Senior Manager, Business Strategy – Operations AI Portfolio & Program 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).
- Austin: 11800 Schwab Way, Austin, TX 78758
- Omaha: 200 South 108th, Omaha, NE 68154
- Westlake: 3000 Schwab Way, Westlake, TX 76262
Artificial Intelligence is transforming how Schwab Operations works, makes decisions, and delivers value. As Senior Manager, AI Portfolio & Program Management, you will bring structure, visibility, and strategic focus to a growing portfolio of AI initiatives across Operations.
You will connect AI investments, priorities, risks, dependencies, and outcomes into an integrated portfolio view that helps leaders make informed decisions. Working across Operations, Technology, Central Data, enterprise AI teams, and other business partners, you will strengthen portfolio governance, improve transparency, and help AI investments deliver measurable business value.
What You’ll Do
- Lead AI portfolio management, including intake, prioritization, governance, lifecycle standards, stage gates, and escalation processes.
- Maintain an integrated view of AI initiatives, investments, delivery capacity, milestones, dependencies, risks, and resource constraints to support prioritization and tradeoff decisions.
- Establish consistent measures for initiative health, business outcomes, benefit realization, forecast versus realized value, and post-implementation results.
- Translate complex portfolio information into concise, executive-ready reporting, insights, and strategic recommendations.
- Identify and manage portfolio risks, cross-initiative dependencies, sequencing conflicts, and delivery blockers, facilitating timely decisions and resolution.
- Partner across business, technology, data, risk, control, and AI teams to connect initiatives, align priorities, and advance shared outcomes.
- Influence decisions and drive commitments across a complex, matrixed organization without relying on direct authority.
- Integrate responsible AI, data, technology, privacy, risk, control, and regulatory considerations into portfolio governance and escalation processes.
What you have
Success in this role requires the following demonstrated skills and behaviors:
- AI and technology fluency: Working knowledge of AI initiatives and the data, technology, privacy, risk, control, and responsible AI considerations that influence their delivery.
- Portfolio and program leadership: Ability to manage complex, concurrent initiatives while establishing clear priorities, governance, milestones, dependencies, and accountability.
- Strategic thinking and business acumen: Ability to connect AI investments and portfolio decisions to strategic priorities, business outcomes, and value realization.
- Analytical thinking: Ability to synthesize delivery, financial, capacity, risk, and outcome data to inform prioritization, investment, and tradeoff decisions.
- Metrics and value management: Ability to define meaningful measures of portfolio health, progress, outcomes, benefits, and realized value.
- Risk and dependency management: Ability to anticipate risks, identify interdependencies and constraints, and drive timely resolution or escalation.
- Stakeholder management and influence: Ability to build relationships, create alignment, and drive commitments across diverse stakeholders in a matrixed environment.
- Executive communication and presentation: Ability to simplify complex information and communicate clear insights and recommendations to senior audiences.
- Adaptability and results orientation: Ability to bring structure to ambiguity, adjust as AI capabilities and priorities evolve, and maintain focus on measurable business impact.
Preferred
- Familiarity with Agile, Lean, or other structured delivery frameworks.
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
Success in this role requires the following demonstrated skills and behaviors:
- AI and technology fluency: Working knowledge of AI initiatives and the data, technology, privacy, risk, control, and responsible AI considerations that influence their delivery.
- Portfolio and program leadership: Ability to manage complex, concurrent initiatives while establishing clear priorities, governance, milestones, dependencies, and accountability.
- Strategic thinking and business acumen: Ability to connect AI investments and portfolio decisions to strategic priorities, business outcomes, and value realization.
- Analytical thinking: Ability to synthesize delivery, financial, capacity, risk, and outcome data to inform prioritization, investment, and tradeoff decisions.
- Metrics and value management: Ability to define meaningful measures of portfolio health, progress, outcomes, benefits, and realized value.
- Risk and dependency management: Ability to anticipate risks, identify interdependencies and constraints, and drive timely resolution or escalation.
- Stakeholder management and influence: Ability to build relationships, create alignment, and drive commitments across diverse stakeholders in a matrixed environment.
- Executive communication and presentation: Ability to simplify complex information and communicate clear insights and recommendations to senior audiences.
- Adaptability and results orientation: Ability to bring structure to ambiguity, adjust as AI capabilities and priorities evolve, and maintain focus on measurable business impact.
Preferred
- Familiarity with Agile, Lean, or other structured delivery frameworks.
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.