Sr Manager, Operational Services, Strategy & Transformation

nYour Opportunityn nnThe Operations Strategy team resides in the Operational Services Group at Charles Schwab and is responsible for executing a wide range of strategic activities that drive transformation.

The team is also responsible for crafting and orchestrating the integration strategy for the TD Ameritrade acquisition for the Operations track.

Examples of the group’s activities include:nn Develop frameworks for various initiatives that drive operational efficiency (scale and automation initiatives, expense management exercises, processes optimization, integration planning, etc.) Provide thought partnership to our Operations businesses leaders on a wide array of matters Build executive level read outs to facilitate decision making and support ongoing business needs (townhalls, business updates, etc.) Create program-level deliverables for the Schwab/TDA Operations Integration track (e.g., synergy planning, location strategy) nnThe role will provide support across these activities depending on business needs, offering an outstanding and unparalleled opportunity to work on major critical initiatives for the firm.nn nnReporting to a Managing Director (MD) in Operations, the Senior Manager role is charged with executing on day-to-day project related tasks, maintaining relationships with multiple stakeholders and delivering insightful and high impact contributions across a range of strategic deliverables.nn nWhat you are good atn Synthesizing information to develop compelling fact-base hypothesis Working with large data sets and drawing insights Facilitating group discussions and motivating people without direct channels of authority Managing multiple and potentially conflicting priorities Dealing with and handling ambiguity and uncertainty n Day-to-day activities involve: n Analyze information and data to formulate insights using Excel Build fact-based strategic presentations to help facilitate decision making and integration planning at the executive level using PowerPoint presentations Create and run various project checklists to ensure a well-sequenced and controlled execution of critical tasks Orchestrate activities across Operations, internal Schwab partners and external parties Facilitate meetings, lead discussions as needed and communicate with stakeholders at various level of seniority nWhat you haven 5 years of work experience, including 2-3 years of experience in business analysis or strategy, preferably with consulting firm or strategy group within a large organization Bachelor’s degree; MBA a plus Strong analytical skills, creativity in problem solving, and attention to detail Strong communication skills, both written and verbal, with demonstrated ability in developing materials and effectively presenting information Proficiency in PowerPoint and can build financial models in Excel Comfort dealing with ambiguity in a dynamic and fast-moving work environment Personally and professionally aligned with Schwabs vision and values, and a strong interest in financial services and industry leading practices and innovation Familiarity of broker-dealers or wealth managers is a plus