Director of Business Strategy - Chief of Staff (PL)

Your Opportunity

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).

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.

Schwab’s Wealth Advisory Services (WAS) organization delivers industry-leading wealth management experiences, through solutions like Schwab Wealth Advisory (SWA) and Schwab Advisor Network (SAN), along with a team of dedicated wealth services specialists. Within WAS, the Strategy, Planning and Operations, and Data (SPOD) organization helps shape the business—defining strategic priorities, informing decisions through fact-based insights, and directing resources toward the highest-value opportunities.

We are looking for a Director of Business Strategy to lead our WAS planning and operations team and serve as Chief of Staff to the Head of the Wealth Advisory, Banking & Trust Services (WABT) enterprise. The director will also be a member of the WABT leadership team. This is an unparalleled opportunity to define and work on the business while gaining visibility among the firm’s senior leadership.

What You’ll Do:

• Collaborate with the MD, Head of WABT to define and execute on the strategic agenda for the WABT leadership team, including team meetings, offsites and related activities
• Lead WAS enterprise and leadership team through strategic planning, objective setting, and portfolio prioritization exercises throughout the year
• Develop impactful executive presentations that articulate our vision, strategy, and progress for both internal and external audiences
• Identify opportunities to improve enterprise operations, enhance collaboration and effectiveness, and accelerate progress towards strategic priorities
• Track and synthesize enterprise reporting of WAS business results on a biweekly, monthly and quarterly basis
• Support employee engagement through the development and execution of effective enterprise forums and activities (e.g. all hands, leadership visits, etc.)
• Partner closely with key cross-functional partners to advance objectives, including Finance, Communications, Human Resources, Corporate Real Estate, etc.

What you have

Required:

• Minimum 10+ years of total work experience, including 5+ years in business strategy, management consulting, or a related enterprise program offer management leadership role
• People management experience required
• In a Director level role currently
• Prior experience in wealth management, wealth advisory-based business strongly preferred
• Exceptional executive presence, emotional maturity, collaboration and influencing skills
• Strategic thinker with strong business judgment and analytical skills
• Ability to develop and share a point of view, and create alignment across all levels of the enterprise
• Highly resourceful, adaptable, and creative problem solver who can thrive in a dynamic environment, solve issues as they arise, drive progress in the face of ambiguity, and meet evolving business needs
• Ability to craft executive presentations for internal and external audiences that articulate our vision, strategy, and progress
• Proven people management skills, including proven ability to coach, develop and build a high-performing team
• Strong acumen in financial services and wealth management