Director, Retirement-Plan Platform Transformation

Charles Schwab; Westlake (TX); Hybrid; USD 190,000 - 230,000; Full time

Benefits offered by this job

401(k) matching

Paid time off and sabbatical

Parental leave

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 align Digital, Platform, Technology, Operations, Product, Service, and vendors to deliver client-focused outcomes, with autonomy over multi-year modernization decisions.

In this role you will shape strategy, drive the business case, and partner with senior leaders to ensure successful migrations, adoption, and value realization across the enterprise.

Qualifications

• Bachelor’s degree in a related field with 7–10 years in retirement plan services.
• Proven track leading complex platform implementations or transformations.
• Ability to translate business strategy into capabilities and roadmaps.
• Strong executive communication and relationship-building skills.
• Experience developing and managing business cases with value realization.

Responsibilities

• Shape the future state of the retirement plan platform and operating model.
• Champion client needs and migration strategies across stakeholders.
• Deliver business-case value and track revenue, platform and operational outcomes.
• Engage senior leaders in governance forums with clear recommendations.
• Drive strategic communications to executives, teams, and partners.
• Build strong vendor partnerships and hold providers accountable for outcomes.
• Own the platform long-term including enhancements and value realization.
• Lead through ambiguity and change with structured scoping and accountability.

Skills

Stakeholder management

Cross-functional leadership

Strategic planning

Requirements gathering

Business case development

Vendor management

Education

Bachelor’s degree

MBA or related advanced degree

Job description

Charles Schwab is seeking a Director, RPS Modernization Business Lead to guide the retirement plan services platform modernization. You will align Digital, Platform, Technology, Operations, Product, Service, and vendors to deliver client-focused outcomes, with autonomy over multi-year modernization decisions.

In this role you will shape strategy, drive the business case, and partner with senior leaders to ensure successful migrations, adoption, and value realization across the enterprise.