Director Strategy & Initiatives (PL)

Your Opportunity

Schwab remains committed to providing increased visibility to career growth opportunities and job requirements. This posting announcement is part of increased transparency and while all qualified applicants will be reviewed and considered, this organization has a preferred candidate identified for this role. 

The Director of Business Operations for RPS will lead a team of Project Managers responsible for executing key initiatives and projects that support the Retirement Plan Services (RPS) business. The role will require a dedicated leader focused on identifying opportunities within the organization, while balancing client commitments, and making recommendations on how to efficiently solve outstanding issues. This role requires the ability to effectively manage key initiatives, while creating a strong culture of accountability to meet RPS business and client needs.

What you’ll do:

• Act as a strategic thought partner to the head of RPS, providing feedback and insights on how to innovate processes and navigate challenges.
• Work to improve day-to-day processes, drive project management, and analyze performance metrics to enhance effectiveness within RPS.
• Lead Business Planning in collaboration with the RPS Leadership Team, to drive organizational vision and strategy.
• Translate strategy into actionable steps for growth, implementing organization-wide goal setting and performance management.
• Play a key role in change management and talent development to foster a culture that supports the RPS mission and values.
• Model and exhibit enterprise-wide thinking by collaborating with cross-functional teams and senior leaders to support the evolving RPS business and retail integration efforts. 
• Build and maintain trusting relationships with key leaders, partners, clients, and stakeholders.
• Actively attract, retain, and develop a diverse group of employees with skillsets and expertise to lead key initiatives while effectively identifying and managing risk. 

What you have

• 7+ years of experience in financial services, with retirement plan industry experience preferred.
• 5+ years of project management experience.
• Bachelor's Degree required. MBA, JD, or other post-graduate experience preferred. 
• Strong leadership, influencing, and relationship-building skills to obtain organization alignment and commitment.
• Strong written and verbal communication skills.
• Excellent presentation skills, with experience presenting to executive leadership.
• Ability to diagnose problems quickly and foresee potential issues.
• Demonstrated success transforming organizations and influencing in a highly collaborative environment while building strong internal and external partnerships and providing coaching and guidance to varied stakeholders. 
• High level of ownership, emotional intelligence, and critical thinking that enable a Through Clients’ Eyes mindset when carrying initiatives forward and facilitating problem resolution.