Director, Operational Services, Strategy & Transformation (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 Operations Strategy team resides in the Operational Services Group at Charles Schwab and is responsible for executing a wide range of strategic activities that drive transformation. The team is also responsible for leading various strategic initiatives in support of ongoing integration efforts across the organization. Examples of the group’s activities include:

• Develop frameworks for various initiatives that drive operational efficiency (scale and automation initiatives, expense management exercises, processes optimization, integration planning, etc.)
• Provide thought partnership to our Operations businesses leaders on a range of topics
• Create executive level read outs to facilitate decision making and support ongoing business needs (townhalls, business updates, etc.)
• Create program-level deliverables for enterprise-wide initiatives and emerging product launches.

Reporting to a Managing Director (MD) in Operations, the Director will provide support across these activities depending on business needs, offering a unique and unparalleled opportunity to work on major strategic initiatives for the firm.

What you’re good at

• Synthesizing information to develop compelling fact-base hypothesis
• Working with large data sets and drawing insights
• Facilitating group discussions and motivating people without direct channels of authority
• Managing multiple and potentially conflicting priorities
• Dealing with and managing through ambiguity and uncertainty
• Leading projects from beginning to end with little guidance
• Managing, coaching, and developing team members to achieve goals

Day-to-day activities involve:

• Analyze information and data to formulate insights using Excel
• Create fact-based strategic presentations to help facilitate decision making and integration planning at the executive level using PowerPoint presentations
• Create and manage various project checklists to ensure a well-sequenced and controlled execution of critical tasks
• Orchestrate activities across Operations, internal Schwab partners and external parties
• Facilitate meetings, lead discussions as needed, and communicate with stakeholders at various level of seniority
• Provide leadership to teams, including coaching, developing, and supporting people to drive results

What you have

• 8+ years of work experience, including 2-3 years of experience in business analysis or strategy, preferably with a consulting firm or strategy group in a large organization
• Bachelor’s degree; MBA a plus
• Strong analytical skills, creativity in problem solving, and attention to detail
• Strong communication skills, both written and verbal, with demonstrated ability in developing materials and effectively presenting information
• Proficiency in PowerPoint and can build financial models in Excel
• Comfort dealing with ambiguity in a dynamic and fast-moving work environment
• Personally and professionally aligned with Schwab's vision and values, and a strong interest in financial services and industry leading practices and innovation
• Familiarity of broker-dealers or wealth managers is a plus