career-schwab
New

Senior Manager, Operations Strategy, Forge Integration

senior
OtherStrategy
0 views0 saves0 applied

Quick Summary

Overview

Your Opportunity About the team: 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…

Requirements Summary

7+ years of experience in operations, program management, operational readiness, or a related delivery role within financial services.

Technical Tools
project-management

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.

 

We believe in the importance of in-office collaboration and intend for the selected candidate for this role to work on site in the specified location in line with our in-office philosophy and expectations. Please connect with your recruiter for more information.

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 and will be responsible for the following:

  • 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.

Requirements

~1 min read
  • 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.
  • Experience supporting alternative investments, custody, money movement, trading operations, or integration programs is a plus.

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

Location & Eligibility

Where is the job
Location terms not specified

Listing Details

Posted
May 14, 2026
First seen
May 16, 2026
Last seen
May 19, 2026

Posting Health

Days active
0
Repost count
0
Trust Level
49%
Scored at
May 16, 2026

Signal breakdown

freshnesssource trustcontent trustemployer trust
Newsletter

Stay ahead of the market

Get the latest job openings, salary trends, and hiring insights delivered to your inbox every week.

A
B
C
D
Join 12,000+ marketers

No spam. Unsubscribe at any time.

career-schwabSenior Manager, Operations Strategy, Forge Integration