Director, Business Transformation

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.

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).

Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.

The Transformation Management Office (TMO) at Schwab was established to accelerate large, cross-enterprise transformations across the firm.  This organization partners closely with teams across Schwab to support all facets of transformation, from identifying and prioritizing opportunities, to implementing and executing transformation programs, to evolving skillsets and mindsets. 

The TMO is seeking a Director of Business Transformation (Individual contributor) with three key mandates.  First, the Director of Business Transformation will develop cross enterprise strategic perspectives on an as-needed basis to create a common fact base across partners to progress strategic priorities. Second, the Director of Business Transformation will lead one or more transformation initiatives in partnership with teams across the firm focused on cross-functional capabilities that drive greater scale and efficiency, improve the client experience, and modernize how Schwab operates. Third, as a member of an evolving and growing team, the Director of Business Transformation will help shape the culture of the TMO team and how we work. Please note: This is an individual contributor position and has no direct reports. 

Key Responsibilities:

• Collaborate closely with TMO team members and key stakeholders to drive transformation efforts from beginning to end (e.g., defining strategy, designing plans, and facilitating handoffs)
• Develop a deep, thoughtful understanding of each business area we are supporting
• Lead transformation strategy, planning, and roadmapping efforts, including quickly activating stakeholders and initiating bodies of work
• Develop strategic perspectives on a variety of transformation special topics to create a common understanding across business partners and inform business plans
• Support implementation and execution of transformation work, which includes adapting plans as needed and proactively managing risks and issues
• Foster strong relationships with 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.)
• Work closely with other TMO leaders and team members to ensure alignment and coordination across related initiatives
• Contribute to the culture of the team and how we work; help to establish team norms and processes
• Support the broader portfolio of TMO initiatives by providing surge support where needed
• Help strengthen Schwab’s overall “transformation muscle” by regularly contributing to transformation best practices and supporting broader Transformation communications

What you have

• Strategic thinker – Can break down complex problems; plans and prioritizes thoughtfully; thinks through situations from multiple perspectives and angles
• Ability to quickly activate work and teams to get things done – Can quickly and thoughtfully organize stakeholders and scopes of work, influences without authority
• Effective communicator – Can explain concepts and details to a variety of audiences; effectively facilitates discussions; develops effective communications, presentations, and other documents
• Low ego, adaptable team player – Highly comfortable with ambiguity, and adapts quickly to changes
• One Schwab mindset – Gathers and applies learnings, best practices, examples, etc. from other initiatives to drive consistency where possible
• Strong relationship builder – Possesses interpersonal and teamwork skills to collaborate with stakeholders across the firm; understands; understands importance of building, developing, and maintaining relationships to help guide and accelerate work
• Self-starter – Thrives in a fast-paced work environment with a positive attitude, and strong focus on executional certainty, and bias for action

Required Qualifications

• 10+ years of work experience, including at least 5 years of working in roles related to transformation, such as strategy, consulting, or program management 
• Ability to develop high-level strategies and translate into actionable plans while aligning diverse teams
• Ability to build strong relationships and influence senior leaders, peers, and teams across different functions
• Experience developing and implementing transformation strategies, plans, and roadmaps, ensuring alignment with the company’s vision and goals
• Ability to craft compelling narratives for senior executives and diverse audiences
• Strong executive presence, including demonstrated oral, written, and visual communications skills

Preferred Qualifications

• Prior working experience within financial services industry

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