Sr. Manager, Business Value Management
Your Opportunity
Your opportunity
At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).
Operational Services partners with teams across Schwab to deliver on our service promises, protect firm and client assets, and advance scalability and efficiency. Within this organization, the Operations Transformation Organization brings together cross-functional expertise, methodologies, and tools to help drive large-scale change across Operational Services and the broader firm.
As the Value Management Senior Manager, you will serve as an individual contributor partnering with business leaders to identify, quantify, and validate the value generated by strategic initiatives and transformation programs.
You will develop business cases and benefit realization approaches, integrate operational and financial inputs into value forecasts, and monitor performance against expected outcomes. By translating complex information into clear recommendations and executive-ready reporting, you will help leaders make informed investment and operational decisions, address risks and dependencies, and strengthen accountability for value delivery across Operations, Finance, Technology, Workforce Planning, and transformation teams.
We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site 4 days a week in the specified location(s).
Applicants must be currently authorized to work in the United States on a full time basis without employer sponsorship.
What you have
Required qualifications
- Bachelor’s degree in Finance, Business, or a related field
- 5+ years of experience in value management, financial analysis, business case development, benefits realization, or a related analytical discipline
- Demonstrated ability to evaluate business assumptions, identify value drivers, and develop data-driven recommendations that support strategic and operational decisions
- Ability to synthesize complex financial and operational information into clear, actionable recommendations and executive-ready communications
- Strong written and verbal communication skills, including the ability to influence senior leaders and facilitate alignment across stakeholder groups without direct authority
- Proven ability to build collaborative cross-functional partnerships, navigate ambiguity, exercise sound judgment, and deliver results in a fast-paced, high-impact environment
Preferred qualifications
- Experience in financial services
- Experience supporting business and technology programs or projects
- Experience developing value management frameworks, benefits realization methodologies, forecasting models, executive reporting, or performance measurement processes
- Ability to integrate operational data, business assumptions, implementation plans, and qualitative insights into initiative- and business unit-level value forecasts
- Experience monitoring value delivery, identifying variances and emerging risks, and recommending actions that improve benefit realization and forecasting accuracy
- Ability to perform effectively under pressure while balancing multiple priorities and contributing as a versatile, collaborative teammate
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
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 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
What you are good at
What you have
Required qualifications
- Bachelor’s degree in Finance, Business, or a related field
- 5+ years of experience in value management, financial analysis, business case development, benefits realization, or a related analytical discipline
- Demonstrated ability to evaluate business assumptions, identify value drivers, and develop data-driven recommendations that support strategic and operational decisions
- Ability to synthesize complex financial and operational information into clear, actionable recommendations and executive-ready communications
- Strong written and verbal communication skills, including the ability to influence senior leaders and facilitate alignment across stakeholder groups without direct authority
- Proven ability to build collaborative cross-functional partnerships, navigate ambiguity, exercise sound judgment, and deliver results in a fast-paced, high-impact environment
Preferred qualifications
- Experience in financial services
- Experience supporting business and technology programs or projects
- Experience developing value management frameworks, benefits realization methodologies, forecasting models, executive reporting, or performance measurement processes
- Ability to integrate operational data, business assumptions, implementation plans, and qualitative insights into initiative- and business unit-level value forecasts
- Experience monitoring value delivery, identifying variances and emerging risks, and recommending actions that improve benefit realization and forecasting accuracy
- Ability to perform effectively under pressure while balancing multiple priorities and contributing as a versatile, collaborative teammate
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
Why Schwab?
At Schwab, “Own Your Tomorrow” embodies everything we do! We are committed to helping our employees unleash their potential and achieve their dreams. Our employees get to play a central role in disrupting a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth. We’re a modern financial services firm that stands apart from the industry, where you can go as far as your ambition takes you.
Hear from employees: What’s it like to work at Schwab!
The benefits of working at Schwab : a package designed to empower your health, wealth, career and life. Schwab is committed to building a diverse and inclusive workplace where everyone feels valued.
As an equal employment opportunity employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. (Please click here to see policy.)
Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace. We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.