Director, Workplace Services Strategy & Planning (PL)

nd 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

What's in it for you

At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you - both today and in the future:

• 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