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Manager, Strategy & Transformation, Technology

Charles Schwab – Austin, TX


Austin - TX, AUS2, 2309 Gracy Farms Lane, 78758
Alexandra Shaw

We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every clients goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of own your tomorrow every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.

As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.

Our Opportunity:

Internal strategy teams at Charles Schwab help set the direction for the company, business units, and product and service offerings. These teams are one of the main intake valves for top-tier talent at Schwab and provide members with an unparalleled opportunity to define and work on major strategic opportunities while gaining visibility among the firm s senior leadership. The goals of the strategy teams are to:

  • Deliver world-class strategy and innovation
  • Conduct clear, consistent, fact-based analysis to inform key business decisions
  • Drive the allocation of scarce resources to the highest-value issues across Schwab

What youll do:

The Manager will support development of long-term strategy, planning and innovation for one of Schwabs largest and most critical organizations in support of multi-year modernization initiatives that will have significant impact on our future.

The Manager works in a team setting, reporting to a Director and working with multiple constituents across Schwabs technology organization and business units. They typically take ownership of one or more work streams, perform data-driven analysis and contribute recommendations for strategy development. Project work is broad in scope and will require creativity, flexibility, analytical abilities, structured thinking, and strong written and oral communication skills. The successful candidate will be adaptable to a range of challenging projects and have a strong interest in technology, innovation and financial services. They will be self-motivated, results oriented and able to lead one or more work streams. They will have the ability to synthesize an array of internal and external inputs into a coherent picture to inform a winning strategy.

The Manager has responsibility for significant elements of project work, including:

  • Supporting strategic project definition, idea generation, and insight development for a several thousand person organization, with guidance from technology strategy managers and directors
  • Supporting and driving deliverables pertaining to annual operating planning and strategic workforce planning for the technology organization
  • Developing strategic insights that will drive the technology strategy
  • Performing quantitative and qualitative analysis on core strategic issues
  • Gathering data through research and interviews
  • Planning and executing their own work streams for discrete projects or subsets of projects
  • Generating creative, action-oriented insights and recommendations
  • Ensuring quality control of data/research and preparing presentation materials for senior management

The Manager primarily interacts with members of Schwabs strategy team and stakeholders within the technology organization. Representative project work includes enabling the digital client experience, application modernization, strategic workforce planning, annual operating planning, security as a feature, blockchain opportunities within operations, partner and vendor analysis and selection, data center strategy, driving efficiencies within technology, new product development, collaboration with Fintech firms, promoting innovation, etc.

What you have:

  • Minimum 3+ years of work experience, preferably at a top-tier consulting or investment banking firm, internal strategy group of a large organization, or in a product management / product marketing role
  • Prior experience in financial services, including experience with technology strategy with a focus on Agile/DevOps practices, digital/cloud platforms and IT operating models preferred; experience with cybersecurity and data would be a plus
  • Experience with financial markets, fee-based investment advisory market preferred, but not required
  • Experience framing problems, analyzing solutions, building business case models, developing decks, facilitating/participating in meetings, and presenting to small audiences
  • Superior analytical skills, research capabilities and attention to detail
  • Superior communication skills, both written and verbal, as well as the ability to develop concise and effective communications tailored to specific audiences
  • Ability to work across several projects concurrently
  • Strong and demonstrated teaming skills, especially in cross-functional teams
  • Comfortable in a dynamic and fast-moving work environment
  • Strong academic record from a nationally recognized institution
  • Experience with Tableau, SQL, Alteryx, VBA, Access preferred, but not required

What youll get:

  • Comprehensive Compensation and Benefits package
  • Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts
  • Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program
  • Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions
  • Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships
  • Not just a job, but a career, with an opportunity to do the best work of your life

Learn more about [email protected]
Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an equal employment opportunity employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. (Please click here to see policy.) Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace. We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.
If you need an accommodation in the application process, please email [email protected] or call HR Direct at 800-725-3535.

Job Specifications Relocation Offered?: No
Work Schedule: Days
Languages: English - spoken
Current Licenses / Certifications: None
Relevant Work Experience: Banking-2-5 yrs, Analyst/Strategy-2-5 yrs, Project Management-2-5 yrs, Product Development-2-5 yrs
Position Located In: TX - Austin
Education: BA/BS
Job Type: Full Time
Category:Business Strategy
Activation Date: Monday, June 17, 2019
Expiration Date: Tuesday, October 1, 2019
Apply Here

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