Managing Director, M&A Integration

Charles Schwab Inc.•Westlake, TX

1d•$225,000 - $375,000

About The Position

The Managing Director, M&A Integration is an enterprise leader within Schwab’s cross-enterprise Transformation Management Office. The role is accountable for translating the strategic intent of acquisitions, separations, and partnerships into disciplined execution and measurable value for Schwab, its clients, and employees. As the single point of accountability for integration success, the leader aligns senior executives on strategy, governance, operating model, and execution, and directs complex, multi-year work across Technology, Operations, Finance, Legal, Risk, Compliance, Human Resources, Corporate Strategy, Communications, and business units. The leader owns integration budgets, manages synergy targets and realization, oversees internal and external integration milestones, and manages the cultural integration of acquired firms. The initial portfolio focuses on Forge Global Integration and Forge Trust Separation. In parallel, the role establishes a durable enterprise integration capability through reusable playbooks, rigorous governance, and a high-performing team positioned for future transactions and priority transformations. Success includes delivering transaction commitments on schedule; realizing committed benefits within approved investment parameters; mobilizing leaders and teams with clear accountabilities and decision rights; building trust across acquired-company and Schwab teams; managing material risks; strengthening repeatable integration and separation capabilities; and developing a high-performing team. The leader sets transaction strategy and governance, directs end-to-end planning and execution, stewards budgets and value realization, manages risk and readiness, advises executives, communicates progress and decisions, and institutionalizes integration practices.

Requirements

15+ years of progressive leadership across transaction integration, separation, enterprise transformation, strategy, operations, technology, consulting, or a related discipline.
Proven success leading large-scale integrations, separations, or enterprise transformations with measurable business outcomes.
Extensive people leadership and organizational development experience, including high followership and demonstrated ability to manage team capacity in a fast-changing environment.
Demonstrated executive-level influence and a record of driving shared accountability across complex, matrixed organizations.
Ability to convert strategy into integrated plans, timely decisions, and sustained results.
Strong financial acumen spanning large budgets, business cases, synergy commitments, investment tradeoffs, and value realization.
Experience leading significant client, employee, technology, operational, regulatory, and organizational change.
Exceptional judgment, risk management, problem-solving, negotiation, and executive communication in ambiguous environments.
Demonstrated success building high-performing teams focused on enterprise outcomes.

Responsibilities

Set integration or separation strategy for acquisitions, divestitures, partnerships, and other complex transactions.
Establish the operating model, team structure, governance, decision rights, execution standards, and escalation paths required to deliver transaction objectives.
Translate executive commitments into integrated, multi-year roadmaps with clear outcomes, milestones, ownership, and success measures.
Maintain enterprise accountability for execution, decisions, risk, and value realization.
Direct end-to-end integration planning and execution, from deal announcement through Legal Day 1, employee transitions, client and product migration, systems integration, operating model implementation, stabilization, and decommissioning.
Orchestrate cross-enterprise dependencies, sequence work, and hold leaders accountable for commitments.
Anticipate barriers, frame options, and accelerate decisions that sustain momentum.
Champion the acquired-employee experience in partnership with Human Resources, Communications, and change leaders.
Own the integration budget and investment process, and make decisions on investment opportunities and resourcing requests.
Partner with Finance and business leaders to define, track, and deliver the transaction business case.
Use transparent measures and disciplined reviews to close performance gaps and drive corrective action.
Identify and manage risks to clients, employees, financial results, regulatory obligations, operational continuity, and Schwab’s reputation.
Establish mitigation and escalation plans and bring consequential decisions to senior leaders at the appropriate time.
Partner with Legal, Risk, Compliance, Audit, and regulatory teams to secure approvals and demonstrate readiness.
Represent the integration program in regulatory discussions.
Advise and align Executive Council members, senior leaders, and acquired-company executives on strategy, investment, operating model, risk, and execution.
Resolve competing priorities and frame enterprise tradeoffs requiring shared investment and accountability.
Communicate progress, outcomes, risks, and decisions clearly in executive and broad employee forums.
Serve as a visible and trusted leader for Schwab and the integration, building relationships and influence across Schwab and acquired companies.
Institutionalize integration and separation playbooks, retain lessons learned, and build scalable tools and operating routines.
Lead and develop a high-performing team of integration professionals and future enterprise leaders.
Manage team capacity, deploy integration talent against priority enterprise transformations, and scale capacity through internal talent, hiring, or external partners as transaction needs increase.