Sr Manager, Strategy & Initiatives

Your Opportunity

Schwab remains committed to providing increased visibility to career growth opportunities and job requirements. This posting announcement is part of increased transparency and while all qualified applicants will be reviewed and considered, this organization has a preferred candidate identified for this role. 

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 to work on-site in the specified location(s).

Client Service & Support (CS&S) is Schwab's primary service and trading organization, focused on delivering exceptional client experiences while developing engaged professionals and leaders. The BetterWay to Excellence (B2E) operating system helps create organizational effectiveness by strengthening leadership capability, improving operating rhythms, and fostering a culture of continuous improvement.

The BetterWay to Excellence (B2E) Coach serves as a strategic leadership and organizational effectiveness partner to leaders across Client Service & Support.

Through coaching, observation, facilitation, and capability development, the B2E Coach helps leaders strengthen coaching effectiveness, improve operating rhythms, develop leadership capability, and drive sustainable behavioral change that improves business outcomes.

The B2E Coach partners closely with Elevated Directors, Directors, and Managers to identify opportunities, prioritize areas of focus, and develop practical approaches that improve organizational effectiveness. Rather than owning improvement efforts on behalf of the business, the B2E Coach helps leaders build the skills, habits, and systems necessary to sustain continuous improvement within their own organizations.

This role supports the advancement of B2E practices, reinforces SPARK coaching expectations, and helps leaders connect strategic priorities to day-to-day execution. The successful candidate will serve as a trusted thought partner who influences leaders, develops capability, and helps create environments where accountability, ownership, coaching, and development become part of how work gets done.

Success in this role is measured by the capability and effectiveness of the leaders and organizations supported. Successful B2E Coaches strengthen leadership capability, improve coaching quality, increase adoption of B2E and SPARK practices, improve organizational operating rhythms, and help create sustainable improvements that continue long after direct B2E involvement has ended.

What you have

To ensure that we fulfill our promise of “challenging the status quo,” this role has specific qualifications that successful candidates should have.

Leadership Development & Coaching

• Proven ability to build leadership capability through coaching, observation, feedback, and development planning.
• Ability to influence behavioral change and strengthen leadership effectiveness across all levels of leadership.
• Experience supporting leader development, coaching effectiveness, accountability practices, and employee growth.
• Ability to challenge thinking, provide perspective, and build trust as a strategic thought partner.
• Demonstrated commitment to developing others through coaching, mentoring, and capability building.

Organizational Effectiveness

• Demonstrated expertise in leadership coaching, organizational effectiveness, and the B2E ecosystem, including coaching, tiered huddles, process confirmations, standard work, visual management, WILO, metrics and targets, and continuous improvement principles.
• Ability to evaluate organizational effectiveness through observations, process confirmations, leadership feedback, and performance insights.
• Experience helping leaders strengthen operating rhythms, accountability systems, and team effectiveness.
• Ability to identify organizational opportunities and translate observations into practical recommendations and action plans.
• Demonstrated ability to support the sustainment and advancement of organizational improvement efforts.

Strategic Partnership & Influence

• Ability to build strong relationships with Elevated Directors, Directors, Managers, and business partners.
• Exceptional communication, facilitation, and influencing skills.
• Strong emotional intelligence and relationship-building capability.
• Ability to gain alignment across stakeholders and navigate organizational change effectively.
• Demonstrated ability to establish credibility and influence leaders without direct authority.
• Ability to understand business priorities and align development efforts to organizational needs.

Facilitation & Enablement

• Experience facilitating leadership discussions, workshops, and capability-building experiences.
• Comfortable creating and delivering leadership presentations, development content, and training.
• Experience supporting leadership development programs and organizational learning initiatives.
• Ability to tailor coaching, support strategies, and development resources to meet varied organizational needs.

Change Leadership

• Experience supporting organizational change initiatives and helping leaders navigate evolving business priorities.
• Ability to identify barriers to adoption and partner with leaders to drive sustainable behavioral change.
• Demonstrated ability to share best practices, build engagement, and foster collaborative improvement efforts across teams.

In addition to the salary range, this role is also eligible for bonus or incentive opportunities