Charles Schwab

Director, AI Acceleration, Business Strategy (PL)

Charles Schwab$150K — $200K *
Finance & Insurance
11 - 15 years of experience
Job Overview by Ladders

Qualifications

  • 15+ years of experience in financial services or regulated industries
  • Significant experience in large-scale transformation programs including AI and digital initiatives
  • Strong knowledge of the AI landscape and emerging trends
  • Experience bridging business and technology leadership
  • Proven track record in managing complex cross-functional initiatives
  • Expertise in designing and implementing risk governance processes
  • Negotiation experience with AI and technology providers
  • Strong program leadership skills for managing interdependent portfolios
  • Excellent executive communication skills for conveying technical concepts
  • Deep understanding of enterprise technology architectures and data platforms
  • Experience overseeing product-oriented and platform functions
  • Ability to juggle strategic vision with execution focus
  • Strong stakeholder management skills across executive leadership
  • Proven capability in building and leading high-performing teams.

Responsibilities

  • Develop and lead a high-performing AI Acceleration team
  • Manage the firmwide AI product roadmap and drive alignment
  • Shape enterprise AI strategy through executive partnerships
  • Build functions to accelerate business impact from AI
  • Design and implement effective governance frameworks for AI
  • Provide executive-level updates on AI progress and risks
  • Negotiate and manage agreements with AI and data providers
  • Coordinate integration of AI platforms and data capabilities across the organization.

Benefits

  • Collaborative in-office work environment
  • Opportunity to lead high-impact AI initiatives
  • Access to a cross-functional leadership team
  • Engagement with external technology partners
  • Supportive of professional growth and development opportunities.
Full Job Description
Your Opportunity

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).

 

Within Strategy & Innovation, the AI Strategy, Acceleration and Program team (ASAP) helps shape, organize, and accelerate Schwab’s enterprise AI agenda in close partnership with enterprise, technology, and data teams.

 We are seeking a Director to lead the AI Acceleration function that is responsible for translating AI strategy into measurable business outcomes. The team includes leaders that run functions (e.g., forward-deployed AI experts, AI firm-wide product roadmap, partnerships with AI providers, AI risk governance) that allow Schwab to accelerate and scale the use of AI across the businesses. The Director will oversee the firm’s end-to-end AI execution model – from concept acceleration to enterprise-scale enablement. The Director will report to the Chief Strategy and Innovation Officer.

This is a high-impact leadership role for someone who can bring structure to ambiguity, connect strategy to execution, and help senior stakeholders make better decisions. The ideal candidate should have a track record of accomplishment in AI, technology, data or analytics in a leading financial services company. They should have led large-scale transformation initiatives such as managing digital products, extracting business value from underlying technology and data assets, and leveraging analytics and AI to power revenue growth, operational efficiency, and client experience.

You will:

  • Develop and lead a high-performing AI Acceleration team, fostering strong collaboration across functions including AI Strategy, AI Program, Technology, Data, Cybersecurity, Product, Risk, Legal, Finance and HR
  • Manage the firmwide roadmap for the highest priority AI products / use case across the company. Drive alignment across AI products for efficient and coordinated delivery
  • Partner with executive leadership to shape how enterprises think about delivering their AI strategies, and ensuring the technical teams understand what AI enablement / infrastructure is required to accelerate their AI strategies
  • Build out the functions that will help Schwab accelerate and scale delivery of business impact from AI
  • Ensure effective governance frameworks are designed and implemented across AI initiatives, including model risk, compliance, supervision and responsible AI
  • Provide executive-level reporting on AI progress, risks, and outcomes
  • Partner with external technology providers and lead negotiations for enterprise AI and data-related agreements with strategic AI partners
  • Ensure coordination and integration of AI platforms, tooling, and data capabilities across the organization
What you have Required Qualifications
  • 15+ years of experience in financial services or another highly regulated industry
  • Significant experience leading large-scale transformation programs, including AI, technology, data, analytics or digital transformations
  • Strong knowledge of the AI landscape, including tools, vendors, and emerging trends
  • Experience operating at the intersection of business and technology leadership
  • Proven ability to lead complex, cross-functional initiatives in large enterprise environments
  • Significant experience designing, implementing, and managing risk governance processes in regulated industries
  • Experience negotiating and managing complex agreements with AI and technology providers
  • Strong program leadership skills, with ability to manage large, interdependent portfolios of work
  • Excellent executive communication skills, including ability to convey complex technical concepts in business terms
  • Strong understanding of enterprise technology architectures, data platforms, and AI ecosystems
  • Experience overseeing both product-oriented teams and platform / enablement functions
  • Ability to balance strategic vision with execution focus
  • Strong stakeholder management and influence across executive leadership
  • Demonstrated ability to build and lead multiple high-performing teams and juggle numerous conflicting priorities

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

About Charles Schwab

Charles Schwab is a financial services company that provides a full range of securities, brokerage, banking, money management, financial advisory, investor, and retirement plan services. It operates in four main divisions; investing, wealth management, banking, and trading. Charles Schwab provides a full-service brokerage platform that serves individual investors who invest on their own or through a workplace-sponsored retirement or equity plan, as well as banking through Schwab Bank. The firm was founded in 1973 and is headquartered in San Francisco, California.

Charles Schwab Careers

Join the vibrant team at Charles Schwab, a leader in global finance, where your career is propelled by innovation, leadership, and a commitment to diversity and professional growth. At Charles Schwab, we offer more than just job opportunities; we provide a platform for you to make a significant impact on the industry and our clients' lives.

Work You’ll Do

At Charles Schwab, we are dedicated to helping our clients manage their financial futures. Being part of our team means you'll work alongside some of the most skilled professionals in the financial services industry. Our culture thrives on teamwork, integrity, and relentless dedication to our clients. Whether you're looking for a position in financial consulting, technology, or administrative support, Charles Schwab offers a dynamic work environment where your skills will be honed and your achievements recognized.

Innovate and Lead

Embrace the opportunity to lead through innovation. Charles Schwab’s commitment to technology and innovation is fundamental to our service delivery. By joining our team, you will be at the forefront of developing new solutions that redefine the future of finance. Your leadership can guide significant projects that impact our company and the industry.

Grow Your Career

Charles Schwab believes in fostering the growth of its employees. Whether through professional development programs, diversity training, or leadership workshops, we ensure that our team members receive the support and training they need to advance their careers. With a variety of career paths available, your job at Schwab can evolve with your interests and expertise.

Internship and Employment Opportunities

Start your professional journey with Charles Schwab through our internship programs or full-time employment opportunities. We seek individuals who are passionate, curious, and ready to drive change. A career at Schwab is not just about having a job; it's about building a lasting relationship with a company that values your potential.

Benefits and Culture

Charles Schwab is renowned for its employee-friendly culture. We offer a comprehensive benefits package that supports the health, financial stability, and work-life balance of our team members. From competitive salaries and bonuses to health insurance and retirement plans, Schwab ensures that your career is as rewarding as it is enriching.

Networking and Professional Development

Expand your professional network and enhance your skills through our various networking events, mentorship programs, and training sessions. At Charles Schwab, we believe in leveraging collective expertise to foster learning and innovation. Engage with leaders, gain insights from experienced professionals, and build relationships that will aid your career trajectory.

Join Our Team

Explore the numerous career paths available at Charles Schwab and discover how your talents can be utilized to their fullest potential. Search open positions that match your skills and interests. We are continuously hiring across various disciplines and look forward to adding innovative, driven individuals to our team.

Stay Connected

Keep up to date with the latest from Charles Schwab Careers by subscribing to our job alert emails. Tailor your subscription to receive updates that align with your career preferences and be the first to know about new openings, company news, and professional tips.

Explore Charles Schwab Jobs

Ready to take the next step in your career? Visit our careers page to review current job openings, submit your resume, and prepare for your interview. At Charles Schwab, your future is waiting. [SEARCH CHARLES SCHWAB JOBS] Join Charles Schwab today and be part of a team that values diversity, innovation, and leadership—where your career can thrive in the exciting world of finance.
Learn more about Charles Schwab
Size
34,200 employees
Market Cap
$151.6 billion
Industry
Net Income
$3.2 billion
Founded
1973
5 Year Trend
+20%
Revenue
$12.1 billion
NASDAQ

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