Senior Manager, Operations Strategy, Forge Integration

Charles Schwab Inc.Lone Tree, CO
$150,000 - $200,000Onsite

About The Position

The Forge Operations (IMO) team sits within Operational Services and partners with the enterprise Forge Integration program and cross-functional stakeholders to plan and execute operational readiness for Interim and MVP offers, and to support future-state full integration work through 2027. Our team coordinates integration planning, drives clarity on operational model and requirements, and enables on-time delivery of operational artifacts, controls, training, and go-live support needed to launch and run new offers with quality. The selected candidate for this role will work on site in the specified location in line with our in-office philosophy and expectations. As a key member of the Forge Operations (IMO) team, the Senior Manager is responsible for execution leadership and end-to-end ownership of operational readiness deliverables required to operationalize Interim/MVP launches and support longer-horizon integration work. This role partners closely with the Director, Operations Strategy (hiring manager) and cross-functional stakeholders to drive milestones, surface and mitigate execution risk, and ensure operational artifacts are complete, approved, and implemented. The Senior Manager will report to the Director, Operations Strategy.

Requirements

  • 7+ years of experience in operations, program management, operational readiness, or a related delivery role within financial services.
  • Demonstrated experience leading cross-functional execution against complex milestones, with the ability to drive accountability and resolve dependencies.
  • Strong risk, control, and change-management mindset, including experience building runbooks/SOPs, training plans, and go-live readiness artifacts.
  • Excellent written and verbal communication skills; ability to create executive-ready materials and facilitate decision-making.
  • Comfort dealing with ambiguity in a dynamic and fast-paced work environment, with sense of urgency and proactiveness.

Nice To Haves

  • Experience supporting alternative investments, custody, money movement, trading operations, or integration programs is a plus.

Responsibilities

  • Own execution of 30+ identified deliverables required to operationalize Interim/MVP (e.g., process changes/alignment, people readiness plans, SOPs/runbooks, controls, go-live support), coordinating across Operational Services and partner teams.
  • Translate IMO milestones into an integrated operational delivery plan (scope, owners, dates, dependencies) and drive outcomes through disciplined program governance.
  • Lead operating model and requirements workstreams (including billing and custody impacts) in partnership with Product, Technology, Risk, Compliance, Legal, and Service/Ops teams.
  • Establish and maintain operational readiness standards (artifacts, approvals, change management, training, controls) to reduce execution risk and improve launch quality.
  • Identify, assess, and escalate risks, issues, and decisions; propose mitigations and options; and align leadership on tradeoffs to protect dates and quality.
  • Partner with the Manager (Forge Ops IMO) to ensure effective program administration (cadence, materials, RAID, artifact management) and to keep stakeholders aligned and informed.
  • Support broader full-integration work (discovery, planning, requirements, execution) aligned to evolving IMO guidance through 2027 and beyond.

Benefits

  • In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
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