Charles Schwab · 2 days ago
Senior Portfolio Manager, Cloud Data Warehouse
Southlake, TX
Full-time
Hybrid
Senior Level
6+ years expCharles Schwab is a financial services company that empowers employees to make an impact on their careers. They are seeking a Senior Portfolio Manager to lead and mature their portfolio management discipline for the Cloud Data Warehouse team, overseeing the intake, evaluation, prioritization, and reporting of data projects across the enterprise.
Financial Services
No H1B
Responsibilities
Articulate the value and impact of Cloud Data Warehouse analytical solutions to senior leadership and business partners
Define and evolve portfolio management frameworks that align with Data Management and Schwab Data strategic objectives
Establish portfolio performance measures, KPIs, and reporting mechanisms to create transparency and identify opportunities for improvement
Collaborate on prioritization, and sequencing of new and existing project requests
Maintain a comprehensive portfolio view including active projects, backlog, resource allocation, risks, and dependencies
Partner with Product Owners, Engineering Managers, and business stakeholders to ensure portfolio alignment with capacity and enterprise priorities
Lead portfolio review ceremonies and ensure decision-making transparency
Consolidate and maintain all Cloud Data Warehouse roadmaps across domains, teams, and asset areas
Develop executive-ready presentations, dashboards, and portfolio summaries for SDO Leadership
Own and maintain team communication channels including SharePoint, Confluence, and other internal communication tools
Track and report on team capacity and forecast demand to inform staffing and prioritization
Improve portfolio workflows, intake processes, and operational mechanisms for clarity and efficiency
Drive consistency in reporting, documentation, and cross-team communication
Qualification
Required
6+ years of experience in technology portfolio management, program management, product management, or related discipline
Documented experience managing complex, multi-team portfolios within data, analytics, cloud, or technology domains
Strong understanding of Data Warehouse concepts, data management lifecycle, and analytical solution development
Demonstrated ability to communicate complex topics in clear, concise, executive-friendly formats
Proven experience building portfolio dashboards, KPIs, and performance metrics
Ability to influence across organizational boundaries and build alignment without authority
Experience working in an Agile environment; familiarity with backlog management and prioritization frameworks
Strong organizational skills with the ability to manage competing priorities
Preferred
Master's Degree in Business, Analytics, Computer Science, Engineering, or related field
Experience working with cloud data platforms such as Google Cloud Platform or BigQuery
Experience in financial services, brokerage, or banking industries
Familiarity with Business Data Management (BDM), Data Governance, Data Quality, Metadata Management, and related concepts
Experience managing enterprise-scale technology or data portfolios
Critical-thinking and problem-solving mindset
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
Company
Charles Schwab
We have plans for every turn you take.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
J
Jim McGreevy
Senior Project Manager
Recent News
2025-10-04
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