Senior Manager, Banking & Trust Services Shared Employee Program
About The Position
At Schwab, you will have the opportunity to make a meaningful impact on the future of financial services. As a Senior Manager supporting the Banking & Trust Services (BTS) Shared Employee Program (SEP), you will play a critical role in ensuring the integrity, compliance, and operational effectiveness of an enterprise-wide program that supports intercompany employee allocation and regulatory requirements. 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): Westlake-TX. This role combines program leadership, stakeholder management, data analytics, process improvement, and third-party oversight responsibilities. You will partner across business functions to drive program execution, enhance reporting and automation capabilities, strengthen governance, and ensure compliance with banking regulations and corporate policies.
Requirements
- Bachelor's degree.
- 3+ years of program management and/or project management experience.
- Experience building and maintaining strong relationships across multiple business functions.
- Ability to manage multiple priorities in a fast-paced environment.
- Strong verbal, written, and presentation skills.
- Experience analyzing large data sets and translating information into actionable business insights.
- Knowledge of banking systems, risk management practices, and financial regulations.
- Experience supporting third-party vendor oversight programs.
- Experience supporting audit and regulatory examination activities.
- Experience with Tableau, Alteryx, or similar data analytics and visualization tools.
- Experience automating business processes and improving operational efficiency.
Nice To Haves
- Tableau
- Alteryx
- Data Visualization
- Workflow Automation
- Business Intelligence Reporting
- Experience working within banking, trust, financial services, risk, compliance, or governance environments.
Responsibilities
- Serve as a subject matter resource for the Shared Employee Program (SEP) methodology and related processes.
- Partner with business leaders and stakeholders across the organization to identify shared employees and apply appropriate allocation methodologies.
- Lead ongoing administration, monitoring, education, and governance activities to maintain compliance with program requirements.
- Analyze and validate large data sets to support program accuracy and reporting.
- Maintain and enhance automated workflows and reporting solutions to increase efficiency and scalability.
- Develop dashboards and business insights that support informed decision-making.
- Maintain policies, procedures, training materials, and program documentation to support audit and regulatory expectations.
- Build strong partnerships across stakeholder groups to drive alignment, process improvements, and program adoption.
- Support audits, regulatory examinations, and enterprise governance activities.
- Execute ongoing monitoring activities in alignment with Third-Party Service Provider Risk Management requirements.
- Partner with business owners and subject matter experts to address vendor issues, performance concerns, and escalations.
- Monitor third-party performance against established service expectations and contractual obligations.
- Evaluate financial and operational viability of third-party providers and identify associated risks.
- Develop mitigation strategies and corrective action plans when needed.
- Influence continuous improvement of oversight practices, service-level reporting, and governance processes.
Benefits
- In addition to a base salary (range posted), this role is also eligible for bonus or incentive opportunities
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What This Job Offers
Job Type
Full-time
Career Level
Senior
