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).

At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.

Join Schwab Wealth Advisory's (SWA) BOOST (Business Operations & Offer Success Team) as a Director of Business Strategy, play ing a pivotal role in driving SWA 's sustainable growth and vision forward.

As part of BOOST, you will collaborate across the Wealth & Advice Solution s (WAS) organization and with critical partner teams across the Schwab ecosystem to identify, synthesize, and act on insights that enhance SWA's operational effectiveness , business health, partner relationships and, ultimately, wealth management delivery to our SWA clients .

This role is essential for maintaining a real-time pulse on business success and opportunities , integration of strategic initiatives, and the strength of relationships across the organization and its partners . You will leverage feedback, interviews, data, and cross-functional relationships to identify opportunities, pain points, and root causes of challenges , then drive and partner with leaders to align and focus on solutions.

You will:

• Connect dots across multiple initiatives, ensuring business leaders are driving in the same direction and that priorities remain aligned , and activation and operation s remain consistent.
• Assess and address root causes of business challenges, ensuring issues are resolved and strategic initiatives are consistently executed across teams and leadership .
• Deliver clear, actionable recommendations that support decision-making and drive accountability for business health and operational success.
• Guide cross-functional leaders to focus on solutions, foster consistency, and reinforce a culture of collaboration and continuous improvement.
• Provide timely , targeted feedback to partners, including field operators and back-office partner support teams, driving accountability and influencing activation and solutions.
• Facilitate leadership forums and feedback mechanisms that promote transparency, accountability, and proactive action, ensuring follow-through.
• Guide strategy of events that drive critical business relationships and engagement, tailoring audience and content based on unique needs and dynamics

What you have

Required:

• 10+ years of total work experience .
• 5+ years of experience in financial services client delivery or an applicable client delivery-supporting role .
• 5 + years in securities or financial services.
• Direct P eople management experience.
• Proven experience in business strategy, consulting, and operations within financial services.
• Strong analytical, synthesis, and problem-solving skills; able to turn data and feedback into actionable insights and decision-making.
• Demonstrated leadership and relationship-building abilities, with influence across all levels.
• Superior communication skills, both written and verbal, with experience presenting to executive audiences.
• Ability to manage multiple complex projects simultaneously in a dynamic environment.
• Executive presence, professionalism, and diplomacy.
• Bachelor's degree required
• Expert user of PowerPoint and Excel.

Preferred:

• MBA preferred.

Requisition #: 2025-116447

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Requirements

2025-116447