Director of Strategy & Growth: Advisor Services

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

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.