Charles Schwab Director - Strategy Consulting & Technology Innovation in San Francisco, California

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:

Internal strategy teams at Charles Schwab help set the direction for the company, business units, and product and service offerings. These teams are one of the main intake valves for top-tier talent at Schwab and provide members with an unparalleled opportunity to define and work on major strategic opportunities while gaining visibility among the firm's senior leadership. The goals of the strategy teams are to:

  • Deliver world-class strategy and innovation

  • Conduct clear, consistent, fact-based analysis to inform key business decisions

  • Drive the allocation of scarce resources to the highest-value issues across Schwab

What you’ll do:

The Director of Technology Strategy works in a team setting, reporting to the Vice President and working with multiple constituents across Schwab’s business units. Projects are broad in scope and require creativity, flexibility, analytical abilities, structured thinking, and strong project management and leadership skills. The successful candidate will be adaptable to a range of challenging projects and have a strong interest in technology, innovation and financial services. They will be self-motivated, results oriented and able to independently lead major strategic initiatives, working up and down the organization from the CEO to junior staff.

The Director will have responsibility for significant elements of project work, including:

  • Leading strategic project definition, idea generation, and insight development

  • Managing engagements with external consultants

  • Planning and executing multiple projects concurrently across multiple stakeholder groups

  • Structuring analysis of technology, market and industry trends that will impact our business and in turn our technology organization

  • Ensuring high-quality analysis and presentation materials for senior management, stakeholders, and domain specialists

  • Developing strategic insights that will drive sustained growth in our business

Representative project work includes enabling the digital client experience, application modernization, security as a feature, blockchain opportunities within operations, partner and vendor analysis and selection, data center strategy, driving efficiencies within technology, new product development, strategic planning, etc.

What you have:

  • MBA and/or post-grad education required

  • 8-10 years of work experience in consulting, investment banking, corporate development, and/or internal / technology strategy and innovation

  • Experience designing processes, framing problems, analyzing solutions, building models, making decks, facilitating meetings, presenting to large and small audiences

  • Prior experience in financial services including experience with financial markets, products, technology and/or the fee-based investment advisory market preferred, but not required

  • An appropriate balance of objective, analytical orientation with a desire to move things to conclusion and deliver results

  • Strategic thinking with strong business judgment and analytical skills, able to problem solve and manage projects as issues arise

  • Ability to influence executives and stakeholders by demonstrating mature intellectual and managerial leadership

  • Comfort in a dynamic and fast-moving work environment

  • Willingness to do whatever it takes

What you’ll get:

  • Not just a job, but an opportunity to do the best work of your life with a company that never stops challenging the status quo

  • Exposure to exciting trends in FinTech

  • Access to the senior leaders of Charles Schwab, in particular the CIO and CTO

  • Everyday Wellness: Healthy Rewards, Onsite Fitness Classes, Healthy Choices, Wellness Champions

  • Financial Fitness: 401k Match, Employee Discounts, Personalized advice, Brokerage discounts

  • Work/Life Balance: Sabbatical, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer

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

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.

Position Located In: CA - San Francisco