Senior Managing Director, Business Process Transformation -…

Reporting to the Vice President of Business Process Transformation, the Senior Managing Director—myQ Platform Lead will manage a team of product owners, business analysts, and scrum teams who partner with service units and business leaders across the enterprise to develop, pilot and deploy innovative capability enhancements to the myQ platform.

This role leads our cross-enterprise workflow platform, myQ, tasked with rethinking how we efficiently service our clients and advisors at scale. This includes how we drive automation, create elegant “off-ramps” for exception servicing, enable workforce flexibility through guided workflows, and innovate how we best match people to work

With over 10K users and 10M cases per year, this role must build momentum for the platform vision with Senior Leaders across the enterprise, while executing flawlessly through agile software development practices.

He/she will play a central role in Business Process Transformation and is responsible for:

• Leading the myQ platform and associated scrum teams, creating and executing against a platform roadmap in line with Schwab strategic objectives, and engaging deeply with stakeholders to evolve the platform solution over time.
• Building and leading a team of product owners and business analysts enabling them to execute on a roadmap of platform capability enhancements while maintaining platform hygiene and stability
• Provide oversight and mentorship to team members, empowering Product Owners to chart a path to business value aligned to the broader platform vision
• Be a driving force for transformative change, pushing product owners, business analysts and partners to envision the ideal future, and driving the changes required to get there
• Foster a culture of fact-based decision-making, transparency, agility and value creation
• Work closely with Technology Owner to ensure team is constructed to effectively delivery against both near- and long-term platform goals
• Ensure compliance with technology standards and architecture strategy
• Contribute to the intentional architecture and emergent design

Operational Product Leadership

Strong product and platform management skills. Able to distill complex and voluminous data into clear, actionable reports and to apply business judgment in reaching implications and insights for the business. Skilled at streamlining and modernizing operational processes. A leader who draws on his or her business experience and product management capabilities to develop insights about key metrics and business drivers motivating performance.

Exceptional Communicator and Collaborating & Influencing Skills

Exceptional communication skills that yields an ability to earn the respect and trust across all levels of the enterprise. Communicates inspiring messaging and is able to motivate an audience. Effectively communicates in challenging circumstances and is consistently persuasive with broad audiences. Uses a proactive and constructive style of engagement with business leaders to earn credibility as a finance partner who adds value and helps drive business results.

Driving Results / Strategic Business Partner

Strategic and passionate about investing and Schwab’s mission, and knowledgeable and/or curious about our business, clients, and competitors. A strategic mindset and an ability to think several steps ahead. Commercial instincts and passion for driving value and profits. An operating mindset and an ability to earn the respect and trust of operating managers across the organization. Uses a proactive and constructive style of engagement with business leaders to earn credibility as a finance partner who adds value and helps drive business results. Experience supporting high growth is a plus, as well as evaluation of new ventures/acquisitions.

Leadership

Able to articulate a complex task or analysis to individuals at all levels of the company. An exceptional manager and motivator of people and teams who can build organizational capacity through a combination of proper organizational structure, hiring, training and recruiting the best talent available. Once the team is in place, equipping all with superior tools to support execution.

OTHER PERSONAL CHARACTERISTICS

• A strong, self-confident, decisive business leader with active listening skills and an open style. Comfortable expressing views freely.
• Displays confidence and courage in business and talent decisions, actions and communications with a demonstrated ability to take decisive action when needed, including championing ideas, position or dissent.
• Outstanding written and verbal communication skills with demonstrated ability to communicate effectively with all levels of an organization.
• High ethical standards with the utmost personal integrity.

Schwab seeks an exceptional transformation leader with strong business acumen, leadership and influencing skills. The successful candidate will have a business and operational mindset with a strong strategic orientation. This individual will be a motivating and inspiring communicator who is able to effectively communicate even in challenging circumstances and persuasively influence and build consensus when needed. The company’s customer- and performance-oriented culture requires drive, high integrity, entrepreneurial spirit, collaboration, and a highly quantitative analytical intellect to be successful. Qualified candidates will have demonstrated experience in a highly regulated environment and an evolving business of scale and complexity. The ideal candidate brings ‘best in class’ transformation leadership experience in a large-scale, complex financial services firm.

A minimum of 10 years experience in increasingly responsible transformation leadership roles.

Experience in large, business critical platform management initiatives focused on agile, change management and automation, preferably within the financial services industry or consulting firm.

Strategic transformation leadership.

A track record of being respected as a thought partner by enterprise colleagues, including leveraging strategic and analytical capabilities to make sound, timely decisions based on business input including evaluating risk versus expense versus the client experience including the ability to manage a team of senior resources at the Sr. Manager and Director level

Exceptional communication, relationship management, and influencing skills.

Experience managing multiple priorities and overseeing distinct teams with varied strengths. Proven ability to navigate complex and nuanced interpersonal issues, balance priorities of different stakeholders, and build trust among business partners. Strong emotional intelligence/maturity and senior leader presence. Thrives on initiating, building and cultivating strong authentic relationships inside and outside the group.

Experienced, inspiring people leader able to attract and develop high-performing, engaged teams.

Track record of empowering and actively fostering the growth and development of individuals. Experienced in effectively assessing, selecting and developing talent for the firm; adept at providing balanced, direct and actionable feedback to employees.

Experience driving transformation, change and process improvement through people, process and technology.

Able to take a broad view of continuous process improvement and operational discipline to identify and maximize what we do and how we do it. Expertise in and proven application success with Agile, Lean, journey mapping, design thinking, digital process automation, and other process optimization/innovation frameworks

Education and Professional Qualifications

An undergraduate degree is required; advanced degree preferred.