Director, Retirement Platform Modernization Lead

Charles Schwab Corporation; Austin (TX); On-site; USD 180,000 - 280,000; Full time

Job summary

Charles Schwab Corporation seeks a Director, RPS Modernization Business Lead to steer retirement plan services modernization. You will voice business needs across Digital, Platform, Technology, Operations, Product, Service, and vendors, guiding multi-year transformations with autonomy and accountability.

You will shape future state, lead client-focused migrations, track value realization, and communicate clearly to senior leaders.

Qualifications

• Bachelor’s degree and 7–10 years in retirement plan services.
• Strong understanding of retirement plan recordkeeping and client needs.
• Proven track record leading complex platform implementations in retirement plans.
• Ability to translate strategy into capabilities, roadmaps and measurable outcomes.
• Experience developing and managing business cases with value realization.
• Exceptional cross-functional leadership across multiple business units.
• Strong vendor partnership skills and accountability for outcomes.

Responsibilities

• Shape the future state by evaluating platforms and simplifying processes.
• Champion migration strategy and partner with teams to sequence migrations.
• Deliver business-case value and monitor performance against targets.
• Engage senior leaders in governance and executive forums.
• Drive strategic communications of modernization efforts to stakeholders.
• Build vendor partnerships and ensure accountability for outcomes.
• Own the platform long-term post modernization and define enhancement roadmap.
• Lead through ambiguity with structured scoping and accountability.

Skills

Leadership

Stakeholder management

Strategic planning

Vendor management

Retirement plan knowledge

Executive communication

Education

Bachelor’s degree

Advanced degree or certification

Job description

Charles Schwab Corporation seeks a Director, RPS Modernization Business Lead to steer retirement plan services modernization. You will voice business needs across Digital, Platform, Technology, Operations, Product, Service, and vendors, guiding multi-year transformations with autonomy and accountability.

You will shape future state, lead client-focused migrations, track value realization, and communicate clearly to senior leaders.