Portfolio Lead

Your opportunity

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.

STS Portfolio & Project Management partners with business and technology leaders to deliver high‑impact initiatives. The Portfolio Lead supports portfolio leadership while managing complex programs and projects that drive strategic change across the enterprise.

What you have

The Portfolio Lead manages complex projects and partners with the Portfolio Manager on portfolio operations, including leadership communications, intake and flow, strategic request management, CPMO compliance, PM backfill coverage, and coaching PMs.

Required Qualifications

▪ Bachelor’s degree plus 10+ years of project management work experience including at least three years within the financial services industry

▪ 1 year + of Schwab domain experience gained as a current or recent contractor or employee
▪ Proven success managing multi-million dollar, cross-enterprise, strategic, high visibility projects including managing a concurrent portfolio of projects of at least $50M
▪ Experience doing analytics, strong with Excel (e.g., financials, running scenarios with capacity, etc.), and hands-on experience with Power Query
▪ Process design/management (e.g., intake, portfolio-level reporting coordination, etc.)
▪ Strong documentation skills (e.g., process documentation for standardization)
▪ Strong communication skills (e.g., fill in for Portfolio Manager in executive-level meetings) including experience presenting to senior vice president level executives.
▪ Strong relationship management skills (e.g., serve as an extension of the Portfolio Manager to influence others in support of the portfolio’s objectives) up to senior vice president level
▪ Exposure to Rally for leadership-level views and monitoring alignment with portfolio standards.
▪ Experience mentoring others
▪ Experience working in a team that leverages Scaled Agile
▪ Project Management Professional (PMP) certification

Preferred Qualifications

Technical nice-to-haves (bullet points)

▪ Consistently  achieves results by navigating complex situations and shifting priorities
▪ Drives data-based decisions and optimizes performance through strategic insights
▪ Delivers timely updates and effective communication with others involved in a project or effort
▪ Develops strategic relationships that drive mutual success and enhance collaboration
▪ Leverages deep industry knowledge to drive success while leading high-impact teams, projects, or programs
▪ Identifies learning opportunities to boost organizational knowledge, skills, and abilities
▪ Identifies and resolves challenges with a forward-looking approach
▪ Develops and implements procedures that enhance business effectiveness
▪ Influences business unit strategies to optimize resource allocation
▪ Anticipates and independently acts to change the direction of events in complex challenges
▪ Verbally delivers precise, persuasive communication for productive outcomes
▪ Upholds high standards of reliability, trust, and subject matter authority
▪ Delivers impactful messages that persuade diverse audiences
▪ Establishes strategic goals, measures performance, and optimizes outcomes
▪ Analyzes trends to create actionable strategies that align with long-term goals
▪ Develops compelling written content that influences and engages readers
▪ Scrum Master (SM) certification