Charles Schwab · 7 hours ago
Director - Corporate Strategy (PL)
Charles Schwab is a company focused on transforming the finance industry through innovative thought and creative problem solving. They are seeking a Director of Corporate Strategy to support the CEO and Executive Council in shaping the firm's long-term direction and leading strategic initiatives across the organization.
Financial Services
Responsibilities
Evaluate and build perspectives on key questions for Schwab’s strategic direction, bringing analytical and conceptual problem-solving skills
Communicate strategic direction to multiple audiences, from senior leaders to new employees across all parts of the organization
Engage, develop, and inspire team members to deliver on a portfolio of strategy projects while helping them develop as professionals
Drive multiple strategy engagements simultaneously, balancing speed and depth of answer with project requirements and stakeholder needs
Support the articulation of our AI Strategy across the firm
Qualification
Required
Minimum 6 years of business strategy-related experience, in external consulting firms or internal strategy groups
Minimum of 8 years of total work experience
Deep expertise across multiple areas in the investment industry across brokerage, wealth management, asset management, digital assets, and private markets
Acumen in finance (financial modeling, valuation, quantitative analysis, etc.) essential
Demonstrated ability to break down high-level requests / questions (especially when ambiguous) into actionable research & analytics plans
Program management oversight of complex strategic initiatives spanning multiple business teams in a large enterprise environment – especially important is organizing / pushing teams to action
Direct people leadership experience
Crafting impactful executive presentations articulating our vision, strategy, and progress for both internal and external audiences
Executive presence/ awareness to convey complex concepts through various mediums in relatable terms and anchored in business meaning (be able to clearly communicate the 'so what') across various use cases (broad strategic questions, targeted strategic initiatives, board-level communications, etc.)
Experience leading strategic project engagements with cross-functional stakeholders, including C-suite level executives (e.g. firmwide strategic decisions, growth & efficiency opportunities, operating model enhancements)
Identifying connections between seemingly unrelated ideas and leveraging this insight to make better business decisions
Bachelor's degree required
Preferred
Master's degree
Functional experience in technology (IT, AI, Data, Analytics, Digital Assets) helpful
Successful history of influencing and cultivating strong business relationships across departments and levels to create alignment and support
Curiosity & passion for research, industry trends, strategy development, technology, etc
Benefits
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Company
Charles Schwab
We have plans for every turn you take.
H1B Sponsorship
Charles Schwab has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (455)
2024 (468)
2023 (455)
2022 (705)
2021 (483)
2020 (282)
Funding
Current Stage
Late StageRecent News
2025-10-04
Morningstar.com
2025-09-28
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