Senior Manager, AI Transformation- Transformation Management Office

About the 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.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).

The Transformation Management Office (TMO) plays a critical role in accelerating large, cross-enterprise transformations that drive meaningful business and client outcomes. As a Senior Manager of AI Transformation, you will help shape how Schwab brings AI capabilities to life—balancing speed, scale, and quality across a complex ecosystem of vendors, partners, and internal teams. This role sits at the intersection of strategy, execution, and change, helping to translate cross-enterprise AI priorities into tangible outcomes that deliver measurable value.

Key Responsibilities

You will partner closely with corporate strategy, business, technology, and product leaders to align AI initiatives with firm-wide goals, ensuring efforts are outcome-focused and integrated into how teams work—not deployed as standalone capabilities. Your work will span shaping AI strategies, activating transformation roadmaps, and guiding programs from early-stage exploration through implementation and operational handoff. You will play a key role in driving clarity across evolving priorities, facilitating collaboration across distributed teams, and maintaining momentum toward enterprise-wide adoption.

Success in this role requires strong problem-solving and decision-making skills, including the ability to break down complex challenges, prioritize effectively, and adapt plans in real time. You will help establish and sustain feedback loops that surface learnings, track progress, and refine approaches as AI capabilities scale. A strong focus on measurement will ensure initiatives are tied directly to business and customer outcomes, supported by meaningful metrics that balance precision with forward progress.

You will also champion change management and readiness efforts, helping teams navigate the transition from fragmented AI exploration to a more coordinated, scalable approach. This includes supporting education, process optimization, and stakeholder alignment, while fostering engagement and shared ownership across teams. As a facilitator and relationship builder, you will bring diverse stakeholders together, enabling productive dialogue, driving alignment, and influencing without direct authority.

In addition to leading transformation efforts, you will contribute to the broader TMO mission by strengthening transformation practices, supporting cross-initiative coordination, and helping build a culture grounded in collaboration, adaptability, and continuous improvement. Your ability to quickly mobilize teams, maintain focus in ambiguity, and deliver outcomes with a bias for action will be key to advancing Schwab’s AI journey.

What You Have (Required Qualifications)

• 7+ years of experience in scaled AI, including 2–3+ years working on AI transformation initiatives within large, complex organizations.
• Demonstrated experience delivering AI strategies, products, and/or programs with clear business or customer outcomes.
• Excellent facilitation and orchestration experience across distributed teams, moving from passive consensus observers to active participants in decisions.
• Bring clarity & persistence with psychological safety to hard conversations and navigate through decisions with productive friction when needed.
• Articulate the challenges and potential solutions for AI value, learnings, progress and outcomes operating across the ecosystem using AI as a "team sport".
• Supported transformation planning efforts, including quickly activating stakeholders and initiating bodies of work, expanding your expertise of our core businesses throughout.
• Experience navigating regulatory considerations, including knowledge of AI auditing, explainability, and trade-offs required in financial services environments.
• Ability to communicate complex concepts clearly and effectively throughout the organization, from technical engineering teams to executive and/or board-level content.
• Strong executive presence, including advanced written, verbal, and presentation skills.

What You Have (Preferred Qualifications)

• Experience leading or supporting firm-wide change management efforts, including driving adoption and readiness for new technologies, business processes and/or ways of working.
• Proven ability to break down complex problems, prioritize effectively, and deliver structured, outcome-driven solutions.
• Experience facilitating cross-functional collaboration and influencing stakeholders in a matrixed environment. Low ego, adaptable team player.
• Strong data orientation, with the ability to define, interpret, and apply metrics that measure progress and impact.
• Demonstrated ability to quickly mobilize teams and initiatives, operating with a bias for action in fast-paced environments.
• Strong relationship-building skills with the ability to collaborate across teams and foster alignment.
• Comfort working in ambiguity, with adaptability and a continuous improvement mindset.
• Bachelor’s degree or equivalent relevant experience.

Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.

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

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. 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

Key skills/competency

• AI Transformation
• Transformation Management
• Program Management
• Strategic Planning
• Change Management
• Stakeholder Management
• Data Analysis
• Financial Services
• Risk Management
• Executive Communication