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Senior Manager, Operations Strategy, Forge Integration

Charles Schwab & Co

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. 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 and cross‑functional stakeholders to drive milestones, surface and mitigate execution risk, and ensure operational artifacts are complete, approved, and implemented. Responsibilities 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 elevate risks, issues, and decisions; propose mitigations and options; and align leadership on trade‑offs 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. 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. Compensation and Benefits This role is eligible for a base salary, bonus, and incentive opportunities. Benefits include 401(k) with company match, Employee Stock Purchase Plan, paid vacation, volunteering, 28‑day sabbatical after 5 years, paid parental leave, tuition reimbursement, and health, dental, and vision insurance. #J-18808-Ljbffr Charles Schwab & Co

Vacancy posted 9 hours ago
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