Sr Specialist, Strategy & Initiatives

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).

Schwab’s Retail Strategy, Management Reporting and Operations (MRO) team embodies our firm’s commitment to our One Schwab mindset, collaborating with and supporting our Retail Leadership team on operational activities and executive management reporting while maintaining an end-to-end, cross-enterprise understanding of strategic priorities and initiatives.

The Senior Specialist, Retail Strategy, Real Estate & Executive Operations supports two key areas: Retail real estate planning and executive operations. The role coordinates business processes, develops leadership reporting, and connects Retail priorities with cross-enterprise partners. Success in the first year will mean building trusted partnerships, improving the consistency of key reporting and coordination processes, and reliably delivering work across both areas.

If you’re someone who has a passion for defining and managing business processes, maintaining strong relationships, and working on challenging and meaningful projects that will impact our Retail organization and clients – this is the role for you.

Key Corporate Real Estate Responsibilities (CRE):

• Serve as a Retail point of contact for real estate planning, connecting Corporate Real Estate strategy with the needs of Retail leadership
• Facilitate end-to-end processes for coordinating employee seating and ensuring Retail business considerations are properly communicated and aligned to CRE strategies
• Lead cross-Retail communications on real estate initiatives to document business seating requirements and develop implementation plans
• Coordinate communications, timelines, and implementation planning across Retail, Corporate Real Estate, and enterprise partners.
• Develop analyses of Retail real estate needs, timelines, and trade-offs to support leadership decisions.

Key Management Reporting & Operations Responsibilities (MRO):

• Support priority MRO initiatives by coordinating executive reporting and operational deliverables for Retail leadership.
• Translate Retail priorities, performance metrics, and business insights into clear management reports and executive communications.
• Develop presentations and strategic narratives that synthesize complex information into clear implications and recommendations for Retail leadership.
• Partner with cross-enterprise business and data partners to gather inputs, ensure data integrity, and support metrics governance
• Contribute to scalable reporting processes that improve quality, consistency, and speed across cross-enterprise partners
• Maintain an understanding of key internal projects, external trends, and cross-enterprise strategic priorities to support Retail’s overall vision and strategy
• Plan and execute assigned workstreams within larger projects, and take full ownership of smaller projects from start to finish
• Document processes and best practices to support team effectiveness and continuity

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.

Required Qualifications:

• 2+ years of experience coordinating cross-functional work in business operations, project management, management reporting, corporate real estate planning, or a related field.
• Demonstrated ability to manage timelines, dependencies, and stakeholder inputs across multiple workstreams.
• Strong written and verbal communication skills, including the ability to synthesize information and develop clear recommendations.
• Ability to build effective cross-functional relationships and work with colleagues at different levels of an organization.
• Experience identifying process improvement opportunities and implementing scalable solutions.
• Demonstrated initiative in identifying issues, recommending solutions, and following work through to completion.
• Ability to prioritize and adapt as business needs, inputs, or timelines change.
• Working proficiency in Excel and PowerPoint.

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