Charles Schwab Director- Strategy & Transformation, Operations in Lone Tree, Colorado


Lone Tree - CO, DENR1, 9800 Schwab Way, 80124

Sherry Urffer


We believe that , when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.

As a company, we were established by Chuck at over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.

Our Opportunity:

Schwab has embarked on a major effort to transform our operating model. The Operations Strategy team develops, executes, and evolves the Operations Strategy and guides transformation across Operations business units. Schwab’s Operations teams are at the core of Schwab’s value proposition: We drive scale, client value, and an end-to-end client experience that delivers a sustainable competitive advantage for Schwab. Our strategy is as much about the “how” as the “what” of this effort. Our transformation requires significant change and skill development across our teams, and demands a new way of thinking, working, collaborating, planning, and delivering.

What you’ll do:

The Director, also known as the “Digital and Strategy Catalyst”, will report into the Managing Director of Operations Strategy and will focus on defining and executing strategic transformation across Operations. The Director will partner directly with one of our Operations business units to accelerate development of skills and mindsets required to deliver scale and client outcomes in the digital world. This includes, but is not limited to, moving fully into an agile at scale working model, creating evidence-based decision making through the build out of data capabilities and KPIs, shifting mindsets to effectively “manage demand” in a proactive and scalable manner, guide the planning and delivery of operational platforms, and ensure the quality of our continuous planning process. The Director will be a change catalyst with responsibility for amplifying the Operations strategy and accelerating our transformation.

The Director will have direct access to all levels of Operations leadership, and will partner directly with SVPs, VPs to deliver transformation. The Director will also develop relationships with key business partners (e.g. Digital, IS, AS, Bank) and delivery partners (e.g. Technology, Data).

The Director has a wide-ranging set of responsibilities, including:

  • Be the trusted thought partner of one of the SVPs and leadership team, guiding their organization through the operations transformation journey

  • Connect the business units objectives and goals with the internal and external changes in the financial and technology industries and the implication to their business

  • Be able to help create 2-3 year operational roadmaps for the different businesses

  • Coach / advise Operations leaders on their roles, behavior expectations, and change opportunities to enable transformation change across the firm

  • Serve as expert in operations transformation methods and tools

  • Develop the structure and sequencing of transformation for the Operations businesses you support

  • Deliver continuous training and skill-building to Operations leaders / managers through a combination of workshops, meetings, and day-to-day interactions

  • Ensure the application of the agile at scale model through team skill development and forging connections across the Schwab ecosystem

  • Implement evidence-based decision making, apply thoughtful analytics to business opportunities, and identify success metrics / develop reporting to track progress against goals

  • Guide leaders to understand, identify, and implement robotics, automation, platforms, machine learning, and artificial intelligence in their businesses

  • Support the refresh of team-specific strategic plans and integration into broader Operations strategy

What you have:

  • 5+ years of work experience, ideally with a minimum of 2 years work experience in strategy, and/or transformation required, preferably with a top-tier consulting firm or strategy group within a large technology or financial services firm; MBA and/or post-grad education preferred

  • Entrepreneurial mindset and a keen interest to learn more about the rapid changes in the financial industry over the next 3-5 years

  • Strong influencing, coaching, empathy and mentoring skills

  • Demonstrated success in building credibility with peers, key stakeholders (typically VPs, SVPs), and multi-discipline teams to drive action, change, and exceptional results

  • Experience in leading major components of an organizational transformation initiative including strategy, structure, methods, tools, skills, etc.

  • Skill at operating at both strategic and tactical levels, including proven experience managing and driving strategic transformation projects

  • Superior analytical capabilities and the ability to manage a portfolio of projects / work streams

  • Exceptional written and verbal communication skills, including ability to succinctly synthesize data, develop recommendations, and create and present materials tailored to specific audiences

  • Comfort in a dynamic and fast-moving work environment; comfort in dealing with ambiguity

  • Ability to drive work independently and manage multiple projects that vary in scope and complexity simultaneously

What you’ll get:

  • Comprehensive Compensation and Benefits package

  • Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts

  • Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program

  • Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions

  • Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships

  • Not just a job, but a career, with an opportunity to do the best work of your life

Learn more about Life@Schwab at" .

Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law. Schwab also does not discriminate against applicants or employees because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. At Schwab, we believe that every employee, through their diverse abilities and experiences, can contribute to our growth, innovation and client loyalty. We embrace diversity and are committed to providing equal opportunity to all employees and applicants. If you have a disability, and require reasonable accommodations in the application process, call Human Resources at 800-725-3535. We will be happy to assist you. Schwab will only share your accommodation request with those individuals who have a specific need to know. The request for an accommodation will not affect Schwab's hiring decisions. All other submissions should be performed online.

Job Specifications

Relocation Offered?: No

Work Schedule: Days

Languages: English - spoken

Current Licenses / Certifications: None

Relevant Work Experience: Project Management-6+ yrs, Analyst/Strategy-2-5 yrs, Project Management-2-5 yrs, Analyst/Strategy-6+ yrs

Position Located In: AZ - Phoenix, CO - Lone Tree, CA - San Francisco

Education: MA/MS/MBA

Job Type: Full Time

Category:Business Strategy

Activation Date: Thursday, December 20, 2018

Expiration Date: Friday, March 1, 2019

Apply Here