Sr. Manager, Business Transformation

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.

The BusinessTransformationTeam makes lives easier for our clients and employeeswithin ClientService&Supportby driving product and process improvements.The Senior Manager, Business Transformation leads complexinitiatives that redesignend‑to‑endprocesses toeliminatewaste, improve performance, and create sustainable change across Client Service & Support.This role serves as a transformation specialist, applying structured lean methodologies tohigh‑riskorhigh‑impactbusiness problems. The Senior Manager partners closely with senior leaders to diagnose root causes, definefuture‑statesolutions, and hand off detailed implementation plans to project and delivery teams.

What youwilldo:

• Lead complex transformation initiatives usingleanmethodologies

• Conduct deepdiscovery, including stakeholder interviews and process observation, to understand current‑state operations.

• Use data visualization skillsand lean practicesto present findings

• Createormodifyprocess artifacts including Process Design Documents, Process models, Standard OperatingProcedures

• Design andfacilitateKaizen or working sessions with leaders and cross‑functional teams.

• Identifyroot causes, waste, risks, and inefficiencies across people,process, and technology.

• Develop clear, data‑backed recommendations and obtain leadership alignment on future‑state solutions.

• Define success measures and control plans to ensure changes are sustained.

• Identifyingthe various driversimpactingkey metrics and outcomes to support recommendations to stakeholders.

• Provide transformationexpertiseto leadership on complex operational challenges.

• Coach and mentor others on lean thinking,problem‑solvingapproachesand continuous improvement.

• Ensureeffective communicationtoimpactedstakeholdersand leadership 

• Identifyand support the remediation of potential delivery risks, engaging proper stakeholders to drive resolution tomaintainproject progression.

• Own and drive initiatives and efforts to completion.

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).

What you have

The successful candidate must be fully committed to serving the needs of clients, employees, and shareholders.  In addition, the individual mustpossessstrong conceptual, planning, partnership, execution, organizational, and communication skills and be effective atestablishingand obtaining commitment to business goals to achieve superior business results, including quality and productivity. To ensure that we fulfill our promise of “challenging the status quo,” this role has specific qualifications that successful candidates should have.

Required:

• Hands‑on experience with lean methodologies (DMAIC, Kaizen, SCORE).

• Demonstrated ability to build relationships,collaborateand coordinate unique resources in various business units to achieve common goals.

• Proven ability to lead ambiguous, cross‑organizational work with senior stakeholders.

• Proven demonstration of applyingproblem-solving andcritical-thinkingskills.

• Ability to translate analysis into clear recommendations and actionable plans.

• Strongverbal and written communication skills to influence, buildconsensusand integrate complex information while working collaboratively to implementsolutions.

• Experiencefacilitatingworkshops, working sessions, and executive readouts.

• Possess quantitative and analytical skills with the ability to evaluate data/information toidentifyopportunities.

• Comfortoperatingin high‑visibility, high‑impact environments. 

• Solid experience developing and delivering presentations at all levels throughout thefirmincluding large audiences.

• Be a self-starter and be able to lead without direct authority,influenceand navigate corporate culture and business partner relationships.

• 4+ years of experience leading process improvement or transformation initiatives.

• 2+ years of experience interfacing with andpresenting toleadership.

• Ability toleveragegeneral guidance to execute short to medium term goals andobjectives.

• Bachelor’s degree or equivalent professional experience

• Strong MS Office skills including PowerPoint, Excel, Word, Project

Preferred:

• Lean Six Sigma certification

• FINRA Series 7, 63, or66

• Experience in Project/Program management 

• Experience with Client Services & Support

• Demonstrated abilityofcoaching, mentoring andguidingteams on lean best practices, process improvements, and system usage to ensure sustainable adoption and success.

• Advanced knowledge of providing resolution and analysis to a diverse range of complexissues, evaluating identifiable factors, anddemonstratinggood judgement in resolution.

In addition to the salary range, this role is also eligible for bonus or incentive opportunities