Sr Project Manager, Operations & Tech Consulting SupportAs a key contributor to the Schwab Advisor Services BCE organization, the Senior Project Manager, Operations and Technology Consulting Support will partner closely with our Technology, Operations, Cyber and AI Consultants to support the delivery of immersive Digital Modernization Consulting Engagements to our largest and most complex RIA clients. The role will provide hands-on project management and in-depth data analysis, synthesis, and visualization support from pre-engagement through implementation, helping clients reduce rework and operational friction and strengthening how we work together to serve clients. Key focus areas include client onboarding, money movement, account maintenance, API integrations, and more. The Senior Manager will work across a wide range of internal Schwab teams and RIA clients to organize, track, and advance critical workstreams and initiatives through implementation, helping ensure strong outcomes.
This role will also help lead the creation, enhancements, and ongoing management of program content and resources, including scalable tools, guides, worksheets, exercises, and other consulting assets that support both immersive client engagements and broader application of the program.
BCE team members thrive on building connections, engaging with advisors, and delivering innovative solutions within a collaborative setting. They are driven by curiosity, a love of learning, and a desire to use their strengths to achieve significant outcomes. The ideal candidate demonstrates adaptability within a dynamic, iterative workplace, values constructive feedback exchange, maintains a positive approach to professional collaboration, skillfully listens to and supports advisors’ needs, and can collaborate with and influence across multiple levels.
We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site 4 days a week in the specified location(s).
Applicants must be currently authorized to work in the United States on a full time basis without employer sponsorship.
Required qualifications:
- Exceptional project management and organizational skills, with strong attention to detail and the ability to independently lead multiple projects and workstreams
- Excellent knowledge of RIA operations, service, and technology with a preference for experience working with very large and complex RIA firms.
- Data analysis, synthesis, and visualization skills, with the ability to translate complex and varied inputs, including detailed operational data, client and executive insights, and other sources, into compelling stories, presentations, and other material.
- Well-developed business presence and consultative skills with the ability to listen, assess issues, analyze options, solve problems, influence outcomes, and develop win/win solutions.
- Demonstrated experience and skill in content creation, writing, communication, and facilitation
- Proven problem-solving skills, with the ability to understand dependencies, anticipate downstream implications, and navigate ambiguity and obstacles.
- Strong interpersonal and collaboration skills, with a proven ability to build relationships, earn trust, and effectively partner with internal and external stakeholders.
- A client-centric “can if” mindset, bias for action, and demonstrated ability to achieve meaningful results in a fast-paced, iterative, and matrixed environment.
- Experience or exposure across client service, operations, and technology within RIA firms, broker-dealers, and/or related financial services businesses.
- Proficiency with Microsoft Planner, ideally complemented by broader experience using project management platforms such as Smartsheet, Asana, or Jira to apply disciplined project management practices across workstreams, timelines, dependencies, and implementation.
- 8+ years of project management experience and 8+ years of experience within the financial services industry.
- Bachelor’s degree required
- PMP, PMI-ACP, Lean, and/or Six Sigma experience or certifications are a plus
Preferred qualifications:
- In-depth knowledge of Schwab’s digital solutions, operations and processes
- Experience with practice management program content development and management
- MBA preferred, but not required
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
