Charles Schwab

Senior Manager, Operations Strategy, Forge Integration

Charles Schwab • $100K — $130K *
Lone Tree, CO 80124In-Person
Finance & Insurance
5 - 7 years of experience
Reposted Today
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Job Overview by Ladders

Qualifications

  • 7+ years of experience in operations, program management, or related roles in financial services
  • Proven capability in cross-functional execution against complex milestones
  • Strong understanding of risk management, controls, and change management processes
  • Exceptional written and verbal communication skills, with the ability to create executive-level materials
  • Ability to thrive in an ambiguous, fast-paced environment with a proactive mindset
  • Familiarity with alternative investments and trading operations is advantageous

Responsibilities

  • Own execution of over 30 deliverables for Interim/MVP operationalization
  • Translate milestones into an integrated operational delivery plan
  • Lead operating model and requirements workstreams in collaboration with various departments
  • Establish and maintain operational readiness standards to enhance launch quality
  • Identify and escalate risks and issues while proposing mitigation strategies
  • Partner with program administration to keep stakeholders informed and aligned
  • Support long-term integration efforts aligned with evolving guidance through 2027

Benefits

  • In-office collaboration to enhance teamwork and communication
  • Opportunity for performance-based bonuses or incentives
  • Potential for professional growth within a dynamic operations environment
  • Engagement with a cross-functional, collaborative team
  • Supportive of long-term strategic integration projects
Full Job Description
Your Opportunity

About the team:

The Forge Operations (IMO) team sits within Operational Services and partners with the enterprise Forge Integration program and cross-functional stakeholders to plan and execute operational readiness for Interim and MVP offers, and to support future-state full integration work through 2027. Our team coordinates integration planning, drives clarity on operational model and requirements, and enables on-time delivery of operational artifacts, controls, training, and go-live support needed to launch and run new offers with quality.

 

We believe in the importance of in-office collaboration and intend for the selected candidate for this role to work on site in the specified location in line with our in-office philosophy and expectations. Please connect with your recruiter for more information.

 

Job summary:

As a key member of the Forge Operations (IMO) team, the Senior Manager is responsible for execution leadership and end-to-end ownership of operational readiness deliverables required to operationalize Interim/MVP launches and support longer-horizon integration work. This role partners closely with the Director, Operations Strategy (hiring manager) and cross-functional stakeholders to drive milestones, surface and mitigate execution risk, and ensure operational artifacts are complete, approved, and implemented. The Senior Manager will report to the Director, Operations Strategy and will be responsible for the following:

  • Own execution of 30+ identified deliverables required to operationalize Interim/MVP (e.g., process changes/alignment, people readiness plans, SOPs/runbooks, controls, go-live support), coordinating across Operational Services and partner teams.
  • Translate IMO milestones into an integrated operational delivery plan (scope, owners, dates, dependencies) and drive outcomes through disciplined program governance.
  • Lead operating model and requirements workstreams (including billing and custody impacts) in partnership with Product, Technology, Risk, Compliance, Legal, and Service/Ops teams.
  • Establish and maintain operational readiness standards (artifacts, approvals, change management, training, controls) to reduce execution risk and improve launch quality.
  • Identify, assess, and escalate risks, issues, and decisions; propose mitigations and options; and align leadership on tradeoffs to protect dates and quality.
  • Partner with the Manager (Forge Ops IMO) to ensure effective program administration (cadence, materials, RAID, artifact management) and to keep stakeholders aligned and informed.
  • Support broader full-integration work (discovery, planning, requirements, execution) aligned to evolving IMO guidance through 2027 and beyond.
What you have

Qualifications:

  • 7+ years of experience in operations, program management, operational readiness, or a related delivery role within financial services.
  • Demonstrated experience leading cross-functional execution against complex milestones, with the ability to drive accountability and resolve dependencies.
  • Strong risk, control, and change-management mindset, including experience building runbooks/SOPs, training plans, and go-live readiness artifacts.
  • Excellent written and verbal communication skills; ability to create executive-ready materials and facilitate decision-making.
  • Comfort dealing with ambiguity in a dynamic and fast-paced work environment, with sense of urgency and proactiveness.
  • Experience supporting alternative investments, custody, money movement, trading operations, or integration programs is a plus.

In addition to the salary range, 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
Finance & Insurance
Net Income
$3.2 billion
Founded
1973
5 Year Trend
+20%
Revenue
$12.1 billion
NASDAQ
SCHW
* Ladders Estimates

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