Director, Bank Platforms

Your Opportunity

Director, Banking Platforms

Charles Schwab’s purpose is to champion every client’s goals with passion and integrity. Schwab aims to be the primary retail wealth management provider for investors and traders of any size. Banking services are a critical part of the offer, including integrated solutions for retail banking, financial advisors, and clients with complex banking and trust needs.

The Director—Banking Platforms leads Product Owners, Business Systems Analysts, and Senior Managers across scrum teams and vendor partners to deliver enhancements to the Bank Platform.

Key Outcomes:

• Own the Bank Platform roadmap aligned to Schwab strategy; partner with stakeholders to evolve the platform.
• Modernize core banking capabilities (deposits, lending, and servicing) and integrate with the broader Schwab ecosystem.
• Build and develop a high-performing PO/BSA organization; set clear expectations for delivery, platform hygiene, and stability.
• Define the future-state platform vision and partner with Technology on architecture, standards, and delivery to realize it.
• Manage enterprise dependencies to improve performance, resiliency, extensibility, and cost to serve.

Key Leadership Competencies:

Operational Product Leadership

Strong product and platform management skills; turns complex data into clear insights and decisions. Identifies modernization and automation opportunities and uses metrics to improve performance.

Exceptional Communicator and Collaborating & Influencing Skills

Communicates with clarity and influence; motivates teams around shared outcomes. Builds alignment with business and technology leaders, even in challenging situations.

Driving Results / Strategic Business Partner

Strategic and passionate about Schwab’s mission; knowledgeable and curious about our business, clients, and competitors. Thinks ahead, brings commercial instincts, and drives value and efficiency through credibility with Retail, Advisor, Bank, Technology and Operations leaders.

Fosters a culture of fact-based decisions, transparency, agility, and value creation.

Leadership

Explains complex work clearly across levels. Builds capacity through structure, hiring, coaching, and development—and equips teams to execute.

OTHER PERSONAL CHARACTERISTICS

• A strong, self-confident, decisive business leader with active listening skills and an open style. Comfortable expressing views freely.
• Displays confidence and courage in business and talent decisions, actions, and communications; takes decisive action when needed, including championing ideas, positions, or dissent.
• High ethical standards with the utmost personal integrity.
• Schwab seeks a transformational leader with strong business acumen and the ability to align business, technology, and operations. The successful candidate brings high integrity and a track record of delivering measurable outcomes at scale in a highly regulated environment.

What you have

IDEAL CANDIDATE

A minimum of 7 years experience in increasingly responsible business and technology leadership roles.

• Experience leading large, business-critical platform initiatives using agile delivery, change management, and automation—preferably in financial services.

Strategic transformation leadership.

• Recognized as an enterprise thought partner; makes timely decisions by balancing risk, cost, and client experience. Proven ability to lead senior teams (Sr. Manager/Director level).

Exceptional communication, relationship management, and influencing skills.

• Manages competing priorities and multiple teams; navigates stakeholder dynamics with strong executive presence and emotional intelligence.

Experienced, inspiring people leader able to attract and develop high-performing, engaged teams.

• Builds capability through hiring, coaching, and development; provides direct, actionable feedback.

Experience driving transformation, change, and process improvement through people, process, and technology.

• Applies Agile, Lean, journey mapping, design thinking, and digital automation to simplify and scale operations.

Education and Professional Qualifications

• An undergraduate degree is required; advanced degree preferred.