Director, International Strategic Initiatives

Your opportunity

We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goal 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 50 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.

International Services is a diverse and multi-faceted organization, we not only support retail clients around the world but also a variety of internal partners and domestic clients through governance, subject matter expertise, translation capabilities and global product management. The Schwab International team is a business unit dedicated to empowering investors who reside inside and outside of the United States with the tools to invest and trade globally. Schwab’s International Retail business serves clients in 200 countries with a focus on approximately 60 jurisdictions.

Within International Services, the International Product, Client Experience and Education team is responsible for providing leadership and strategic direction around the client value proposition for clients living outside the United States and US clients seeking investments in foreign markets. This includes identifying the needs of international clients, setting strategic priorities, and developing and managing projects to enhance the client offering/ experience. As we continue to build momentum on our international growth, we are looking for a strategic, results-oriented leader will refine our overall Retail International strategy, identifying the optimum opportunities for Schwab to pursue.

Job Summary

The Director of International Strategic Initiatives will report to the Managing Director of Product, Client Experience and Education. This function will work closely with teams within the international business unit and a range of teams across the broader Schwab organization.

The Director Will Help Shape Plans For New Initiatives And Manage High Priority Strategy Projects And Will Have The Opportunity To

• Influence key strategic decisions that shape the direction of the company.
• Provide market/ competitive insights, trends, and analysis critical for better understanding the international opportunity and for prioritizing investments.
• Define impactful business strategies for Schwab’s International business, including business case and execution plans.
• Plan and manage the execution of work streams for large, complex projects, as well as take full ownership for key projects.
• Manage a team of professionals, and cross-functional project teams on large initiatives.
• Build relationships with a wide range of business partners to develop a deep understanding of the international business, and uniquely position yourself as an invaluable subject matter authority.
• Regularly present strategic insights and recommendations to the firm's senior leadership, providing fact-based insights into key decisions critical to effective prioritization and execution of organizational projects, including the creation of executive level presentations and using excel and data visualization tools for analytics.
  
  

What you have

• 10 + years’ experience in financial services encompassing strategy and tactical delivery; international product and market strategy experience preferred.
• Demonstrated global product and project management experience.
• Deep consulting and advisory experience in international product strategy development.
• Excellent communication skills, both written and verbal, as well as the ability to develop concise and effective communications tailored to specific audiences.
• Demonstrated ability developing and presenting executive communications that synthesize analysis and recommendations.
• Demonstrated ability developing materials and effectively presenting to executive audiences.
• Experience creating and maintaining perspective on strategic implications of key developments in the external environment, industry trends, and competitor actions.
• Excellent problem-solving skills and ability to generate insights through both quantitative and qualitative analysis.
• Strong financial modeling skills and knowledge of financial/valuation concepts.
• Demonstrated interpersonal and influencing skills, especially in cross-functional teams.
• High attention to detail, sense of urgency, and proactiveness.
• Comfort dealing with ambiguity in a dynamic and fast-paced work environment.
• Expert level user of PowerPoint and Excel
• Personally, and professionally aligned with Schwab’s vision and values, and a deep interest in financial service.
• Advanced degree, MBA or equivalent, preferred.
• FINRA Licenses: Series 7 and 24 a plus.
• Base Compensation: $116,100- $258,100. Your compensation may be different. Talk with your Talent Advisor to learn more. In addition to the salary range, this role is also eligible for bonus or other incentive opportunities.
  
  

What’s in it for you

At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. 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