Director of Platform, Data and Integration - Salesforce

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.

Our mission is to empower our Sales, Service, and Advice representatives with a modern, integrated, and intuitive platform that enables them to see “through clients’ eyes.” By creating a seamless digital experience, we aim to continuously enhance representative productivity and deliver moments that truly matter to our clients.

As the Director of Platform, Data and Integrations, you will lead the strategy and execution of the datamigration to Salesforce Financial Services Cloud, drive a cross-platform API product strategy, and lead our Salesforce user support and MLO teams. Your leadership will ensure the platform is available, performant, and accurate.

In this role, you will collaborate with business leaders, capability owners, technology teams, enterprise platform partners, and portfolio managers to shape and execute a multi-year roadmap across the functions of your team. You will balance maintaining existing systems with building next-generation capabilities, making critical prioritization and trade-off decisions to maximize value across the enterprise.

The Director will work closely with the Managing Director of Digital Rep Solutions to balance maintaining existing platforms while simultaneously rebuilding major capabilities of our rep-facing technology. The ability to sequence, accelerate, and manage capacity will be instrumental to success. The Director will drive significant planning and trade-off decisions including multiple competing demands from disparate business units, across the Digital Rep Platform and the leader must determine how to reconcile the demands and prioritize getting the best outcome for the greatest number of stakeholders.

What you’ll do:

• Lead CRM data migration strategy to FSC
• Own the end-to-end Retail CRM FSC data migration strategy and roadmap; drive the migration to Salesforce Financial Services Cloud and elevate data quality, tools and methods to maximize efficiency at the platform level.
• Partner with the Director of CRM to deliver an integrated, accurate, and performant FSC platform.
• Deliver Business Value & Enable Growth
• Partner with business leaders to align data and integration capabilities with the business strategy.
• Prioritize initiatives and manage trade-offs across multiple business units to maximize value and impact.
• Lead quarterly/PI planning and rolling-wave prioritization; maintain an over/under portfolio view and transparent trade-off framework; tie funding to measurable outcomes and communicate clearly to executives; drive increasing product management maturity and excellence in our processes.
• Modernize & Integrate the Rep Experience
• Oversee rationalization of legacy systems, tools and processes and design new data and integration patterns to improve time-to-market and performance for capabilities while reducing MLO cost.
• Champion cross-channel orchestration to ensure consistent data and integration experience.
• Integrate CRM with the broader rep technology ecosystem (voice/telephony & identity, video, online appointment scheduling, digital adoption platform, cobrowse, etc.) to deliver consistent, cross-channel workflows; ensure channel enhancements land inside CRM.
• Partner across data platforms (such as Data Cloud/GCP) and Analytics to streamline data into CRM and power near-real-time insights and coaching; rationalize reporting and define MVP-to-scale patterns for field and leadership dashboards.
• In partnership with our Digital Rep AI platform team, and Digital Rep capabilities team, support a strategy that enables AI, automation, and agentic assistants/workflows across rep platforms.
• Foster Innovation & Acceleration
• Identify and accelerate high-value opportunities for automation, low-code solutions, and emerging technologies to enhance efficiency and client experience.
• Conduct proof-of-concepts and pilot programs to validate new capabilities before full-scale implementation.
• Sponsor and drive meaningful product enhancements into the data and integrations product backlog.
• Establish Governance & Data-Driven Insights
• Implement governance processes, standards, and analytics to measure platform performance, adoption, and business outcomes.
• Ensure compliance with regulatory, security, and risk management requirements.
• Build & Lead High-Performing Teams
• Recruit, develop, and inspire a team of product managers and cross-functional partners to deliver strategic objectives.
• Foster a culture of collaboration, innovation, and accountability across business and technology teams.

What you have

Required:

• More than 10 years’ consulting and/or product management experience in a financial services environment with an in-depth understanding of data and integrations architecture, tools and best practices. Experience with Salesforce ecosystem, technology applications, business architecture, client and representative experience, and project management
• More than 5+ years’ experience with direct people leadership with experience managing high performing, matrixed teams.
• Proven leadership of large-scale CRM transformations and migrations; strength in sequencing, resourcing, and outcome-based prioritization across multiple business units.
• Experience integrating CRM with telephony/voice identity, video collaboration, marketing/lead capture, and data platforms; fluency in API/event-driven architectures.
• Track record of embedding AI/automation in frontline workflows (assistants, summarization, next-best action) with responsible AI practices and measurable productivity outcomes.
• Excellence in executive communication, written and verbal executive presentations.
• Vendor management (product advisory, SOWs, partner performance) and budget/portfolio governance.
• Understanding of supervision, compliance, and risk controls in a regulated environment
• Agile product operating model experience.
• Strong negotiation and business influence skills
• Ability to distill strategy, analytics, and varied sets of input to drive decisions across stakeholder communities.
• Able to build credibility with peers and key stakeholders (at all levels of the organization) to be able to drive action.
• Ability to develop multiple solutions to the same problem and identify the common failure modes associated with each.
• Ability to track and manage multiple projects.
• Knowledge of Agile methods and processes is a plus.
• BA/BS degree

Preferred:

• MBA preferred.
• Knowledge of Schwab products, services and support systems is a plus.
• Experience as a manager of managers
• Good understanding and/or experience with financial services regulations is a plus.