Charles Schwab

Project Manager

Charles Schwab$80K — $95K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Experience leading multi-phase, cross-functional projects with diverse stakeholders.
  • Proven ability to manage multiple initiatives under tight deadlines.
  • Skilled in creating project documentation and governance processes.
  • Ability to influence cross-team decisions without direct authority.
  • Established track record of building partnerships and aligning diverse inputs to achieve project goals.

Responsibilities

  • Serve as strategic program lead for industry licensing and digital certification initiatives.
  • Collaborate with client-facing teams and business leaders to support employee readiness.
  • Organize and manage program plans, timelines, and communications.
  • Provide reporting and performance insights across initiatives.
  • Identify opportunities for efficiency improvement and accountability enhancement.

Benefits

  • Eligible for bonus or incentive opportunities.
Full Job Description
Your Opportunity

As the Project Manager, you will serve as the strategic program lead for two high-impact initiatives: industry licensing and digital certification. This role will partner closely with client-facing teams, business leaders, Learning, Talent Acquisition, and other cross-functional stakeholders to support employee readiness, career progression, and scalable program execution as well as managing vendor relationships. You will be responsible for organizing and managing program plans, timelines, communications, reporting, and performance insights across both initiatives. This role will also identify opportunities to improve efficiency, strengthen accountability, reduce manual effort, and enhance the learner and stakeholder experience while ensuring programs remain aligned to business priorities, regulatory expectations, and long-term talent readiness goals.

What you have

Required Skills

  • Experience leading multi-phase, cross-functional projects involving stakeholder groups and timelines.
  • Experience managing multiple concurrent initiatives with competing deadlines.
  • Experience creating and maintaining project documentation, reporting, and governance processes for programs impacting employees, learners, or stakeholders.
  • Experience influencing decisions and driving alignment across teams without direct reporting authority.
  • Experience building trusted partnerships across multiple stakeholder groups, effectively navigating diverse perspectives and competing priorities to gain alignment, drive decision-making, and achieve shared business outcomes with a track record of delivering projects on schedule and achieving defined success metrics.

Preferred Skills

  • Bachelor Degree
  • PMP certification
  • Series 7 & 63 licenses; additional securities industry licensing experience or familiarity with SIE, Series 7, Series 63, Series 9, or Series 10 programs is a plus.
  • Working knowledge of project management methodologies.
  • Experience leading learning, certification, onboarding, readiness, or career progression programs in a financial services or regulated environment.
  • Experience building or improving dashboards, reports, trackers, or program health views that communicate progress, completion, pass rates, risks, and outcomes to leadership.
  • Advanced Excel skills such as VLOOKUP, Pivot Tables, formulas, data validation, and merging or analyzing information from multiple sources.
  • Advanced Microsoft 365 skills, including PowerPoint, Word, Teams, SharePoint, Planner, and other tools used to manage communication, documentation, collaboration, and program execution.
  • Experience identifying process improvements, automation opportunities, or workflow simplification to reduce manual effort and improve program scalability.

Inadditionthe 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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