Director, Business Strategy- Advisor Services

Charles Schwab • Westlake, TX

88d

About The Position

At Schwab Advisor Services, we are at the heart of an unprecedented era of opportunity for independent Registered Investment Advisors (RIAs). As the landscape becomes increasingly complex, with new challenges, competition, and choices, the importance of a trusted custodian has never been greater. We understand these dynamics better than anyone else and are unwavering in our commitment to helping RIAs excel and serve their clients with the highest standards. With our innovative technology, reliable insights, robust security, and cutting-edge wealth services, we provide the tools and support needed to navigate this evolving environment. And the best part? We're just getting started. Whether you're helping RIAs grow their practices, enhance client experiences, or achieve their dreams, you'll be part of a team that listens, learns, and leads the independent movement. Join us to be the obvious choice for RIAs and their clients and make a meaningful impact on the future of the financial services industry. We are seeking a Director of Business Strategy to play a pivotal role in shaping the future of our firm. You will collaborate directly with key leaders across the enterprise to develop strategic initiatives which ensure we remain at the forefront of the RIA industry. This position is within the Strategy Exploration & Planning team, a critical group that empowers leaders across Advisor Services to explore and set strategic direction, frame key business decisions, and influence resource allocation for high-value opportunities. The team is dedicated to conducting in-depth research, facilitating strategic conversations, and ensuring that Schwab maintains a strong and competitive position within the RIA ecosystem. Your expertise will be crucial in assessing industry trends, developing business cases, and synthesizing a comprehensive Advisor Services perspective on critical strategic decisions. Join us to be part of a team that is committed to uncovering long-term opportunities and driving sustainable growth.

Requirements

• Minimum 5 years of business strategy consulting or internal strategy group experience (may be partially offset with experience working directly with RIAs).
• Minimum of 10+ years of total work experience.
• Exceptional executive presence, emotional maturity, collaboration, and influencing skills.
• Strategic thinker with strong business judgment and analytical skills.
• Ability to develop and share a point of view and create alignment across all levels of the enterprise.
• Highly resourceful, adaptable, and creative problem solver who can thrive in a dynamic environment.
• Ability to craft high-impact executive presentations for internal and external audiences that articulate our vision, strategy, and progress.
• Strong acumen in financial services and wealth management.

Nice To Haves

• MBA or advanced degree in a relevant field preferable.
• Strong ethical standards and a commitment to compliance and risk management.
• Alignment with Schwab's values of respect, diversity, and strategic innovation.

Responsibilities

• Lead and oversee key strategic projects in collaboration with Advisor Services leaders and the Advisor Services leadership team.
• Synthesize and perform comprehensive research (client insights, research studies/reports, interviews, & analytics) specific to the Registered Investment Advisor industry.
• Conduct clear, consistent, and data-driven analysis to inform key business decisions and deliver strategic recommendations.
• Define and execute on long-term strategy deliverables for Advisor Services, ensuring alignment with overall business goals and Schwab's mission.
• Engage with internal partners such as client-facing teams, operations, technology, legal, and compliance to ensure strategic alignment and progress.
• Build and maintain strong relationships with external partners to leverage their expertise and resources.
• Facilitate conversations and conduct research aimed at safeguarding or improving Schwab's competitive position and uncovering long-term opportunities for growth.
• Ensure business oversight and risk management by maintaining a clear understanding of market trends and client needs.
• Make informed tradeoff decisions and prioritize strategic initiatives to maximize impact and efficiency.
• Develop and maintain a strong sense of urgency and attention to detail in all aspects of the role.
• Support the development of high-impact executive presentations that articulate our vision, strategy, and progress for both internal and external audiences.
• Build credibility and trusting relationships with peers and stakeholders to ensure smooth collaboration and support.

What This Job Offers

• Job Type: Full-time
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree