Director, Bank Lending Experience & Delivery

Charles Schwab

Dallas, Westlake (TX, TX)

Hybrid

USD 180,000 - 250,000

Full time

3 days ago
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Benefits offered by this job

401(k) match
Employee stock purchase plan
Sabbatical after 5 years
Paid parental leave
Tuition reimbursement
Health, dental, and vision insurance

Job summary

Charles Schwab seeks a senior leader to own the Bank Lending experience and delivery, coordinating PAL, SAL, and Home Lending. You will shape a unified product roadmap, align business and technology teams, and drive end-to-end delivery in a regulated environment.

The role emphasizes partnership with product owners, architecture, and agile execution. You will define success metrics, balance innovation with compliance, and lead cross-functional teams to accelerate high-value delivery while

Qualifications

  • 10+ years in financial services with banking, lending, or advisory platforms.
  • Deep lending/banking experience with risk, regulatory, and controls awareness.
  • Proven leadership of product managers and high-performing teams.
  • Experience owning a multi-product roadmap and translating strategy into delivery.
  • Strong delivery background in an agile environment with PI planning and backlogs.
  • Ability to design end-to-end client/advisor experiences in regulated settings.
  • Strong product strategy, roadmap development, and execution skills.
  • Ability to synthesize client needs with regulatory constraints into decisions.
  • Experience with risk, compliance, legal, and business partner collaboration.
  • Demonstrated executive presence and cross-functional influence.

Responsibilities

  • Hold shared ownership of the Bank Lending product experience for PAL, SAL, and Home Lending.
  • Own and coordinate a unified Bank Lending product roadmap across platforms.
  • Lead planning and execution readiness for lending solutions and PI Planning.
  • Partner with the PO group and technical teams to manage backlogs and requirements.
  • Own the agile/tech delivery partnership and manage dependencies.
  • Ensure high-quality client/advisor experiences and drive digital adoption.
  • Drive requirements management and a single source of truth for business needs.
  • Reduce handoffs and establish end-to-end accountability across teams.
  • Collaborate with Bank Technology on architecture, design, and releases.
  • Balance innovation with risk management and regulatory compliance.

Skills

Financial services experience
Lending experience
People leadership
Product roadmap ownership
Agile delivery
Regulatory compliance
Executive presence
Collaboration skills
Emotional intelligence
Vendor/partner management

Education

Bachelor’s degree
Advanced degree a plus

Job description

Charles Schwab seeks a senior leader to own the Bank Lending experience and delivery, coordinating PAL, SAL, and Home Lending. You will shape a unified product roadmap, align business and technology teams, and drive end-to-end delivery in a regulated environment.

The role emphasizes partnership with product owners, architecture, and agile execution. You will define success metrics, balance innovation with compliance, and lead cross-functional teams to accelerate high-value delivery while

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