Senior Manager, Business Strategy- Operations AI Strategic Execution & Transformation

Charles Schwab; Westlake (TX); On-site; USD 180,000 - 240,000; Full time

Job summary

Charles Schwab is seeking a Senior Manager, AI Strategic Execution & Transformation to turn high-value AI opportunities into measurable operational results from concept to scale.

You will partner with business teams to identify opportunities, build compelling cases for change, and lead AI transformation initiatives across business, product, technology, and data functions, driving adoption and sustainable value.

Qualifications

• Demonstrated ability to translate AI strategy into actionable plans.
• Experience leading AI-related business transformations.
• Strong stakeholder and cross-functional collaboration skills.

Responsibilities

• Identify and frame high-value AI opportunities, defining business problems, impact, and success metrics.
• Build and prioritize a pipeline of AI transformation opportunities based on value, feasibility, risk, and alignment.
• Lead AI-enabled initiatives from concept through implementation, scale, and sustained use.
• Mobilize cross-functional partners to maintain momentum and remove obstacles.
• Design pilots to test value quickly, evaluate results, and inform scaling decisions.
• Reimagine processes to embed AI, automation, and new capabilities into workflows.
• Lead change management and AI adoption with stakeholder readiness, training, and feedback.
• Establish sustainable production transitions with clear ownership, monitoring, and success measures.

Skills

AI transformation

Cross-functional leadership

Change management

Stakeholder management

Process improvement

Risk management

Presentation & communication

Analytical thinking

Strategic execution

Results orientation

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

At Schwab, the Operations Transformation Organization is helping shape the future of Operational Services through artificial intelligence (AI), automation, data, and business transformation. Our teams partner across Schwab to turn emerging technologies into practical solutions that improve how work gets done and deliver meaningful business and client outcomes.

As a Senior Manager, AI Strategic Execution & Transformation, you will turn high-value AI opportunities into measurable operational results. You will partner with business teams to identify and prioritize opportunities, build the case for change, and lead AI transformation initiatives from concept and experimentation through scaled implementation and sustained adoption.

This role combines AI strategy, business transformation, and strategic execution. You will bring together cross-functional partners, navigate ambiguity, reimagine workflows, accelerate change and adoption, and help ensure AI-enabled solutions deliver meaningful and sustainable business value.

What You’ll Do

• Identify and frame high-value AI opportunities, defining the business problem, potential impact, success measures, and path forward.
• Build and prioritize a pipeline of AI transformation opportunities based on business value, feasibility, risk, and strategic alignment.
• Lead AI-enabled initiatives from concept and experimentation through implementation, scale, and sustained use.
• Mobilize cross-functional partners across business, product, technology, data, risk, controls, and adoption to maintain momentum and remove obstacles.
• Design pilots that test value quickly, evaluate results, and inform decisions to scale, adjust, or stop.
• Reimagine business processes and workflows to embed AI, automation, and new capabilities into how teams work.
• Lead change management and AI adoption efforts in partnership with business and enablement teams, including stakeholder readiness, communications, training, and feedback.
• Establish sustainable production transitions, including clear ownership, monitoring, support, risk considerations, and measurement of business outcomes.

What you have

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

• AI solution delivery: Apply practical knowledge of data readiness, human-in-the-loop design, responsible AI, solution evaluation, and operational monitoring to guide AI-enabled work from experimentation through sustained use.
• Strategic execution: Translate AI strategy and business priorities into clear plans, coordinated workstreams, timely decisions, and measurable outcomes.
• Business acumen: Identify valuable opportunities, develop credible business cases, and connect technology investments to operational, employee, client, and business impact.
• Analytical thinking and prioritization: Structure ambiguous problems, evaluate evidence, weigh value, feasibility, and risk, and focus resources on the opportunities with the greatest potential impact.
• Cross-functional leadership: Mobilize business, product, technology, data, risk, controls, and enablement partners to advance shared outcomes in a highly matrixed environment.
• Stakeholder management and influence: Build alignment, communicate tradeoffs, and influence decisions across frontline teams, business partners, and senior leaders without relying on direct authority.
• Process improvement and workflow transformation: Reimagine business processes and operating approaches to embed AI, automation, and new capabilities into how teams work.
• Change management and adoption: Build stakeholder readiness and support sustained adoption through clear communications, training coordination, feedback, and reinforcement.
• Risk management and production readiness: Anticipate delivery and operational risks and establish appropriate ownership, controls, monitoring, support, and measures of success.
• Presentation and communication: Translate complex AI and transformation concepts into clear, concise, and audience-appropriate recommendations and updates.
• Results orientation and motivation: Maintain momentum through changing requirements and dependencies while staying focused on meaningful, sustainable business and client outcomes.

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