Senior Manager, Operations Strategy, Forge Integration

Your opportunity

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.

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.

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