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Schwab
Westlake, Texas, United States
(on-site)
Posted
16 hours ago
Schwab
Westlake, Texas, United States
(on-site)
Job Type
Full-Time
Senior Manager, Operations Strategy, Forge Integration
The insights provided are generated by AI and may contain inaccuracies. Please independently verify any critical information before relying on it.
Senior Manager, Operations Strategy, Forge Integration
The insights provided are generated by AI and may contain inaccuracies. Please independently verify any critical information before relying on it.
Description
Your OpportunityAbout 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.
We believe in the importance of in-office collaboration and intend for the selected candidate for this role to work on site in the specified location in line with our in-office philosophy and expectations. Please connect with your recruiter for more information.
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 (hiring manager) and cross-functional stakeholders to drive milestones, surface and mitigate execution risk, and ensure operational artifacts are complete, approved, and implemented. The Senior Manager will report to the Director, Operations Strategy and will be responsible for the following:
- 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 escalate risks, issues, and decisions; propose mitigations and options; and align leadership on tradeoffs 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.
What you have
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.
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
Requisition #: 2026-121969
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Requirements
2026-121969
Job ID: 84195177

Schwab
United States
Schwab is a leader in financial services, helping millions of people make the most of their money. Most Schwab careers are based in one of our two main operating segments, Investor Services or Institutional Services. But across the entire Schwab organization, more than 12,000 employees share a passion for fulfilling our corporate purpose: to help everyone be financially fit.
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