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.
The Strategy and Innovation organization, led by the Chief Strategy and Innovation Officer and reporting into the CEO of Charles Schwab, is responsible for corporate strategy, corporate development, large strategic programs, innovation, and corporate vendor management. We join our colleagues across Charles Schwab in championing the goals of engaged investors and registered investment advisors (RIAs) with passion and integrity.
The Corporate Strategy team is responsible for supporting the CEO and Executive Council in shaping and making decisions about the long-term direction of the firm, in addition to supporting high-priority cross-enterprise strategic initiatives and leading supporting capabilities such as competitive intelligence, industry research, and strategic planning.
We are seeking a Director of Corporate Strategy. The role will be based in our headquarters in Westlake, TX and report to the Head of Corporate Strategy.
Key Outcomes:
Evaluate and build perspectives on key questions for Schwab’s strategic direction, bringing analytical and conceptual problem-solving skillsCommunicate strategic direction to multiple audiences, from senior leaders to new employees across all parts of the organizationEngage, develop, and inspire team members to deliver on a portfolio of strategy projects while helping them develop as professionalsDrive multiple strategy engagements simultaneously, balancing speed and depth of answer with project requirements and stakeholder needs What you haveRequired Experience:
Minimum 6 years of business strategy-related experience, in external consulting firms or internal strategy groupsMinimum of 10 years of total work experienceDeep expertise across multiple areas in the investment industry across brokerage, wealth management, asset management, digital assets, and private marketsAcumen in finance (financial modeling, valuation, quantitative analysis, etc.) essentialDemonstrated ability to break down high-level requests / questions (especially when ambiguous) into actionable research & analytics plansProgram management oversight of complex strategic initiatives spanning multiple business teams in a large enterprise environmentDirect people leadership experience Crafting impactful executive presentations articulating our vision, strategy, and progress for both internal and external audiencesExecutive presence/ awareness to convey complex concepts through various mediums in relatable terms and anchored in business meaning (be able to clearly communicate the “so what”) across various use cases (broad strategic questions, targeted strategic initiatives, board-level communications, etc.) Experience leading strategic project engagements with cross-functional stakeholders, including C-suite level executives (e.g. firmwide strategic decisions, growth & efficiency opportunities, operating model enhancements).Identifying connections between seemingly unrelated ideas and leveraging this insight to make better business decisionsBachelor’s degree required.Preferred Experience:
Master’s degreeFunctional experience in technology (IT, AI, Data, Analytics, Digital Assets) helpfulSuccessful history of influencing and cultivating strong business relationships across departments and levels to create alignment and support.Curiosity & passion for research, industry trends, strategy development, technology, etc.In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
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Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.
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