Senior Manager, IT Program Management

Charles Schwab Inc.•Orlando, FL

1d•$95,000 - $175,000•Hybrid

About The Position

DAFgiving360™ is an independent 501(c)(3) nonprofit dedicated to increasing charitable giving in the United States. Since 1999, donors have recommended over $55 billion in grants to more than 300,000 charities. Through donor-advised funds and philanthropic tools, we help individuals and families integrate charitable planning into their financial lives and make a meaningful difference. DAFgiving360 has entered into a services agreement with Charles Schwab & Co., Inc. for administrative and other services, including human resources. This position will be an employee of Charles Schwab & Co., Inc. and will be subject to its policies and procedures but will report to and be accountable to DAFgiving360 for day-to-day activities. DAFgiving360’s mission is to increase giving in the U.S. with donor-advised funds (DAF) and philanthropic tools and resources that make charitable giving tax-smart, simple, and efficient. We offer tools, guidance, and relationships that empower donors to incorporate charitable planning into their everyday lives and make a bigger difference in the world. At DAFgiving360, we believe people have an inherent desire to give and that investing and giving when done together can empower us to make a real difference in the world. We make it easy to integrate charitable giving into clients’ financial planning and wealth management conversations. We believe that if our clients apply the same thoughtful strategy to their giving and philanthropy that they apply to their finances and investments, they will be happier and more fulfilled donors. With our uniquely integrated approach, our simple and tax-smart giving solution, our access to online resources and our team of charitable specialists, we offer the tools, guidance, and relationships to help donors give more to the charities that matter most to them. DAFgiving360 was founded by Charles Schwab & Co. and while it operates as an independent charity, it is closely affiliated with and enjoys the support of Charles Schwab & Co, including contractual agreements to provide a variety of services. This position will be an employee of Charles Schwab & Co. and will be subject to its human resources and risk policies and procedures but will report to and be accountable to Schwab Charitable for day-to-day activities. Our Opportunity: The role of the DAFgiving Senior Manager - IT Program Management can be based in either Westlake, TX, Austin, TX, or Orlando, FL and reports into the Director of DAFgiving360’s Project Office. The Project Office is responsible for providing Project Portfolio, Program, and Project level governance and oversight to the project portfolio. This role within the DAFgiving360 Project Office will oversee and implement key strategic initiatives in the capacity of Project Portfolio Management, Portfolio Oversight and Program management.

Requirements

BA/BS degree preferred
10+ years’ experience, preferably in the financial services, donor advised fund and/or non-profit industries.
Strong project management and methodology skills; experience with iterative development methodologies (Agile, Six Sigma, Rational Unified Process, etc).
Strong relationship building and partnerships skills; a strong team player with experience leading others both directly and indirectly
Ability to mobilize and motivate cross-functional teams, set direction and approach, resolve conflict, deliver tough messages with grace.
An adaptive, self-starter who can make significant progress with minimal direction and has the ability to multi-task and work efficiently to meet tight deadlines.
Excellent presentation and communications skills, both written and verbal, for audiences at all levels of the company to influence, build consensus and effectively communicate complex information
Strong PC skills including Excel, Word, PowerPoint, MS Teams, Adobe Acrobat, etc.
Experience with iKnow/Sharepoint Administration
Experience with Smartsheet as a project management tool
Experience with outcomes-based delivery and mapping of work to key results
Experience with AI tools such as Copilot, AI writer, Copilot facilitator etc.

Nice To Haves

Scaled Agile SAFe LPM certification is a strong plus.
Experience in managing large Agile cross-functional teams & team resources is a strong plus.
Budget & financial management experience is a strong plus.
Some product and/or technology delivery experience is a plus.
Change management experience is a plus.
Experience with business process modeling tools (Visio, iGraphx, etc).a plus

Responsibilities

Play a supporting role in defining the DAFgiving360 PMO and Digital Solutions team engagement model
Act as an SME on where projects have interdependencies and where addition alignment is needed
Act as Program Manager on key business & technology & driven programs to help define engagement models
Facilitate Portfolio Level Reporting and provide Portfolio Level Roadmap view of in-flight efforts (both technology and business driven)
Support resource and capacity tracking across in-flight initiatives; partner with the Strategic Planning team to help inform resource availability for newly proposed initiatives
Contribute to the evolution of Lean Portfolio Management methodologies within DAFgiving360’s business
Provide input into elevating the monthly Project Office and Project Governance Meetings
Provide oversight for DAFgiving360’s Portfolio - Business & Technology
Oversee Governance & Reporting
Manage Portfolio-Level Financial Reporting
Implement and educate Best Practices via Center of Excellence
Managing Program level strategic initiatives within the DAFgiving360 organization involving both internal and external partners.
Provide Governance and thought partnership for SMT leaders & respective Business Functions
Execute, manage and ensure alignment with Strategic Priorities
Identify, mitigate, and escalate material Risks & Issues
Provide Stakeholder Management
Accountable for defining, planning, orchestrating, and delivering business and operational deliverables
Ensuring end results are of the highest caliber with a clearly articulated scope and quantifiable business benefit
Directly managing all aspects of the Program and Project life cycle and overseeing all
May partner with Schwab’s Central Project Management Office (CPMO) resources
Rigorously manages scope to ensure commitments are achieved within agreed upon time, cost, and quality parameters
Defining and tracking project milestones while developing, maintaining, and reporting on an overall integrated delivery plan.
Assessing project health, progress and communicates updates effectively
Providing support for the enhancement and overall governance of the DAFgiving360’s Project Office
Providing support for an internal project queue and front door process for all projects, enhancements, and maintenance efforts as well as related reporting
Being a thought partner and providing feedback and recommendations for enhancing the project process
Assisting with business process modeling, as needed
Assisting with the development of project related presentations and proposals