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Company Name : Charles Schwab
Location : Westlake, TX
Position : Director, Product and Process Transformation
Job Description : Your Opportunity
The Operational Services organization at Schwab partners with teams across the firm to deliver on service promises to Schwab clients. We are responsible for best-in-class service, protecting and safeguarding the assets of the firm and our clients, all while increasing scalability and efficiency.
Within Operational Services, the Transformation Solutions Team (TST) is a cross-functional group that drives transformation across Operational Services and the broader firm. We use a variety of methodologies, tools and capabilities to drive large-scale change. We partner with teams across Schwab to deliver best-in-class experience, service, and processing solutions for our clients and advisors.
TST stewards Schwab’s Smart Processing strategy, which is at the center of Schwab’s sustainable competitive advantage. Smart Processing requires end-to-end, ecosystem strategy, vision, planning, and execution. This drives tangible near-term benefits for Schwab and our clients, including greater scale via increased levels of automation, greater clarity into operational processes, and more efficient and personalized service. Smart Processing also drives our long-term strategy through creation of data assets that will power AI and Machine Learning applications leading to even greater scale, personalization, and speed to market for Schwab’s next generation of products and features.
The Director of Product and Process Transformation role is central to Schwab’s transformation efforts and the firm’s broader “Smart Processing” strategy. The Director of Product and Process Transformation is responsible for the vision, execution, and evolution of Schwab’s Smart Processing strategy. Reporting to the Managing Director of Transformation Solutions, you will lead teams of directors and managers responsible for a large portfolio of end-to-end transformation initiatives (e.g. opening accounts, moving money, client service initiation, client segmentation and service strategy implementation, managed investing, etc.). You and your teams own strategy development, product vision, value delivery, and client outcomes for the transformation portfolio, and are responsible for growing and scaling into new high impact areas. You and your teams use an evolving set of technology, data, and process excellence solutions to deliver client outcomes at high speed and scale.
You will be the voice of the enterprise Smart Processing strategy, responsible for communicating vision and value, building shared knowledge and momentum for your vision with senior leaders across the enterprise, and empowering large cross-functional teams to do their best work through a combination of program structure and agile practices. You will partner closely with leaders in our Retail, Institutional, Digital, and technology organizations to drive your transformation outcomes.
What you are good at
Delivering business outcomes that tie directly to our “through clients’ eyes” strategy
Implementing combinations of technology, automation, process improvement, and policy changes to deliver innovative client experience, service, and scale outcomes
Being responsible for a large portfolio of sophisticated, highly visible initiatives that cut across multiple business and partner groups
Leading a large and growing team responsible for strategic vision, business reason, roadmap, and delivery plan for their end-to-end transformation initiatives
Implementing agile principles, standard methodologies, and delivery frameworks alongside program structure and standards to ensure client value delivery at speed and scale across a large portfolio of initiatives
Building momentum for your portfolio by effectively communicating program value delivery, roadmaps, and success metrics across a broad set of senior leaders, initiative leaders, governance forums, and working teams
Owning business value creation and product cost
Aligning with and influencing technology standards and architecture strategy
Advising and coordinating across related initiatives, associated projects, and other activities
What you have
14+ years’ work experience in large, business critical product, service, or process improvement initiatives focused on transformation, automation, and technology delivery, preferably within the financial services industry or a consulting firm
Demonstrated team leadership capabilities, effectively organizing highly performing, multi-discipline teams to meet changing business challenges, all while developing a deep talent bench
Demonstrated experience in enabling change and building/leading major components of a critical cross-enterprise transformation initiative, including strategy, structure, methods, resources/skills, etc.
Expertise in and validated application success with Agile, Lean, journey mapping, design thinking, digital process automation, and other process optimization/innovation frameworks
Strong influencing and motivating skills; shown success in building credibility and strong relationships with peers and key partners (typically at a Senior Leader level)
Ability to partner with internal technology partners at the Senior and Working Team level to ensure methodologies meet the needs of technical and business partners
Shown ability to handle sophisticated planning processes across a number of in-flight initiatives, and to handle a portfolio of projects/work streams
Superior communication skills, both written and verbal, including the ability to develop concise and effective communications tailored to specific audiences
Exemplary business intuition and judgment to help the team solve problems in a way that drives continuous improvement across the program
Colorado Compensation
Target Total Compensation – 139,200 – 278,300.
Your actual pay will be based on your skills and experience – talk with your recruiter to learn more.
Why work for us?
Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.
Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future. Explore further.
Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an Equal Opportunity Employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. Please click here to see the policy.
Schwab is an affirmative action employer, focused on advancing women, racial and ethnic minorities, veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281.
TD Ameritrade, a subsidiary of Charles Schwab, is an Equal Opportunity Employer. At TD Ameritrade we believe People Matter. We value diversity and believe that it goes beyond all protected classes, thoughts, ideas, and perspectives.
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