Charles Schwab

Director, Business Strategy (PL)

Charles Schwab • $130K — $180K *
Chicago, IL 60629In-Person
Finance & Insurance
5 - 7 years of experience
Yesterday
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Job Overview by Ladders

Qualifications

  • Minimum 6 years in business strategy roles, preferably in consulting or internal strategy teams.
  • 10 years of overall work experience is required.
  • Deep knowledge of investment industry sectors, including brokerage, wealth management, and digital assets.
  • Strong financial acumen, including skills in financial modeling and quantitative analysis.
  • Proven ability to translate ambiguous projects into actionable strategies.
  • Established expertise in managing complex strategic initiatives across diverse business functions.
  • Direct leadership experience with team development and performance enhancement.
  • Skill in creating compelling executive presentations and communications.

Responsibilities

  • Evaluate key strategic questions to influence Schwab's direction using analytical problem-solving skills.
  • Communicate strategic goals effectively to various stakeholders including senior executives and new employees.
  • Engage and inspire team members to enhance their professional growth while driving strategy execution.
  • Manage and drive multiple strategy projects concurrently, balancing speed with thoroughness.
  • Conduct detailed, cross-enterprise analyses to resolve complex business challenges.
  • Direct oversight of strategic initiatives involving collaboration across multiple teams and departments.

Benefits

  • In-office collaboration in specified locations is emphasized.
  • Opportunities for professional development and team leadership.
  • Engagement with high-priority strategic initiatives influencing the firm's direction.
  • Direct involvement in executive-level strategy and vision communication.
  • Robust collaborative culture fostering innovation and teamwork.
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).

 

The Strategy and Innovation organization, led by the Chief Strategy and Innovation Officer, is responsible for corporate strategy, large strategic programs, innovation, and AI Strategy, Acceleration, and Program Management across the firm.  We join our colleagues across Charles Schwab in championing the goals of engaged investors and registered investment advisors (RIAs) with passion and integrity.

 

The Corporate Strategy team is responsible for supporting the CEO and Executive Council in shaping and making decisions about the long-term direction of the firm, in addition to supporting high-priority cross-enterprise strategic initiatives and leading supporting capabilities such as competitive intelligence, industry research, and strategic planning.

 

We are seeking a Director of Corporate Strategy. The role will be based in our headquarters in Westlake, TX or in our corporate office in Chicago and report to the Head of Corporate Strategy.  

 

Key Outcomes:

  • Evaluate and build perspectives on key questions for Schwab’s strategic direction, bringing analytical and conceptual problem-solving skills
  • Communicate strategic direction to multiple audiences, from senior leaders to new employees across all parts of the organization
  • Engage, develop, and inspire team members to deliver on a portfolio of strategy projects while helping them develop as professionals
  • Drive multiple strategy engagements simultaneously, balancing speed and depth of answer with project requirements and stakeholder needs
  • Conduct and manage detailed analysis to crack the toughest cross-enterprise problems facing Schwab
What you have

Required Experience:

  • Minimum 6 years of business strategy-related experience, in external consulting firms or internal strategy groups
  • Minimum of 10 years of total work experience
  • Deep expertise across multiple areas in the investment industry across brokerage, wealth management, asset management, digital assets, and private markets
  • Acumen in finance (financial modeling, valuation, quantitative analysis, etc.) essential
  • Demonstrated ability to break down high-level requests / questions (especially when ambiguous) into actionable research & analytics plans
  • Program management oversight of complex strategic initiatives spanning multiple business teams in a large enterprise environment – especially important is organizing / pushing teams to action
  • Direct people leadership experience
  • Crafting impactful executive presentations articulating our vision, strategy, and progress for both internal and external audiences
  • Executive presence/ awareness to convey complex concepts through various mediums in relatable terms and anchored in business meaning (be able to clearly communicate the “so what”) across various use cases (broad strategic questions, targeted strategic initiatives, board-level communications, etc.)
  • Experience leading strategic project engagements with cross-functional stakeholders, including C-suite level executives (e.g. firmwide strategic decisions, growth & efficiency opportunities, operating model enhancements).
  • Identifying connections between seemingly unrelated ideas and leveraging this insight to make better business decisions
  • Experience leveraging AI tools to accelerate analysis and output
  • Bachelor’s degree required

Preferred Experience:

  • Master’s degree
  • Functional experience in technology (IT, AI, Data, Analytics, Digital Assets) helpful
  • Successful history of influencing and cultivating strong business relationships across departments and levels to create alignment and support.
  • Curiosity & passion for research, industry trends, strategy development, technology, etc.

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
Finance & Insurance
Net Income
$3.2 billion
Founded
1973
5 Year Trend
+20%
Revenue
$12.1 billion
NASDAQ
SCHW
* Ladders Estimates

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