Director, Data and Insights_Corporate Vendor Management

Your opportunity

Director, Data and Insights_Corporate Vendor Management

Our Opportunity:

Corporate Vendor Management at Charles Schwab & Co. is responsible for implementing a firm-wide, end-to-end vendor relationship management process to maximize vendor performance and value. Corporate Vendor Management identifies, mitigates, monitors, and manages vendor risk; and assists Schwab in meeting regulatory and compliance requirements.

Role Overview:

The Director, Data & Insights, will be responsible for leading a team accountable for all analytical needs of the Corporate Vendor Management (CVM) program. This includes providing analytical consulting and delivering data-driven insights to drive strategic engagement with CVM’s stakeholders and help leadership make business decisions. Key areas of responsibility for the Data & Insights team include data analysis and visualization, data quality and governance, ownership of and roadmap for the underlying platforms, business-led development, and creating and maintaining operational metrics and dashboards to deliver insights and impact to our stakeholders.

The Director will model Schwab’s leadership imperatives:

• Connect team objectives to Schwab’s strategy to inspire your team to take action.
• Ruthlessly prioritize the work that achieves the greatest impact for the firm.
• Collaborate with others to break down barriers and accomplish shared goals.
• Embrace challenges with courage and model resiliency to seize new opportunities.
• Communicate with care, kindness, and clarity to create a space where everyone can do their best work.
• Develop yourself and others through coaching, feedback, and growth expectations.
• Promote curiosity, seek continuous feedback, and encourage bold perspectives to challenge the status quo.

Key Outcomes:

• Lead a team of experienced data analysis, visualization, reporting, data governance and automation professionals to deliver timely, accurate, relevant, and value-added information to a range of stakeholders and executive decision makers.
• Work closely with business partners to build a strong, well defined engagement model that ensures optimal project scoping, prioritization, and execution to deliver business impact while balancing risk.
• Manage relationships and support resources to gain alignment across partners in Schwab’s Technology, Data, and Risk organizations.
• Measure and communicate the impact of the team’s work to ensure it is accessible, impactful, and drives business results.
• Partner with CVM functional leaders to determine their enterprise analytics and reporting needs and create solutions to meet these needs.
• Lead efforts to further mature and strengthen the CVM data governance and data quality program, including the creation of automated controls to monitor data quality.
• Lead the automation of CVM core operational metrics, to support business planning and aid leadership decision making.
• Further mature robust analytics and reporting around third party risk, spend, and savings.
• Leverage data to identify areas of opportunity, methods for increased efficiency and business partner experience.
• Capitalize on opportunities to use analytics tools available at Schwab; develop a perspective on the tools and technology required to deliver and build support for required future investments.
• Mature processes and procedures to support ongoing, agile delivery, including the use of Jira and other tools.
• Coordinate and support the use of Business-Led Development and Business-Led Analytics (RPA) tools and approaches in CVM, including any necessary governance requirements.
• Act as a consultant to provide recommendations to the CVM leadership team, based on data, analysis, and business implications.
• Champion the use of AI in CVM where appropriate and impactful.
• Accountable for the ownership of the CVM database, responsible for developing a vision to modernize the platforms and data pipeline over time.
• Ensure end results are of the highest quality with a quantifiable business benefit, and all activities and efforts are consistent with Schwab policies and guidelines.
• Support other ad-hoc requests, as needed.

What you have

Required Skills and Key Experiences:

• 10+ years of experience leading data and analytics teams; coupled with demonstrated performance leading a function to deliver the scope outlined.
• Passion for data & analytics and a commitment to drive change in processes and platforms.
• Curiosity and ability to quickly learn operational processes across CVM’s core functions (including planning and risk assessment, contracting, performance monitoring, termination and offboarding, corporate cards and travel, etc), in order to understand data and analytics needs, identify shortfalls, and foster increased efficiencies.
• Expertise transforming data into valuable information to help ‘tell the story’ behind the metrics.
• Prior experience in financial services and/or another highly regulated industry required.
• Superior analytical skills, research capabilities and attention to detail, with ability to match appropriate analytic techniques to business problems.
• Advanced proficiency with SQL and data visualization tools (Tableau or Power BI) required.
• Experience with Alteryx or comparable tools required.
• Experience with RPA / business-led development tools (MS Power Automate, etc) required.
• Experience designing, building, and overseeing scalable data pipelines and ETL/ELT processes.
• Preferred: Experience leveraging cloud platforms (GCP, Azure, AWS) to modernize data architectures, improve scalability, and enable advanced analytics capabilities.
• Advanced skills in MS Excel and PowerPoint.
• Demonstrated experience collaborating across cross-functional, diverse teams.
• Comfort dealing with ambiguity and ability to manage multiple projects in a fast-paced environment with minimal direction.
• Strong financial and business acumen and demonstrated growth mindset who embraces challenges, is solution-oriented and takes initiative to address opportunities.
• Superior communication skills, both written and verbal, as well as the ability to develop concise and effective communications tailored to specific audiences.
• Demonstrated ability to articulate a vision and influence senior stakeholders across an organization.
• Strong and demonstrated collaboration skills across complex process domains and cross-functional teams.
• Comfort in a dynamic and fast-moving work environment.
• Strong sense of urgency and a proactive approach.
• Bachelor’s degree required; advanced or technical degree (e.g., Master’s or MBA) preferred

This is a summary only and duties and responsibilities may be changed from time to time, or over time.