success. This position offers the opportunity to influence enterprise-wide initiatives, foster innovation, and deliver measurable results within a dynamic and evolving technology environment. 

What you have

Required Qualifications:

 

  • 3-5 years of project management experience leading small to medium-scale projects in product development, technology, systems implementation, or related environments.
  • 3-5 years of experience utilizing project management tools and artifacts, including Microsoft Project, PowerPoint, Excel, Rally, 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, Project Management, Technology, or related field, or equivalent experience.

 

 

Preferred Qualifications:

 

  • Experience leading enterprise-wide technology initiatives.
  • Demonstrated success influencing stakeholders across varying levels of the organization.
  • Experience within financial services, wealth management, banking, or fintech environments.
  • Experience with Agile (including SAFe), Scrum, and modern software development methodologies.
  • Strong business acumen and ability to align technology investments with business objectives.
  • Experience operating in highly regulated, complex, or large-scale enterprise environments.
  • Ability to foster collaboration, adaptability, and innovation across diverse teams.
  • Experience mentoring or developing team members and promoting a culture of continuous improvement.

 

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 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
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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