Sr Manager, Business 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.

DAFgiving360’s mission is to increase giving in the U.S. with donor-advised funds (DAF) and philanthropic tools and resources that make charitable giving tax-smart, simple, and efficient. We offer tools, guidance, and relationships that empower donors to incorporate charitable planning into their everyday lives and make a bigger difference in the world. Since our founding in 1999 as an independent 501(c)(3) public charity, Schwab Charitable donors have granted more than $33 billion to more than 246,000 charities. Visit SchwabCharitable.org for more information.

At DAFgiving360, we believe people have an inherent desire to give and that investing and giving when done together can empower us to make a real difference in the world. We make it easy to integrate charitable giving into clients’ financial planning and wealth management conversations. We believe that if our clients apply the same thoughtful strategy to their giving and philanthropy that they apply to their finances and investments, they will be happier and more fulfilled donors. With our uniquely integrated approach, our simple and tax-smart giving solution, our access to online resources and our team of charitable specialists, we offer the tools, guidance, and relationships to help donors give more to the charities that matter most to them.

DAFgiving360 was founded by Charles Schwab & Co. and while it operates as an independent charity, it is closely affiliated with and enjoys the support of Charles Schwab & Co, including contractual agreements to provide a variety of services. This position will be an employee of Charles Schwab & Co. and will be subject to its human resources and risk policies and procedures but will report to and be accountable to Schwab Charitable for day-to-day activities.

In this role, the Senior Business Strategy Manager (individual contributor) will develop and deliver operational strategies that drive scale and efficiency and result in improved employee and client experiences. They will own the organization’s Business Process Management (BPM) program and lead key business transformation initiatives. The Sr. Manager will also be responsible for assessing the efficacy of current state business processes, proposing future state enhancements, identifying technology opportunities to automate workflows, and informing optimal target operating models to drive operational excellence.

What you are good at

Own Business Process Management (BPM) framework, governance, and tools and ensure 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 and 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

What you have

Required 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

Preferred Qualifications:

Lean Six Sigma Experience; Six Sigma black belt certification

What’s in it for you

At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

401(k) with company match and Employee stock purchase plan

Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions

Paid parental leave and family building benefits

Tuition reimbursement

Health, dental, and vision insurance

CO Salary Range: USD $101,000 – $140,000 / Year

What’s in it for you:

At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

401(k) with company match and Employee stock purchase plan

Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions

Paid parental leave and family building benefits

Tuition reimbursement

Health, dental, and vision insurance

Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281.