Senior IT Project Management- Client Trader Portfolio

Charles Schwab Inc.•Southlake, TX

4d•$112,000 - $160,000•Onsite

About The Position

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). The Schwab Technology Services (STS) Portfolio & Project Management (PPM) organization partners with Business and Technology Leaders to prioritize and execute technology work for strategic business‑sponsored initiatives, enhancements, and standard technology operations. Within this organization, this role supports the Client Trader / Digital Assets portfolio, including strategic initiatives across spot crypto, tokenization, digital assets, and related market infrastructure modernization. As a Sr IT Project Manager, you will be responsible for establishing and leading enterprise‑wide, cross‑functional strategic initiatives within the Digital Assets portfolio. Leading a variety of project types, including the delivery of technology solutions, large‑scale application development, systems integration, operational efficiency improvements, process reengineering, and infrastructure upgrades and deployments that strengthen fraud prevention and response capabilities. As Schwab transitions to a scaled agile model, this role requires a blend of traditional project management expertise and scaled agile methodology experience, partnering closely with business, technology, and risk stakeholders to deliver outcomes that reduce fraud risk and enhance client trust.

Requirements

Proven ability to build a strong partnership and trust with stakeholders
Ability to navigate a highly matrixed organization effectively & succeed within a highly collaborative culture
Ability to communicate at all levels with clarity and precision both written and verbally
Demonstrated sound business and technical acumen
Focused and versatile team player that is comfortable under pressure
Understanding of cross-functional dependencies and how they impact project execution
Expertise with financial data and the technology, tools and processes that support work and projects/programs
Proven understanding of various software development methodologies, including Agile/Scrum
Excellent problem-solving and critical-thinking skills
Ability to execute with limited information and ambiguity
8+ years of project management experience, managing multiple large, complex and cross functional projects, with emphasis on product development, systems, and technical environments
8+ years of experience with project management tools and artifacts, including MS Project, Jira, Confluence, SharePoint, project budgets, change requests, status reports, etc.
Experience using AI tools to optimize your project management capability.
Demonstrated ability to mobilize and motivate teams, set direction and approach, resolve conflict, deliver tough messages with grace
Proven experience with and understanding of various software development methodologies, including Agile/Scrum
Proven ability to quickly build relationships and earn the trust of sponsors and key stakeholders
Demonstrated, applied experience establishing and delivering complex projects
BA/BS Degree or equivalent experience

Nice To Haves

Financial industry experience, preferably with digital assets (e.g. tokenization, crypto, custody, etc)
Experience in a scaled agile environment
PMP or PMI-ACP certification

Responsibilities

Accountable for defining, planning, orchestrating, and delivering a given strategic initiative including business, operational, and information technology deliverables
Ensures end results are of the highest caliber with a clearly articulated scope and quantifiable business benefit
Directs large-scale, complex projects often involving multiple internal and external constituents and partners
Directly manages all aspects of the project life cycle and oversees all phases of a project
Rigorously manages scope to ensure commitments are achieved within agreed upon time, cost, and quality parameters
Validates financial forecasts, cost assumptions, and provides on-going reconciliation of resources and other related project expenditures
Works with resource managers to ensure that resource capacity planning is accurately forecast, and provides ongoing reconciliation of actual time spent against forecasts
Defines and tracks project milestones while developing, maintaining, and reporting on an overall integrated delivery plan
Handles risks and issues management for the project-level risks and interdependencies
Partners with Product Owners and Scrum Masters to track Agile development milestones and support Agile practices as needed
Manages team relationships to ensure effective delivery
Facilitates problem-solving and resolves stakeholder conflict
Teaches, coaches, and mentors team members to remove roadblocks and drive project execution