Director, Business Strategy (PL)

Charles Schwab; Chicago (IL); On-site; USD 120,000 - 160,000; Full time

Benefits offered by this job

401(k) with company match

Paid time for vacation

Paid parental leave

Tuition reimbursement

Health insurance

Job summary

A leading financial services firm is seeking a Director of Business Strategy in Chicago. In this role, you'll drive operational success, collaborate across teams, and provide actionable insights to enhance business health. The ideal candidate has extensive experience in financial services, strong problem-solving skills, and a proven track record of leadership. This position offers a competitive benefits package and emphasizes both in-office collaboration and workplace flexibility.

Qualifications

• 10+ years of total work experience.
• 5+ years of experience in financial services client delivery.
• Direct people management experience.
• Proven experience in business strategy and consulting.
• Ability to manage multiple complex projects.

Responsibilities

• Connect dots across multiple initiatives.
• Assess and address root causes of business challenges.
• Deliver clear, actionable recommendations.
• Guide cross-functional leaders to focus on solutions.
• Facilitate leadership forums for transparency.

Skills

Analytical skills

Problem-solving skills

Leadership abilities

Communication skills

Project management

Education

Bachelor’s degree

MBA

Tools

PowerPoint

Excel

Job description

Your opportunity We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s). 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. Join Schwab Wealth Advisory’s (SWA) BOOST (Business Operations & Offer Success Team) as a Director of Business Strategy, playing a pivotal role in driving SWA’s sustainable growth and vision forward. As part of BOOST, you will collaborate across the Wealth & Advice Solutions (WAS) organization and with critical partner teams across the Schwab ecosystem to identify, synthesize, and act on insights that enhance SWA’s operational effectiveness, business health, partner relationships and, ultimately, wealth management delivery to our SWA clients. This role is essential for maintaining a real-time pulse on business success and opportunities, integration of strategic initiatives, and the strength of relationships across the organization and its partners. You will leverage feedback, interviews, data, and cross-functional relationships to identify opportunities, pain points, and root causes of challenges, then drive and partner with leaders to align and focus on solutions.

You Will

• Connect dots across multiple initiatives, ensuring business leaders are driving in the same direction and that priorities remain aligned, and activation and operations remain consistent.
• Assess and address root causes of business challenges, ensuring issues are resolved and strategic initiatives are consistently executed across teams and leadership.
• Deliver clear, actionable recommendations that support decision-making and drive accountability for business health and operational success.
• Guide cross-functional leaders to focus on solutions, foster consistency, and reinforce a culture of collaboration and continuous improvement.
• Provide timely, targeted feedback to partners, including field operators and back-office partner support teams, driving accountability and influencing activation and solutions.
• Facilitate leadership forums and feedback mechanisms that promote transparency, accountability, and proactive action, ensuring follow-through.
• Guide strategy of events that drive critical business relationships and engagement, tailoring audience and content based on unique needs and dynamics.

What you have

Required

• 10+ years of total work experience.
• 5+ years of experience in financial services client delivery or an applicable client delivery-supporting role.
• 5+ years in securities or financial services.
• Direct People management experience.
• Proven experience in business strategy, consulting, and operations within financial services.
• Strong analytical, synthesis, and problem-solving skills; able to turn data and feedback into actionable insights and decision-making.
• Demonstrated leadership and relationship-building abilities, with influence across all levels.
• Superior communication skills, both written and verbal, with experience presenting to executive audiences.
• Ability to manage multiple complex projects simultaneously in a dynamic environment.
• Executive presence, professionalism, and diplomacy.
• Bachelor’s degree required.
• Expert user of PowerPoint and Excel.

Preferred

• MBA preferred.

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

Seniority level

Director

Employment type

Full-time

Job function

Business Development and Sales