Director, Wealth Advisory Services Business Strategy

Your Opportunity

Schwab's Wealth Advisory Services (WAS) organization delivers industry-leading wealth management experiences, through solutions like Schwab Wealth Advisory (SWA) and Schwab Advisor Network (SAN), along with a team of dedicated wealth services specialists. Within WAS, the Strategy team (part of the Strategy, Planning and Operations, and Data (SPOD) organization) helps shape the future of the businessdefining strategic priorities, informing decisions through fact-based insights, and directing resources toward the highest-value opportunities.

This is an unparalleled opportunity to define and work on the business's major strategic opportunities while gaining visibility among the firm's senior leadership.

What You'll Do:

• Drive Strategy & Structured Problem Solving:
  Lead high-priority strategic initiatives by defining opportunities, structuring work, conducting fact-based analysis, and developing strategic frameworks to guide decisions
• Generate Insights & Inform Decisions:
  Analyze market, client, and competitive trends; complete industry benchmarking. Translate insights into clear, actionable recommendations
• Build Data-Driven Business Cases:
  Evaluate opportunities through market/opportunity sizing, scenario analysis, financial and impact assessment
• Influence & Align Stakeholders:
  Partner across leaders and business units to build alignment and drive decisions using strong judgment and collaboration
• Communicate with Clarity:
  Create compelling presentations that synthesize complex issues into clear, concise narratives that articulate strategic rationale and recommendations
• Lead & Develop Talent:
  Guide team members and foster a culture of accountability, collaboration, curiosity, and high performance
• Lean into Adaptability:
  Adapt to evolving priorities and drive progress in face of ambiguity, and complex, fast-paced environments

• Minimum 10+ years of total work experience, including 5+ years in business strategy, management consulting, corporate strategy, or a related strategic leadership role
• At least 2 years of people management experience, strongly preferred
• Prior experience in wealth management, wealth advisory-based business strongly preferred
• Proven ability to lead complex strategic initiatives from problem definition through analysis, narrative development and recommendations, alignment and decision-making across all levels of the enterprise
• Curiosity and a love of exploring market research, industry trends, competitive intelligence, client insights, operational inputs;
  Ability to synthesize these into clear recommendations
• Strategic thinker with strong business judgement and analytical skills, including financial modeling experience
• Highly resourceful, adaptable, and creative problem solver who can thrive in a dynamic environment, drive progress in the face of ambiguity, and meet evolving business needs
• Exceptional executive communication skills, including the ability to craft compelling presentations, board-level materials, and concise narratives for senior audiences
• Exceptional executive presence, emotional maturity, collaboration and influencing skills
• Experience partnering across product / offer management, sales, service, finance, technology, legal, risk, compliance, operations, and other enterprise functions
• Strong acumen in financial services and wealth management