Director, Platform Modernization & Strategy (Hybrid)

Charles Schwab; Austin (TX); On-site; USD 180,000 - 260,000; Full time

Benefits offered by this job

Hybrid work flexibility

401(k) with company match

Employee stock purchase plan

Parental leave and family benefits

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking a Director, RPS Modernization Business Lead to guide the Retirement Plan Services platform modernization. You will be the business voice across Digital, Platform, Technology, Operations, Product, Service, and vendor partners to align client needs with platform design and conversion.

Lead migrations, shape the future state, and drive the modernization business case with revenue, operations, and competitive outcomes.

Qualifications

• Bachelor’s degree with 7–10 years in retirement plan services.
• Strong understanding of retirement plan recordkeeping and stakeholder needs.
• Proven record leading complex platform implementations or transformations.
• Ability to translate strategy into capabilities, roadmaps, and measurable outcomes.
• Experience developing and managing business cases with value realization.

Responsibilities

• Shape the future state by leading platform evaluation and operating-model design.
• Champion clients and lead migration strategy with stakeholder partners.
• Deliver business-case value by tracking revenue, operations, and competitive outcomes.
• Engage senior leaders in governance with clear recommendations and risk assessments.
• Drive strategic communications and partnership with teams and vendors to ensure alignment.
• Own the platform long-term by defining support structures and value realization.
• Lead through ambiguity with structured scope, priorities, and accountability.

Skills

Strategic leadership

Cross-functional collaboration

Executive communication

Business analysis

Change management

Vendor management

Autonomy

Education

Bachelor’s degree

Advanced degree or relevant certification

Job description

Charles Schwab is seeking a Director, RPS Modernization Business Lead to guide the Retirement Plan Services platform modernization. You will be the business voice across Digital, Platform, Technology, Operations, Product, Service, and vendor partners to align client needs with platform design and conversion.

Lead migrations, shape the future state, and drive the modernization business case with revenue, operations, and competitive outcomes.