IT Project Manager, Senior Specialist- Advisor Services Portfolio
Your Opportunity
Your opportunity
At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together.
We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).
Schwab Technology Services (STS) enables the future of how clients manage their money by delivering innovative, reliable technology solutions that support investing and financial planning.
Within the STS Portfolio & Project Management (PPM) organization, you will partner with business and technology leaders to drive strategic initiatives that help the firm prioritize and execute its most important technology investments.
As an IT Project Manager, Senior Specialist, you will lead cross-functional projects and program workstreams spanning product development, systems implementation, and technology modernization efforts. This role is aligned to Schwab’s Advisor Services (AS) portfolio supporting the firm’s AS technology solutions to drive technology projects that enable Schwab to provide custodial and trading services to Registered Independent Advisors (RIAs) and a spectrum of solutions to help them grow and sustain their businesses.
Success in this role requires strong project leadership, problem-solving, collaboration, and decision-making skills as you coordinate stakeholders, manage risks and dependencies, maintain integrated delivery plans, and ensure measurable business outcomes are delivered on time, within scope, and with a high level of quality. You will work closely with Product Owners, Scrum Masters, technology teams, and business partners in a dynamic environment where adaptability, accountability, and continuous improvement are highly valued.
What you have
Required Qualifications:
- 3- 7 years of project management experience leading small to medium-scale projects in product development, technology, systems implementation, or related environments.
- 3- 7 years of experience utilizing project management tools and artifacts, including Microsoft Project, 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, Technology, Engineering, or a related field, or equivalent experience.
Preferred Qualifications:
- Experience within financial services, wealth management, banking, or fintech environments.
- Experience with Agile (including SAFe), Scrum, and modern software development methodologies.
- Experience supporting technology portfolios, digital product initiatives, systems integration efforts, or enterprise technology transformations.
- Demonstrated ability to manage project financials, resource planning, forecasting, and delivery reporting.
- Experience facilitating cross-functional collaboration across business, technology, and vendor teams.
- PMP, CAPM, PMI-ACP, or comparable project management certification.
- Proven learning agility with the ability to quickly adopt new tools, processes, and technologies.
In addition to the salary range, this role is eligible for bonus or incentive opportunities
Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.
What’s in it for you
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
What you are good at
What you have
Required Qualifications:
- 3- 7 years of project management experience leading small to medium-scale projects in product development, technology, systems implementation, or related environments.
- 3- 7 years of experience utilizing project management tools and artifacts, including Microsoft Project, 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, Technology, Engineering, or a related field, or equivalent experience.
Preferred Qualifications:
- Experience within financial services, wealth management, banking, or fintech environments.
- Experience with Agile (including SAFe), Scrum, and modern software development methodologies.
- Experience supporting technology portfolios, digital product initiatives, systems integration efforts, or enterprise technology transformations.
- Demonstrated ability to manage project financials, resource planning, forecasting, and delivery reporting.
- Experience facilitating cross-functional collaboration across business, technology, and vendor teams.
- PMP, CAPM, PMI-ACP, or comparable project management certification.
- Proven learning agility with the ability to quickly adopt new tools, processes, and technologies.
In addition to the salary range, this role is eligible for bonus or incentive opportunities
Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.
Why Schwab?
At Schwab, “Own Your Tomorrow” embodies everything we do! We are committed to helping our employees unleash their potential and achieve their dreams. Our employees get to play a central role in disrupting a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth. We’re a modern financial services firm that stands apart from the industry, where you can go as far as your ambition takes you.
Hear from employees: What’s it like to work at Schwab!
The benefits of working at Schwab : a package designed to empower your health, wealth, career and life. Schwab is committed to building a diverse and inclusive workplace where everyone feels valued.
As an equal employment opportunity employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. (Please click here to see policy.)
Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace. We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.