Internal Platform Strategy Director

Charles Schwab; Westlake (TX); Hybrid; USD 150,000 - 195,000; Full time

Job summary

Charles Schwab is seeking a senior leader to own the Advisor Services Internal Platform Strategy and shape enterprise-wide modernization efforts.

You’ll drive platform boundaries, investment decisions, and roadmap inputs while collaborating across product, technology, operations, and architecture teams.

Qualifications

• 10+ years in technology, product, platform, or strategy roles in complex, regulated environments.
• Experience shaping platform product strategy, roadmaps and cross-functional execution.
• Translate business strategy and workflows into roadmap inputs, capability models, and investment recommendations.
• Exceptional executive communication to simplify platform, workflow, and operational topics into clear decisions.

Responsibilities

• Own the Advisor Services Internal Platform Strategy, including roadmaps and success metrics.
• Define future-state approaches for internal servicing, case management, routing, and legacy migration into enterprise platforms.
• Lead cross-functional alignment and produce executive-ready recommendations and business cases.

Skills

Platform strategy

Cross-functional leadership

Executive communication

Stakeholder alignment

Business case development

Education

B.A./B.S. degree

Masters degree

Job description

Your opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thinking meets disciplined execution to challenge the status quo and transform the finance industry together.

Internal Platform Strategy & Ownership

• Own the Advisor Services Internal Platform Strategy, including platform boundaries, investment priorities, divestiture opportunities, roadmap inputs, and success measures.
• Define future-state approaches for internal servicing, workflow, case management, routing, visibility, and migration of legacy capabilities into enterprise platforms.
• Assess current product platforms and workflows to identify and prioritize constraints, fragmentation, manual workarounds, and reusable enterprise capability opportunities.
• Translate business needs into enterprise-ready inputs for roadmap, prioritization, sequencing, divestiture, and investment decisions.

Enterprise Modernization Partnership

• Partner across advisor-facing, associate-facing, workflow, case management, data, product, technology, architecture, operations, and modernization teams to advance shared outcomes.
• Represent servicing workflows, operational requirements, growth priorities, and key decisions in enterprise planning forums.
• Influence roadmaps by articulating Advisor Services specific use cases, dependencies, trade-offs, risks, and measurable outcomes with a focus on how platforms can also unlock current constraints that impact the business and our client base.

Leadership, Alignment & Execution

• Lead through influence across a matrixed environment, aligning teams around shared priorities and capability decisions.
• Create executive-ready recommendations, business cases, and decision materials that simplify complex platform and operational topics, that are aggregated into a compelling story that clearly articulates the needs, risks and benefits of recommended strategies, dependencies, ownership needs, and sequencing decisions early to support execution and adoption.

What you have

Required Qualifications

• B.A./B.S. Degree
• 10+ years of proven experience and success across technology, product, platform, operations, or strategy roles in support of platforms and technology in complex, regulated environments.
• Proven experience shaping platform product strategy, transformation roadmaps, and cross-functional execution plans.
• Strong understanding of enterprise systems, workflow platforms and orchestration, case management, shared services, reusable capabilities, platform boundaries, or B2B servicing systems.
• Demonstrated ability to translate business strategy and operational workflows into roadmap inputs, capability models, and investment recommendations.
• Success operating through influence, building alignment, and driving outcomes across matrixed business, product, technology, architecture, and operations teams.
• Exceptional executive communication skills with the ability to simplify complex platform, workflow, operational, and technology topics into clear decisions and business outcomes.

Preferred Qualifications

• Masters Degree
• Experience in financial services, custody, brokerage, advisor platforms, or internal servicing operations.
• Familiarity with shared services, domain-driven operating models, and large-scale platform governance.
• Experience at a consulting firm in support of financial services organizations and technology and platform engagements

In addition the salary range, this role is also eligible for bonus or incentive opportunities.

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