eDiscovery Project Manager
About The Position
Schwab’s expanding eDiscovery team within Legal & Government Affairs is modernizing the firm’s discovery operations, technology, and governance. The eDiscovery Project Manager leads complex litigation, regulatory, and investigative matters through the discovery lifecycle and develops scalable, defensible workflows that improve quality, consistency, and transparency. The role uses project management, analytical thinking, and decision-making to evaluate risks, coordinate competing priorities, and responsibly apply analytics and AI-enabled review capabilities. The Project Manager collaborates with attorneys, paralegals, technology partners, and business stakeholders to solve complex problems, strengthen operational practices, and deliver reliable outcomes. As the program evolves, the role helps shape standards, reporting, training, and user experiences across the firm. The position is intended to be performed on site at the specified location(s).
Requirements
- 6+ years of experience in eDiscovery, litigation support, legal technology, legal operations, or a related discipline, including 3+ years leading complex eDiscovery matters.
- Experience managing matters across the discovery lifecycle, including data processing, searching, analytics, document review, production, and quality control.
- Advanced hands-on experience configuring and managing Relativity or RelativityOne beyond document review.
- Experience applying defensible search methods, validation, documentation, and repeatable quality-control processes.
- Bachelor’s degree or an equivalent combination of education and relevant experience.
Nice To Haves
- Experience applying project management, analytical thinking, and decision-making to concurrent matters, risks, dependencies, deadlines, and sensitive information.
- Stakeholder management and communication skills to partner effectively with legal, technology, and business teams.
- Experience supporting investigations, regulatory matters, or work within financial services or another highly regulated industry.
- Experience implementing or validating analytics, technology-assisted review, generative AI, or other AI-enabled legal technology workflows.
- Relativity Certified Administrator, Certified E-Discovery Specialist, Project Management Professional, or a similar certification.
- Adaptability and a process improvement mindset, with the ability to strengthen workflows, standards, reporting, training, and user experiences.
- Strong attention to detail, organization, professionalism, discretion, and written and verbal communication skills.
Responsibilities
- Lead medium and large eDiscovery matters from intake through review, production, and closeout.
- Configure and support RelativityOne workspaces, fields, layouts, searches, batches, review workflows, reporting, and matter-specific permissions.
- Execute, test, refine, validate, and document search methodologies, search-term workflows, hit reporting, and analytics.
- Coordinate data intake, processing, early case assessment, culling, analytics, review, production, quality control, and closeout activities.
- Develop and maintain project plans, milestones, risks, dependencies, budgets, decisions, validations, exceptions, handoffs, and status reporting.
- Support responsible implementation and validation of analytics, AI-enabled review workflows, and emerging legal technology capabilities.
- Deliver training, onboarding, job aids, and operational guidance for attorneys, paralegals, and eDiscovery users.
- Identify and escalate data, schedule, quality, security, privilege, and defensibility risks.
- Help develop and mature scalable workflows, reporting, standards, and user experiences as Schwab modernizes its eDiscovery operating model.
- Serve as a trained backup for platform administration and collection activities.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
