Director, Business Strategy
About The Position
Reporting to the Managing Director, Head of Business Excellence, the Director and his/her team will act as a strategic through leader, proxy, and project manager—translating the executive's vision into actionable execution, while removing roadblocks. This role serves as a strategic advisor and execution partner to the Head of Business Excellence, providing leverage across a broad portfolio of chief-of-staff, operational, and strategic initiatives. The successful candidate will help free executive capacity by independently leading critical business priorities, driving cross-functional execution, and ensuring continuity across key business operations. This role is envisioned for well-rounded candidates who possess a diverse skillset, including the ability to lead/manage, collaborate, problem solve, and apply analytics. The role will be based in Westlake, TX (preferred); San Francisco, CA.
Requirements
- An undergraduate degree is required; an MBA is preferred
- 5+ years of related experience in leading teams, conducting data-driven analysis, and developing and implementing strategy
- 10+ years of financial services industry experience – ideally within asset management
- Strategic advisor/execution partner to Head of Business Excellence
- Chief-of-staff style responsibilities
- Influence across large matrixed organizations
- Consulting/strategy/transformation background preferred
- Creative and strategic thinker who inspires action by identifying and connecting opportunities, gaps and providing solutions
- Strong collaboration, influence and decision-making skills
- Experience in management consulting, corporate strategy, business transformation, chief of staff, enterprise PMO, or similar broad leadership roles
- Demonstrated ability to quickly assess unfamiliar business challenges, develop structured approaches, and drive solutions from concept through execution
- Comfortable operating across a wide range of business disciplines rather than a single area of specialization
- Proven success handling ambiguous assignments, competing priorities, and executive-level requests with minimal direction
- Ability to leverage strategic and analytical capabilities to make sound, timely decisions
- Leadership and relationship-building skills, including ability to influence and build consensus
- Outstanding written and verbal communication skills with demonstrated ability to communicate effectively with all levels of the organization
- Strong emotional intelligence/maturity and senior level executive presence
- Ability to contribute to the goals and objectives of the company by collaboration and fostering a positive and inclusive work environment
- Ability to make significant progress with minimal direction and to make decisions, pivot, and structure pathways forward in the face of ambiguity
Responsibilities
- Identify opportunities within the areas of financial innovation, disruptive technology and an evolving regulatory environment
- Support evaluation of new opportunities, partnerships, and expansion areas aligned with the firm’s strategic direction
- Provide decision support by acting as a thought partner to the executive, analyzing data, and stress-testing potential business scenarios
- Develop and execute strategic and tactical business plans
- Lead key initiatives to maintain and build investment management functions
- Manage team members responsible for operational business success and compensation
- Engage with the SAM Senior Leadership Team
- Serve as liaison with key business partners including Finance, Human Resources, Corporate Affairs, Technology, Compliance, Corporate Real Estate, and Corporate Strategy
- Provide leadership and oversight for senior team members responsible for budget oversight, business and performance reporting, headcount management, coordination with vendor management team, and compensation programs
- Develop organizational resiliency and succession readiness across critical business functions by increasing operational knowledge and cross-functional continuity
- Partner extensively with leaders across Schwab, including Asset Management, Workplace, Distribution, Finance, Human Resources, Technology, Legal, Corporate Real Estate, Compliance, Communications, and Strategy functions to advance business objectives
- Influence outcomes across large, matrixed organizations without direct authority
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What This Job Offers
Job Type
Full-time
Career Level
Director
