IT Project Manager, Senior Specialist- Bank and Trust 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 enables the future of how clients manage their money by providing innovative and reliable technology products and services as part of our ongoing commitment to democratize access to investing and financial planning.
As an IT Project Manager, Senior Specialist in the Bank and Trust Services Portfolio Management team you will be responsible for managing and delivering initiatives that introduce, improve, or support capabilities within the bank and trust services organization.
You will play a key role in driving complex, business-critical technology programs that enhance internal operations and improve the delivery of products and services. You will lead programs from initiation through implementation, partnering with cross-functional teams and stakeholders across business and technology functions to deliver outcomes that align with strategic priorities. In this role, you will balance project oversight, risk management, stakeholder engagement, and execution while ensuring initiatives remain on schedule, within scope, and aligned to organizational objectives.
Success in this role requires strong project management capabilities, analytical thinking, and the ability to navigate ambiguity while making sound decisions. You will collaborate with diverse teams to define priorities, coordinate resources, and drive accountability across multiple workstreams. By identifying opportunities for continuous improvement and implementing effective solutions, you will help strengthen operational efficiency, enhance stakeholder experiences, and contribute to long-term business success. This position offers the opportunity to influence enterprise-wide initiatives, foster innovation, and deliver measurable results within a dynamic and evolving technology environment.
What you have
Required Qualifications:
- 3-5 years of project management experience leading small to medium-scale projects in product development, technology, systems implementation, or related environments.
- 3-5 years of experience utilizing project management tools and artifacts, including Microsoft Project, PowerPoint, Excel, Rally, 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, Project Management, Technology, or related field, or equivalent experience.
Preferred Qualifications:
- Experience leading enterprise-wide technology initiatives.
- Demonstrated success influencing stakeholders across varying levels of the organization.
- Experience within financial services, wealth management, banking, or fintech environments.
- Experience with Agile (including SAFe), Scrum, and modern software development methodologies.
- Strong business acumen and ability to align technology investments with business objectives.
- Experience operating in highly regulated, complex, or large-scale enterprise environments.
- Ability to foster collaboration, adaptability, and innovation across diverse teams.
- Experience mentoring or developing team members and promoting a culture of continuous improvement.
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 eligible for bonus or incentive opportunities.
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:
- 3-5 years of project management experience leading small to medium-scale projects in product development, technology, systems implementation, or related environments.
- 3-5 years of experience utilizing project management tools and artifacts, including Microsoft Project, PowerPoint, Excel, Rally, 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, Project Management, Technology, or related field, or equivalent experience.
Preferred Qualifications:
- Experience leading enterprise-wide technology initiatives.
- Demonstrated success influencing stakeholders across varying levels of the organization.
- Experience within financial services, wealth management, banking, or fintech environments.
- Experience with Agile (including SAFe), Scrum, and modern software development methodologies.
- Strong business acumen and ability to align technology investments with business objectives.
- Experience operating in highly regulated, complex, or large-scale enterprise environments.
- Ability to foster collaboration, adaptability, and innovation across diverse teams.
- Experience mentoring or developing team members and promoting a culture of continuous improvement.
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 eligible for bonus or incentive opportunities.
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.