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.

We are currently offering the opportunity to join our Business Transformation Team.  Our team makes lives easier for our clients and employees within Client Service & Support by driving product and process improvements. The Senior Manager, Business Transformation leads complex initiatives that redesign end‑to‑end processes to eliminate waste, improve performance, and create sustainable change across Client Service & Support.  This role serves as a transformation specialist, applying structured lean methodologies to high‑risk or high‑impact business problems. The Senior Manager partners closely with senior leaders to diagnose root causes, define future‑state solutions, and hand off detailed implementation plans to project and delivery teams.

What you will do:

• Lead complex transformation initiatives using lean methodologies
• Conduct deep discovery, including stakeholder interviews and process observation, to understand current‑state operations.

• Use data visualization skills and lean practices to present findings

• Create or modify process artifacts including Process Design Documents, Process models, Standard Operating Procedures
• Design and facilitate Kaizen or working sessions with leaders and cross‑functional teams.
• Identify root causes, waste, risks, and inefficiencies across people, process, and technology.
• Develop clear, data‑backed recommendations and obtain leadership alignment on future‑state solutions.
• Define success measures and control plans to ensure changes are sustained.

• Identifying the various drivers impacting key metrics and outcomes to support recommendations to stakeholders.

• Provide transformation expertise to leadership on complex operational challenges.
• Coach and mentor others on lean thinking, problem‑solving approaches and continuous improvement.
• Ensure effective communication to impacted stakeholders and leadership

• Identify and support the remediation of potential delivery risks, engaging proper stakeholders to drive resolution to maintain project progression.
• Own and drive initiatives and efforts to completion.

What you have

The successful candidate must be fully committed to serving the needs of clients, employees, and shareholders.  In addition, the individual must possess strong conceptual, planning, partnership, execution, organizational, and communication skills and be effective at establishing and obtaining commitment to business goals to achieve superior business results, including quality and productivity. To ensure that we fulfill our promise of “challenging the status quo,” this role has specific qualifications that successful candidates should have.

Required

• Hands‑on experience with lean methodologies (DMAIC, Kaizen, SCORE).

• Demonstrated ability to build relationships, collaborate and coordinate unique resources in various business units to achieve common goals.

• Proven ability to lead ambiguous, cross‑organizational work with senior stakeholders.

• Proven demonstration of applying problem-solving and critical-thinking skills.

• Ability to translate analysis into clear recommendations and actionable plans.

• Strong verbal and written communication skills to influence, build consensus and integrate complex information while working collaboratively to implement solutions.

• Experience facilitating workshops, working sessions, and executive readouts.

• Possess quantitative and analytical skills with the ability to evaluate data/information to identify opportunities.
• Comfort operating in high‑visibility, high‑impact environments.
• Solid experience developing and delivering presentations at all levels throughout the firm including large audiences.

• Be a self-starter and be able to lead without direct authority, influence and navigate corporate culture and business partner relationships.
• Experience with Client Services & Support
• 4+ years of experience leading process improvement or transformation initiatives.

• 2+ years of experience interfacing with and presenting to leadership.
• Ability to leverage general guidance to execute short to medium term goals and objectives.
• Bachelor’s degree or equivalent professional experience
• Strong MS Office skills including PowerPoint, Excel, Word, Project

Preferred

• Lean Six Sigma certification

• FINRA Series 7, 63, or 66

• Experience in Project/Program management
• Demonstrated ability of coaching, mentoring and guiding teams on lean best practices, process improvements, and system usage to ensure sustainable adoption and success.

• Advanced knowledge of providing resolution and analysis to a diverse range of complex issues, evaluating identifiable factors, and demonstrating good judgement in resolution.