Senior Manager, Business Strategy – Operations AI Portfolio & Program Management

Charles Schwab; Westlake (TX); On-site; USD 160,000 - 210,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid time off for vacation, volunteer,

Sabbatical after every 5 years

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking a Senior Manager of AI Portfolio & Program Management to lead a growing AI initiatives portfolio within Schwab Operations. You will connect investments, priorities, risks, and outcomes into an integrated view for leaders, across Operations, Technology, and Data teams.

You will drive governance, reporting, and strategic recommendations, ensuring responsible AI considerations are embedded and priorities align with business value.

Qualifications

• AI and technology fluency across data, privacy, risk, and responsible AI.
• Ability to manage complex, concurrent initiatives with clear priorities and governance.
• Ability to connect AI investments to strategic priorities and business outcomes.
• Ability to synthesize delivery, financial, capacity, risk, and outcome data.
• Ability to define meaningful measures of portfolio health and value realization.
• Ability to anticipate risks, dependencies, and constraints and drive resolution.
• Ability to build relationships and drive commitments across a matrixed organization.
• Ability to simplify complex information for senior audiences.
• Ability to bring structure to ambiguity and maintain focus on impact.

Responsibilities

• Lead AI portfolio management, including intake, prioritization, governance, lifecycle standards, stage gates, and escalation processes.
• Maintain an integrated view of AI initiatives, investments, delivery capacity, milestones, dependencies, risks, and resources to support prioritization.
• Establish measures for initiative health, outcomes, and realized value, and report on progress.
• Translate complex portfolio information into concise, executive-ready reporting and recommendations.
• Identify and manage portfolio risks, dependencies, sequencing conflicts, and blockers for timely decisions.
• Partner across business, technology, data, risk, control, and AI teams to align priorities.
• Influence decisions and drive commitments across a matrixed org without direct authority.
• Integrate responsible AI, data, privacy, risk, control, and regulatory considerations into governance.

Skills

AI fluency

Portfolio leadership

Strategic thinking

Analytical thinking

Metrics & value management

Risk & dependency management

Stakeholder management

Executive communication

Adaptability

Job description

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. 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).

• Austin: 11800 Schwab Way, Austin, TX 78758
• Omaha: 200 South 108th, Omaha, NE 68154
• Westlake: 3000 Schwab Way, Westlake, TX 76262

Artificial Intelligence is transforming how Schwab Operations works, makes decisions, and delivers value. As Senior Manager, AI Portfolio & Program Management, you will bring structure, visibility, and strategic focus to a growing portfolio of AI initiatives across Operations.

You will connect AI investments, priorities, risks, dependencies, and outcomes into an integrated portfolio view that helps leaders make informed decisions. Working across Operations, Technology, Central Data, enterprise AI teams, and other business partners, you will strengthen portfolio governance, improve transparency, and help AI investments deliver measurable business value.

What You’ll Do

• Lead AI portfolio management, including intake, prioritization, governance, lifecycle standards, stage gates, and escalation processes.
• Maintain an integrated view of AI initiatives, investments, delivery capacity, milestones, dependencies, risks, and resource constraints to support prioritization and tradeoff decisions.
• Establish consistent measures for initiative health, business outcomes, benefit realization, forecast versus realized value, and post-implementation results.
• Translate complex portfolio information into concise, executive-ready reporting, insights, and strategic recommendations.
• Identify and manage portfolio risks, cross-initiative dependencies, sequencing conflicts, and delivery blockers, facilitating timely decisions and resolution.
• Partner across business, technology, data, risk, control, and AI teams to connect initiatives, align priorities, and advance shared outcomes.
• Influence decisions and drive commitments across a complex, matrixed organization without relying on direct authority.
• Integrate responsible AI, data, technology, privacy, risk, control, and regulatory considerations into portfolio governance and escalation processes.

What you have

Success in this role requires the following demonstrated skills and behaviors:

• AI and technology fluency: Working knowledge of AI initiatives and the data, technology, privacy, risk, control, and responsible AI considerations that influence their delivery.
• Portfolio and program leadership: Ability to manage complex, concurrent initiatives while establishing clear priorities, governance, milestones, dependencies, and accountability.
• Strategic thinking and business acumen: Ability to connect AI investments and portfolio decisions to strategic priorities, business outcomes, and value realization.
• Analytical thinking: Ability to synthesize delivery, financial, capacity, risk, and outcome data to inform prioritization, investment, and tradeoff decisions.
• Metrics and value management: Ability to define meaningful measures of portfolio health, progress, outcomes, benefits, and realized value.
• Risk and dependency management: Ability to anticipate risks, identify interdependencies and constraints, and drive timely resolution or escalation.
• Stakeholder management and influence: Ability to build relationships, create alignment, and drive commitments across diverse stakeholders in a matrixed environment.
• Executive communication and presentation: Ability to simplify complex information and communicate clear insights and recommendations to senior audiences.
• Adaptability and results orientation: Ability to bring structure to ambiguity, adjust as AI capabilities and priorities evolve, and maintain focus on measurable business impact.

Preferred

• Familiarity with Agile, Lean, or other structured delivery frameworks.

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