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.

The Strategy & Innovation organization, led by the Chief Strategy and Innovation Officer, is responsible for corporate strategy, strategic planning and programs, innovation, and AI across the business.  The organization partners with executive leadership and business units to shape Schwab’s direction and drive high-priority, cross-enterprise initiatives.

Within Strategy & Innovation, the AI Strategy, Acceleration and Program team (ASAP) helps shape, organize, and accelerate Schwab’s enterprise AI agenda in close partnership with enterprise, technology, and data teams.

We are seeking a Senior Manager to help build and operationalize a firmwide capability to measure AI costs, benefits, and business outcomes. The role connects data across Finance, Enterprise Data & Analytics, Technology, and Enterprise teams to give leadership a clear view of AI impact. The ideal candidate brings strong enterprise program leadership, strategic judgment, financial planning and analysis, consulting and/or transformation experience, executive communication skills, and the ability to operate across a complex stakeholder environment.

What You Will Do

• Advance and mature Schwab’s firmwide AI impact function, strengthening its operating model and setting priorities in collaboration with business partners and leadership.
• Set the standards that make AI measurement consistent, including cost and benefit definitions, baselines, methodologies, and evidence requirements that hold from pilot through scaled adoption.
• Work with AI product owners and enterprise teams to communicate measurement objectives and set baselines and success measures early, then translate project results into firmwide outcomes across Growth, Scale & Efficiency, Brilliant Basics, and People.
• Partner with Finance and Enterprise Data & Analytics on the underlying data, strengthening cost attribution, validating reported spend and benefits, developing purpose-built metrics where existing measures fall short, and setting the ownership and refresh cadence that make reporting repeatable.
• Deliver the AI impact dashboard, scorecards, and briefings for the Executive Council, Board of Directors, and Corporate Strategy, separating realized results from projected value and surfacing insights, assumptions, limitations, and data gaps.
• Inform AI portfolio prioritization and resource allocation processes by driving alignment.
• Support the Strategic Programs team with other responsibilities and deliverables as necessary.

Please note: this position is Monday - Friday during standard business hours with a hybrid work model (4 days in office, 1 day working from home). It is only available in the locations listed. Candidate must reside in or be willing to relocate on their own to the listed locations.

Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.

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:

• 6+ years of experience in enterprise program management, strategic programs, management consulting, transformation, corporate strategy, business operations, or a related field.
• 3–5 years of experience in financial planning and analysis, including budgeting, forecasting, and cost and benefit modeling.
• 1–2 years of experience in change management, including driving adoption of new processes, tools, or ways of working across teams.
• Experience leading large, complex, cross-functional programs with senior executive visibility, including managing workstreams, dependencies, risks, decisions, and deliverables.
• Familiarity with AI, data, digital, or analytics-enabled business transformation, with the ability to build fluency quickly and translate AI work into business language such as impact, cost, risk, prioritization, and enterprise value.
• Strong strategic thinking, structured problem solving, and analytical skills, with the ability to connect enterprise goals, business priorities, measurement, and execution plans.
• Demonstrated ability to influence and align senior stakeholders without formal authority.
• Excellent executive communication and meeting leadership skills, including building clear PowerPoint materials and leadership-ready recommendations, setting agendas, framing decisions, and tracking follow-ups.
• Ability to create clarity from ambiguity and move work forward with urgency in a fast-changing, iterative environment.

Preferred Qualifications:

• Experience in financial services, wealth management, brokerage, banking, or another regulated industry.
• Experience supporting executive councils, governance forums, steering committees, or senior leadership operating rhythms.
• Experience developing scorecards, business cases, prioritization frameworks, investment processes, operating models, or executive dashboards.
• Exposure to AI strategy, generative AI, or enterprise AI adoption at scale.
• Advanced degree or equivalent experience.