Manager, Business Strategy

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).

The Manager, Business Strategy will help build the capabilities, programs, and practices that enable Custody and Asset Services (CAS) employees and teams to develop, solve problems, transform the way we work, and successfully navigate change.

This individual contributor will coordinate and execute CAS learning and development programs, fulfill CAS Transformation Catalyst (TCAT) responsibilities, and provide structured problem-solving and process-improvement support. The role will also coordinate activities that strengthen employee engagement, knowledge sharing, recognition, and professional development across CAS.

The Manager will partner with CAS leaders, managers, subject matter experts, transformation teams, Human Resources, Learning and Development, and other enterprise partners to translate organizational needs into practical programs and solutions. The role will balance program coordination with hands-on delivery, helping CAS build sustainable capabilities that support current priorities and prepare employees for future operational, technology, and business changes.

What You'll Do:

CAS TCAT and Change Adoption

Fulfill CAS TCAT responsibilities by coordinating the ambassador network, translating enterprise priorities into practical guidance, and addressing adoption barriers through communications, training, and engagement that build a transformation and continuous-improvement mindset.

Learning and Development

Execute and continuously improve the CAS learning and development program by assessing capability needs, building learning paths for onboarding, leadership, and future skills, and measuring participation, effectiveness, and business value.

Process Improvement and Problem Solving

Apply Lean Six Sigma, process mapping, and root-cause analysis to facilitate structured problem solving, implement and document solutions, and equip CAS teams to solve problems independently.

Employee Engagement and Development

Coordinate CAS engagement, recognition, and development activities, turning employee feedback into owned actions and sharing key insights with CAS leadership.

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.

What you have:

• Experience in learning and development, business strategy, transformation, change adoption, process improvement, employee engagement, organizational development, or a related field.
• Experience designing and delivering programs that address business, employee, or organizational needs.
• Ability to facilitate cross-functional work and build alignment across stakeholders.
• Working knowledge of Lean Six Sigma, root-cause analysis, continuous improvement, or comparable methods.
• Ability to translate complex needs into practical plans, programs, tools, and deliverables.
• Strong program-management and organizational skills across multiple priorities and stakeholders.
• Strong writing, speaking, facilitation, presentation, and relationship-management skills.
• Ability to analyze qualitative and quantitative information, identify themes, and communicate clear conclusions.
• Ability to work independently, build alignment, and adapt as priorities evolve.

Required Qualifications:

• At least seven years of experience in brokerage operations, learning and development, transformation, process improvement, organizational development, program management, or a related field.
• Experience executing and coordinating multi-stakeholder programs across teams or business areas.
• Experience in one or more of the following: learning programs, structured problem solving, organizational change, or employee development.
• Experience using Lean, Six Sigma, root-cause analysis, or similar improvement methods.
• Ability to create clear plans, presentations, communications, and recommendations for leaders and teams.
• Demonstrated ability to build alignment and advance work as an individual contributor.

Preferred Qualifications: 

• Experience in Custody and Asset Services.
• Lean Six Sigma Yellow Belt certification or equivalent process-improvement experience.
• Experience with enterprise learning, employee engagement, technology adoption, or transformation programs.
• Experience building programs or capabilities for multiple departments or employee groups.
• Familiarity with change management, adult learning, facilitation, and program evaluation.

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