Your opportunity
The Director, Business Strategy, Retirement Operations will drive modernization initiatives across Retirement Plan Services and Broker Dealer Retirement Operations by balancing strategic vision with hands-on execution.
The primary focus will be on developing frameworks for various initiatives that drive operational excellence (process optimization, scale and efficiency initiatives, integration planning, change etc.) to support the modernization of our Broker Dealer and Retirement Plan Operations.
The Director will lead cross-functional teams, influence senior leadership, and deliver measurable outcomes aligned with organizational priorities.
Key Responsibilities
- Lead cross-functional teams and stakeholders to drive modernization initiatives, ensuring alignment and measurable results.
- Develop and execute strategic plans that support operational excellence and modernization priorities.
- Communicate effectively with senior leadership, influencing decisions and fostering engagement.
- Inspire and motivate teams, build consensus, and drive progress in dynamic environments.
- Balance strategic vision with hands-on execution, adapting plans to changing priorities and challenges.
- Foster seamless collaboration across teams and functions to accelerate outcomes.
What you have
Required
- 10+ years of experience in business strategy, program management, and leadership within the investment industry.
- Direct people leadership experience
- Experience crafting and delivering impactful executive presentations articulating our vision, strategy, and progress for both internal and external audiences
- 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).
- Demonstrated ability to simplify complexity and communicate effectively with executive presence.
- Proven success in influencing senior leadership and driving strategic decisions.
- Strong analytical and problem-solving skills with the ability to adapt to changing priorities.
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
