Director, Business Strategy (PL)
Your Opportunity
Your opportunity
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).
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.
Join Schwab Wealth Advisory’s (SWA) BOOST (Business Operations & Offer Success Team) as a Director of Business Strategy, playing a pivotal role in driving SWA’ssustainable growth and vision forward.
As part of BOOST, you will collaborate across the Wealth & Advice Solutions (WAS) organization and with critical partner teams across the Schwab ecosystem to identify, synthesize, and act on insights that enhance SWA’s operational effectiveness, business health,partner relationships and, ultimately, wealth management delivery to our SWA clients.
This role is essential for maintaining a real-time pulse on business success and opportunities, integration of strategic initiatives, and the strength of relationships across the organization and its partners. You will leverage feedback, interviews, data, and cross-functional relationships to identify opportunities, pain points, and root causes of challenges, then drive and partner with leaders to align and focus on solutions.
You will:
- Connect dots across multiple initiatives, ensuring business leaders are driving in the same direction and that priorities remain aligned, and activation and operationsremain consistent.
- Assess and address root causes of business challenges, ensuring issues are resolved and strategic initiatives are consistently executed across teams and leadership.
- Deliver clear, actionable recommendations that support decision-making and drive accountability for business health and operational success.
- Guide cross-functional leaders to focus on solutions, foster consistency, and reinforce a culture of collaboration and continuous improvement.
- Provide timely, targeted feedback to partners, including field operators and back-office partner support teams, drivingaccountabilityand influencing activation and solutions.
- Facilitate leadership forums and feedback mechanisms that promote transparency, accountability, and proactive action, ensuring follow-through.
- Guide strategy of events that drive critical business relationships and engagement, tailoring audience and content based on unique needs and dynamics
What you have
Required:
- 10+ years of total work experience.
- 5+ years of experience in financial servicesclient delivery or an applicable client delivery-supporting role.
- 5+ years in securities or financial services.
- Direct People management experience.
- Proven experience in business strategy, consulting, and operations within financial services.
- Strong analytical, synthesis, and problem-solving skills; able to turn data and feedback into actionable insights and decision-making.
- Demonstrated leadership and relationship-building abilities, with influence across all levels.
- Superior communication skills, both written and verbal, with experience presenting to executive audiences.
- Ability to manage multiple complex projects simultaneously in a dynamic environment.
- Executive presence, professionalism, and diplomacy.
- Bachelor’s degree required
- Expert user of PowerPoint and Excel.
Preferred:
- MBA preferred.
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:
- 10+ years of total work experience.
- 5+ years of experience in financial services client delivery or an applicable client delivery-supporting role.
- 5+ years in securities or financial services.
- Direct People management experience.
- Proven experience in business strategy, consulting, and operations within financial services.
- Strong analytical, synthesis, and problem-solving skills; able to turn data and feedback into actionable insights and decision-making.
- Demonstrated leadership and relationship-building abilities, with influence across all levels.
- Superior communication skills, both written and verbal, with experience presenting to executive audiences.
- Ability to manage multiple complex projects simultaneously in a dynamic environment.
- Executive presence, professionalism, and diplomacy.
- Bachelor’s degree required
- Expert user of PowerPoint and Excel.
Preferred:
- MBA preferred.
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.
As an equal employment opportunity employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. (Please click here to see policy.)
Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace. We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.