Director, Banking Operations Strategy & Transformation (Hybrid)

Charles Schwab; Westlake (TX); Hybrid; USD 160,000 - 210,000; Full time

Benefits offered by this job

401(k) with company match

Sabbatical after 5 years

Parental leave and family benefits

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking a Director to lead Business Strategy for Banking Operations. You will drive modernization, develop scalable operating models, and manage strategic initiatives that balance vision with hands-on delivery.

You will partner across product, technology, risk, and operations to ensure readiness for new banking products and capabilities, while guiding the 23B agreement processes and governance.

Qualifications

• 10+ years in business strategy and banking operations or related leadership roles.
• 5+ years of banking experience.
• Direct people leadership experience.
• Experience presenting to executives and C-suite audiences.
• Ability to drive cross-functional strategic initiatives.

Responsibilities

• Lead cross-functional teams to drive modernization and strategic initiatives.
• Develop strategic plans for operational excellence, scalability and efficiency.
• Support rollout of new banking products and capabilities for readiness.
• Serve as liaison between Banking Operations and Operational Services on 23B agreements.
• Assess impacts, resources, risks, and readiness for new initiatives.
• Identify opportunities to simplify processes and improve operating models.
• Communicate strategic issues and recommendations to senior leadership.
• Motivate teams and drive progress across complex programs.

Skills

Strategic planning

Executive presence

People leadership

Stakeholder management

Cross-functional collaboration

Analytical thinking

Communication skills

Change management

Operational excellence

Job description

Charles Schwab is seeking a Director to lead Business Strategy for Banking Operations. You will drive modernization, develop scalable operating models, and manage strategic initiatives that balance vision with hands-on delivery.

You will partner across product, technology, risk, and operations to ensure readiness for new banking products and capabilities, while guiding the 23B agreement processes and governance.