Strategy Director, Retail Integration Management Office at Charles Schwab in San Francisco, California

Posted in Other 4 days ago.

Type: Full Time





Job Description:

**Your Opportunity** Charles Schwab's Investor Services and Marketing Integration team is responsible for leading the integration of USAA and TD Ameritrade's Retail Investor and Marketing organizations into Schwab. This includes broad leadership over integration strategy, priority setting, and day-to-day management and coordination of all aspects of the organization's integration efforts. Major workstreams include branch location integration, joint service model design, product and brand integration, and organizational integration. Reporting to a Managing Director (MD) for integration, this Director role will focus on the integration of TD Ameritrade. The individual will be charged with delivering thoughtful, insightful and high impact contributions across a range of \\"high-stakes\\" strategic deliverables for the integration.You'll work across the Investor Services and Marketing organization with senior leaders and a high-performing team of strategy and industry veterans. Directors offer guidance and mentorship to junior team members, and at times act as a MD when required. **What you're good at** + Creating and executing a disciplined integration strategy and delivery plan with a focus on synergistic outcomes + Adapting and re-calibrating plans as the situation evolves; achieve high performance in ambiguous environments; create order out of chaos. + Using strategic frameworks and program/project management techniques to help guide people through uncertainty; manage multiple and potentially conflicting priorities; identifying and managing complex dependencies + Navigating political, cultural and emotional issues involved in Merger Integration, and help others deal with them constructively + Facilitating groups, quickly driving consensus on decisions; developing a compelling hypothesis and fact-base with imperfect data + Balancing or working with multiple cross functional streams - including Operations, Finance, Risk, Legal, Transformation, Tech, Digital + Leading geographically diverse project teams, including mentoring/coaching others and stepping in for executives when needed + Coordinating with and sometimes leading teams of 3 rd party resources to develop fact-bases, perform analysis and establish new insights. + Channeling your interest in industry leading practices and innovation into practical operating model design **What you have** + 7+ years of work experience, including 4+ years of experience in Strategy, preferably with a premier consulting firm or Strategy group within a large organization + A familiarity of Broker-Dealers or wealth managers; knowledge across business functions + Bachelor's degree; MBA (preferred) + Superior analytical skills, creativity in problem solving, and attention to detail + Superior communication skills, both written and verbal, with demonstrated ability developing materials and effectively presenting information + Comfort dealing with ambiguity in a dynamic and fast-moving work environment + Expert user of PowerPoint and Excel + Personally and professionally aligned with Schwab's vision and values, and a strong interest in financial services Apply for this job Refer a friend **Why Schwab?** At Schwab, \\"Own Your Tomorrow\\" embodies everything we do! We are committed to helping our employees unleash their potential and achieve their dreams. Our employees get to play a central role in disrupting a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth. We're a modern financial services firm that stands apart from the industry, where you can go as far as your ambition takes you. Hear from employees: : a package designed to empower your health, wealth, career and life. 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. 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. **Job Locations** _US-CA-San Francisco_ **Requisition ID** _2020-51040_ **Posted Date** _2 weeks ago_ _(6/9/2020 3:19 PM)_ **Category** _No Job Family_ **Position Type** _Full time_