Director - Operations AI Strategic Execution & Portfolio Lead

Your Opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).

• Lone Tree: 9800 Schwab Way, Lone Tree, CO 80124
• Westlake: 3000 Schwab Way, Westlake, TX 76262
• Austin: 11800 Schwab Way, Austin, TX 78758
• San Francisco: 425 Market Street, San Francisco, CA 94105

Schwab Operations sits at the intersection of scale, complexity, and innovation, powering how we serve millions of clients and safeguard trillions in assets. Within this environment, the Operations Transformation Organization (OTO) drives the evolution of our capabilities through data, automation, and Artificial Intelligence.

OTO leads AI transformation across Operational Services, shaping strategy and execution while embedding AI into workflows to enhance productivity, decision-making, and business outcomes. Through the development of AI-first processes, intelligent automation, and workforce-enabling tools and standards, we are building a more agile, scalable, and future-ready organization, working across Schwab to accelerate innovation and deliver lasting impact.

The Director, Ops AI Strategic Execution & Portfolio Lead plays a pivotal role in scaling Artificial Intelligence as a core capability across Operations and the broader firm. Reporting to the Managing Director of Ops AI, you will lead a portfolio of high-impact initiatives, translating AI strategy into execution and delivering measurable gains in scale, efficiency, risk management, and client experience.

In this role you will lead the end-to-end execution of the Ops AI portfolio, from prioritization through delivery and enterprise scaling, ensuring AI initiatives translate into measurable business value and sustained impact. Partnering closely with Operations, Enterprise AI, Data, Technology, and cross-functional leaders, you will drive disciplined execution, establish governance and execution frameworks, and embed value measurement practices that move solutions from pilot to production.

In this highly visible role, you will align senior stakeholders, navigate complex tradeoffs, and build high-performing teams to deliver integrated, AI-enabled outcomes that advance an AI-driven operating model and long-term competitive advantage.

Required Qualifications

• 10+ yearsof experience leading large scale transformation portfolios, ideallyfinancialservicesorconsulting
• 1+ yearsof experiencedrivingAI transformation initiative sin large, complex organizations
• Proven track recorddeliveringmeasurable business outcomes, at scale,through complex, cross-enterprise initiatives
• Strong portfolio management capabilities, including prioritization, sequencing, and value tracking
• Demonstrated ability to quickly mobilize teams with a bias for action in fast-paced environments
• Strong leadership, partnership, and influencing skills in a highly matrixed environment
• Excellent communication skills, both written and verbal,with the ability to synthesize complex topics formulti-level audiences, from senior executives to daily users
• Demonstrated team leadership capabilities, effectively organizing highly performing, multi-discipline teams to meet changing business challenges

In addition to a base salary, this role is also eligible for bonus or incentive opportunities.