Your Opportunity
Schwab Charitable's mission is to increase giving in the U.S. with donor-advised funds (DAF) and philanthropic tools and resources that make charitable giving tax-smart, simple, and efficient. We offer tools, guidance, and relationships that empower donors to incorporate charitable planning into their everyday lives and make a bigger difference in the world.
At Schwab Charitable, we believe people have an inherent desire to give and that investing and giving when done together can empower us to make a real difference in the world. We make it easy to integrate charitable giving into clients' financial planning and wealth management conversations. We believe that if our clients apply the same thoughtful strategy to their giving and philanthropy that they apply to their finances and investments, they will be happier and more fulfilled donors. With our uniquely integrated approach, our simple and tax-smart giving solution, our access to online resources and our team of charitable specialists, we offer the tools, guidance, and relationships to help donors give more to the charities that matter most to them.
Schwab Charitable was founded by Charles Schwab & Co. and while it operates as an independent charity, it is closely affiliated with and enjoys the support of Charles Schwab & Co, including contractual agreements to provide a variety of services. This position will be an employee of Charles Schwab & Co. and will be subject to its human resources and risk policies and procedures but will report to and be accountable to Schwab Charitable for day-to-day activities.
The role of the Schwab Charitable Senior Manager - IT Program Management can be based in either Westlake, TX or Lone Tree, CO and reports into the Director of the Schwab Charitable Project Office. The Project Office is responsible for providing Project Portfolio, Program, and Project level governance and oversight to the $17M+ project portfolio for FY24. This role within the Schwab Charitable Project Office will oversee and implement key strategic initiatives in the capacity of Project Portfolio Management, Portfolio Oversight and Program management.
Responsibilities:
Project Portfolio Management
Play a supporting role in defining the SCF PMO and Digital Solutions team engagement model
Act as an SME on where projects have interdependencies and where addition alignment is needed
Act as Program Manager on key business & technology & driven programs to help define engagement models
Facilitate Portfolio Level Reporting and provide Portfolio Level Roadmap view of in-flight efforts (both technology and business driven)
Own financial tracking on projects
Support resource and capacity tracking across in-flight initiatives; partner with the Strategic Planning team to help inform resource availability for newly proposed initiatives
Support the development of a centralized repository for all Portfolio data
Contribute to the evolution of Lean Portfolio Management methodologies within Charitable business
Provide input into elevating the monthly Project Office and Project Governance Meetings
Project Portfolio Oversight
Provide oversight for the Charitable Portfolio - Business & Technology
Oversee Governance & Reporting
Manage Portfolio-Level Financial Reporting
Implement and educate Best Practices via Center of Excellence
Program Management
Managing Program level strategic initiatives within the Schwab Charitable organization involving both internal and external partners.
Provide Governance and thought partnership for SMT leaders & respective Business Functions
Execute, manage and ensure alignment with Strategic Priorities
Identify, mitigate, and escalate material Risks & Issues
Provide Stakeholder Management
Project Management
Accountable for defining, planning, orchestrating, and delivering business and operational deliverables
Ensuring end results are of the highest caliber with a clearly articulated scope and quantifiable business benefit
Directly managing all aspects of the Program and Project life cycle and overseeing all
May partner with Schwab's Central Project Management Office (CPMO) resources
Rigorously manages scope to ensure commitments are achieved within agreed upon time, cost, and quality parameters
Defining and tracking project milestones while developing, maintaining, and reporting on an overall integrated delivery plan.
Assessing project health, progress and communicates updates effectively
Providing support for the enhancement and overall governance of the Schwab Charitable Project Office
Providing support for an internal project queue and front door process for all projects, enhancements, and maintenance efforts as well as related reporting
Being a thought partner and providing feedback and recommendations for enhancing the project process
Assisting with business process modeling, as needed
Assisting with the development of project related presentations and proposals
What you have
A successful candidate should possess the following:
BA/BS degree preferred
10+ years' experience, preferably in the financial services, donor advised fund and/or non-profit industries.
Strong project management and methodology skills; experience with iterative development methodologies (Agile, Six Sigma, Rational Unified Process, etc).
Strong relationship building and partnerships skills; a strong team player with experience leading others both directly and indirectly
Ability to mobilize and motivate cross-functional teams, set direction and approach, resolve conflict, deliver tough messages with grace.
An adaptive, self-starter who can make significant progress with minimal direction and has the ability to multi-task and work efficiently to meet tight deadlines.
Excellent presentation and communications skills, both written and verbal, for audiences at all levels of the company to influence, build consensus and effectively communicate complex information
Scaled Agile SAFe LPM certification is a strong plus.
Experience in managing large Agile cross-functional teams & team resources is a strong plus.
Budget & financial management experience is a strong plus.
Some product and/or technology delivery experience is a plus.
Change management experience is a plus.
Strong PC skills including Excel, Word, PowerPoint, MS Teams, Adobe Acrobat, etc.
Experience with iKnow/Sharepoint Administration
Experience with business process modeling tools (Visio, iGraphx, etc).a plus
Hybrid Work at Schwab -
Employees will have a consistent hybrid schedule, spending three days each week working from one of our corporate offices and two days working from remotely. This blend of in-office and remote work supports teamwork and on-site collaboration while giving employees the ability to spend some time working from home.
To help employees get off to a strong start, new hires will spend four days a week working in the office for their first six months with Schwab. This is an incredible opportunity to work in person with colleagues and experience a strong sense of community while learning - all with the support and encouragement from your leader and those around you.
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