The Director of Platform Strategy will play a significant role on the team, primarily focused on planning and implementing major strategic initiatives that intersect the priorities of key business partners within our broader asset management organization (Schwab Asset Management Services, or SAMS). The overall SAMS team is passionately committed to providing solutions that help Schwab clients achieve their financial goals. SAMS includes:
The Director’s projects will therefore be broad in scope and require creativity and highly innovative critical thinking, as well as planning, communication, and partnership skills. The successful candidate must be ambitious and passionate about strategy, analytics and financial services. S/he will be self-motivated, results oriented and able to partner with senior leaders on major strategic initiatives. A passion for helping clients achieve their financial goals is a must.
The Director will be a key member of a fast-paced team focused on strategic initiatives that cross product platforms and intersect with the priorities of key business partners in Investor Services, Advisor Services and other Schwab teams. The Director will work closely with internal and external partners developing strategies to address changing industry trends, to evolve our business and economic model, pursue market growth opportunities and improve internal business processes and operations. Our team is responsible for AMCS platforms’ strategies, which encompass all of Schwab’s money management and portfolio advice solutions.