Sr Project Manager, Operations & Tech Consulting Support

Charles Schwab Inc.•Orlando, FL

7d•$112,000 - $150,000•Onsite

About The Position

The Senior Project Manager, Operations and Technology Consulting Support is a key contributor to Schwab Advisor Services’ Business Consulting & Education organization. The role partners with Technology, Operations, Cyber and AI Consultants to support immersive Digital Modernization Consulting Engagements for large and complex registered investment advisor (RIA) clients. It provides hands-on project management and data analysis, synthesis, and visualization from pre-engagement through implementation, helping clients reduce rework and operational friction and improving how teams work together to serve clients. Focus areas include client onboarding, money movement, account maintenance, API integrations, and related operations and technology initiatives. The role works across internal Schwab teams and RIA clients to organize, track, and advance critical workstreams and initiatives through implementation. It also helps lead the creation, enhancement, and ongoing management of program content and resources, including scalable tools, guides, worksheets, exercises, and other consulting assets for immersive engagements and broader program use. The position is part of a collaborative team that builds connections with advisors and delivers consulting and education programs. The successful candidate adapts to a dynamic, iterative workplace, welcomes constructive feedback, listens and responds to advisor needs, and collaborates with and influences people across multiple organizational levels. The selected candidate is expected to work onsite four days per week in the specified location. Applicants must be authorized to work full-time in the United States without employer sponsorship.

Requirements

Exceptional project management and organizational skills, strong attention to detail, and the ability to independently lead multiple projects and workstreams.
Excellent knowledge of RIA operations, service, and technology; experience with very large and complex RIA firms is preferred.
Data analysis, synthesis, and visualization skills, including the ability to translate complex inputs into compelling materials.
Well-developed business presence and consultative skills, including listening, assessing issues, analyzing options, solving problems, influencing outcomes, and developing win/win solutions.
Demonstrated experience and skill in content creation, writing, communication, and facilitation.
Proven problem-solving skills, including understanding dependencies, anticipating downstream implications, and navigating ambiguity and obstacles.
Strong interpersonal and collaboration skills, with the ability to build relationships, earn trust, and partner with internal and external stakeholders.
Client-centric mindset, bias for action, and ability to achieve results in a fast-paced, iterative, and matrixed environment.
Experience or exposure across client service, operations, and technology within RIA firms, broker-dealers, and/or related financial services businesses.
Proficiency with Microsoft Planner; broader experience with project management platforms such as Smartsheet, Asana, or Jira is also sought to manage workstreams, timelines, dependencies, and implementation.
At least 8 years of project management experience and at least 8 years of experience in the financial services industry.
Bachelor’s degree required.
Must be currently authorized to work in the United States on a full-time basis without employer sponsorship.

Nice To Haves

In-depth knowledge of Schwab’s digital solutions, operations, and processes.
Experience with practice management program content development and management.
PMP, PMI-ACP, Lean, and/or Six Sigma experience or certifications.
MBA preferred but not required.
Experience working with very large and complex RIA firms.

Responsibilities

Partner with Technology, Operations, Cyber and AI Consultants to support Digital Modernization Consulting Engagements for large and complex RIA clients.
Provide hands-on project management and data analysis, synthesis, and visualization from pre-engagement through implementation.
Help clients reduce rework and operational friction across areas such as client onboarding, money movement, account maintenance, and API integrations.
Coordinate with internal Schwab teams and RIA clients to organize, track, and advance critical workstreams and initiatives through implementation.
Translate complex and varied inputs, including operational data and client and executive insights, into compelling stories, presentations, and other materials.
Create, enhance, and manage program content and resources, including tools, guides, worksheets, exercises, and other consulting assets.
Build relationships and collaborate with stakeholders across multiple levels to support strong client outcomes.