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. 

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).

Reporting to the Head of Workplace Services Experience, this leader will define and advance AI strategy across client-facing capabilities and internal tools to enhance client experience. This leader will focus on AI adoption for Workplace Services by translating enterprise and WS strategy into practical, scalable AI capabilities that enable responsible employee use, support client AI needs, and drive business value.

Key Outcomes

• Use AI to Strengthen Client relationships: Deploy AI to provide proactive insights, predictive client health monitoring, and enhanced service experiences that deepen trust and reduce attrition
• Personalize Participant Experiences: In partnership with the enterprise apply AI to deliver highly tailored, data-driven participant journeys that increase engagement, improve outcomes, and drive conversion into broader Schwab solutions.
• Improve our Ability to Sell: Leverage AI to enhance sales effectiveness through intelligent targeting, automated content generation, and data-driven insights that increase win rates and accelerate deal cycles.
• Optimize Processes: Eliminate manual work, reduce errors, and accelerate processing by embedding AI in core operations
• Empower Employees: Equip employees with AI copilots and automation tools that enhance productivity, elevate decision-making, and enable more impactful client and participant interactions.

Key Responsibilities

AI strategy and program leadership

• Lead AI strategy and execution across Workplace Services, aligning with business objectives and client experience goals.
• Define and execute the WS AI vision, strategy, and multi-year roadmap aligned to business and client priorities
• Align with enterprise AI frameworks and partner across Digital, Technology, Risk, Legal, Compliance, Security, HR, and Communications to ensure responsible deployment
• Serve as WS point of contact for AI related items for Corporate or other Schwab enterprises
• Define and track success metrics (adoption, usage, impact, risk, and business value)
• Provide executive reporting, recommendations, and governance via leadership and steering committees
• Build and lead the team required to support AI adoption, governance, and ongoing enablement (including Sr Manager)
• Partner with WS Risk to build AI governance, standards, and risk practices for AI internal and client facing capabilities with enterprise leaders.
• Influence senior stakeholders across business, technology, data, risk, legal, and compliance to drive alignment and execution.

AI value realization

• Own the WS AI operating model, including governance, decision rights, intake, prioritization, and cross-functional coordination
• Identify and scale high-value AI use cases that improve productivity, service quality, employee experience, and operational efficiency
• Establish a structured approach to evaluate and respond to client AI requests, partnering with the enterprise and Marketing on client facing materials and RFP answers.

Adoption, enablement, and change management

• Build and manage the AI program, including MVP delivery, roadmap execution, and budget oversight
• Lead communication, stakeholder engagement, training, and reinforcement
• Build organizational AI fluency through role-based learning, playbooks, and self-service resources
• Create feedback loops to monitor adoption, identify barriers, and continuously improve tools and processes
• Stand up and lead a network of AI champions or ambassadors to accelerate adoption, surface use cases, and share best practices across teams.

What you have

To ensure that we fulfill our promise of “challenging the status quo,” this role has specific qualifications that successful candidates should have.

Required:

• Bachelor’s degree required.
• Leadership experience in financial services, fintech, or related industry, with strong knowledge of Defined Contribution and Equity Compensation services, product ecosystems, and client service models.
• Experience developing and scaling AI, data, digital, or platform strategies in complex. 
• Track record of leading enterprise initiatives across business, product/offer, digital, data, risk, legal, and compliance organizations.

Preferred:

• Advanced degree. 
• Experience in highly regulated environments.

Leadership Capabilities

• Strategic mindset to anticipate change, frame opportunity, and connect innovation to long-term business value.
• Ability to influence across the enterprise, align stakeholders, and drive progress in complex organizations.
• Sound judgment, decisiveness, and resilience in ambiguous environments.
• Balanced leadership style that combines innovation and speed with discipline, accountability, and risk awareness.
• Executive presence, strong communication, and a customer- and advisor-centric focus on measurable impact.

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