Charles Schwab

IT Project Manager- Senior Specialist

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

Qualifications

  • 3+ years of project management experience in technology or related fields.
  • Proficiency in project management tools like Microsoft Project, Jira, and Confluence.
  • Strong skills in planning, execution, and delivering measurable business outcomes.
  • Ability to build collaborative relationships across cross-functional teams.
  • Experience in analytical thinking for evaluation and risk mitigation.
  • Effective communication skills tailored for diverse stakeholder groups.
  • Experience in managing multiple workstreams with a focus on project milestones.
  • Analytical skills to leverage operational and financial data for project governance.

Responsibilities

  • Lead cross-functional project initiatives to drive business outcomes.
  • Partner with business and technology leaders to enhance client experiences.
  • Develop integrated delivery plans while managing dependencies.
  • Facilitate productive discussions to resolve project challenges.
  • Use financial data for forecasting and resource planning activities.
  • Adapt project strategies based on shifting priorities while ensuring accountability.
  • Support continuous growth and development in both individual and organizational contexts.

Benefits

  • Opportunities for professional development and continuous learning.
  • Access to skill development programs to enhance career growth.
  • Collaborative work environment focused on team success.
  • Involvement in high-impact strategic initiatives within the firm.
Full Job Description
Your Opportunity

You will join a high-impact Portfolio Management Office team supporting strategic Marketing initiatives that drive digital experiences, business transformation, and technology innovation across Charles Schwab. As part of the Marketing Portfolio team, you will partner with business and technology leaders to deliver initiatives that enhance client experiences, improve operational efficiency, and support Schwab's long-term growth strategy.  As an IT Project Manager, Senior Specialist, you will lead cross-functional initiatives that drive meaningful business outcomes, support technology transformation, and enhance operational effectiveness across the firm. Your work will directly influence how strategic priorities are translated into measurable results, helping teams deliver value with speed, quality, and transparency.  In this role, you will apply Project Management, Agile Collaboration, and Building Collaborative Relationships skills to lead projects from initiation through delivery while aligning stakeholders around common goals. You’ll partner with business leaders, technology teams, Product Owners, Scrum Masters, vendors, and other key stakeholders to develop integrated delivery plans, manage dependencies, and ensure strategic initiatives remain aligned to scope, budget, timeline, and quality expectations.  Success in this role requires the ability to assess complex situations, evaluate risks, identify solutions, and make informed decisions that keep projects moving forward. By leveraging Analytical Thinking, Problem Solving, and Attention to Communication, you will facilitate productive discussions, resolve challenges, manage competing priorities, and create clarity across stakeholder groups. You will also use financial and operational data to support forecasting, resource planning, and project governance activities that enable effective decision-making.  As part of Schwab’s commitment to continuous growth and development, you will deepen your expertise in enterprise technology delivery, Agile methodologies, portfolio management practices, stakeholder engagement, and organizational change. You’ll have opportunities to strengthen leadership capabilities, expand your strategic business acumen, and further develop the skills needed to drive enterprise-wide initiatives in a dynamic, highly collaborative environment.  We value employees who are curious, adaptable, collaborative, and committed to continuous learning. At Schwab, we invest in skill development and empower employees to build capabilities that support both immediate success and long-term career growth.   

What you have

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

  • 3+ years of project management experience leading small to medium-sized projects within technology, systems, product development, or related environments. 
  • 3+ years of experience utilizing project management tools and artifacts such as Microsoft Project, Jira, Confluence, SharePoint, project budgets, status reporting, and change management documentation.  
  • Demonstrated experience applying Project Management skills to plan, organize, execute, and deliver projects that achieve measurable business outcomes.  
  • Proven ability to use Building Collaborative Relationships skills to establish trust, influence stakeholders, and drive alignment across cross-functional teams within a matrixed organization.  
  • Experience leveraging Analytical Thinking and Problem Solving skills to identify root causes, evaluate alternatives, mitigate risks, and resolve project challenges.  
  • Demonstrated ability to use Attention to Communication skills to clearly communicate project goals, status, risks, and decisions to diverse stakeholder audiences.  
  • Experience coordinating multiple workstreams, managing dependencies, and tracking project milestones to achieve delivery objectives.  
  • Ability to utilize financial, operational, and resource planning data to support project forecasting, budgeting, and governance activities.  
  • Demonstrated ability to adapt to changing priorities while maintaining accountability for project commitments and outcomes. 
  • Bachelor’s degree or equivalent combination of education and professional experience. 

 Preferred Skills:  

  • 5+ years of project management experience within financial services, banking, brokerage, or other highly regulated industries. 
  • Experience supporting Agile teams and applying Agile Collaboration skills to partner effectively with Product Owners, Scrum Masters, and technology delivery teams.  
  • Knowledge of software development lifecycle methodologies, including Agile and Scrum practices. 
  • PMP, PMI-ACP, or related project management certification.
  • Experience leading initiatives that involve technology modernization, systems integration, operational improvement, or enterprise transformation efforts.  Demonstrated technical acumen and ability to partner effectively with both business and technology stakeholders. 

  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

Similar Jobs

More Jobs at Charles Schwab

More Finance & Insurance Jobs

Find similar IT Project Manager- Senior Specialist jobs: