Charles Schwab Corporation

  • Managing Director, Business Strategy

    Job Locations US-CA-San Francisco
    Requisition ID
    Posted Date
    1 month ago(1/20/2020 5:47 PM)
    Finance & Accounting
  • Your Opportunity

    Charles Schwab’s Digital Services enterprise is responsible for leading digital disruption on behalf of investors and advisors.  We are on a journey to build the future of financial services and transform the way we work to get there through deep integration of our client focus with Design Thinking techniques and modern Agile development practices.  Our mission is to deliver best in class digital and data solutions that help investors and advisors achieve their goals, while enhancing our scale and agility and developing our industry leading talent along the way. 


    We are looking for a Managing Director of Business Strategy to help guide our enterprise through this transformation.

    What you’re good at

    The Managing Director reports directly to the Chief Digital Officer serving in a Chief of Staff capacity and is responsible for driving and supporting a range of key activities in support of the Digital Services enterprise. The Managing Director will work closely with the Digital Services Leadership Team and other key executives on a range of ongoing activities and projects, ranging from defining and drafting strategies, defining and executing on the agenda for key leadership meetings, presentations and talking points for both internal and external audiences, and supporting the coordination of activities across Digital Services and key partner organizations.  Projects are broad in scope and require creativity and exceptional strategic thinking, as well as strong project management, influencing and leadership skills. 

    What you have

    Flexibility, creativity, efficiency, resourcefulness, and enthusiasm are highly valued on the team, as well as the ability to collaborate with and influence individuals at all levels within the enterprise and firm at large. A strong candidate has a ‘can-do,’ results-oriented approach to business, and a bias for action with the ability to identify and overcome obstacles. The successful candidate thrives in a fast-paced environment and is:

    • Able to independently lead major strategic initiatives and energized by the opportunity to work on varied projects and programs throughout the year.
    • A gifted visual storyteller who can weave a narrative that is concise, compelling, and tailored to specific audiences based on complex and varied inputs.
    • A strong writer and verbal communicator with superior analytical skills, research capabilities, and attention to detail.
    • Adaptable and has a growth-mindset and both seeks and welcomes feedback to improve deliverables and develop skills.
    • Strong interest and passion for digital technology, financial services, and serving clients with passion and integrity.

    A minimum of 3-5 years managing complex projects is required, and an MBA and/or post-graduate education is highly preferred. Previous work experience in strategy, preferably with a top-tier consulting firm or strategy group within a financial services firm, is desirable.


    Sorry the Share function is not working properly at this moment. Please refresh the page and try again later.
    Share on your newsfeed

    Why Schwab?

    At Schwab, “Own Your Tomorrow” embodies everything we do! We are committed to helping our employees unleash their potential and achieve their dreams. Our employees get to play a central role in disrupting a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth. We’re a modern financial services firm that stands apart from the industry, where you can go as far as your ambition takes you.

    Hear from employees: What’s it like to work at Schwab!

    The benefits of working at Schwab: a package designed to empower your health, wealth, career and life.
    Schwab is committed to building a diverse and inclusive workplace where everyone feels valued.

    As an equal employment opportunity employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. (Please click here to see policy.)

    Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace.
    We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.