Charles Schwab

Senior Manager, IT Program Management

Charles Schwab$110K — $130K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • BA/BS degree preferred
  • PMP certification
  • 10+ years’ experience in financial services, donor advised funds, or non-profit industries
  • Strong project management skills with experience in Agile and Six Sigma methodologies
  • Proficient in relationship building and team leadership
  • Exceptional communication skills for influencing and consensus-building
  • Scaled Agile SAFe LPM certification and budget management experience are strong pluses

Responsibilities

  • Support the definition of the PMO and Digital Solutions engagement model
  • Act as SME for project interdependencies and alignment
  • Serve as Program Manager on key business and technology programs
  • Facilitate Portfolio Level Reporting and Roadmap views
  • Track resources across initiatives in partnership with Strategic Planning
  • Contribute to the evolution of Lean Portfolio Management methodologies
  • Enhance governance and reporting within the Project Office

Benefits

  • Consistent hybrid work schedule with four days in office and one day remote
  • Opportunity to work for a leader in financial services and donor advised funds
  • Involvement in strategic initiatives that shape organizational direction
  • Engagement with cross-functional teams and leadership
  • Access to a supportive project management and governance environment
Full Job Description
Our Opportunity:

The role of the DAFgiving Senior Manager - IT Program Management can be based in either Westlake, TX, Austin, TX, or Orlando, FL and reports into the Director of DAFgiving360’s Project Office. The Project Office is responsible for providing Project Portfolio, Program, and Project level governance and oversight to the project portfolio.  This role within the DAFgiving360 Project Office will oversee and implement key strategic initiatives in the capacity of Project Portfolio Management, Portfolio Oversight and Program management.

 

What you’ll do:

Responsibilities:

  • Project Portfolio Management
    • Play a supporting role in defining the DAFgiving360 PMO and Digital Solutions team engagement model
    • Act as an SME on where projects have interdependencies and where addition alignment is needed
    • Act as Program Manager on key business & technology & driven programs to help define engagement models
    • Facilitate Portfolio Level Reporting and provide Portfolio Level Roadmap view of in-flight efforts (both technology and business driven)
    • Support resource and capacity tracking across in-flight initiatives; partner with the Strategic Planning team to help inform resource availability for newly proposed initiatives
    • Contribute to the evolution of Lean Portfolio Management methodologies within DAFgiving360’s business
    • Provide input into elevating the monthly Project Office and Project Governance Meetings

 

  • Project Portfolio Oversight
    • Provide oversight for DAFgiving360’s Portfolio - Business & Technology
    • Oversee Governance & Reporting
    • Manage Portfolio-Level Financial Reporting
    • Implement and educate Best Practices via Center of Excellence

 

  • Program Management
    • Managing Program level strategic initiatives within the DAFgiving360 organization involving both internal and external partners.
    • Provide Governance and thought partnership for SMT leaders & respective Business Functions
    • Execute, manage and ensure alignment with Strategic Priorities
    • Identify, mitigate, and escalate material Risks & Issues
    • Provide Stakeholder Management

 

  • Project Management
    • Accountable for defining, planning, orchestrating, and delivering business and operational deliverables
    • Ensuring end results are of the highest caliber with a clearly articulated scope and quantifiable business benefit
    • Directly managing all aspects of the Program and Project life cycle and overseeing all
    • May partner with Schwab’s Central Project Management Office (CPMO) resources
    • Rigorously manages scope to ensure commitments are achieved within agreed upon time, cost, and quality parameters
    • Defining and tracking project milestones while developing, maintaining, and reporting on an overall integrated delivery plan.
    • Assessing project health, progress and communicates updates effectively
    • Providing support for the enhancement and overall governance of the DAFgiving360’s Project Office
    • Providing support for an internal project queue and front door process for all projects, enhancements, and maintenance efforts as well as related reporting
    • Being a thought partner and providing feedback and recommendations for enhancing the project process
    • Assisting with business process modeling, as needed
    • Assisting with the development of project related presentations and proposals

 

What you have
  • A successful candidate should possess the following:
  • BA/BS degree preferred
  • PMP certification
  • 10+ years’ experience, preferably in the financial services, donor advised fund and/or non-profit industries.
  • Strong project management and methodology skills; experience with iterative development methodologies (Agile, Six Sigma, Rational Unified Process, etc).
  • Strong relationship building and partnerships skills; a strong team player with experience leading others both directly and indirectly
  • Ability to mobilize and motivate cross-functional teams, set direction and approach, resolve conflict, deliver tough messages with grace.
  • An adaptive, self-starter who can make significant progress with minimal direction and has the ability to multi-task and work efficiently to meet tight deadlines.
  • Excellent presentation and communications skills, both written and verbal, for audiences at all levels of the company to influence, build consensus and effectively communicate complex information
  • Scaled Agile SAFe LPM certification is a strong plus.
  • Experience in managing large Agile cross-functional teams & team resources is a strong plus.
  • Budget & financial management experience is a strong plus.
  • Some product and/or technology delivery experience is a plus.
  • Change management experience is a plus.
  • Strong PC skills including Excel, Word, PowerPoint, MS Teams, Adobe Acrobat, etc.
  • Experience with iKnow/Sharepoint Administration
  • Experience with business process modeling tools (Visio, iGraphx, etc).a plus
  • Experience with Smartsheet as a project management tool
  • Experience with outcomes-based delivery and mapping of work to key results
  • Experience with AI tools such as Copilot, AI writer, Copilot facilitator etc.

Hybrid Work at Schwab -

  • Employees will have a consistent hybrid schedule, spending four days each week working from one of our corporate offices and one day working from remotely. This blend of in-office and remote work supports teamwork and on-site collaboration while giving employees the ability to spend some time working from home.

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 Senior Manager, IT Program Management jobs: