Senior Manager, Operations Strategy and Transformation Services
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).
- Lone Tree: 9800 Schwab Way, Lone Tree, CO 80124
- Orlando: 1958 Summit Park Dr, Orlando, FL 32810
- Omaha: 200 South 108th Avenue, Omaha, NE, 68154
- Phoenix: 2423 E. Lincoln Dr, Phoenix, AZ 85016
- Westlake: 3000 Schwab Way, Westlake, TX 76262
The Operations Strategy team within Operational Services plays a critical role in driving transformation across the firm, advancing initiatives that enhance efficiency, optimize processes, and enable enterprise-wide strategic programs. As a Senior Manager, Operational Services, Strategy & Transformation, you will operate at the center of this work, partnering closely with senior leaders to bring strategy to life through disciplined execution.
In this role, you’ll lead complex, cross-functional initiatives that shape operational performance and business outcomes. You’ll translate high-level strategic priorities into structured, actionable plans, defining scope, milestones, ownership, and dependencies, while building alignment across diverse stakeholder groups. Your ability to navigate ambiguity, apply structured thinking, and maintain momentum across competing priorities will be essential as you guide initiatives from concept through delivery.
You will play a key role in creating clarity from complexity, using data and insights to inform decisions, proactively identifying risks, and driving solutions that keep workstreams on track. Through strong communication and executive storytelling, you’ll develop materials that influence decision-making and ensure transparency across leadership. At the same time, you’ll help reinforce a collaborative, accountable culture by aligning partners, facilitating productive discussions, and supporting the development of team members.
Reporting to a Director in Operations Strategy, this is an opportunity to lead meaningful work that spans the enterprise, build relationships across the organization, and contribute to how Schwab evolves and scales its operations for the future.
What you have
Required Qualifications:
- 7+ years of relevant experience in strategy, operations, consulting, or program delivery
- Demonstrated experience leading cross-functional initiatives and delivering against complex milestones
- Strong analytical and problem-solving skills, with ability to work with data and develop insights
- Strong written and verbal communication skills, including experience developing executive-level materials
- Experience managing projects or workstreams from planning through execution
- Comfort working in a fast-paced, ambiguous environment with a proactive mindset
- Demonstrated success translating analysis into execution, ensuring insights and recommendations are converted into actions that advance strategic priorities
- Experience aligning stakeholders and driving outcomes across cross-functional teams through effective communication, influence, and collaboration without direct authority.
- Success transforming complex, evolving challenges into clear strategies, actionable plans, and meaningful results
- Bachelor’s degree required
Preferred Qualifications:
- MBA or advanced degree a plus
In addition to a base salary, 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:
- 7+ years of relevant experience in strategy, operations, consulting, or program delivery
- Demonstrated experience leading cross-functional initiatives and delivering against complex milestones
- Strong analytical and problem-solving skills, with ability to work with data and develop insights
- Strong written and verbal communication skills, including experience developing executive-level materials
- Experience managing projects or workstreams from planning through execution
- Comfort working in a fast-paced, ambiguous environment with a proactive mindset
- Demonstrated success translating analysis into execution, ensuring insights and recommendations are converted into actions that advance strategic priorities
- Experience aligning stakeholders and driving outcomes across cross-functional teams through effective communication, influence, and collaboration without direct authority.
- Success transforming complex, evolving challenges into clear strategies, actionable plans, and meaningful results
- Bachelor’s degree required
Preferred Qualifications:
- MBA or advanced degree a plus
In addition to a base salary, 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.