Director, Retirement Plan Services Strategy and Modernization

About the Role

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.

Responsibilities

• Lead planning and execution for key Retirement Plan Services modernization initiatives, including implementation and business readiness activities.
• Partner with product, platform, digital, architecture, and engineering leaders to define future state capabilities and connect those capabilities to future state offer decisions.
• Partner with business, operations, product, technology, risk, communications, human resources, and client-facing teams to coordinate execution and prepare teams for upcoming changes.
• Translate modernization objectives into actionable implementation plans with clear ownership, timelines, deliverables, and success measures.
• Lead change and business readiness activities, including stakeholder engagement, process changes, communications, training, operational preparedness, and implementation planning.
• Help leaders and teams understand what is changing, why it matters, and what they need to do differently as modernization capabilities are implemented.

Requirements

• 10+ years of experience leading large-scale transformation, modernization, strategic initiatives, or complex business change programs within financial services or similarly regulated industries.
• Proven ability to lead through ambiguity and navigate complex, fast-moving environments with multiple priorities, stakeholders, and dependencies.
• Demonstrated success identifying, escalating, and resolving program risks, issues, and roadblocks while maintaining momentum against critical business objectives.
• Strong track record serving as an integrator across business, operations, technology, risk, compliance, and other enterprise functions to drive alignment and execution.
• Exceptional stakeholder management and influencing skills, with the ability to build consensus, resolve competing priorities, and drive decisions without direct authority.
• Experience translating strategic objectives into actionable plans, execution roadmaps, and measurable business outcomes.

Benefits

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance