Sr Manager, Business Transformation

About the position

The Senior Business Strategy Manager at Schwab Charitable is responsible for developing and delivering operational strategies that enhance efficiency and improve employee and client experiences. This role involves owning the Business Process Management (BPM) program, leading business transformation initiatives, and assessing current business processes to propose enhancements and identify technology opportunities for automation.

Responsibilities

• Own Business Process Management (BPM) framework, governance, and tools, ensuring all current state processes are documented with operational time standards, supporting systems, and future state opportunities.

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• Analyze data, conduct root cause analysis, and cultivate insights for business and operational enhancements.

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• Conduct business capability assessments and make recommendations around people, processes, and technology.

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• Lead business transformation initiatives that design and develop core operational processes, inform target operating models, and deliver scale and efficiency for the broader organization.

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• Partner with Digital Solutions to identify system enhancement opportunities to streamline and automate operational workflows.

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• Establish success criteria and track the business impact and ROI of process improvements and other business transformation efforts.

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• Employ change management best practices to ensure internal buy-in and adoption of assigned activities.

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• Participate in cross-functional initiatives and support strategic programs.

Requirements

• 5+ years' experience in the financial services and/or Donor Advised Fund space

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• 3+ years' of Business Process Management and/or process improvement experience

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• 3+ years' of project management experience

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• 3+ years' experience in Management Consulting and/or an operational strategy function

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• Proven ability to develop strategic business proposals using data-driven insights

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• Proven track record of building relationships with business partners and stakeholders

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• Experience and exposure working with and presenting to senior leadership teams; strong executive presence

Nice-to-haves

• Lean Six Sigma Experience; Six Sigma black belt certification

Benefits

• 401(k) with company match

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• Employee stock purchase plan

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• Paid time for vacation

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• Volunteering time

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• 28-day sabbatical after every 5 years of service for eligible positions

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• Paid parental leave

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• Family building benefits

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• Tuition reimbursement

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• Health insurance

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• Dental insurance

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• Vision insurance

Qualifications

• 5+ years' experience in the financial services and/or Donor Advised Fund space
• 3+ years' of Business Process Management and/or process improvement experience
• 3+ years' of project management experience
• 3+ years' experience in Management Consulting and/or an operational strategy function
• Proven ability to develop strategic business proposals using data-driven insights
• Proven track record of building relationships with business partners and stakeholders
• Experience and exposure working with and presenting to senior leadership teams; strong executive presence
• Lean Six Sigma Experience; Six Sigma black belt certification

Benefits

• 401(k) with company match
• Employee stock purchase plan
• Paid time for vacation
• Volunteering time
• 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave
• Family building benefits
• Tuition reimbursement
• Health insurance
• Dental insurance
• Vision insurance

Responsibilities

• This role involves owning the Business Process Management (BPM) program, leading business transformation initiatives, and assessing current business processes to propose enhancements and identify technology opportunities for automation
• Own Business Process Management (BPM) framework, governance, and tools, ensuring all current state processes are documented with operational time standards, supporting systems, and future state opportunities
• Analyze data, conduct root cause analysis, and cultivate insights for business and operational enhancements
• Conduct business capability assessments and make recommendations around people, processes, and technology
• Lead business transformation initiatives that design and develop core operational processes, inform target operating models, and deliver scale and efficiency for the broader organization
• Partner with Digital Solutions to identify system enhancement opportunities to streamline and automate operational workflows
• Establish success criteria and track the business impact and ROI of process improvements and other business transformation efforts
• Employ change management best practices to ensure internal buy-in and adoption of assigned activities
• Participate in cross-functional initiatives and support strategic programs