Charles Schwab · 7 hours ago
Director, Workplace Services Strategy & Planning (PL)
Austin, TX, US
Full-time
Onsite
Senior Level, Lead/Staff
$119K/yr - $265K/yr
10+ years expCharles Schwab is a financial services company that empowers employees to make an impact on their careers. The Director of Workplace Services Strategy & Planning plays a crucial role in supporting strategic direction and execution across multiple business areas, serving as a strategic partner to leadership in decision-making and resource allocation.
Financial Services
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
Qualification
Required
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
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
MBA preferred
Workplace or Financial Services Experience
Company
Charles Schwab
We have plans for every turn you take.
10001+ employees
H1B Sponsorship
Charles Schwab has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (579)
2024 (468)
2023 (455)
2022 (705)
2021 (483)
2020 (282)
Funding
Current Stage
Late StageLeadership Team
J
Jim McGreevy
Senior Project Manager
Recent News
2025-10-04
Company data provided by crunchbase