Sr. Manager, Product Delivery & Automation Lead

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. 

We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm, and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.

As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible, and understandable for all. As we enter our fifth decade, we are looking for talented, innovative, and driven people who believe they can help themselves, and our clients, create a better future.

Our Opportunity:
The 1st Line of Defense Risk Management Office (1RMO) partners with business units to implement effective risk monitoring and management practices. The First Line Risk Management Solutions (1RMS) team accelerates scale through product management, process automation, reporting, and analytics. This role is responsible for leading execution of the product strategy established by the Product Owner and delivering practical, scalable solutions that automate and improve business processes. The role will partner closely with stakeholders, technology partners, and internal teams to translate strategic priorities into actionable plans, support roadmap execution, prioritize delivery needs, and ensure solutions create measurable business value. This position will also support the design, development, and adoption of automation solutions leveraging tools such as Power Automate, Alteryx, AI-enabled capabilities, and other approved technologies.

What you’ll do:

• Lead execution of the product strategy by translating priorities into actionable plans, milestones, user stories, and delivery objectives that align to stakeholder needs and business outcomes.

• Partner with the Product Owner, business stakeholders, and technology partners to define requirements, prioritize backlog items, and support effective roadmap execution.

• Identify, assess, and document automation opportunities that streamline business processes, reduce manual effort, improve controls, and increase operational efficiency.

• Design and help implement scalable automation solutions using tools such as Power Automate, Alteryx, AI-enabled capabilities, and other approved platforms.

• Evaluate and translate AI use cases into clear business requirements, ensuring solutions are aligned to approved governance standards, risk considerations, data quality expectations, and measurable business outcomes.

• Coordinate across business, risk, reporting, analytics, and technology teams to support solution design, testing, deployment, and adoption.

• Establish delivery routines, track progress, manage risks and dependencies, and communicate updates, decisions, and outcomes to stakeholders and leadership.

• Promote adoption of delivered solutions through stakeholder engagement, change management, documentation, training support, and ongoing feedback loops.

This is a high-level summary. Duties and responsibilities may change as needed.