Managing Director & Head of Portfolio and Project Management

Core Responsibilities

• Lead the governance and management of Schwab's technology investment portfolio across multiple business and technology domains.
• Partner with senior leaders to align investment decisions, funding priorities, and resource allocation to enterprise goals and strategic outcomes.
• Support portfolio prioritization, capacity planning, dependency management, and investment tradeoff discussions.
• Provide visibility into portfolio health, performance, risks, and financial outcomes through executive-level reporting and governance.
• Balance strategic objectives, operational commitments, financial constraints, and risk considerations to optimize enterprise investments.
• Lead oversight of large, complex, cross-functional programs that span multiple business units and technology organizations.
• Ensure programs are effectively planned, governed, and executed to achieve intended outcomes.
• Partner with executives, business leaders, and technology teams to align priorities, resolve dependencies, and drive decision-making.
• Proactively identify, escalate, and mitigate program risks, issues, and roadblocks.
• Establish consistent program management practices that improve execution, transparency, and accountability.
• Provide leadership for project management teams responsible for planning, execution, monitoring, and delivery of enterprise initiatives.
• Oversee project planning, milestone management, status reporting, budget tracking, and stakeholder communication.
• Ensure teams maintain clear accountability for deliverables, timelines, financial performance, and business outcomes.
• Drive execution discipline and continuous improvement in project delivery practices.
• Establish and maintain enterprise standards, methodologies, tools, and governance frameworks for project, program, and portfolio management.
• Drive process simplification and operational efficiency across the PPM organization.
• Develop consistent reporting, metrics, dashboards, and executive communications that enable informed decision-making.
• Partner with Finance to ensure effective investment tracking, forecasting, and financial management.
• Promote adoption of Agile, AI, product-centric, and modern delivery practices across the organization.
• Lead the evolution of multiple PPM teams into a unified, high-performing organization.
• Build strong relationships across business, technology, product, finance, and risk organizations.
• Influence outcomes across the enterprise without direct authority.
• Champion cultural transformation initiatives that improve collaboration, accountability, and execution excellence.
• Develop future leaders and foster a culture focused on growth, innovation, and continuous improvement.

Required Qualifications

• 15+ years of experience leading project, program, portfolio management, or technology delivery organizations in a complex enterprise environment.
• Significant experience managing large-scale technology portfolios, investments, and strategic initiatives.
• Demonstrated success leading enterprise-wide project and portfolio management organizations.
• Strong financial acumen, including investment planning, budgeting, forecasting, and portfolio analytics.
• Proven ability to influence executive stakeholders and drive alignment across competing priorities.
• Exceptional executive communication and presentation skills, with the ability to translate complex information into clear business insights.
• Experience leading organizational change, transformation initiatives, and operating model evolution.
• Strong risk management experience, including identification, mitigation, governance, and escalation of material risks.
• Demonstrated ability to build, lead, and develop high-performing teams.
• Deep understanding of project management, program management, portfolio management, governance, and delivery methodologies.

Preferred Qualifications

• Experience supporting large-scale technology organizations and enterprise transformation programs.
• Expertise in Agile, AI, product-based delivery models, and modern software development practices.
• Experience leading portfolio management functions supporting multiple business lines and technology domains.
• Familiarity with technology investment planning, capacity management, and enterprise prioritization frameworks.
• Experience implementing process simplification and operational efficiency initiatives at scale.
• Strong understanding of technology delivery, software development lifecycle practices, and enterprise platforms.
• Advanced knowledge of project and portfolio management tools and reporting platforms.
• PMP, PgMP, PMI-PfMP, Agile, SAFe, or similar certifications preferred.