Portfolio Manager (Director Program/Project Management) - Advisor Services
About The Position
At Schwab, the Portfolio Manager (Director Program/Project Management) is a leadership role within Advisor Services’ Portfolio & Project Management organization. The organization helps translate strategic priorities into focused, predictable technology delivery. The Portfolio Manager oversees the health, planning, investment, and execution of a complex portfolio, partnering with senior business and technology leaders to advance portfolio strategy and deliver measurable outcomes. The role guides project teams, balances demand with delivery capacity, and provides transparency into priorities, costs, dependencies, and performance. It applies business acumen, decision-making, and risk management to help sponsors navigate trade-offs, address emerging challenges, and maximize the value of portfolio investments. The Portfolio Manager also develops talent, strengthens project and agile practices, and fosters accountability, continuous improvement, and shared success. The selected candidate is expected to work on site in the specified location(s) four days a week. The role is eligible for bonus or incentive opportunities in addition to the salary range.
Requirements
- 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.
- Ability to partner with senior business and technology leaders, communicate challenging messages clearly, and influence portfolio trade-off decisions.
- Strong business and technology acumen and ability to operate effectively in a complex, matrixed environment.
- Bachelor’s degree required.
- Currently authorized to work in the United States on a full-time basis without employer sponsorship.
Nice To Haves
- 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.
Responsibilities
- Oversee the health, planning, investment, and execution of a complex portfolio.
- Partner with senior business and technology leaders to advance portfolio strategy and deliver measurable outcomes.
- Guide project teams and balance demand with delivery capacity.
- Provide transparency into priorities, costs, dependencies, and performance.
- Help sponsors navigate trade-offs, address emerging challenges, and maximize the value of portfolio investments.
- Develop talent and strengthen project and agile practices.
- Create an environment of accountability, continuous improvement, and shared success.
- Manage employees, including objectives, feedback, development, and performance reviews.
Benefits
- Bonus or incentive opportunities
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What This Job Offers
Job Type
Full-time
Career Level
Director
