Sr Manager, Business Strategy- Operations AI Fluency & Adoption

Charles Schwab; Westlake (TX); On-site; USD 140,000 - 180,000; Full time

Benefits offered by this job

401(k) with company match

Paid time off, sabbatical eligibility

Parental leave

Tuition reimbursement

Health insurance

Job summary

Charles Schwab is seeking a Senior Manager, AI Fluency & Adoption to shape how Operations employees build knowledge and confidence for AI-enabled work. You will lead scalable learning programs, champion communities, and guide leaders in responsible AI use.

The role emphasizes in-person collaboration at specified TX sites and requires strong change-management and communication skills to drive measurable workforce readiness and business impact.

Qualifications

• Requires practical knowledge of AI capabilities and responsible-use in the workplace.
• Leads structured adoption efforts across diverse employee groups.
• Designs scalable learning and enablement programs for varied skills.
• Communicates complex AI topics clearly with audiences.
• Builds credibility and aligns cross-functional partners.
• Uses data and feedback to tailor support and measure progress.
• Understands change-related concerns and reduces barriers.
• Learns emerging AI capabilities and adjusts guidance.
• Writes measurable impact through workforce readiness.
• Drives adoption of Microsoft 365 Copilot or similar tools

Responsibilities

• Build and execute a scalable AI fluency and adoption roadmap aligned with priorities.
• Design role-based learning journeys and proficiency expectations.
• Create hands-on learning experiences with AI tools
• Foster AI Champion and peer-learning communities
• Coach leaders to model responsible AI use and address barriers
• Translate AI concepts into audience-specific guidance
• Use adoption data and feedback to identify needs and interventions
• Coordinate with multiple teams to deliver a consistent experience

Skills

AI fluency

Change management

Learning program design

Communication & facilitation

Stakeholder management

Data analysis

Empathy & interpersonal

Learning agility

Results orientation

Enterprise tech adoption

Education

Prosci certification

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
• El Paso: 1945 Northwestern Dr., El Paso, TX 79912
• Omaha: 200 South 108th Ave., Omaha, NE 68154
• Orlando: 2001 Summit Park Dr, Orlando, FL 32810
• Westlake: 3000 Schwab Way, Westlake, TX 76262

Operations brings together the systems, processes, and people that power how we serve clients. The Operations Transformation Organization advances this work through data, automation, and artificial intelligence, including AI-enabled workflows, employee tools, learning, and responsible-use standards.

As Senior Manager, AI Fluency & Adoption, you will shape how Operations employees build the knowledge, confidence, and practical habits needed to work effectively in an AI-enabled environment. This role offers the opportunity to make artificial intelligence useful and approachable at scale while strengthening workforce readiness and how work gets done.

What You'll Do

• Build and execute a scalable AI fluency and adoption roadmap aligned with Operations priorities and measurable workforce-readiness outcomes.
• Design role-based learning journeys, proficiency expectations, and practical development pathways for employees with different needs and levels of AI fluency.
• Create and facilitate hands-on learning experiences that help employees apply Microsoft 365 Copilot and other approved AI tools confidently and responsibly.
• Build and sustain AI Champion, Power User, and peer-learning communities that extend adoption across the organization.
• Equip leaders to model effective AI use, reinforce expectations, address barriers, and encourage responsible experimentation.
• Translate evolving AI concepts into clear, audience-specific guidance that employees and leaders can apply.
• Use adoption data, employee feedback, proficiency insights, and business context to identify needs, target interventions, and evaluate progress.
• Coordinate across Operations, Employee Experience, Communications, Technology, and learning partners to align priorities and deliver a consistent adoption experience.

What you have

You bring a combination of the following skills and can demonstrate how you have applied them to deliver outcomes:

Required qualifications:

• AI fluency: Applies practical knowledge of artificial intelligence capabilities, limitations, responsible-use expectations, and workplace applications to guide credible adoption.
• Change management: Leads structured adoption efforts that move diverse employee populations from awareness to sustained use of new technology and ways of working.
• Learning program design: Designs and scales role-based learning, enablement, community, and champion programs for varied skill levels and business contexts.
• Communication and facilitation: Makes complex AI topics clear, relevant, and approachable through practical guidance, engaging learning experiences, and audience-specific communication.
• Stakeholder management and influence: Builds credibility, aligns cross-functional partners, and gains commitment from leaders and stakeholders without relying on formal authority.
• Data analysis and decision-making: Combines adoption data, employee feedback, proficiency insights, and business context to identify needs, target support, and evaluate progress.
• Empathy and interpersonal effectiveness: Understands the concerns of employees and leaders navigating change and adapts support to reduce barriers and build confidence.
• Learning agility: Quickly learns emerging AI capabilities and adjusts priorities, guidance, and programs as responsible-use expectations and business opportunities evolve.
• Results orientation: Turns access to AI tools into practical application, sustained behavior change, measurable workforce readiness, and business impact.
• Enterprise technology adoption: Builds adoption of Microsoft 365 Copilot or comparable enterprise AI, digital, automation, or workplace technology tools.

Preferred qualification:

• Prosci certification or comparable change-management training.

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