Jobs · Information Technology · Texas

Senior Manager, IT Program Management

Charles Schwab · Westlake, TX · 3 wk ago
HybridInformation Technology$55/hrFull-time
We need to output HTML fragment with sections: About the role? The posting includes "Our Opportunity" describing role location and reporting. Then "Responsibilities" with bullet points. Then "What you have" (requirements). Then "Hybrid Work at Schwab" (schedule). Then "What’s in it for you" (benefits). Also maybe "Pay" not present, so omit. Also "Skills" maybe not separate; we can include under Requirements? But we need to follow headings: use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). We should include sections only if posting has real specific content. So we can have: - About the role (maybe from "Our Opportunity") - Responsibilities - Requirements (or Qualifications) – we have "What you have" which includes qualifications. - Benefits (What’s in it for you) - Schedule (Hybrid Work at Schwab) We should not repeat job title. No Job ID. We need to preserve all substantive info, not invent. Remove boilerplate like EEO etc. The posting includes a lot of introductory fluff about DAFgiving360; we need to preserve all substantive information but we can remove cookie/navigation/legal/EEO etc. The intro paragraphs about mission etc are substantive? They describe organization; maybe we can keep as part of About the role? But the instruction: "Preserve ALL substantive information; do NOT invent or summarize away detail." So we need to keep the description of the organization? It's not directly about the role but it's part of posting. However we are to output only HTML fragment; we can include a

with that description under About the role or maybe a separate section like "About DAFgiving360". But headings limited to given list; we could put that under About the role as prose. We need to avoid duplication: there are repeated sentences about DAFgiving360 being founded by Schwab etc. We should keep but not duplicate identical lines? There's duplication: first paragraph mentions DAFgiving360 founded by Charles Schwab & Co. and later again similar. We should deduplicate? The instruction: "Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions." So we should remove duplicated lines. So we need to detect duplicate sentences and keep only one occurrence. Let's extract unique substantive content. Intro: "Your opportunity DAFgiving360™ is an independent 501(c)(3) nonprofit dedicated to increasing charitable giving in the United States. Since 1999, donors have recommended over $55 billion in grants to more than 300,000 charities. Through donor-advised funds and philanthropic tools, we help individuals and families integrate charitable planning into their financial lives and make a meaningful difference. DAFgiving360 has entered into a services agreement with Charles Schwab & Co., Inc. for administrative and other services, including human resources. This position will be an employee of Charles Schwab & Co., Inc. and will be subject to its policies and procedures but will report to and be accountable to DAFgiving360 for day-to-day activities. DAFgiving360’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 DAFgiving360, 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. DAFgiving360 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." Note duplication: "This position will be an employee of Charles Schwab & Co., Inc. and will be subject to its policies and procedures but will report to and be accountable to DAFgiving360 for day-to-day activities." then later similar but with Schwab Charitable. They are not identical but similar. We'll keep both? They are not exact duplicates, but they convey similar info. Might keep both but could be considered duplicated lines? Safer to keep both as they differ slightly (DAFgiving360 vs Schwab Charitable). However the second says "report to and be accountable to Schwab Charitable". Might be a mistake; but we keep both. Then "Our Opportunity The role of the DAFgiving Senior Manager - IT Program Management can be based in either Westlake, TX, Austin, TX, or Orlando, FL and reports into the Director of DAFgiving360’s Project Office. The Project Office is responsible for providing Project Portfolio, Program, and Project level governance and oversight to the project portfolio. This role within the DAFgiving360 Project Office will oversee and implement key strategic initiatives in the capacity of Project Portfolio Management, Portfolio Oversight and Program management." Then Responsibilities list (many bullet points). Then "What you have A successful candidate should possess the following:" list. Then "Hybrid Work at Schwab - Employees will have a consistent hybrid schedule, spending four days each week working from one of our corporate offices and one day 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." Then "What’s in it for you At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. 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 planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance" Note missing spaces between items; we need to preserve as is but maybe add

  • for each benefit? The instruction: Use
    • for any list of duties/requirements/benefits. So we should turn benefits into list items. The benefits paragraph currently is a run-on sentence; we can split by benefits: "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". We'll make list. Also note "Our Hybrid Work and Flexibility approach..." duplicates hybrid work info; we already have hybrid work section. Might be considered duplicated; we could keep only one hybrid work section. The benefits paragraph includes hybrid work mention again; we could keep but it's duplicate. Better to remove duplicate hybrid work sentence from benefits to avoid duplication. We'll keep only the Hybrid Work at Schwab section. Now craft HTML. Structure:

      About the role

      ... (intro + opportunity)

      Responsibilities

      • ... each bullet

      Requirements

      • ... each bullet

      Benefits

      • ... each benefit

      Schedule

      Hybrid Work at Schwab - Employees will have a consistent hybrid schedule, spending four days each week working from one of our corporate offices and one day 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.

      We need to ensure we don't include headings with empty content. Now extract responsibilities bullets exactly as in text. The responsibilities section includes many sentences; we need to split into list items. The text after "Responsibilities What you’ll do:" includes paragraphs with bold headings like "Project Portfolio Management", "Project Portfolio Oversight", "Program Management", "Project Management". We need to turn each bullet point into
    • . The original uses line breaks? It's a paragraph with sentences. We'll need to parse manually. Let's copy responsibilities text: "Project Portfolio ManagementPlay a supporting role in defining the DAFgiving360 PMO and Digital Solutions team engagement modelAct as an SME on where projects have interdependencies and where addition alignment is neededAct as Program Manager on key business & technology & driven programs to help define engagement modelsFacilitate Portfolio Level Reporting and provide Portfolio Level Roadmap view of in-flight efforts (both technology and business driven)Support resource and capacity tracking across in-flight initiatives; partner with the Strategic Planning team to help inform resource availability for newly proposed initiativesContribute to the evolution of Lean Portfolio Management methodologies within DAFgiving360’s businessProvide input into elevating the monthly Project Office and Project Governance MeetingsProject Portfolio OversightProvide oversight for DAFgiving360’s Portfolio - Business & TechnologyOversee Governance & ReportingManage Portfolio-Level Financial ReportingImplement and educate Best Practices via Center of ExcellenceProgram ManagementManaging Program level strategic initiatives within the DAFgiving360 organization involving both internal and external partners.Provide Governance and thought partnership for SMT leaders & respective Business FunctionsExecute, manage and ensure alignment with Strategic PrioritiesIdentify, mitigate, and escalate material Risks & IssuesProvide Stakeholder ManagementProject ManagementAccountable for defining, planning, orchestrating, and delivering business and operational deliverablesEnsuring end results are of the highest caliber with a clearly articulated scope and quantifiable business benefitDirectly managing all aspects of the Program and Project life cycle and overseeing allMay partner with Schwab’s Central Project Management Office (CPMO) resourcesRigorously manages scope to ensure commitments are achieved within agreed upon time, cost, and quality parametersDefining and tracking project milestones while developing, maintaining, and reporting on an overall integrated delivery plan.Assessing project health, progress and communicates updates effectivelyProviding support for the enhancement and overall governance of the DAFgiving360’s Project OfficeProviding support for an internal project queue and front door process for all projects, enhancements, and maintenance efforts as well as related reportingBeing a thought partner and providing feedback and recommendations for enhancing the project processAssisting with business process modeling, as neededAssisting with the development of project related presentations and proposals" We need to split into sensible list items. Could keep each sentence as separate
    • . Let's split by periods where appropriate. I'll create list items: - Play a supporting role in defining the DAFgiving360 PMO and Digital Solutions team engagement model - Act as an SME on where projects have interdependencies and where additional 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) - Support resource and capacity tracking across in-flight initiatives; partner with the Strategic Planning team to help
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