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Director, Business Transformation

AT Charles Schwab
Charles Schwab

Director, Business Transformation

Lone Tree, CO

Salary: USD $116,100 - $258,100 / Year

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.

This is a role where you will be able to grow your expertise through consistent challenges with the backing of passionate leaders who will value your contributions and encourage your development.

Schwab is building out a Transformation Management Office (TMO) to accelerate large, cross-enterprise transformation 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.

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Within this TMO, we are standing up a cross-enterprise Scale and Efficiency Program to drive the next several years of investments in "win-win" initiatives that improve client experience and manage future cost growth. To that end, the TMO is seeking to hire a Director of Business Transformation to lead the Scale and Efficiency Program on behalf of the TMO and the firm.

In this dynamic and high-impact role, you will work both "broad and deep" across both "strategy and execution." Key responsibilities:

  • Build relationships and work across the firm to identify, pressure test, prioritize, and execute against 10+ scale and efficiency initiatives each year
  • Design and manage a multi-year roadmap that carefully balances several strategic needs (e.g., address what matters most to clients, generate a consistent return of cost savings, ensure "long-pole" multi-year transformation work is started at the right time)
  • Establish and run governance to oversee all investments related to Scale and Efficiency, some of which are run in a "federated" model (e.g., more directly owned by individual enterprises) and some in a "centralized" model (e.g., run out of the TMO in collaboration with several enterprises)
  • Proactively identify where initiatives or teams need additional support and evolve your team's role to go deeper into those needs (e.g., facilitate alignment and decision making, stand tallest for specific initiatives where needed)
  • Establish mechanisms to measure outcomes, in close collaboration with Finance, Analytics, and Enterprise partners
  • Foster a culture that rewards collaboration, execution quality and accountability
  • Drive program communication with all stakeholders, ranging from working teams to executive leadership
  • Build expertise and familiarity around Scale and Efficiency topics for the firm (e.g., ranging from understanding client experience friction points that drive service calls, to artificial intelligence tools, to the bottlenecks that can challenge execution)
  • Build and lead a team to support all of the above

This role has significant growth potential. Your scope will grow and evolve as the TMO continues to grow. In addition to your core responsibilities leading the Scale and Efficiency program, you and your team may also support other work in the TMO, such as Workplace Financial Services Transformation

Ideal candidate profile:

  • Strategic thinker - Can break down complex problems; plans and prioritizes thoughtfully; thinks through situations from multiple perspectives and angles
  • Ability to activate teams to get things done - Can get people and work organized thoughtfully and quickly, creates strong relationships with stakeholders, influences without authority
  • Outstanding communicator - Can explain concepts and details to a wide range of audiences; leads discussions effectively; develops effective presentation materials (e.g., Powerpoint) and other documents
  • Low ego, adaptable team player - Highly comfortable with ambiguity, and adapts quickly to changes
  • Strong business and execution acumen - Understands how different initiatives could impact the firm, its employees, and its clients; understands how to manage technology and business resources to execute
  • Team builder and people developer - Creates a collaborative and engaging environment where a diverse team of individuals can develop and grow

What you have

  • 10+ years of work experience, including at least 5 years in strategy or digital product management roles
  • Experience leading cross-enterprise initiatives
  • People leadership experience building and leading high performing teams
  • Experience and exposure working with senior leadership teams; strong executive presence

What's in it for you

At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you - both today and in the future:

  • 401(k) with company match and Employee stock purchase plan
  • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
  • Paid parental leave and family building benefits
  • Tuition reimbursement
  • Health, dental, and vision insurance

Client-provided location(s): Lone Tree, CO, USA
Job ID: CharlesSchwab-2024-101851
Employment Type: Other

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • FSA
    • FSA With Employer Contribution
    • HSA
    • HSA With Employer Contribution
    • Pet Insurance
    • Mental Health Benefits
  • Parental Benefits

    • Birth Parent or Maternity Leave
    • Non-Birth Parent or Paternity Leave
    • Fertility Benefits
    • Adoption Assistance Program
    • Family Support Resources
    • Adoption Leave
  • Work Flexibility

    • Hybrid Work Opportunities
  • Office Life and Perks

    • Commuter Benefits Program
    • Snacks
    • Company Outings
    • On-Site Cafeteria
    • Holiday Events
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Personal/Sick Days
    • Sabbatical
    • Leave of Absence
    • Volunteer Time Off
  • Financial and Retirement

    • 401(K) With Company Matching
    • Stock Purchase Program
    • Performance Bonus
    • Financial Counseling
  • Professional Development

    • Tuition Reimbursement
    • Promote From Within
    • Shadowing Opportunities
    • Access to Online Courses
    • Internship Program
    • Work Visa Sponsorship
    • Leadership Training Program
    • Associate or Rotational Training Program
  • Diversity and Inclusion

    • Employee Resource Groups (ERG)
    • Diversity, Equity, and Inclusion Program