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

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 work streams, 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,…