Director, Business Strategy- Operations Transformation Programs
Your Opportunity
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. 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).
- Lone Tree: 9800 Schwab Way, Lone Tree, CO 80124
- Orlando: 1958 Summit Park Dr, Orlando, FL 32810
- Omaha: 200 South 108th Avenue, Omaha, NE, 68154
- Phoenix: 2423 E. Lincoln Dr, Phoenix, AZ 85016
- Westlake: 3000 Schwab Way, Westlake, TX 76262
The Operations Transformation Program team, within the Operational Services Group, leads critical initiatives that reflect the firm’s priorities and advance our transformation objectives. Partnering across the business, the team defines and delivers end-to-end solutions that enhance the client experience while driving simplicity, scalability, and reusability. At the center of this work is the Operations Desktop program, a key enterprise priority focused on designing the future-state desktop experience for Operations professionals and key partners across Advisor Services, Investor Services, and Workplace Services.
As Director, Business Strategy, you will own and lead this highly visible program, shaping both the long-term vision and day-to-day execution. You will bring structure to complexity, defining strategy, navigating tradeoffs, and driving alignment across a diverse set of stakeholders, to ensure the program delivers meaningful, scalable outcomes for Operations. This includes leading the program through ambiguity to successful execution, partnering across functions to evaluate business needs, and translating strategy into actionable, enterprise-wide plans.
Success in this role requires strong executive communication and influence. You will develop and deliver compelling materials for senior leadership, lead executive-level forums, and provide transparency into program progress while guiding decisions on high-impact initiatives. In parallel, you will build trusted partnerships across Operations, Corporate Strategy, Technology, and client-facing teams, ensuring solutions reflect the full scope and complexity of the organization while delivering seamless client and representative experience.
You will also play a critical leadership role by coaching and developing a team of experienced professionals within a matrixed environment, fostering collaboration and accountability even when direct reporting relationships do not exist. Working closely with the Operations Transformation Office, Project Services, and Technology partners, you will drive program delivery with a strong attention to detail and a deep understanding of the broader organizational landscape.
Reporting to a Managing Director in Operations, this role offers a unique opportunity to contribute to large-scale, firmwide initiatives, connecting strategy, execution, and partnership to deliver meaningful transformation outcomes for the business and our clients.
What you have
Required Qualifications:
- 12+ years of work experience, including 2-3 years of experience in business analysis or strategy.
- 5+ years of leading teams with demonstrated coaching and people development skills.
- Demonstrated experience operating at a director level, leading complex, cross-functional initiatives and/or organizations, with accountability for setting strategy, influencing senior stakeholders, and delivering enterprise-scale outcomes within a matrixed environment.
- Prior experience leading large multi-year initiatives that required strategic thinking, planning, execution and change management.
- Demonstrated deep knowledge in Operations, with a comprehensive understanding of end-to-end processes, performance drivers, and operational risk.
- Strong analytical skills, creativity in problem solving, and attention to detail.
- Excellent communication skills, both written and verbal, with demonstrated ability in developing materials and effectively communicating information.
- Forward-looking mindset with a focus on long-term solutions that will meet the evolving needs of the business in the future.
- Self-starter mindset with a willingness to jump in and learn, make quick decisions, and adjust as needed.
- Ability to handle ambiguity in a dynamic and fast-moving work environment.
- Personally, and professionally aligned with Schwab's vision and values, and a strong interest in financial services and industry leading practices and innovation.
- Bachelor’s degree required.
Preferred:
- MBA or advanced degree a plus
- Familiarity of broker-dealers or wealth managers is a plus.
In addition to a base salary, 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
What you are good at
What you have
Required Qualifications:
- 12+ years of work experience, including 2-3 years of experience in business analysis or strategy.
- 5+ years of leading teams with demonstrated coaching and people development skills.
- Demonstrated experience operating at a director level, leading complex, cross-functional initiatives and/or organizations, with accountability for setting strategy, influencing senior stakeholders, and delivering enterprise-scale outcomes within a matrixed environment.
- Prior experience leading large multi-year initiatives that required strategic thinking, planning, execution and change management.
- Demonstrated deep knowledge in Operations, with a comprehensive understanding of end-to-end processes, performance drivers, and operational risk.
- Strong analytical skills, creativity in problem solving, and attention to detail.
- Excellent communication skills, both written and verbal, with demonstrated ability in developing materials and effectively communicating information.
- Forward-looking mindset with a focus on long-term solutions that will meet the evolving needs of the business in the future.
- Self-starter mindset with a willingness to jump in and learn, make quick decisions, and adjust as needed.
- Ability to handle ambiguity in a dynamic and fast-moving work environment.
- Personally, and professionally aligned with Schwab's vision and values, and a strong interest in financial services and industry leading practices and innovation.
- Bachelor’s degree required.
Preferred:
- MBA or advanced degree a plus
- Familiarity of broker-dealers or wealth managers is a plus.
In addition to a base salary, this role is also eligible for bonus or incentive opportunities.
Why Schwab?
At Schwab, “Own Your Tomorrow” embodies everything we do! We are committed to helping our employees unleash their potential and achieve their dreams. Our employees get to play a central role in disrupting a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth. We’re a modern financial services firm that stands apart from the industry, where you can go as far as your ambition takes you.
Hear from employees: What’s it like to work at Schwab!
The benefits of working at Schwab : a package designed to empower your health, wealth, career and life. Schwab is committed to building a diverse and inclusive workplace where everyone feels valued.
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