Your opportunity
At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.
At Charles Schwab, we put clientsatthe center of everything we do. As a Director on the Retail Client Experience team, you will lead complex,high impactinitiativesincluding but not limited tothe intersection ofclient experience, fraud risk, and money movement.
In this role, you will tackle some of the firm’s most challenging and ambiguousproblems,where protectingandadvocating forclients, enabling seamlessexperiences, and managing risk must all coexist. You will shape strategy, evaluate options, and influence senior leaders by clearly articulating tradeoffs and recommendations that improve outcomes for both clients and the firm.
This is ahigh visibilityleadership rolerequiring strong judgment, executive presence, and the ability to drive alignment across product, risk, compliance, fraud, and technology partners.
WhatYou’llDo:
- Lead strategic initiatives focused onfraud prevention, authentication, and money movement,identifyingclient pain points and opportunity areasalong with other initiatives
- Frame complex problems, evaluate multiple solution paths, and presentclear,executive readyrecommendations
- Partner closely withClient-facing teams,Risk, Compliance,Digital, Operations, Legal, Product, and Technologyteams to balance client experience with sound risk controls
- Serve as aclient advocate, ensuring solutions protect clients without creating unnecessary friction
- Build compelling presentations that translate complexity into actionable decisions
- Hire, develop, and lead a small team, including responsibility forsenior leveltalent
- Influence outcomes across teams and leaders without direct authority
What you have
Required Qualifications:
- Background in strategy, consulting, orclient productleadership within regulated environments
- Demonstrated success navigatingambiguous problem spacesand driving alignment through structured thinking
- Strongexecutive communication and presentation skills, including experience presenting to senior leaders
- Experience partnering acrossrisk, compliance, and control functions
- Prior people leadership experience, or readiness to step into a people leader role
- Bachelor’s degree or equivalent experience
Preferred Qualifications:
- Experience inretail banking, brokerage, payments, or digital financial platforms
- Experience working on or closely partnering with teams responsible formoney movement, fraud prevention, authentication, or client risk
- Track recordof influencing decisions by presentingoptions, tradeoffs, and recommendations
- Experience leadingcross functionalinitiatives without direct ownership
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
