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Director, Business Transformation

AT Charles Schwab
Charles Schwab

Director, Business Transformation

Lone Tree, CO

Salary: USD $129,000 - $236,600 / 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.

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 designing and implementing transformation programs, to evolving skillsets and mindsets.

The TMO is seeking a Director of Business Transformation 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 while improving the client experience. Third, as a member of a newly forming team, the Director of Business Transformation will help shape the culture of the TMO team and how we work.

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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, managing execution, facilitating handoffs)
  • Develop strategic perspectives on a variety of transformation topics to educate partners, assess organizational impacts, and drive alignment on a common fact base across business partners
  • Lead transformation planning through supporting partners to align on a common goal and charting a plan to get there
  • Foster strong relationships with large, cross functional set of stakeholders, serve as a thought partner, 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.)
  • Develop a deep, thoughtful understanding of each business area we are supporting
  • Support implementation and execution of transformation work, which includes adapting plans and proactively managing risks and issues
  • 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

Ideal Candidate Profile:

  • 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 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

What you have

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

Required Qualifications

  • 10+ years of work experience, including at least 5 years of working in roles related to transformation, such as business analysis or strategy, product, or program management with a consulting firm or strategy group in a large organization
  • 5+ year of strategy or consulting experience preferred
  • Ability to synthesize data, identify opportunities, make recommendations, and translate into plans
  • Agility to thrive in a dynamic and fast-moving work environment, including the ability to make significant progress with minimal direction and adjust priorities
  • Experience partnering with and influencing senior leadership teams
  • Strong executive presence, including demonstrated oral, written, and visual communications skills

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

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-2024-105633
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