Director, Retail Client Experience – Product Integration

Charles Schwab; Westlake (TX); Hybrid; USD 120,000 - 150,000; Full time

Benefits offered by this job

401(k) with company match

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

A leading financial services firm seeks a Director on the Retail Client Experience team to lead high-impact initiatives at the intersection of client experience and risk management. This high visibility leadership role requires strong judgment and the ability to drive alignment among various stakeholders. Responsibilities include leading strategic initiatives, advocating for clients, and managing a team. A Bachelor's degree and proven experience in strategy or client leadership within regulated environments are essential. Competitive benefits and hybrid work environment offered.

Qualifications

• Demonstrated success navigating ambiguous problem spaces.
• Experience presenting to senior leaders.
• Prior people leadership experience or readiness to lead.

Responsibilities

• Lead strategic initiatives focused on fraud prevention and money movement.
• Frame complex problems and present clear recommendations.
• Partner with Client-facing teams and other functions.

Skills

Background in strategy, consulting, or client product leadership

Strong executive communication and presentation skills

Experience partnering across risk, compliance, and control functions

Education

Bachelor’s degree or equivalent experience

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.

At Charles Schwab, we put clients at the center of everything we do. As a Director on the Retail Client Experience team, you will lead complex, high impact initiatives including but not limited to the intersection of client experience, fraud risk, and money movement.

In this role, you will tackle some of the firm’s most challenging and ambiguous problems, where protecting and advocating for clients, enabling seamless experiences, and managing risk must all coexist. You will shape strategy, evaluate options, and influence senior leaders by clearly articulating tradeoffs and recommendations that improve outcomes for both clients and the firm.

This is a high visibility leadership role requiring strong judgment, executive presence, and the ability to drive alignment across product, risk, compliance, fraud, and technology partners.

What You’ll Do

• Lead strategic initiatives focused on fraud prevention, authentication, and money movement, identifying client pain points and opportunity areas along with other initiatives
• Frame complex problems, evaluate multiple solution paths, and present clear, executive ready recommendations
• Partner closely with Client-facing teams, Risk, Compliance, Digital, Operations, Legal, Product, and Technology teams to balance client experience with sound risk controls
• Serve as a client advocate, ensuring solutions protect clients without creating unnecessary friction
• Build compelling presentations that translate complexity into actionable decisions
• Hire, develop, and lead a small team, including responsibility for senior level talent
• Influence outcomes across teams and leaders without direct authority

What you have

Required Qualifications

• Background in strategy, consulting, or client product leadership within regulated environments
• Demonstrated success navigating ambiguous problem spaces and driving alignment through structured thinking
• Strong executive communication and presentation skills, including experience presenting to senior leaders
• Experience partnering across risk, compliance, and control functions
• Prior people leadership experience, or readiness to step into a people leader role
• Bachelor’s degree or equivalent experience

Preferred Qualifications

• Experience in retail banking, brokerage, payments, or digital financial platforms
• Experience working on or closely partnering with teams responsible for money movement, fraud prevention, authentication, or client risk
• Track record of influencing decisions by presenting options, tradeoffs, and recommendations
• Experience leading cross functional initiatives without direct ownership

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