Value Management Office Team Lead (PL)
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).
The Value Management Office (VMO) is one of the three pillars of the Value Delivery & Governance ecosystem — collaborating deeply with the Portfolio Governance, Standards & Data and Portfolio Operations teams. Together, these teams ensure that the enterprise connects strategy to execution through value realization, consistent standards, accurate data, and process maturity.
About the Role
The VMO Team Leader is responsible for establishing and maturing value management practices across the enterprise. This includes defining benefit realization models, value flow visibility, prioritization frameworks, and OKR alignment that enables teams to measure progress toward strategic outcomes.
This role operates in lockstep with the Governance/Standards/Data and Portfolio Operations teams to ensure value data is accurate, operating models are consistent, and prioritization is grounded in both business outcomes and reliable delivery metrics.
What you have
Key Responsibilities
Value Management & Benefits Realization
- Lead enterprise value realization, including benefit tracking, value flow modeling, and strategic outcome measurement.
- Partner with business and technology leaders to validate value hypotheses, metrics, and realization plans.
- Ensure value reporting leverages accurate, standardized data through close partnership with the Governance & Data team.
Prioritization Frameworks, OKRs & Strategic Alignment
- Drive enterprise prioritization frameworks supporting planning, intake, and decision‑making.
- Guide teams in defining OKRs aligned to strategic themes and measurable portfolio outcomes.
- Partner with Corporate Strategy to translate Strategic Focus Areas (SFAs) into actionable, trackable results.
Governance & Review Cadence (Co‑Owned with Other Pillars)
- Co‑lead governance forums with Portfolio Operations and Governance/Data teams.
- Ensure that value reporting, delivery insights, and prioritization cycles are integrated into review structures.
Reporting, Insights & Executive Storytelling
- Develop dashboards, narratives, and insights that provide visibility into value realization and enterprise strategy progress.
- Partner with data leaders to ensure dashboards use clean, consistent, and audit‑ready data.
Team Leadership & Cross‑Functional Enablement
- Lead a team of analysts specializing in value management, strategic analytics, and OKR design.
- Continuously improve frameworks with input from portfolio, program, and agile delivery teams.
- Serve as a collaborative peer in the three‑team leadership model shaping the enterprise operating rhythm.
Required Qualifications
- 5+ years in value management, portfolio management, strategic planning, or related disciplines.
- Experience with OKR design, prioritization models, and value realization frameworks.
- Strong analytical skills and experience translating data into executive‑ready insights.
- Strong communication, facilitation, and leadership abilities.
Preferred Qualifications
- Experience with Clarity, Rally, Jira, ValueOps, or other enterprise delivery platforms.
- Background in financial planning or benefit realization.
- Power BI or Tableau experience.
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
Key Responsibilities
Value Management & Benefits Realization
- Lead enterprise value realization, including benefit tracking, value flow modeling, and strategic outcome measurement.
- Partner with business and technology leaders to validate value hypotheses, metrics, and realization plans.
- Ensure value reporting leverages accurate, standardized data through close partnership with the Governance & Data team.
Prioritization Frameworks, OKRs & Strategic Alignment
- Drive enterprise prioritization frameworks supporting planning, intake, and decision‑making.
- Guide teams in defining OKRs aligned to strategic themes and measurable portfolio outcomes.
- Partner with Corporate Strategy to translate Strategic Focus Areas (SFAs) into actionable, trackable results.
Governance & Review Cadence (Co‑Owned with Other Pillars)
- Co‑lead governance forums with Portfolio Operations and Governance/Data teams.
- Ensure that value reporting, delivery insights, and prioritization cycles are integrated into review structures.
Reporting, Insights & Executive Storytelling
- Develop dashboards, narratives, and insights that provide visibility into value realization and enterprise strategy progress.
- Partner with data leaders to ensure dashboards use clean, consistent, and audit‑ready data.
Team Leadership & Cross‑Functional Enablement
- Lead a team of analysts specializing in value management, strategic analytics, and OKR design.
- Continuously improve frameworks with input from portfolio, program, and agile delivery teams.
- Serve as a collaborative peer in the three‑team leadership model shaping the enterprise operating rhythm.
Required Qualifications
- 5+ years in value management, portfolio management, strategic planning, or related disciplines.
- Experience with OKR design, prioritization models, and value realization frameworks.
- Strong analytical skills and experience translating data into executive‑ready insights.
- Strong communication, facilitation, and leadership abilities.
Preferred Qualifications
- Experience with Clarity, Rally, Jira, ValueOps, or other enterprise delivery platforms.
- Background in financial planning or benefit realization.
- Power BI or Tableau experience.
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.