Director, Retirement Plan Modernization & Transformation

Charles Schwab; Lone Tree (CO); On-site; USD 180,000 - 230,000; Full time

Benefits offered by this job

Hybrid work approach

Competitive benefits

Job summary

Charles Schwab is seeking a Director to lead Retirement Plan Services modernization initiatives. This senior individual contributor will drive planning, governance, and readiness across cross-functional teams, partnering with product, platform, architecture, and operations to define future state capabilities and ensure program success.

The role emphasizes stakeholder engagement, risk management, and delivering measurable business outcomes, with executive visibility across the program.

Qualifications

• 10+ years leading large-scale transformation or modernization programs in financial services or regulated industries.
• Proven ability to lead through ambiguity in a fast-moving environment with multiple priorities.
• Strong track record integrating business, operations, technology, risk, and enterprise functions to drive execution.
• Exceptional stakeholder management and influencing skills with consensus-building abilities.
• Experience translating strategic objectives into actionable plans and measurable outcomes.

Responsibilities

• Lead planning and governance for Retirement Plan Services modernization initiatives.
• Define future state capabilities and connect them to offer decisions.
• Coordinate cross-functional teams to prepare for changes and ensure business readiness.
• Develop integrated project plans with milestones, dependencies, and risks.
• Lead change management activities including communications, training, and adoption planning.
• Prepare executive-level updates and decision materials.

Skills

Program leadership

Stakeholder management

Strategic planning

Executive communication

Education

Bachelor's degree

Tools

PM Certification

Agile/Scrum

Job description

Charles Schwab is seeking a Director to lead Retirement Plan Services modernization initiatives. This senior individual contributor will drive planning, governance, and readiness across cross-functional teams, partnering with product, platform, architecture, and operations to define future state capabilities and ensure program success.

The role emphasizes stakeholder engagement, risk management, and delivering measurable business outcomes, with executive visibility across the program.