Charles Schwab

Internal Platform Strategy Director

Charles Schwab$120K — $150K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • B.A./B.S. Degree
  • 10+ years of proven experience in technology, product, platform, operations, or strategy roles in complex environments.
  • Experience shaping platform product strategy and execution plans.
  • Strong understanding of enterprise systems and workflow platforms.
  • Ability to translate business strategy into roadmap inputs and investment recommendations.
  • Success in leading by influence in matrixed environments.
  • Exceptional executive communication skills.

Responsibilities

  • Own the Advisor Services Internal Platform Strategy and success measures.
  • Define future-state approaches for servicing and workflow management.
  • Assess current platforms to prioritize constraints and opportunities.
  • Translate business needs into strategic planning inputs.
  • Partner with various teams to advance shared outcomes in platform modernizations.
  • Represent key operational requirements in enterprise planning forums.
  • Lead teams through influence and drive alignment on capability decisions.

Benefits

  • Bonus or incentive opportunities.
Full Job Description

The Internal Platform Strategy Director strengthens the internal business and operating model for Advisor Services by shaping the platform capabilities needed to deliver a more seamless, scalable, and differentiated advisor experience. This ecosystem of internal platforms and tools enables client-facing employees and operational teams to deliver transactional and strategic guidance and support to clients. This leader translates current and strategic business capabilities, servicing workflows, operational needs, and legacy capability decisions into platform product strategies, roadmap inputs, and executive-ready recommendations. 

 

Internal Platform Strategy & Ownership 

  • Own the Advisor Services Internal Platform Strategy, including platform boundaries, investment priorities, divestiture opportunities, roadmap inputs, and success measures. 
  • Define future-state approaches for internal servicing, workflow, case management, routing, visibility, and migration of legacy capabilities into enterprise platforms. 
  • Assess current product platforms and workflows to identify and prioritize constraints, fragmentation, manual workarounds, and reusable enterprise capability opportunities. 
  • Translate business needs into enterprise-ready inputs for roadmap, prioritization, sequencing, divestiture, and investment decisions.  

 

Enterprise Modernization Partnership 

  • Partner across advisor-facing, associate-facing, workflow, case management, data, product, technology, architecture, operations, and modernization teams to advance shared outcomes. 
  • Represent servicing workflows, operational requirements, growth priorities, and key decisions in enterprise planning forums. 
  • Influence roadmaps by articulating Advisor Services specific use cases, dependencies, trade-offs, risks, and measurable outcomes with a focus on how platforms can also unlock current constraints that impact the business and our client base.  

 

Leadership, Alignment & Execution 

  • Lead through influence across a matrixed environment, aligning teams around shared priorities and capability decisions. 
  • Create executive-ready recommendations, business cases, and decision materials that simplify complex platform and operational topics, that are aggregated into a compelling story that clearly articulates the needs, risks and benefits of recommended strategies, dependencies, ownership needs, and sequencing decisions early to support execution and adoption. 
What you have

Required Qualifications 

  • B.A./B.S. Degree
  • 10+ years of proven experience and success across technology, product, platform, operations, or strategy roles in support of platforms and technology in complex, regulated environments. 
  • Proven experience shaping platform product strategy, transformation roadmaps, and cross-functional execution plans. 
  • Strong understanding of enterprise systems, workflow platforms and orchestration, case management, shared services, reusable capabilities, platform boundaries, or B2B servicing systems. 
  • Demonstrated ability to translate business strategy and operational workflows into roadmap inputs, capability models, and investment recommendations. 
  • Success operating through influence, building alignment, and driving outcomes across matrixed business, product, technology, architecture, and operations teams. 
  • Exceptional executive communication skills with the ability to simplify complex platform, workflow, operational, and technology topics into clear decisions and business outcomes.  

Preferred Qualifications 

  • Masters Degree
  • Experience in financial services, custody, brokerage, advisor platforms, or internal servicing operations. 
  • Familiarity with shared services, domain-driven operating models, and large-scale platform governance. 
  • Experience at a consulting firm in support of financial services organizations and technology and platform engagements 

 

In addition 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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