Sr Manager, Program Management

Your Opportunity

At Schwab, you are empowered to make an impact on your career. Innovative thinking and creative problem solving come together to challenge the status quo and help transform the financial services industry.

Schwab is building a next-generation Product Strategy organization to strengthen how the firm designs, delivers, and monetizes products across Schwab’s brokerage, Schwab Bank, and Schwab Asset Management businesses. The organization is establishing a more integrated and disciplined approach to product strategy, execution, and performance management, with clearer product ownership, stronger cross-business alignment, and more consistent operating processes.

The Senior Portfolio Project Manager will play a key role in translating product strategy into an integrated, transparent, and actionable portfolio of work. This person will lead complex projects and portfolio-management activities, manage product intake and governance processes, develop and maintain product roadmaps, and provide consolidated portfolio reporting to Product Strategy leadership.

This role requires a strong combination of product knowledge, project and program management expertise, portfolio-management discipline, and relationship-management skills. The successful candidate will be comfortable operating across business and technology teams, navigating ambiguity, influencing leadership decisions, and establishing the structure needed to move product initiatives from idea through evaluation, prioritization, delivery, and performance measurement.

Portfolio Strategy & Execution

• Lead a portfolio of product initiatives, enhancements, and strategic programs aligned to business objectives and client outcomes.
• Partner with Product Management and business leaders to develop portfolio roadmaps, priorities, and execution plans.
• Optimize portfolio performance through effective prioritization, dependency management, capacity planning, and resource alignment.
• Monitor portfolio health, including delivery progress, risks, issues, and business outcomes, while providing actionable recommendations to leadership.
• Drive informed investment and prioritization decisions through portfolio analysis and strategic insights.

Product Intake & Governance

• Lead product intake, evaluation, prioritization, and governance processes across the product portfolio.
• Establish and maintain governance frameworks, decision criteria, operating standards, and supporting documentation.
• Assess product opportunities for strategic alignment, business value, readiness, and execution feasibility.
• Facilitate cross-functional reviews and governance forums with Product, Technology, Operations, Risk, Finance, and key business partners.
• Promote adoption of portfolio management standards, tools, and best practices.

Portfolio Reporting & Insights

• Develop and maintain portfolio reporting, executive dashboards, and performance scorecards.
• Deliver portfolio-level insights on progress, risk exposure, capacity, delivery trends, and strategic outcomes.
• Ensure data quality, reporting consistency, and transparency across portfolio metrics and KPIs.
• Translate complex information into clear, actionable updates for executive stakeholders.

Stakeholder Leadership & Influence

• Build trusted partnerships across Product, Technology, Operations, Risk, Finance, and Client Service organizations.
• Influence decisions through data-driven recommendations, strategic analysis, and effective communication.
• Align stakeholders on priorities, dependencies, commitments, and execution plans within a highly matrixed environment.
• Provide leadership, coaching, and guidance to project managers and initiative owners as needed.

What you have

Required Qualifications

• Bachelor’s degree or equivalent combination of education and experience.
• 5+ years of experience in portfolio, program, project, product operations, or related strategic delivery roles.
• Demonstrated success leading complex, cross-functional initiatives involving business and technology stakeholders.
• Strong knowledge of portfolio management disciplines, including intake, prioritization, governance, roadmapping, risk management, resource planning, and change management.
• Experience facilitating governance forums and supporting executive decision-making.
• Proven ability to develop executive-level reporting, dashboards, presentations, and portfolio insights.
• Strong analytical, problem-solving, communication, and stakeholder management skills.
• Ability to influence without direct authority and drive alignment across diverse stakeholder groups.
• Proven success managing multiple priorities in a fast-paced and evolving environment.

Preferred Qualifications

• Expertise in portfolio prioritization, demand management, capacity planning, and investment governance.
• Strong partnership experience with Product Management organizations.
• Experience with reporting automation, dashboarding, workflow optimization, and data visualization.
• Experience designing scalable intake, governance, and portfolio management