Director, Business Strategy

Charles Schwab; Westlake (TX); On-site; USD 180,000 - 240,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Health, dental, and vision insurance

Sabbatical after 5 years

Paid parental leave

Job summary

Schwab Advisor Services is seeking a Director of Business Strategy to lead a portfolio of strategic exploration efforts. You will turn ambiguous questions into clear perspectives using research, hypothesis development, and executive-ready materials to guide investments and partnerships.

You will build trusted relationships with senior leaders, facilitate discussions, and influence choices about where to invest, partner or monitor for future growth within Advisor Services.

Qualifications

• 10+ years of professional experience in business strategy consulting, an internal strategy group, or a strategy leadership role in financial services
• Bachelor’s degree in Business, Finance, Economics, or a related field
• Demonstrated ability to develop strategic perspectives and recommendations for senior executives on ambiguous, cross-functional business questions
• Experience working across multiple business lines or functions and influencing leaders without direct authority
• Ability to translate industry, client, competitive, and business insights into concise recommendations, clear options, and actionable decisions
• Ability to operate autonomously, manage multiple high-priority strategic questions, and consistently deliver high-quality work
• Strong ethical judgment and a demonstrated commitment to compliance, risk management, collaboration, integrity, and client focus

Responsibilities

• Lead a portfolio of strategic exploration efforts and turn complex questions into clear perspectives and decision-ready recommendations
• Combine research, hypothesis development, and executive-ready materials to inform investments, partnerships, and growth
• Build trusted relationships with senior leaders and facilitate discussions to challenge assumptions and align on actions
• Influence choices about where Advisor Services should invest, partner, or build capabilities
• Monitor organizational readiness and communicate concise options with impact for growth opportunities

Skills

Strategic thinking

Leadership

Analytical skills

Communication

Education

Bachelor's degree in Business/Finance/Economics

MBA or related advanced degree

Job description

Your opportunity

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.

Schwab Advisor Services supports Registered Investment Advisors and plays an important role in the continued evolution of the Industry. Within the Strategy Exploration & Planning team, you’ll work across Advisor Services and Schwab to examine emerging industry trends, changing advisor needs, business model innovation, strategic partnerships, and long-term growth opportunities. Your work will help leaders identify where Schwab can create differentiated value, strengthen its competitive position, and focus investment on opportunities that matter most.

As Director of Business Strategy, you’ll lead a portfolio of strategic exploration efforts and turn complex, ambiguous questions into clear perspectives and decision-ready recommendations. You’ll combine research, hypothesis development, business and competitive analysis, and stakeholder insight to assess client value, business impact, differentiation, risk, trade-offs, and organizational readiness. By building trusted relationships, facilitating thoughtful discussions, and developing executive-ready materials, you’ll challenge assumptions, build alignment, and influence choices about where Advisor Services should invest, partner, build capabilities, or monitor for future growth.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site 4 days a week in the specified location(s).

Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.

What you have

Required Qualifications

• 10+ years of professional experience, including significant experience in business strategy consulting, an internal strategy group, or a strategy leadership role in financial services
• Bachelor’s degree in Business, Finance, Economics, or a related field
• Demonstrated ability to develop strategic perspectives and recommendations for senior executives on ambiguous, cross-functional business questions
• Experience working across multiple business lines or functions and influencing leaders without direct authority
• Ability to translate industry, client, competitive, and business insights into concise recommendations, clear options, and actionable decisions
• Ability to operate autonomously, manage multiple high-priority strategic questions, and consistently deliver high-quality work
• Strong ethical judgment and a demonstrated commitment to compliance, risk management, collaboration, integrity, and client focus

Preferred Qualifications

• Financial services or wealth management experience, including exposure to registered investment advisors, custody, banking, asset management, or platform economics
• MBA or another relevant advanced degree
• Experience identifying emerging opportunities and evaluating them through client value, business impact, competitive differentiation, and organizational readiness
• Ability to build trusted relationships with senior leaders and industry stakeholders, facilitate discussions that challenge conventional thinking, and create executive-ready materials that build alignment

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

• 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