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Added 43 mins ago
Enterprise CES - CIS Sales Sr Manager - US
DXC Technology
ANY CITY, NY
DXC Technology is seeking a Senior Manager, Sales Professional to lead, shape, and pursue large, complex transformation opportunities across Managed Applications, AI & Data, Application…
Added 4 hours ago
Sr Technical Security Product Owner
Humana Inc.
Dallas, TX · Fort Lauderdale, FL · Louisville, KY · Tampa, FL
…technical debt reduction, pipeline orchestration, and platform modernization work alongside developer-facing features. We are specifically looking for someone with a software engineering…
Added 8 hours ago
Sr Manager, Software Engineering
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WA
Senior Manager, Software Development Engineering
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Sr. Project Manager
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Washington, DC
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Added 12 hours ago
Sr. Manager, Analytical Sciences
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The Senior Manager, Analytical Sciences will provide scientific and technical leadership for analytical activities supporting our gene therapy product portfolio across internal and external…
Added 3 days ago
Senior Manager, Cyber Tech, Trust and Mitigation
Coke Florida
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Coke Florida is looking for a Technology Sr Manager Cyber Tech, Trust, & Mitigation based out of our Tampa HQ location.
Added 3 days ago
Sr Technical Security Product Owner (DevSecOps Engineering)
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…technical debt reduction, pipeline orchestration, and platform modernization work alongside developer-facing features. We are specifically looking for someone with a software engineering…
Added 4 days ago
Sr Technical Security Product Owner (DevSecOps Engineering)
Humana
Austin, TX · Dallas, TX
…technical debt reduction, pipeline orchestration, and platform modernization work alongside developer-facing features. We are specifically looking for someone with a software engineering…
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Technology Strategy Manager / Sr Manager - Products Industry (Consumer Goods, Retail, Travel, Auto & Industrials)
Accenture
Saint Louis, MO
Technology Strategy Manager / Senior Manager - Products Industry (Consumer Goods & Services, Retail & Travel, Automotive & Industrials)
Added 4 days ago
Technology Strategy Manager / Sr Manager, CMT Industry (Telecom, Software & Platforms or High-Tech)
Accenture
Saint Louis, MO
Technology Strategy Manager / Senior Manager - CMT Industry (Telecom, Software & Platforms or High-Tech)
Added 5 days ago
Sr Manager Enterprise Sales - Cross Industries - United States
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ASHBURN, VA
…including Travel, Transportation, Energy, Utilities, Telecom, High Tech, Media, and…
Added 6 days ago
Sr Product Manager - Tech, ASP Strategy & Ops
Amazon
New York, NY
AWS is seeking a Senior Product Manager - Technical to define the product vision and strategy for the Migrations & Modernization analytics portfolio within AWS Specialist & Partner (ASP).…
Added 7 days ago
Sr Project Manager, Operations & Tech Consulting Support
Charles Schwab Inc.
Westlake, TX · Orlando, FL
As a key contributor to the Schwab Advisor Services BCE organization, the Senior Project Manager, Operations and Technology Consulting Support will partner closely with our Technology,…
Added 10 days ago
BE
Sr Manager Technology - API Platform
Boeing Employees' Credit Union
Remote, United States
- $135,100 to $250,600 USD / year
The Sr. Manager, Technology – API Platform is responsible for leading the execution of BECU’s API strategy by delivering enterprise APIs and platform capabilities that securely expose…
Added 11 days ago
Sr. Mgr., Systems Engineering
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Camden, NJ
…engineering outcomes across an entire business area. The Senior Manager, Integration Systems & Encryption Functional Engineering leads cross-discipline teams to deliver mission-critical…
Added 13 days ago
Senior Manager, Identity Governance
UMG Recordings Inc
Nashville, TN
As a key member of UMG Global Tech’s Security & Identity organization, the Senior Manager, Identity Governance & Administration leads UMG’s Identity Governance and Administration capability…
Added 16 days ago
Sr Technical Security Product Owner (DevSecOps Engineering)
Humana
Washington, DC
…technical debt reduction, pipeline orchestration, and platform modernization work alongside developer-facing features. We are specifically looking for someone with a software engineering…
Added 16 days ago
Sr Technical Security Product Owner (DevSecOps Engineering)
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Sr Technical Security Product Owner (DevSecOps Engineering)
Humana
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Added 16 days ago
Sr Technical Security Product Owner (DevSecOps Engineering)
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Added 16 days ago
Sr Technical Security Product Owner (DevSecOps Engineering)
Humana
Richmond, VA
…technical debt reduction, pipeline orchestration, and platform modernization work alongside developer-facing features. We are specifically looking for someone with a software engineering…
Added 16 days ago
Sr Technical Security Product Owner (DevSecOps Engineering)
Humana
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…technical debt reduction, pipeline orchestration, and platform modernization work alongside developer-facing features. We are specifically looking for someone with a software engineering…
Added 16 days ago
Sr Technical Security Product Owner (DevSecOps Engineering)
Humana
Nashville, TN
…technical debt reduction, pipeline orchestration, and platform modernization work alongside developer-facing features. We are specifically looking for someone with a software engineering…
Added 16 days ago
Sr Technical Security Product Owner (DevSecOps Engineering)
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Sr Technical Security Product Owner (DevSecOps Engineering)
Humana
Concord, NH
…technical debt reduction, pipeline orchestration, and platform modernization work alongside developer-facing features. We are specifically looking for someone with a software engineering…

Charles Schwab Inc.

Sr Project Manager, Operations & Tech Consulting Support

Westlake, TX, United States
Orlando, FL, United States

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Job details

Apply by: Nov 16, 2026
Education: Bachelor’s degree
Experience: 8+ years of project management experience and 8+ years of experience within the financial services industry.
Posting language: English
Posted: Nov 2, 2026

Original job description

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.

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 employees’ 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.

Schwab Advisor Services (AS), a division of Charles Schwab & Co., Inc. is the leading provider of custody, trading, technology, and practice management to registered investment advisors (RIAs). It provides access to sophisticated wealth-management services that help advisors attract and retain affluent clients, as well as profitably grow, compete, and succeed in their business efforts. Schwab Advisor Services serves over 16,000 independent advisory firms who custody approximately $5 trillion of assets with Schwab. RIAs choose independence because they are determined to take charge of their future. They want the freedom to serve their clients without compromise and to control their destiny as business owners. And like them, Schwab believes in doing the right thing for investors – it's a basic shared value.

The AS Business Consulting & Education (BCE) team creates and delivers industry-leading consulting, benchmarking, thought leadership, and education programs that help advisors achieve their goals and gain competitive advantage. Its extensive offerings include the RIA Benchmarking Study and immersive programs and content spanning business management, technology, operations, cybersecurity, AI, leadership, and more. BCE’s impact is driven by its ability to create relevant, scalable programs that transform practice management insights into highly actionable strategies, further empowering advisors to grow, compete, and succeed. These programs are delivered by a nationwide team of experienced consultants who work closely with advisors to understand the firm’s challenges and areas of opportunity and then map a path forward.

As a key contributor to the Schwab Advisor Services BCE organization, the Senior Project Manager, Operations and Technology Consulting Support will partner closely with our Technology, Operations, Cyber and AI Consultants to support the delivery of immersive Digital Modernization Consulting Engagements to our largest and most complex RIA clients. The role will provide hands-on project management and in-depth data analysis, synthesis, and visualization support from pre-engagement through implementation, helping clients reduce rework and operational friction and strengthening how we work together to serve clients. Key focus areas include client onboarding, money movement, account maintenance, API integrations, and more. The Senior Manager will work across a wide range of internal Schwab teams and RIA clients to organize, track, and advance critical workstreams and initiatives through implementation, helping ensure strong outcomes.

This role will also help lead the creation, enhancements, and ongoing management of program content and resources, including scalable tools, guides, worksheets, exercises, and other consulting assets that support both immersive client engagements and broader application of the program.

BCE team members thrive on building connections, engaging with advisors, and delivering innovative solutions within a collaborative setting. They are driven by curiosity, a love of learning, and a desire to use their strengths to achieve significant outcomes. The ideal candidate demonstrates adaptability within a dynamic, iterative workplace, values constructive feedback exchange, maintains a positive approach to professional collaboration, skillfully listens to and supports advisors’ needs, and can collaborate with and influence across multiple levels.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site 4 days a week in the specified location(s).

Applicants must be currently authorized to work in the United States on a full time basis without employer sponsorship.

What you have

Required qualifications:

Exceptional project management and organizational skills, with strong attention to detail and the ability to independently lead multiple projects and workstreams
Excellent knowledge of RIA operations, service, and technology with a preference for experience working with very large and complex RIA firms.
Data analysis, synthesis, and visualization skills, with the ability to translate complex and varied inputs, including detailed operational data, client and executive insights, and other sources, into compelling stories, presentations, and other material.
Well-developed business presence and consultative skills with the ability to listen, assess issues, analyze options, solve problems, influence outcomes, and develop win/win solutions.
Demonstrated experience and skill in content creation, writing, communication, and facilitation
Proven problem-solving skills, with the ability to understand dependencies, anticipate downstream implications, and navigate ambiguity and obstacles.
Strong interpersonal and collaboration skills, with a proven ability to build relationships, earn trust, and effectively partner with internal and external stakeholders.
A client-centric “can if” mindset, bias for action, and demonstrated ability to achieve meaningful results in a fast-paced, iterative, and matrixed environment.
Experience or exposure across client service, operations, and technology within RIA firms, broker-dealers, and/or related financial services businesses.
Proficiency with Microsoft Planner, ideally complemented by broader experience using project management platforms such as Smartsheet, Asana, or Jira to apply disciplined project management practices across workstreams, timelines, dependencies, and implementation.
8+ years of project management experience and 8+ years of experience within the financial services industry.
Bachelor’s degree required
PMP, PMI-ACP, Lean, and/or Six Sigma experience or certifications are a plus

Preferred qualifications:

In-depth knowledge of Schwab’s digital solutions, operations and processes
Experience with practice management program content development and management
MBA preferred, but not required

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

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