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Director - Program Manager - Asset Management Platforms (PL)

AT Charles Schwab
Charles Schwab

Director - Program Manager - Asset Management Platforms (PL)

Chicago, IL

Salary: USD $103,500 - $230,000 / Year

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.

The Director, IT Program Management Senior will be a part of Schwab Asset Management (SAM). The overall SAM team is passionately committed to providing solutions that help Schwab clients achieve their financial goals. SAM offers a focused lineup of competitively priced ETFs, mutual funds, and separately managed account strategies designed to serve the needs of institutional investors, financial advisors, and self-directed clients.

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Schwab Asset Management manages more than $1.2 trillion in assets and draws on the knowledge and expertise of more than 125 investment professionals (figures as of 6/30/2024). More information is available at www.schwabassetmanagement.com.

The Director, IT Program Management Senior role will lead a group of Product Owners that are responsible for the SAM Front Office platform, supporting asset management functions such as Financial Portfolio Management and Trading, aligning with technology and business leaders to develop and maintain a strategic roadmap for the overall front office eco-system.

The role will also partner with platform leaders responsible for the SAM middle office and data environments to ensure we maintain a high quality and scalable operational eco-system for the entire asset management lifecycle.

Key Responsibilities for this role include:

  • Providing business technology leadership for strategic roadmaps, business process oversight and prioritization
  • Platform Project Governance and User Acceptance
    • Lead meetings with key senior partners that oversee the roadmap of near- and long-term deliverables.
  • Product Coordination and Support
    • Work closely with the SAM business continuity team to plan for potential disruptions to key processes across the front office and up/downstream partners and work to identify and harden critical production processes

What you have

Required:

  • 10-20 years' experience specifically in the asset management industry as a leader in technical portfolio management; knowledge of a broad suite of asset management systems, functions, and practices required.
  • Must have 5+ years of direct people management (they reported directly to you, not dotted line or cross functional)
  • Deep experience collaborating with technology teams and business partners to define strategic visions and roadmaps for IT and business process solutions.
  • Superior communication and relationship management skills to clearly, efficiently, and impactfully work with a wide range of senior and executive leaders
  • Demonstrated people leadership that is supportive and caring while setting clear and achievably stretch goals to inspire the best in your team.
  • A drive to achieve strategic goals with smaller, incremental wins that accrete to transformational change over time.
  • A passion for learning and a spirit of continual self-improvement

Preferred:

  • Over 15 years of experience specifically in the asset management industry as a leader in technical portfolio management; knowledge of a broad suite of asset management systems, functions, and practices required.

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

What's in it for you

At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you - both today and in the future:

  • 401(k) with company match and Employee stock purchase plan
  • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
  • Paid parental leave and family building benefits
  • Tuition reimbursement
  • Health, dental, and vision insurance

Client-provided location(s): Chicago, IL, USA
Job ID: CharlesSchwab-2025-106817
Employment Type: Other

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • FSA
    • FSA With Employer Contribution
    • HSA
    • HSA With Employer Contribution
    • Pet Insurance
    • Mental Health Benefits
  • Parental Benefits

    • Birth Parent or Maternity Leave
    • Non-Birth Parent or Paternity Leave
    • Fertility Benefits
    • Adoption Assistance Program
    • Family Support Resources
    • Adoption Leave
  • Work Flexibility

    • Hybrid Work Opportunities
  • Office Life and Perks

    • Commuter Benefits Program
    • Snacks
    • Company Outings
    • On-Site Cafeteria
    • Holiday Events
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Personal/Sick Days
    • Sabbatical
    • Leave of Absence
    • Volunteer Time Off
  • Financial and Retirement

    • 401(K) With Company Matching
    • Stock Purchase Program
    • Performance Bonus
    • Financial Counseling
  • Professional Development

    • Tuition Reimbursement
    • Promote From Within
    • Shadowing Opportunities
    • Access to Online Courses
    • Internship Program
    • Work Visa Sponsorship
    • Leadership Training Program
    • Associate or Rotational Training Program
  • Diversity and Inclusion

    • Employee Resource Groups (ERG)
    • Diversity, Equity, and Inclusion Program