Senior IT Project Manager- Advisor Services Portfolio

Company: Charles Schwab
Location: South Lake
Posted on: February 26, 2026

Job Description:

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. 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. The team sits within a newly formed Portfolio & Project Management organization, which oversees portfolios across the company. We’re looking for an experienced Senior IT Project Manager to take ownership of a defined functional area and lead enterprise wide, cross functional strategic initiatives within our Advisor Services organization—a fast growing, innovative part of Schwab that supports independent advisors and the clients they serve. As we continue our transition to a Scaled Agile (SAFe) model, this role offers a unique opportunity to blend traditional project management expertise with modern Agile practices while driving initiatives that truly matter. The ideal candidate will be confident, decisive, and drive clarity around how solutions are solved and leading without formal authority. Responsibilities : • In this highly visible role, you’ll lead complex initiatives from concept through delivery—partnering closely with business, technology, and Agile leaders to bring strategy to life. • Own the end-to-end delivery of large, enterprise level initiatives, including business, operational, and technology outcomes • Define clear project scope, plans, milestones, and success metrics that deliver measurable business value • Lead large, complex, cross functional programs, often involving multiple internal teams and external partners • Proactively manage scope, schedule, cost, quality, risks, and dependencies to ensure successful outcomes • Oversee financial forecasting, budgets, and resource planning, ensuring transparency and accountability throughout the project lifecycle • Partner closely with Product Owners, Scrum Masters, and Release Train Engineers to support Agile delivery and milestones • Build strong, trusted relationships with stakeholders and sponsors, including VP and SVP level leaders • Foster a collaborative, high performing team environment by coaching, mentoring, and removing roadblocks • Navigate ambiguity, resolve conflict, and drive thoughtful problems solving to keep teams moving forward What you have To ensure that we fulfill our promise of “challenging the status quo,” this role has specific qualifications that successful candidates should have: Required qualifications: • 8 years of project management experience leading large, complex, cross functional initiatives in product, systems, or technical environments • Proven experience managing a concurrent portfolio of projects totaling $5M • Strong hands-on experience with project management tools and artifacts (e.g., Microsoft Project, Jira, Confluence, SharePoint, budgets, change management, and executive reporting) • At least 1 year of experience in a Scaled Agile (SAFe) environment, working directly with or as a Release Train Engineer • Demonstrated ability to inspire and mobilize teams, set direction, and deliver results—especially in fast paced or evolving environments • Exceptional relationship building skills with a track record of earning trust and influencing senior stakeholders • Able to lead complex conversations with senior business and tech leaders • Comfort preparing materials for and facilitating discussions with executive audiences • BA/BS degree or equivalent practical experience • Experience leading projects that deliver new technologies or software rollouts Preferred Qualifications: • Release Train Engineer experience, preferred • Experience using Rally, preferred • Background/experience in financial services industry • PMP or PMI-ACP certification • Knowledge of Artificial Intelligence and key AI concepts are preferred 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 also eligible for bonus or incentive opportunities Why work for us? At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. We offer a competitive benefits package to our full-time employees 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

Keywords: Charles Schwab, Dallas , Senior IT Project Manager- Advisor Services Portfolio, IT / Software / Systems , South Lake, Texas