Strategy & Innovation Senior Manager, Business Operations

Your opportunity

At Schwab, you’re 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.

Reporting to the Managing Director, Chief Strategy & Innovation Officer, the Senior Manager, Business Operations will serve as a highly trusted lead to manage the efficient and effective running of the Strategy & Innovation function. This role combines business operations leadership and cross-enterprise coordination in equal balance, helping drive clarity, alignment, and disciplined execution across the function while ensuring the leadership team’s operating rhythm is effectively managed.

This role is for a proactive, detail-oriented leader who combines strategic thinking, strong execution, sound judgment, and exceptional organizational discipline. The ideal candidate will be comfortable moving between executive-level content and hands-on project support, with the maturity to handle confidential information, the poise to work with senior leaders, and the initiative to anticipate needs before they are issues.

Key Responsibilities Include:

• Serve as a partner to the Chief Strategy & Innovation Officer, driving clarity, alignment, and follow-through across priorities, forums, and operating rhythms of the Strategy & Innovation function.

• Lead coordination and execution of leadership forums including leadership team meetings, offsites, town halls, special topics, and all-hands meetings, including agenda development, pre-reads, supporting materials, and action tracking.

• Set, track, and articulate organizational objectives and OKRs; synthesize progress, issues, decisions, and results into clear executive-ready narratives.

• Develop, edit, and collate content for executive presentations, including Board updates, regulatory readouts, Top Issue updates, leadership updates, and other senior-level materials, partnering across the organization to ensure quality and consistency.

• Support organizational governance and operating rhythms, including decision logs, action tracking, documentation, leadership cadence management, and follow-up on key commitments.

• Partner with Corporate Communications on enterprise-specific communication needs, messaging alignment, leadership updates, and team-wide communications.

• Act as liaison with Corporate Real Estate and business partners on moves, restacks, workforce needs, seating requirements, and related coordination.

• Lead and coordinate recognition, engagement, and team-building efforts that help keep the organization connected, informed, and energized.

• Act as approval delegate where appropriate across designated enterprise tools and processes.

• Prepare and maintain Strategy & Innovation function materials using tools including Excel, Word, PowerPoint, Microsoft Copilot, Office, etc.; maintain org charts, contact lists, birthdays, and other team reference materials.

• Support purchasing, team events, employee recognition gifts, talent recruiting coordination, onboarding logistics, and other function needs in alignment with Schwab guidelines.

• Help resolve technical or logistical challenges quickly by working with Schwab support teams and applying strong knowledge of collaboration tools, audio/video conferencing, remote access, and meeting technology.

Please note: this position is Monday-Friday and a hybrid work model. It will be 4 days in office, 1 day from home, during standard business hours. It is only available in Westlake, TX (Dallas area). Candidate must reside in or be willing to relocate on their own to this location.

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

What you have

To ensure that we fulfill our promise of “challenging the status quo,” this role has specific qualifications that successful candidates should have.

Required Experience:

• Bachelor’s degree required.

• Internal Schwab experience with demonstrated strength in business operations, strategy, project management, executive support or related roles.

• 10+ years of business operations, program management or equivalent experience.

• Comfort working with senior executives and familiarity with executive-level forums, expectations, communication standards, and confidentiality requirements.

• Strong event planning, facilitation, stakeholder management, and organizational skills in a highly matrixed environment.

• Ability to influence outcomes without direct authority and operate effectively as an individual contributor with Director-level judgment and ownership.

• Demonstrated self-starter with curiosity, sense of urgency, flexibility, adaptability, and ability to work independently with little supervision.

• Exceptional attention to detail, judgment, discretion, professionalism, and ability to handle confidential or non-public information appropriately.

• Excellent verbal and written communication skills with all levels of the organization; ability to build strong partnerships and interpersonal business relationships.

• Advanced proficiency in Microsoft Office Suite, Teams, Office 365, Workday, Ariba, Concur, and collaboration tools; ability to learn and apply new tools quickly.

• Experience coordinating cross-functional leadership forums, offsites, workshops, team engagement efforts, talent processes (recruiting, development, training, evaluations), and financial management (budgets, actuals, planning).

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 View email address on click.appcast.io or call View phone number on click.appcast.io.