Director, Business Strategy

Charles Schwab Inc.•Orlando, FL

18h•$135,000 - $198,000•Hybrid

About The Position

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. Schwab Advisor Services supports independent financial professionals and plays an important role in the continued evolution of the Registered Investment Advisors. Within the Strategy Exploration & Planning team, you’ll work across Advisor Services and Schwab to examine emerging industry trends, changing advisor needs, business model innovation, strategic partnerships, and long-term growth opportunities. Your work will help leaders identify where Schwab can create differentiated value, strengthen its competitive position, and focus investment on opportunities that matter most. As Director of Business Strategy, you’ll lead a portfolio of strategic exploration efforts and turn complex, ambiguous questions into clear perspectives and decision-ready recommendations. You’ll combine research, hypothesis development, business and competitive analysis, and stakeholder insight to assess client value, business impact, differentiation, risk, trade-offs, and organizational readiness. By building trusted relationships, facilitating thoughtful discussions, and developing executive-ready materials, you’ll challenge assumptions, build alignment, and influence choices about where Advisor Services should invest, partner, build capabilities, or monitor for future growth.

Requirements

10+ years of professional experience, including significant experience in business strategy consulting, an internal strategy group, or a strategy leadership role in financial services
Bachelor’s degree in Business, Finance, Economics, or a related field
Demonstrated ability to develop strategic perspectives and recommendations for senior executives on ambiguous, cross-functional business questions
Experience working across multiple business lines or functions and influencing leaders without direct authority
Ability to translate industry, client, competitive, and business insights into concise recommendations, clear options, and actionable decisions
Ability to operate autonomously, manage multiple high-priority strategic questions, and consistently deliver high-quality work
Strong ethical judgment and a demonstrated commitment to compliance, risk management, collaboration, integrity, and client focus
Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.

Nice To Haves

Financial services or wealth management experience, including exposure to registered investment advisors, custody, banking, asset management, or platform economics
MBA or another relevant advanced degree
Experience identifying emerging opportunities and evaluating them through client value, business impact, competitive differentiation, and organizational readiness
Ability to build trusted relationships with senior leaders and industry stakeholders, facilitate discussions that challenge conventional thinking, and create executive-ready materials that build alignment

Responsibilities

Lead a portfolio of strategic exploration efforts.
Turn complex, ambiguous questions into clear perspectives and decision-ready recommendations.
Combine research, hypothesis development, business and competitive analysis, and stakeholder insight to assess client value, business impact, differentiation, risk, trade-offs, and organizational readiness.
Build trusted relationships, facilitate thoughtful discussions, and develop executive-ready materials.
Challenge assumptions, build alignment, and influence choices about where Advisor Services should invest, partner, build capabilities, or monitor for future growth.