Sr Manager, Business Strategy- Operations AI Fluency & Adoption

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 DoBuild 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.

Le…