Sr. Manager, Business Value Management

Charles Schwab; Austin (TX); Hybrid; USD 140,000 - 170,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid time off

Sabbatical after 5 years of service

Parental leave

Job summary

Charles Schwab is seeking a Value Management Senior Manager to partner with business leaders in identifying, quantifying, and validating value from strategic initiatives. You will develop business cases, forecast benefits, and monitor performance across Operations, Finance, Technology, and Workforce Planning.

Responsibilities include translating complex data into clear executive recommendations and driving value delivery across transformation programs while working on-site in Austin four days

Qualifications

• 5+ years of experience in value management, financial analysis, business case development, or related analytical discipline.
• Ability to evaluate assumptions, identify value drivers, and develop data-driven recommendations for strategic decisions.
• Strong written and verbal communication, with ability to influence senior leaders and align stakeholders.

Responsibilities

• Identify, quantify, and validate value generated by strategic initiatives and transformation programs.
• Develop business cases and benefit realization approaches, and forecast value with inputs from operations and finance.
• Translate complex information into executive-ready reporting to inform investment and operational decisions.

Skills

Value management

Financial analysis

Business case development

Benefits realization

Executive communications

Cross-functional partnerships

Stakeholder alignment

Education

Bachelor’s degree in Finance/Business or related field

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).

Operational Services partners with teams across Schwab to deliver on our service promises, protect firm and client assets, and advance scalability and efficiency. Within this organization, the Operations Transformation Organization brings together cross-functional expertise, methodologies, and tools to help drive large-scale change across Operational Services and the broader firm.

As the Value Management Senior Manager, you will serve as an individual contributor partnering with business leaders to identify, quantify, and validate the value generated by strategic initiatives and transformation programs.

You will develop business cases and benefit realization approaches, integrate operational and financial inputs into value forecasts, and monitor performance against expected outcomes. By translating complex information into clear recommendations and executive-ready reporting, you will help leaders make informed investment and operational decisions, address risks and dependencies, and strengthen accountability for value delivery across Operations, Finance, Technology, Workforce Planning, and transformation teams.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site 4 days a week in the specified location(s).

Applicants must be currently authorized to work in the United States on a full time basis without employer sponsorship.

What you have

Required qualifications

• Bachelor’s degree in Finance, Business, or a related field
• 5+ years of experience in value management, financial analysis, business case development, benefits realization, or a related analytical discipline
• Demonstrated ability to evaluate business assumptions, identify value drivers, and develop data-driven recommendations that support strategic and operational decisions
• Ability to synthesize complex financial and operational information into clear, actionable recommendations and executive-ready communications
• Strong written and verbal communication skills, including the ability to influence senior leaders and facilitate alignment across stakeholder groups without direct authority
• Proven ability to build collaborative cross-functional partnerships, navigate ambiguity, exercise sound judgment, and deliver results in a fast-paced, high-impact environment

Preferred qualifications

• Experience in financial services
• Experience supporting business and technology programs or projects
• Experience developing value management frameworks, benefits realization methodologies, forecasting models, executive reporting, or performance measurement processes
• Ability to integrate operational data, business assumptions, implementation plans, and qualitative insights into initiative- and business unit-level value forecasts
• Experience monitoring value delivery, identifying variances and emerging risks, and recommending actions that improve benefit realization and forecasting accuracy
• Ability to perform effectively under pressure while balancing multiple priorities and contributing as a versatile, collaborative teammate

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