Sr Manager, Project Management (Business)

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 for this role to work on site in the specified location(s).

Franchise Branch Network (FBN) leads Schwab’s network of franchise retail branch locations. The Senior Manager, Franchise Service & Enablement plays a critical role in driving operational excellence, platform execution, and cross functional coordination across FBN. This role blends strategic process ownership and hands on project leadership to ensure franchise operations are scalable, compliant, efficient and effective.

This position serves as a trusted subject matter expert and execution leader, providing oversight into a broad range of franchise programs and processes. The role partners closely with internal teams and Franchise Branch Owners (FBOs) to deliver consistent, high-quality outcomes across onboarding, business transfers, access management, execution of FBO staffing decisions and ongoing triage/operational support required of Schwab as a franchisor.

You’ll interact regularly with FBOs and their employees, while building and leveraging strong internal partnerships to ensure franchisees have the tools, resources and support needed to grow their businesses.

What you are good at:

• Demonstrates strong advocacy and accountability in delivering timely responses to franchise inquiries, with the ability to effectively prioritize, pivot, and manage multiple situations simultaneously.
• Develops and maintains clear, high‑quality documentation to enable knowledge transfer and operational resilience.
• Designs and optimizes scalable tools, templates, and job aids that reduce variability, improve data quality, and accelerate execution across TaskRay, Salesforce, Confluence, and related systems.
• Ensures operational continuity through cross‑training, risk‑aware coverage models, and disciplined execution of critical processes.
• Leads recurring execution forums and working groups to align stakeholders, clarify priorities, and drive accountability.
• Exercises sound judgment, discretion, and strict adherence to policies, serving as a primary point of contact for sensitive or escalated matters.
• Owns and continuously improves franchise workflows, including project management, reporting, access management, and related processes.
• Serves as the Franchise Services subject‑matter expert on cross‑functional initiatives.
• Identifies operational gaps and implements durable, scalable solutions that improve efficiency and reduce risk.
• Develops and maintains metrics, SLAs, and multi‑level reporting to support visibility, governance, and continuous improvement.
• Drives workflow management practices that balance steady state operations with ad hoc and enterprise initiatives.

What you have

• Bachelor’s degree or equivalent experience required
• Series 7 and Series 24 required; Series 9/10 preferred or willingness to obtain
• 5 years or more experience working directly with business owners
• Strong understanding of legal and regulatory risks related to franchisor/franchisee relationships
• Experience creating and managing templates and workflows in FBN Salesforce, TaskRay and related platforms
• Exceptional organizational and project management skills, with the ability to independently manage multiple projects, assess risk, and make sound decisions
• Deep commitment to serving franchisees, clients, and shareholders with professionalism and accountability
• Ability to earn trust and credibility with senior leaders, business partners, and peers
• Strong written and verbal communication skills, including being able to synthesize information, develop clear recommendations, and influence diverse stakeholders, including franchisees
• Comfortable engaging across multiple communication channels including email, phone, video, and in-person interactions
• Strong problem-solving skills with the ability to identify opportunities and improve processes flows
• Ability to learn new systems and demonstrate proficiency with MS Office and other tools
• Proven ability to ruthlessly prioritize competing demands, meet deadlines, and adapt to changing business needs
• Strong analytical skills and attention to detail to ensure adherence to policies, procedures, and guidelines
• Strategic, forward-looking mindset with comfort operating in a dynamic, evolving environment

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