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About the Role

DAFgiving360 is seeking a Senior Manager of IT Program Management to oversee and implement key strategic initiatives within the Project Office. This role involves Project Portfolio Management, Portfolio Oversight, and Program Management, ensuring alignment with strategic priorities and driving successful project delivery.

Responsibilities

Play a supporting role in defining the DAFgiving360 PMO and Digital Solutions team engagement model.
Act as an SME on project interdependencies and alignment needs.
Act as Program Manager on key business & technology driven programs.
Facilitate Portfolio Level Reporting and provide Portfolio Level Roadmap view.
Support resource and capacity tracking across initiatives.
Contribute to the evolution of Lean Portfolio Management methodologies.
Provide input into monthly Project Office and Project Governance Meetings.
Provide oversight for DAFgiving360’s Portfolio - Business & Technology.
Oversee Governance & Reporting.
Manage Portfolio-Level Financial Reporting.
Implement and educate Best Practices via Center of Excellence.
Manage Program level strategic initiatives involving internal and external partners.
Provide Governance and thought partnership for SMT leaders & respective Business Functions.
Execute, manage and ensure alignment with Strategic Priorities.
Identify, mitigate, and escalate material Risks & Issues.
Provide Stakeholder Management.
Accountable for defining, planning, orchestrating, and delivering business and operational deliverables.
Ensuring end results are of the highest caliber with a clearly articulated scope and quantifiable business benefit.
Directly managing all aspects of the Program and Project life cycle and overseeing all.
May partner with Schwab’s Central Project Management Office (CPMO) resources.
Rigorously manages scope to ensure commitments are achieved within agreed upon time, cost, and quality parameters.
Defining and tracking project milestones while developing, maintaining, and reporting on an overall integrated delivery plan.
Assessing project health, progress and communicates updates effectively.
Providing support for the enhancement and overall governance of the DAFgiving360’s Project Office.
Providing support for an internal project queue and front door process for all projects, enhancements, and maintenance efforts as well as related reporting.
Being a thought partner and providing feedback and recommendations for enhancing the project process.
Assisting with business process modeling, as needed.
Assisting with the development of project related presentations and proposals.

Requirements

BA/BS degree preferred.
10+ years’ experience, preferably in the financial services, donor advised fund and/or non-profit industries.
Strong project management and methodology skills; experience with iterative development methodologies (Agile, Six Sigma, Rational Unified Process, etc).
Strong relationship building and partnerships skills; a strong team player with experience leading others both directly and indirectly.
Ability to mobilize and motivate cross-functional teams, set direction and approach, resolve conflict, deliver tough messages with grace.
An adaptive, self-starter who can make significant progress with minimal direction and has the ability to multi-task and work efficiently to meet tight deadlines.
Excellent presentation and communications skills, both written and verbal, for audiences at all levels of the company to influence, build consensus and effectively communicate complex information.
Scaled Agile SAFe LPM certification is a strong plus.
Experience in managing large Agile cross-functional teams & team resources is a strong plus.
Budget & financial management experience is a strong plus.
Some product and/or technology delivery experience is a plus.
Change management experience is a plus.
Strong PC skills including Excel, Word, PowerPoint, MS Teams, Adobe Acrobat, etc.
Experience with iKnow/Sharepoint Administration.
Experience with business process modeling tools (Visio, iGraphx, etc).a plus.
Experience with Smartsheet as a project management tool.
Experience with outcomes-based delivery and mapping of work to key results.
Experience with AI tools such as Copilot, AI writer, Copilot facilitator etc.

Skills

Project Portfolio Management
Portfolio Oversight
Program Management
Agile
Six Sigma
Rational Unified Process
Lean Portfolio Management
Stakeholder Management
Excel
Word
PowerPoint
MS Teams
Adobe Acrobat
iKnow/Sharepoint Administration
Visio
iGraphx
Smartsheet
AI tools (Copilot, AI writer, Copilot facilitator)

Location

Westlake, TX
Austin, TX
Orlando, FL

Work Type

Hybrid

Experience Level

10+ years

Education Level

BA/BS degree preferred

About the Company

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.
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.