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Charles Schwab Director, Business Strategy & Transformation in Lone Tree, Colorado

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.

Business Transformation Directors are critical new roles reporting to the new Business Transformation and Strategy Lead in Transformation Services, a newly created organization charged with the acceleration and delivery of enterprise priorities.

Business Transformation Directors will serve as the primary Transformation Management Office (TMO) point of contact for major efforts within the TMO’s mandate and will partner closely with enterprises to drive transformation efforts from strategy through implementation and execution.

Key Responsibilities:

  • Partner closely with enterprise leaders to drive transformation efforts from strategy through implementation and execution.

  • Develop a deep understanding of the enterprise we are supporting, including its business model, organizational strengths and opportunities, culture, etc.

  • Design transformation strategies and roadmaps to meet firm-wide and enterprise-wide objectives.

  • Build teams and routines who will execute against transformation strategies and roadmaps.

  • Oversee implementation and execution of transformation work, which includes adapting plans as needed and proactively managing risks and issues.

  • Communicate to stakeholders, amplify engagement, and ensure needs are met throughout the transformation efforts (e.g., ensuring alignment with the vision, sustaining a sense of excitement and enthusiasm, ensuring field readiness, etc.)

  • Lead matrixed team members, with potential for direct team leadership, towards successful transformation outcomes.

  • Support the broader portfolio of TMO initiatives by providing surge support where needed.

  • Help strengthen Schwab’s overall “change muscle” by regularly contributing to transformation best practices and supporting broader communications.

This is a role where you will be able to grow your expertise through consistent challenges with the backing of passionate leaders who will value your contributions and prioritize your development.

What you have

Ideal Candidate Profile:

  • Business Acumen – Deeply understand company strategy, how transformation ambitions link to the specific workstreams/initiatives; able to forecast workstream performance and suggest interventions.

  • Strong relationship builder – Has strong interpersonal skills and teamwork skills to collaborate with workstream owners, business counterparts, etc.

  • Bias to action – Dives into discussions as needed versus solely plan/track 'from the center.'

  • Works horizontally – Collaborates across teams in the organization with workstream & initiative owners to manage interdependent complexities, roadblocks, milestones.

  • Experience with project management – Able to manage project management resources with governance & routine focus; able to independently track required routine and day-to-day work.

  • Strong communication – Has proven strong communication and management skills to increase messaging with TMO team, workstream & initiative owners & teams.

Required:

  • 10+ years of work experience, including 2-3 years of experience in program management, business analysis or strategy, with a consulting firm or strategy group in a large organization.

  • Superior communication skills, both written and verbal, with demonstrated ability developing materials and effectively presenting information.

  • Expert user of PowerPoint and Excel.

  • Extensive experience leading readiness efforts for large-scale, multi-year pre- and post-merger integrations an enterprise size/level company comparable to Schwab.

Preferred:

  • Experience in matrixed and direct team leadership

  • Strong executive presence and relationship management skills; ability to influence senior leadership and enroll employee support and engagement.

  • Comfort dealing with ambiguity in a dynamic and fast-moving work environment.

  • Superior analytical skills, creativity in problem solving, and attention to detail.

  • Personally, and professionally aligned with Schwab's vision and values, and a strong interest in financial services.

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

What’s in it for you

At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. 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

CO Salary Range: USD $116,100 - $258,100 / Year

What’s in it for you:

At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. 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

Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281.

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