Director, Strategy & Program Office, Long/Short SMA

Charles Schwab Inc. • Jersey City, NJ

7d • $121,400 - $269,900

About The Position

The Investment Offers & Solutions (IOS) organization is responsible for managing Schwab’s investment product marketplaces. Within IOS, the Long/Short Extension Separately Managed Accounts (SMA) business is one of Schwab’s fastest-growing offerings. To support its continued growth and complexity, Schwab is establishing a formal, multi-year Long/Short SMA Program. This program office will serve as the central hub for setting program strategy, coordinating decisions, escalating risks, aligning stakeholders, and ensuring disciplined execution across the firm.

The Director will lead the Long/Short SMA Strategy & Program Office, serving as the central leader responsible for setting program strategy, enterprise program governance, executive decision support, cross-functional coordination, and disciplined execution of a complex, multi-year book of work. This role requires exceptional strategic judgment, executive presence, structured problem solving, and the ability to influence senior leaders. The Director will frame the growth ambition, monetization considerations, competitive positioning, opportunity sizing, sequencing, trade-offs, and strategic options for the Long/Short SMA business. They will translate complex inputs into crisp recommendations and decision frameworks for governance forums. On the program office side, the Director will orchestrate execution across multiple cross-functional workstreams, maintain the integrated program roadmap, surface risks and dependencies, and drive timely resolution of decisions. This leader will establish the governance rhythm for the program. The Director will partner closely with various departments to ensure the program is managed as an enterprise initiative. This is a people leadership role, responsible for building and managing a small, high-caliber program team.

Requirements

• 10+ years of experience in enterprise strategy, program office leadership, transformation, integration management, corporate strategy, management consulting, or complex financial services execution roles.
• Demonstrated experience leading large, complex, cross-functional programs in a highly matrixed organization, ideally within financial services or another scaled, regulated environment.
• Proven ability to establish or lead a program office, transformation office, integration management office, chief-of-staff function, or enterprise governance model.
• Exceptional structured problem-solving skills, with the ability to translate ambiguity into clear choices, recommendations, action plans, and executive-ready materials.
• Strong executive presence and influencing skills, with demonstrated ability to drive alignment across senior leaders, cross-functional stakeholders, and competing priorities.
• Experience developing Steering Committee, senior executive, or Board-level materials, including decision frameworks, risk summaries, opportunity sizing, trade-off analysis, and clear recommendations.
• Ability to hold senior workstream owners accountable to milestones, deliverables, risks, and decisions without relying solely on direct authority.
• High degree of comfort operating in ambiguity, moving quickly, and bringing structure, discipline, and accountability to evolving business priorities.
• Expert-level PowerPoint, Excel, executive storytelling, and analytical framing skills, with the ability to guide others in developing high-quality materials.
• People leadership experience, including the ability to build, develop, and lead a small, high-performing team.
• Bachelor’s degree required.

Nice To Haves

• MBA, CFA, CFP, or other advanced credentials strongly preferred.
• Experience in management consulting, corporate strategy, enterprise transformation, integration management, or a chief-of-staff/program office role supporting senior executives.
• Experience within a large, complex financial services organization, broker-dealer, custodian, asset manager, financial intermediary, or consulting firm serving financial services clients.
• Familiarity with Separately Managed Accounts, Long/Short strategies, investment products, asset management, or third-party manager distribution models.
• Familiarity with the RIA channel and third-party asset manager distribution models.
• Strong emotional intelligence, maturity, and ability to challenge the status quo with respect, clarity, and business judgment.
• Comfort navigating and activating alignment across organizational silos and upward through multiple levels of leadership; navigates and activates alignment across organizational silos and upward 2+ levels.

Responsibilities

• Develop executive-ready materials, recommendations, analytics, and narratives that help senior leaders make timely, well-informed decisions.
• Stand up and lead a centralized program office for a high-growth Long/Short SMA business with enterprise-wide implications.
• Create the governance structure, operating rhythm, decision forums, escalation paths, and executive reporting needed to manage a complex, multi-year initiative.
• Coordinate across 8 to 10+ cross-functional teams, ensuring leaders are aligned, accountable, and focused on the highest-priority decisions and deliverables.
• Manage the integrated program roadmap, including milestones, dependencies, risks, decisions, and sequencing across workstreams.
• Partner with Treasury, Operations, Technology, Risk, Compliance, Securities Lending, Advisor Services, and Product to address both client and firm-level implications.
• Bring structure to ambiguous, fast-moving issues by framing problems, identifying options, surfacing trade-offs, and driving alignment.
• Build and develop a small program team with strong analytical, storytelling, execution, and stakeholder management capabilities.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior