Director, Workplace Services Strategy & Planning (PL)

Your opportunity

Director, Workplace Services Strategy & Planning (PL)

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.

Location: Dallas/Fort Worth or Austin

Role Summary

The Director, Workplace Services Strategy & Planning (PL) reports to the Managing Director & Head of Workplace Services and supports strategic direction and execution across six complementary businesses in Workplace Services.  This role serves as a strategic partner and advisor to the leaadership team and Head of WS, helping us make major decisions on our direction, facilitating the translation of that into resource allocation, leading select initiatives requiring steering and coordination across several groups and supporting effective internal and external communication on our strategy.   

The ideal candidate will possess exceptional leadership, analytical, conceptual, and organizational skills with the ability to collaborate at all levels.

Key Responsibilities

• Lead strategy projects to determine our direction, integrating industry perspectives, Schwab’s capabilities, and various expert’s views
• Develop resource allocation frameworks to align our expenses and headcount to our strategy, in close collaboration with Finance and HR
• Summarize and draw insights from our business performance for leadership, executive management and reporting purposes, in collaboration with Insights and Data teams
• Monitor and synthesize how we are tracking on prioritized strategic initiatives, by engaging with leadership and establishing quantitative measures, and build a perspective on opportunities to accelerate
• Lead execution of select strategic initiatives requiring involvement of multiple WS and Schwab leaders
• Develop impactful narratives articulating vision, strategy, and impact to serve as input to internal and external communications
• Collaborate with partners to build understanding and alignment on our overarching WS strategy, key planning processes, and our priorities
• Lead for WS corporate planning processes required of all businesses, in partnership with our Digital technology portfolio teams
• Support effective leadership team and partner meetings, including setting and facilitating agendas
• Lead an engaged team in supporting the firm’s retention, acquisition, and growth efforts

What you have

Required Qualifications

• Bachelor’s degree
• 10+ years of experience in Strategy, Business Planning, or Enterprise Initiatives in environments of similar scale and complexity.
• Strong business acumen with sound, values‑aligned decision‑making
• Excellent communication and executive presentation skills
• Ability to thrive in a fast‑paced, team‑oriented environment
• Proven ability to build relationships and engage colleagues across all levels
• Purpose‑driven leader with confidence and sound judgment
• Exceptional leadership skills with a history of successfully developing, mentoring and motivating teams to achieve strategic objectives

Core Skills for Success

• Deep understanding of industry dynamics and emerging strategic trends
• Ability to independently structure complex problems and lead analytical frameworks
• Strong facilitation skills with experience guiding problem‑solving sessions with senior leaders
• Proactive in identifying issues, shaping strategic direction, and driving execution in a matrixed organization

Preferred Qualifications

• MBA preferred
• Workplace or Financial Services Experience