Sr Manager, Portfolio Manager Lead

Your Opportunity

Schwab remains committed to providing increased visibility to career growth opportunities and job requirements. This posting announcement is part of increased transparency and while all qualified applicants will be reviewed and considered, this organization has a preferred candidate identified for this role. 

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.

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

The ‘Portfolio Lead’ position partners with their Portfolio Manager on key leadership responsibilities.  This is a hybrid role where 50% or more of the role (depending on need) will be Portfolio related and the remainder program/project or RTE related.

What you have

The Portfolio Lead will manage projects or ARTs and directly assist the Portfolio Manager with portfolio management activities, including but not limited to:

• Content creation and collation for Portfolio-Leadership channels
• Managing Portfolio Intake / Flow of work through the Portfolio
• Fielding and managing portfolio requests from Corporate Strategy / Strategic Program Management
• Ensuring adherence with CPMO policies and standards across projects
• Serving as the primary backfill for PfM while out of office
• Helping to lead, level up and coach PMs across the Portfolio (case by case)
• Develops and maintains portfolio dashboards, raising insights to leadership for prioritization & trade-off decisions

Additional Detailed Responsibilities:

• Maintains Portfolio kanban board & key metadata (portfolio-level prioritization, capacity, alignment to strategy, benefits, etc.)
• Provides deep-dive analysis on portfolio data, benefits realization & Initiative performance; Drives process improvements
• Runs Portfolio Governance operations and collects/builds materials for QPRs
• Coordinates with RTEs, PMs, and Solution Managers to ensure data quality and dependency/risk tracking

Required Qualifications: 

• Demonstrated outstanding communication and leadership skills up to working with the MD A2 levels
  • Excellence in verbal and written communications, presentations, and discussions – including challenging discussions.
  • Strong relationship management skillsfrom senior leadership to peers.
• Standard expert/senior Program/Project Managementor RTE work since this person will still be supporting projects or ARTs
• Experience with analytics, strong with Excel and other reporting tools (e.g., financials, running scenarios with capacity, Tableau, BI Reporting, Power BI, Rally data extracts, etc.)
• Process design/management (e.g., intake, portfolio-level reporting coordination, etc.)
• Strong documentation skills (e.g., process documentation for standardization)
• Rally experience would be helpful to be able to generate leadership-level views and monitor alignment with portfolio standards that are necessary to generate those views
• Experience mentoring others

Preffered Qualifications: 

• Extensive Experience working with and within Retirement Plan Services (10+ years)
• Extensive coordination needed with Outside Portfolios/Tech Domains (4+) in order to deliver features for the home Portfolio
• Previously worked as Portfolio Lead for 1 year+ within Workplace Services