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Your opportunity

We believe that, when done right, investing liberates people to create their own destiny. We are driven

by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate

the diversity of our employees, our clients, and the communities we serve. We challenge conventions

strategically to create value for our clients, our firm and the world. We live and bring to life the concept

of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development,

and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and

adaptable people with the desire to help our clients and one another succeed.

As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall

Street, and to help Americans transform themselves from earners to owners. Through advocacy and

innovation, we work to make investing more affordable, accessible and understandable for all. As we

enter our fifth decade, we are looking for talented, innovative and driven people who believe they can

help themselves, and our clients, create a better future.

What you’ll do:

Project Managers are responsible for establishing and leading enterprise-wide, cross functional strategic

initiatives. They lead a variety of different types of projects including launching new products and

services, large-scale application development, systems integration, operational efficiency

improvements, process reengineering, and infrastructure upgrades and deployments. We are currently

transitioning to a scaled agile model, therefore this role will need both traditional project management,

as well as scaled agile methodology experience.

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

What you are good at:

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

Expert understanding of various software development methodologies, including Agile/Scrum

Excellent problem-solving and critical-thinking skills

Ability to execute with limited information and ambiguity

What you have

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.

Demonstrated ability to mobilize and motivate teams, set direction and approach, resolve

conflict, deliver tough messages with grace

1-3 years of Schwab Cost basis Tax experience as a current or recent contractor or employee

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

Experience playing an active role implementing a scaled agile methodology

BA/BS Degree or equivalent experience

Preferred Skills:

Release Train Engineer experience, preferred

Background/experience in financial services industry

PMP or PMI-ACP certification

What you’ll get:

Everyday Wellness: Healthy Rewards, Onsite Fitness Classes, Healthy Choices, Wellness Champions

Financial Fitness: 401k Match, Employee Discounts, Personalized advice, Brokerage discounts

Work/Life Balance: Sabbatical, New Mothers returning to work Program, Tuition

Reimbursement Programs, Time off to volunteer

Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships

Not just a job, but a career, with an opportunity to do the best work of your life

Learn more about Life@Schwab.

Charles Schwab & Co., Inc. is an equal opportunity/affirmative action employer committed to

diversifying its workforce. All applications are considered without regard to race, color, religion, sex,

sexual orientation, national origin, age, disability, protected veteran status (disabled veterans, recently

separated veterans, active duty wartime or campaign badge veterans, Armed Forces service medal

veterans), or based on any individual’s status in any group or class protected by applicable federal, state

or local law.

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

+ 401(k) with company match and Employee stock purchase plan

+ Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions

+ Paid parental leave and family building benefits

+ Tuition reimbursement

+ Health, dental, and vision insurance

What’s in it for you:

At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

401(k) with company match and Employee stock purchase plan

Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions

Paid parental leave and family building benefits

Tuition reimbursement

Health, dental, and vision insurance

Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at [email protected] or call 800-275-1281.