Manager, Operations Strategy, Forge Integration
External
Charles Schwab · Lone Tree, COPrepare for this interview
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About the role
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 integrated 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. Job summary: As a key member of the Forge Operations (IMO) team, this role is responsible for the day-to-day program administration and organizational rigor that keeps operational readiness work on track. The Manager will coordinate meeting cadence, materials, documentation, and artifact management; maintain program logs (RAID, program roadmap), and ensure stakeholders have clear visibility to actions, dependencies, and decisions. The Manager role will report to the Director, Operations Strategy and will be responsible for the following: Own program operating rhythm: schedule and facilitate meetings, draft agendas, capture notes, track action items, and drive timely follow-up across stakeholders. Build and maintain core program artifacts (integrated plan, deliverable tracker, decision log, RAID log, program roadmap, communications cadence) to support operational readiness delivery. Create and manage documentation repositories (runbooks, SOPs, process maps, training materials, approvals) and ensure version control and auditability. Prepare stakeholder and leadership updates (status, risks, decisions needed, milestone progress) and ensure consistent, accurate reporting. Partner with the Senior Manager to support execution tracking for Interim/MVP deliverables and to keep dependencies, issues, and approvals moving. Support go-live readiness activities (cutover checklists, communications, training logistics) and post-launch retrospectives/continuous improvement evolving through 2027 and beyond. What you have
Requirements
- 3+ years of experience in program coordination, operations, business management, or a related role supporting cross-functional delivery.
- Strong organizational skills with demonstrated ability to manage multiple workstreams, deadlines, and stakeholders with attention to detail.
- Proficiency creating clear documentation and maintaining logs/trackers (RAID, action items, decisions) and working artifacts in Microsoft 365 tools.
- Excellent written and verbal communication skills; comfort facilitating meetings and coordinating follow-ups across diverse teams.
- Comfort dealing with ambiguity in a dynamic and fast-paced work environment, with sense of urgency and proactiveness.
- Experience supporting integration programs, operational readiness, or financial services operations is a plus.
- In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
Benefits
Additional Information
Pay range: USD $100,000.00 - $140,000.00 / Year Your opportunity
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