Portfolio Manager (Director Program/Project Management) - Advisor Services
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). This role is expected to be in the office 4 days a week.
Within Advisor Services, the Portfolio & Project Management organization helps translate strategic priorities into focused, predictable technology delivery. The Portfolio Manager (Director Program/Project Management) is a leadership role, and you will oversee the health, planning, investment, and execution of a complex portfolio while partnering with senior business and technology leaders to advance portfolio strategy and deliver measurable outcomes.
You will guide project teams, balance demand with delivery capacity, and bring transparency to priorities, costs, dependencies, and performance. Applying strong business acumen, decision making, and risk management, you will help sponsors navigate trade-offs, address emerging challenges, and maximize the value of portfolio investments.
Your leadership will also shape how teams collaborate and adapt. You will develop talent, strengthen project and agile practices, and create an environment of accountability, continuous improvement, and shared success.
What you have
Required Qualifications:
- 12+ years of program or project leadership experience managing multiple large, complex, and cross-functional initiatives.
- Experience managing $15+ million annually in program or project work.
- Recent direct people-management experience, including 4+ employees and responsibility for objectives, feedback, development, and performance reviews.
- Demonstrated project management and leadership skills that drive consistent execution, quality documentation, and successful business outcomes.
- Strong risk management, problem solving, and decision-making skills, including the ability to develop and adjust mitigation plans as conditions change.
- Demonstrated ability to partner with senior business and technology leaders, communicate challenging messages clearly, and influence portfolio trade-off decisions.
- Strong business and technology acumen with the ability to operate effectively in a complex, matrixed environment.
- Bachelor’s degree required.
Preferred Qualifications:
- 5+ years of financial services experience spanning business and technology environments.
- Experience applying SAFe (Scaled Agile Framework) or other scaled agile practices to portfolio planning and delivery.
- Experience with capacity planning, portfolio intake, product roadmaps, agile forecasting, value streams, or agile release trains.
- Experience leading change, developing others, and strengthening accountability across multidisciplinary teams.
- Experience with artificial intelligence delivery models.
- Experience using Microsoft Project, Jira, Confluence, Rally, and Microsoft SharePoint.
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:
- 12+ years of program or project leadership experience managing multiple large, complex, and cross-functional initiatives.
- Experience managing $15+ million annually in program or project work.
- Recent direct people-management experience, including 4+ employees and responsibility for objectives, feedback, development, and performance reviews.
- Demonstrated project management and leadership skills that drive consistent execution, quality documentation, and successful business outcomes.
- Strong risk management, problem solving, and decision-making skills, including the ability to develop and adjust mitigation plans as conditions change.
- Demonstrated ability to partner with senior business and technology leaders, communicate challenging messages clearly, and influence portfolio trade-off decisions.
- Strong business and technology acumen with the ability to operate effectively in a complex, matrixed environment.
- Bachelor’s degree required.
Preferred Qualifications:
- 5+ years of financial services experience spanning business and technology environments.
- Experience applying SAFe (Scaled Agile Framework) or other scaled agile practices to portfolio planning and delivery.
- Experience with capacity planning, portfolio intake, product roadmaps, agile forecasting, value streams, or agile release trains.
- Experience leading change, developing others, and strengthening accountability across multidisciplinary teams.
- Experience with artificial intelligence delivery models.
- Experience using Microsoft Project, Jira, Confluence, Rally, and Microsoft SharePoint.
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.