Your opportunity
At Schwab, you are 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(s).
The Business Strategy team within Schwab's Client Service & Support (CS&S) organization enables leaders across the service organization to explore and set strategy, prioritize our investments, understand the perspective of our clients, and tell our strategic story along the way.? As a Manager, Business Operations, you will be charged with delivering thoughtful and insightful contributions across a range of high-stakes strategic results for the service organization. You will work across the Retail organization alongside senior leaders and a hardworking team of strategy and industry veterans who are defining the Schwab of the future.
As Manager, Business Operations ?you will: ?
Executive reporting and business insights: Lead delivery of recurring executive reporting, produce narratives for executive presentations and synthesize data into insights for senior leadership
Senior Leadership Team (SLT) Operating rhythm: Support the cadence of recurring forums including agenda design, content coordination and alignment on meeting objectives, partner with senior leaders and presenters to finalize content, monitor and track progress and follow-ups
Manage business initiatives: Partner with cross-functional teams to drive actions and deliver results, driving action through advocacy for CS&S, balancing multiple and potentially conflicting priorities and identifying dependencies
Influence, coordinate and communicate: Work across leaders and teams to ensure clarity of priorities and cross-functional dependencies as needed
Logistics and administrative flow: Coordination and support for leadership meetings and offsites, ensuring calendar management, preparation cycle and pre-reads
Process: Standardize templates, workflows and processes that improve the efficiency, predictability and quality of SLT operations
Strategy: Support on the design of the CS&S Annual Strategy and ad hoc strategic analysis as required
Act as a trusted advisor and thought partner to the Director, Business Strategy and broader leadership team
Develop a thorough understanding of CS&S practices and approaches
Please note: this is a hybrid 4-days in-office position during standard business hours Monday- Friday.
What you have
Required Qualifications:
Bachelor's degree, or equivalent
Quantitative and qualitative analytical skills, creativity in problem solving, and attention to detail with 2+ years of experience within strategy or an operations function, and experience in Financial Services (ideally at Schwab or in Contact Centers)
Strong team-oriented mindset, able to focus on team-goals and both leverage and contribute to a peer-support team model
Demonstrated success supporting delivery for concurrent projects?
Proven ability to write clearly, succinctly, and in a manner that appeals to a wide audience
Confidence dealing with ambiguity in a dynamic and fast paced work environment
Ability to interpret and analyze data to support decision making
Personally, and professionally aligned with Schwab's vision and values, and a strong interest in financial services
Preferred Qualifications:
Self-motivated and driven, with a relentless pursuit to follow through from start to execution
Strong communication skills, research driven, and attention to detail
Structuring complex business problems, validating hypothesis through analysis and telling a compelling story for senior leadership
Thrive on initiating, building, and cultivating strong authentic relationships inside and outside the group, navigates and activates alignment across organizational silos
Hunger to learn about our retail business, our processes, and our reps' needs
Working independently to deliver insights in a fast-paced and ever evolving environment
In addition to the salary range, this role is eligible for bonus or incentive opportunities.
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
What's in it for you:
At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281.
