The Business Process Transformation team at Schwab is a cross-functional group that is helping to drive transformation across the firm. We use a variety of methodologies, tools and capabilities to drive large-scale change. Alongside our business and technology partners, we are responsible for protecting and safeguarding the assets of the firm and our clients while continuing to increase scalability, efficiency, and service experience.
The Director of Smart Processing role is central to Schwab’s transformation efforts and the firm’s broader “Smart Processing” strategy. Smart Processing is at the center of Schwab’s sustainable competitive advantage. Smart Processing requires end-to-end, ecosystem strategy, vision, planning, and execution. When executed well, it drives tangible near-term benefits for Schwab and our clients, including greater scale via increased levels of automation and straight-through processing, greater transparency into service and operational processes, and more efficient and personalized service. Smart Processing also drives our long-term strategy through creation of data assets that will power AI and Machine Learning applications leading to even greater scale, personalization, and speed to market for Schwab’s next generation of products and features.
This role owns the strategy development, product vision, execution, and evolution of our most important service, processing, and client experience elements (e.g. opening accounts, moving money, asset acceptance, corporate action elections, etc.). This role would be responsible for integrating technology, data, and process excellence into product strategy and execution, ensuring delivery of business value in line with the broader Smart Processing strategy. This role must build momentum for the product vision with Senior Leaders across the enterprise, while executing flawlessly through agile software development practices.