Charles Schwab Executive Project Manager – Digital Cross Enterprise Platform Management in Austin, Texas


Austin - TX, AUS1, 2309 Gracy Farms Lane, 78758

Michelle Laura Rocke


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 at 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.

Our Opportunity:

This role is on the Charles Schwab Digital Service team. We are responsible for delivering innovative, best-in-class solutions. We are obsessed with solving customer needs. We want every interaction to be simple and easy. We collaborate with user experience and design, business and technology partners across the enterprise to build software experiences our users’ are passionate about.

The Technical Director for Digital Cross Enterprise (DXE) Platform Management will lead and coordinate initiatives across DXE to mature platform management planning, governance and stakeholder communications -- interacting with other leaders across Digital Cross-Enterprise Platforms, Digital Services and key Schwab stakeholders. Responsibilities will include coordination of planning activities across the platform portfolio, support for governance, risk and control assessments, program resource and financial planning, coordination and delivery of Dashboard Reporting for platforms. Additionally, this role will lead select improvement and engagement initiatives.

The successful candidate will be an energetic and clear communicator who has experience in project planning and execution. This leader will have outstanding organization skills and adaptive communication skills with an ability to flex between the strategic and the tactical, demonstrating a high level of energy and flexibility to get things done and thrive in a fast-paced, team-based product development environment. This digital leader will embody Schwab’s leadership principles and will lead by example, communicate openly, enable and inspire others, excel with partners, act decisively, and collaborate effectively.

The Digital Cross-Enterprise Platform organization has been formed to mature and build our cross-enterprise utilities and platforms that deliver scalable solutions for the firm. These capabilities will enable trusted and meaningful experiences for clients and prospects in the channel of their choice. There is significant work to do to establish a maturity model, evaluate existing platforms, develop consistency of behaviors and regular cadence of activities to ensure improvements in planning, building and efficiently running cross-enterprise platforms. In addition, there will be increased focus on first line oversight, risk management and control testing practices for these platforms. This position is being created to service as a critical program management function to establish consistent, high quality practices across DXE and to ensure that DXE will serve as a "model" for the firm for mature and well-run cross-enterprise platform management.

What you’ll do:

  • Ensure effective cross-enterprise platform management practicesEnsure key controls, internal and external audit requirements and standards, as well as industry best practices are implemented for DXE Platforms.

  • Collaborate effectively with STS and Schwab Operations as well as key stakeholders across multiple business lines

  • Coordinate and coordinate content to effectively communicate status updates, annual operating plans and business cases for presentation to key stakeholders and leaders, as needed; ensure format meets the high standards and tone appropriate for business and technology executives.

  • Collaborate effectively with platform managers, customer journey and utility teams to plan, forecast, report and present program resource needs for capacity planning and forecasting, as needed. Provide consultation, support and coaching to cross-enterprise teams on the effective management of platforms based on the best practices established in our playbooks, software delivery methodologies, and industry best practices.

  • Collaborate with digital platform and utilities teams to create, regularly publish and update key metrics and KPI dashboards which paint a holistic picture of platform’s grow, scalability, effective operating expense management, efficiency, time-to-market and quality.

  • Support platform teams in ensuring regular cadence of stakeholder communications, feedback, input and updates. Support RCSA risk management, testing, documentation, artifact management.

  • Serve as an escalation point on platform management practices for platform and project managers, product owners, budget, purchase requisitions, risks or issue management, etc.

  • Create and maintain appropriate collaboration and team sites that support effective knowledge management, practices across Digital Cross-Enterprise Platform teams.

What you have:

  • Minimum of 10+ years of experience in directly relevant program and project management roles for IT portfolios as well as business analysis, planning and operations, and/or related functions.

  • Proven experience leading and managing complex, cross-organizational technology programs, and projects is critical, preferably in Agile development environments.

  • Knowledge of Schwab’s annual planning, financial management, sourcing and procurement, internal audit, compliance, and related technical and business processes based on prior Schwab experience would be helpful.

  • Demonstrated knowledge of program and project management methodologies and best practices, software and product development lifecycles required.

  • Strong process orientation and demonstrated ability to define and document new or improved platform management processes, templates and tools •Past experience creating a variety of reporting mechanisms for leadership, stakeholders, and team members.

  • Highly proficient written communication, analytical and problem-solving skills. Highly skilled in the creation of presentations, new reporting mechanisms and other documents.

  • High level of attention to detail, including the ability to assess, and synthesize large amounts of content and data related to program status, issues, risks, dependencies, and schedules and distill it in crisp clear language appropriate for a variety of audiences including technology and business executives.

  • Excellent verbal communication, presentation, collaboration and teamwork skills with demonstrated ability to gain trust, secure buy-in and influence change at all levels. An ability to influence without direct authority, as well as demonstrate an appropriate level of assertiveness, is critical.

  • Advanced proficiency in the use of Microsoft Office tools (Word, Excel, PowerPoint, Visio, and SharePoint) required.

  • Demonstrated ability to thrive in a team-based environment that is fast-paced, rapidly changing, and service-oriented.

  • Demonstrated commitment to ongoing professional development, learning new skills, and taking on new challenges.

  • Demonstrated understanding of process improvement programs and processes, with experience driving them successfully within technology organizations highly preferred.

  • Some background in “operational excellence” and/or Six Sigma helpful.

  • Prior experience preparing for and participating in internal or external (regulatory) audits, working with internal risk, compliance, and business continuity teams highly preferred.

  • Working knowledge of knowledge management and development tools including Share-point Team Sites, JIRA, Confluence strongly preferred.

  • Highly developed analytical, strategic-thinking, problem-solving, and organizational skills as well as the ability to adapt quickly to changing priorities, assignments, and roles.

  • BA/BS degree required with preference for degrees in Computer Science, Engineering, Business, Organizational Behavior or related fields. MS/MBA is a plus.

  • Project Management Professional (PMP®) certification is strongly preferred. PMI Agile Certified Practitioner (PMI-ACP®), Certified Scrum-master (CSM),Scaled Agile Framework Program Consultant (SAFe SPC), Certified Stanford Advanced Senior Program Manager (SAPM), and/or Lean Six Sigma certifications also preferred.

What you’ll get:

  • Comprehensive Compensation and Benefits package

  • Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts

  • Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program

  • Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions

  • 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 at" .

Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law. Schwab also does not discriminate against applicants or employees because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. At Schwab, we believe that every employee, through their diverse abilities and experiences, can contribute to our growth, innovation and client loyalty. We embrace diversity and are committed to providing equal opportunity to all employees and applicants. If you have a disability, and require reasonable accommodations in the application process, call Human Resources at 800-725-3535. We will be happy to assist you. Schwab will only share your accommodation request with those individuals who have a specific need to know. The request for an accommodation will not affect Schwab's hiring decisions. All other submissions should be performed online.

Job Specifications

Relocation Offered?: No

Work Schedule: Days

Languages: English - spoken

Current Licenses / Certifications: None

Relevant Work Experience: Project Management-6+ yrs

Position Located In: TX - Austin

Education: BA/BS

Job Type: Full Time

Category:Digital Services

Activation Date: Monday, May 14, 2018

Expiration Date: Wednesday, August 1, 2018

Apply Here