Project Manager

Job role: Project Manager

Duration: Contract

Location: Hybrid in San Francisco, CA

Role Summary:

The Project Manager is responsible for leading and coordinating the migration of Forge applications into the Schwab environment as part of the acquisition integration. Working closely with IT leadership and the Application Administrator, this role will drive project planning, stakeholder engagement, governance, risk management, and execution oversight to ensure application migrations are delivered on time and with minimal business disruption.

The Project Manager will serve as the primary coordination point between Forge and Schwab business and technology teams, facilitating assessments, managing project dependencies, tracking milestones, and ensuring clear communication throughout the migration lifecycle. Success in this role requires strong organizational skills, proactive issue resolution, and the ability to align diverse stakeholders around shared objectives.

Key skills:

• Project Management & Delivery Leadership: Proven ability to manage complex technology projects, coordinate multiple workstreams, and deliver against aggressive timelines.
• Stakeholder Management & Communication: Strong facilitation, communication, and relationship- building skills across business, technology, and executive audiences.
• Program Governance & Risk Management: Experience managing project governance, risks, dependencies, change control, and executive reporting.
• Technology Project Coordination: Ability to work effectively with technical teams, understand application migration concepts, and translate technical activities into actionable project plans.
• Organizational Change Management: Experience coordinating communications, training, business readiness, and user adoption activities during technology transformations.

Key Responsibilities:

• Develop and maintain integrated project plans, timelines, milestones, and resource requirements for application migration initiatives.
• Partner with the Application Administrator to coordinate application assessments, migration planning, testing, cutovers, and post-migration activities.
• Facilitate cross-functional meetings with Forge and Schwab stakeholders to gather requirements, review migration decisions, and resolve issues.
• Prepare and deliver status reports, executive updates, and steering committee materials.
• Coordinate business readiness, communication plans, training activities, and user adoption efforts as required.
• Ensure migration activities are aligned with business priorities, compliance requirements, and operational objectives.
• Identify and mitigate project risks to minimize impact on users, business operations, and delivery timelines.

Ideal Experience:

• 5+ years of project management experience leading enterprise technology initiatives. Experience supporting SaaS application migrations, M&A integrations, digital transformation, or large-scale technology deployments.
• Familiarity with platforms such as Microsoft 365, Jira, Miro, RingCentral, Meraki, identity and access management systems, and other enterprise applications.
• Experience working across multiple organizations or business units in highly collaborative environments.
• Strong proficiency with project management tools such as Microsoft Project, Smartsheet, Jira, or similar platforms.

Success Measures:

• Migration milestones delivered on schedule and within agreed scope.
• Effective coordination between Forge and Schwab stakeholders.
• Timely identification and resolution of project risks and dependencies.
• Clear and consistent executive and stakeholder communications.
• Seamless business transition with minimal disruption to end users and operations.

Primary Responsibility:

• Lead the migration of employees, contractors, and their associated applications into Schwab's environment.

Key Focus Areas:

• Coordinate migrations of platforms such as Microsoft 365, Slack, Jira, RingCentral, DocuSign, and other SaaS applications.
• Manage application inventory, assessment, migration planning, and execution.
• Drive decisions around data retention, compliance, and application consolidation.
• Work closely with application owners and stakeholders to ensure smooth transitions.