Sr Manager, Strategy & Initiatives

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.

Client Service & Support (CS&S) is Schwab's primary service and trading organization, dedicated to delivering exceptional client experiences while developing engaged professionals and leaders. The BetterWay to Excellence (B2E) operating system drives organizational effectiveness through stronger leadership, consistent operating rhythms, and a culture of continuous improvement.

The B2E Coach serves as a strategic partner to leaders across CS&S, helping them strengthen leadership capability, coaching effectiveness, operating rhythms, and organizational performance. Through coaching, observation, facilitation, and capability development, the B2E Coach enables leaders to build sustainable habits, systems, and behaviors that drive long-term business results.

Partnering with Elevated Directors, Directors, and Managers, the B2E Coach identifies improvement opportunities, develops practical solutions, and advances B2E and SPARK practices. This role influences leaders without direct authority, reinforces accountability and ownership, and helps connect strategic priorities to daily execution.

Success is measured by the effectiveness and capability of the leaders and teams supported, including stronger coaching practices, improved operating rhythms, increased adoption of B2E methodologies, and sustainable organizational improvement.

What you have

To ensure that we have fulfilled our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.

Required:

Leadership Development & Coaching

• Proven ability to develop leaders through coaching, observation, feedback, and development planning.
• Experience strengthening coaching effectiveness, accountability, and team development.
• Demonstrated ability to influence behavioral change and serve as a trusted thought partner.
• Strong commitment to developing others through coaching and mentoring.

Organizational Effectiveness

• Expertise in B2E principles and tools, including coaching, tiered huddles, process confirmations, standard work, visual management, WILO, metrics, and continuous improvement.
• Ability to assess organizational effectiveness and translate insights into actionable recommendations.
• Experience improving operating rhythms, accountability systems, and team performance.
• Proven ability to sustain and advance improvement initiatives.

Strategic Partnership & Influence

• Strong relationship-building, communication, facilitation, and influencing skills.
• Ability to establish credibility and influence leaders at all levels without direct authority.
• Strong emotional intelligence and ability to align development efforts to business priorities.
• Experience navigating change and gaining alignment across stakeholders.

Facilitation & Change Leadership

• Experience facilitating workshops, leadership discussions, and learning experiences.
• Ability to develop and deliver leadership training and capability-building resources.
• Experience supporting organizational change and driving adoption of new practices.
• Proven ability to foster collaboration, engagement, and sustainable behavioral change.

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