Your OpportunityAt 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). This role is expected to be in the office 4 days a week.
Schwab Technology Services enables the future of how clients manage their money by providing innovative and reliable technology products and services as part of our ongoing commitment to democratize access to investing and financial planning
As a
Senior IT Program Manager focused on Portfolio Operations and Value Management, you will play a highly visible role at the intersection of strategy, execution, and continuous improvement. Partnering across technology and business teams, you will help translate strategic priorities into measurable outcomes while advancing enterprise portfolio management practices that improve transparency, decision-making, and business value realization.
In this role, you will operationalize portfolio governance and value management frameworks, ensuring portfolio processes are executed consistently and effectively across the organization. You will collaborate with stakeholders to define success metrics, key performance indicators, and value hypotheses that connect technology investments to meaningful business outcomes. Through data-driven analysis, portfolio reporting, and performance insights, you will help leaders make informed prioritization decisions, evaluate trade-offs, and align investments to strategic objectives.
Success in this role requires strong analytical thinking, adaptability, and the ability to influence without direct authority. You will work across portfolio governance, standards and data teams, and Agile delivery organizations to improve workflows, strengthen data integrity, and enhance reporting capabilities. Your ability to identify opportunities for process optimization, develop practical solutions to complex portfolio challenges, and foster collaboration across diverse teams will directly contribute to operational excellence and organizational success.
This role offers the opportunity to make a measurable impact on enterprise portfolio performance while building expertise in value realization, portfolio optimization, Lean-Agile practices, strategic planning, and organizational transformation. You will join a collaborative environment where continuous learning, innovation, and professional growth are championed, and where your ideas can help shape how technology investments deliver value across Schwab.
What you haveTo ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have:
Required Qualifications:- 7+ years of experience in IT project management, portfolio operations, portfolio management, program management, or related technology delivery environments.
- Experience applying Lean-Agile practices, portfolio operations frameworks, and continuous improvement methodologies to drive business outcomes.
- Demonstrated ability to support portfolio governance, intake and demand management, prioritization processes, execution tracking, and operational reporting.
- Experience leveraging analytics, reporting, and data-driven insights to inform decisions, measure outcomes, and improve organizational performance.
- Strong Analytical Thinking skills with the ability to evaluate complex information, identify trends, and develop actionable recommendations.
- Proven Agile Collaboration capabilities with a track record of partnering across business and technology teams to achieve shared objectives.
- Strong Communication and facilitation skills, including the ability to influence stakeholders, present recommendations, and translate complex concepts into clear business outcomes.
- Experience developing, improving, or governing operational processes, standards, procedures, and reporting frameworks.
- Demonstrated ability to solve complex problems, navigate ambiguity, manage competing priorities, and support strategic decision-making.
- Ability to build collaborative relationships and influence outcomes across multiple teams without direct people leadership responsibility.
Preferred Qualifications:- 8+ years of experience supporting enterprise portfolio management, technology transformation, strategic planning, or value management initiatives.
- Experience with enterprise portfolio management and work management platforms such as Clarity, Jira, Rally, or similar tools.
- Experience supporting benefits realization frameworks, value management methodologies, or business outcome measurement programs.
- Knowledge of Objectives and Key Results (OKRs), portfolio prioritization frameworks, and strategic planning practices.
- SAFe certification or comparable Agile portfolio management certification.
- Experience developing executive dashboards, performance reporting, and portfolio insights using Power BI, Tableau, or similar reporting tools.
- Demonstrated ability to drive process improvement initiatives that enhance operational efficiency, reporting accuracy, and stakeholder adoption.
- Bachelor's degree in Business, Information Technology, Project Management, Engineering, or a related field.
Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.
In addition to the salary range, this role is also eligible for bonus or incentive opportunities
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