Charles Schwab

Sr. Manager, Business Value Management

Charles Schwab$120K — $145K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor’s degree in Finance, Business, or related field
  • 5+ years of experience in value management and financial analysis
  • Ability to evaluate business assumptions and identify value drivers
  • Skill in translating complex information into executive-ready communications
  • Strong written and verbal communication skills for influencing leaders
  • Proven track record of building collaborative cross-functional partnerships

Responsibilities

  • Partner with business leaders to identify and validate value from strategic initiatives
  • Develop business cases and benefit realization strategies
  • Integrate operations and financial data into value forecasting
  • Monitor performance against value expectations
  • Provide clear recommendations for investment and operational decisions
  • Address risks and dependencies to ensure accountability for value delivery

Benefits

  • In-office collaboration expected 4 days a week
  • Opportunity to work closely with diverse teams
  • Influence strategic decision-making at senior levels
  • Engage in fast-paced and high-impact projects
  • Opportunities for professional growth and leadership development
Full Job Description
Your Opportunity

As the Value Management Senior Manager, you will serve as an individual contributor partnering with business leaders to identify, quantify, and validate the value generated by strategic initiatives and transformation programs. 

You will develop business cases and benefit realization approaches, integrate operational and financial inputs into value forecasts, and monitor performance against expected outcomes. By translating complex information into clear recommendations and executive-ready reporting, you will help leaders make informed investment and operational decisions, address risks and dependencies, and strengthen accountability for value delivery across Operations, Finance, Technology, Workforce Planning, and transformation teams. 

 

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site 4 days a week in the specified location(s).

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

What you have

Required qualifications 

  • Bachelor’s degree in Finance, Business, or a related field 
  • 5+ years of experience in value management, financial analysis, business case development, benefits realization, or a related analytical discipline 
  • Demonstrated ability to evaluate business assumptions, identify value drivers, and develop data-driven recommendations that support strategic and operational decisions 
  • Ability to synthesize complex financial and operational information into clear, actionable recommendations and executive-ready communications 
  • Strong written and verbal communication skills, including the ability to influence senior leaders and facilitate alignment across stakeholder groups without direct authority 
  • Proven ability to build collaborative cross-functional partnerships, navigate ambiguity, exercise sound judgment, and deliver results in a fast-paced, high-impact environment 

Preferred qualifications 

  • Experience in financial services 
  • Experience supporting business and technology programs or projects 
  • Experience developing value management frameworks, benefits realization methodologies, forecasting models, executive reporting, or performance measurement processes 
  • Ability to integrate operational data, business assumptions, implementation plans, and qualitative insights into initiative- and business unit-level value forecasts 
  • Experience monitoring value delivery, identifying variances and emerging risks, and recommending actions that improve benefit realization and forecasting accuracy 
  • Ability to perform effectively under pressure while balancing multiple priorities and contributing as a versatile, collaborative teammate 

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
Net Income
$3.2 billion
Founded
1973
5 Year Trend
+20%
Revenue
$12.1 billion
NASDAQ

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