Charles Schwab

Senior Manager, Operations Strategy and Transformation Services

Charles Schwab$100K — $130K *
Omaha, NE 68104In-Person
Business Services
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 7+ years of relevant experience in strategy, operations, consulting, or program delivery
  • Experience leading cross-functional initiatives
  • Strong analytical and problem-solving skills
  • Excellent written and verbal communication skills
  • Experience managing projects from planning through execution
  • Comfortable in fast-paced, ambiguous environments
  • Proven ability to translate analysis into actionable execution.

Responsibilities

  • Lead complex, cross-functional initiatives to improve operational performance
  • Translate strategic priorities into actionable plans with clear milestones
  • Build alignment across various stakeholder groups
  • Identify risks and drive solutions to maintain project momentum
  • Develop executive-level materials to support decision-making
  • Facilitate discussions to promote a collaborative culture
  • Support the development of team members and strengthen team dynamics.

Benefits

  • Eligible for bonus or incentive opportunities
  • Opportunity to influence enterprise-level strategic programs
  • Development of strong cross-organizational relationships
  • Involvement in meaningful work impacting company operations.
  • Supports a collaborative and accountable work environment.
Full Job Description

  • Lone Tree: 9800 Schwab Way, Lone Tree, CO 80124
  • Orlando: 1958 Summit Park Dr, Orlando, FL  32810
  • Omaha: 200 South 108th Avenue, Omaha, NE, 68154
  • Phoenix: 2423 E. Lincoln Dr, Phoenix, AZ 85016
  • Westlake: 3000 Schwab Way, Westlake, TX 76262

The Operations Strategy team within Operational Services plays a critical role in driving transformation across the firm, advancing initiatives that enhance efficiency, optimize processes, and enable enterprise-wide strategic programs. As a Senior Manager, Operational Services, Strategy & Transformation, you will operate at the center of this work, partnering closely with senior leaders to bring strategy to life through disciplined execution.

 

In this role, you’ll lead complex, cross-functional initiatives that shape operational performance and business outcomes. You’ll translate high-level strategic priorities into structured, actionable plans, defining scope, milestones, ownership, and dependencies, while building alignment across diverse stakeholder groups. Your ability to navigate ambiguity, apply structured thinking, and maintain momentum across competing priorities will be essential as you guide initiatives from concept through delivery.

 

You will play a key role in creating clarity from complexity, using data and insights to inform decisions, proactively identifying risks, and driving solutions that keep workstreams on track. Through strong communication and executive storytelling, you’ll develop materials that influence decision-making and ensure transparency across leadership. At the same time, you’ll help reinforce a collaborative, accountable culture by aligning partners, facilitating productive discussions, and supporting the development of team members.

 

Reporting to a Director in Operations Strategy, this is an opportunity to lead meaningful work that spans the enterprise, build relationships across the organization, and contribute to how Schwab evolves and scales its operations for the future.

 

What you have

Required Qualifications:

  • 7+ years of relevant experience in strategy, operations, consulting, or program delivery
  • Demonstrated experience leading cross-functional initiatives and delivering against complex milestones
  • Strong analytical and problem-solving skills, with ability to work with data and develop insights
  • Strong written and verbal communication skills, including experience developing executive-level materials
  • Experience managing projects or workstreams from planning through execution
  • Comfort working in a fast-paced, ambiguous environment with a proactive mindset
  • Demonstrated success translating analysis into execution, ensuring insights and recommendations are converted into actions that advance strategic priorities
  • Experience aligning stakeholders and driving outcomes across cross-functional teams through effective communication, influence, and collaboration without direct authority.
  • Success transforming complex, evolving challenges into clear strategies, actionable plans, and meaningful results
  • Bachelor’s degree required

 

Preferred Qualifications:

  • MBA or advanced degree a plus

 

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

About Charles Schwab

Charles Schwab is a financial services company that provides a full range of securities, brokerage, banking, money management, financial advisory, investor, and retirement plan services. It operates in four main divisions; investing, wealth management, banking, and trading. Charles Schwab provides a full-service brokerage platform that serves individual investors who invest on their own or through a workplace-sponsored retirement or equity plan, as well as banking through Schwab Bank. The firm was founded in 1973 and is headquartered in San Francisco, California.

Charles Schwab Careers

Join the vibrant team at Charles Schwab, a leader in global finance, where your career is propelled by innovation, leadership, and a commitment to diversity and professional growth. At Charles Schwab, we offer more than just job opportunities; we provide a platform for you to make a significant impact on the industry and our clients' lives.

Work You’ll Do

At Charles Schwab, we are dedicated to helping our clients manage their financial futures. Being part of our team means you'll work alongside some of the most skilled professionals in the financial services industry. Our culture thrives on teamwork, integrity, and relentless dedication to our clients. Whether you're looking for a position in financial consulting, technology, or administrative support, Charles Schwab offers a dynamic work environment where your skills will be honed and your achievements recognized.

Innovate and Lead

Embrace the opportunity to lead through innovation. Charles Schwab’s commitment to technology and innovation is fundamental to our service delivery. By joining our team, you will be at the forefront of developing new solutions that redefine the future of finance. Your leadership can guide significant projects that impact our company and the industry.

Grow Your Career

Charles Schwab believes in fostering the growth of its employees. Whether through professional development programs, diversity training, or leadership workshops, we ensure that our team members receive the support and training they need to advance their careers. With a variety of career paths available, your job at Schwab can evolve with your interests and expertise.

Internship and Employment Opportunities

Start your professional journey with Charles Schwab through our internship programs or full-time employment opportunities. We seek individuals who are passionate, curious, and ready to drive change. A career at Schwab is not just about having a job; it's about building a lasting relationship with a company that values your potential.

Benefits and Culture

Charles Schwab is renowned for its employee-friendly culture. We offer a comprehensive benefits package that supports the health, financial stability, and work-life balance of our team members. From competitive salaries and bonuses to health insurance and retirement plans, Schwab ensures that your career is as rewarding as it is enriching.

Networking and Professional Development

Expand your professional network and enhance your skills through our various networking events, mentorship programs, and training sessions. At Charles Schwab, we believe in leveraging collective expertise to foster learning and innovation. Engage with leaders, gain insights from experienced professionals, and build relationships that will aid your career trajectory.

Join Our Team

Explore the numerous career paths available at Charles Schwab and discover how your talents can be utilized to their fullest potential. Search open positions that match your skills and interests. We are continuously hiring across various disciplines and look forward to adding innovative, driven individuals to our team.

Stay Connected

Keep up to date with the latest from Charles Schwab Careers by subscribing to our job alert emails. Tailor your subscription to receive updates that align with your career preferences and be the first to know about new openings, company news, and professional tips.

Explore Charles Schwab Jobs

Ready to take the next step in your career? Visit our careers page to review current job openings, submit your resume, and prepare for your interview. At Charles Schwab, your future is waiting. [SEARCH CHARLES SCHWAB JOBS] Join Charles Schwab today and be part of a team that values diversity, innovation, and leadership—where your career can thrive in the exciting world of finance.
Learn more about Charles Schwab
Size
34,200 employees
Market Cap
$151.6 billion
Industry
Net Income
$3.2 billion
Founded
1973
5 Year Trend
+20%
Revenue
$12.1 billion
NASDAQ

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