Director - Cash Strategy (PL)

Charles SchwabLone Tree, CO, US

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Your Opportunity

At Schwab, you are 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. The Bank and Brokerage Cash Products team manages a broad range of product management responsibilities for the firm, including bank deposit products, payments / move money capabilities, and brokerage cash features. Within that team, the Cash Feature Platform Management team supports a suite of client offerings and supporting technology platforms that collectively is the largest revenue generator for the firm, and has responsibility for strategic cash initiatives, including the broader firm’s cash strategy.

We are seeking a Director of Cash Strategy that will be responsible for driving Schwab’s firmwide cash strategy and associated project execution. Schwab offers a wide range of solutions to meet our clients’ needs for both transactional and investment cash. These client offerings must balance needs across client experience, pricing, liquidity, and other regulatory requirements, while also contributing to the firm’s financial performance. These offerings also span Schwab’s lines of business and legal entities, meeting a diverse set of needs across our 35 million clients.

You will lead Schwab’s firmwide cash strategy : proactively developing and maintaining a perspective on strategic cash opportunities and implications for the firm. This will require integration of key cash-related components across many different lenses including client experience, regulatory rules, balance sheet management, the competitive landscape, and product offerings. Providing insightful analysis, prioritizing of initiatives, and supporting effective decision making across a broad range of stakeholders and leaders will be foundational to this role. To do this, you are ready to leverage your strong ability to influence others, lead by example, and build strong relationship across the firm with many different stakeholders.

What you’ll do :

Take ownership for Schwab’s firmwide cash strategy : proactively develop and maintain a perspective on strategic opportunities and implications for the firm
Integrate key components of the cash strategy across many different lenses including client experience, regulatory rules, balance sheet management, competitive landscape, and product offerings.
Provide insightful analysis and support effective decision making across a broad range of stakeholders and executive leadership.
Manage the prioritization of Cash Strategy related projects
Develop strong relationships across the firm and cultivate the team’s linkages with client experience, product teams, treasury, financial planning, corporate strategy, technology, risk management, and the cash related stakeholders at Schwab
Coordinate monthly and quarterly executive Cash Strategy meetings

What you have

Required :

8–10 years of work experience in strategy, consulting, or corporate analytical function

2+ years of experience of experience with the financial / valuation concepts within a publicly traded complex financial services corporate environment

Bachelor’s degree

High degree of comfort dealing with ambiguity; comfort in a dynamic and fast-moving work environment

Strong big picture thinking skills, but with the ability to appreciate the smaller details required for success

Strong emotional intelligence, the ability to pivot quickly, and the ability to stay calm under challenging circumstances

Superior analytical skills, creativity in problem solving, and attention to detail

Superior collaboration skills, with experience leading others both directly and indirectly

Strong communication skills, both written and verbal, with demonstrated ability developing materials and effectively presenting to executive audiences

Expert user of PowerPoint and Excel, with ability to effectively guide / train team to develop expert level skills

Preferred :

MBA and / or equivalent post-MBA level experience

Strong financial modeling skills

Strong sense of intellectual curiosity for learning different areas within the business and how these interrelate

The ideal candidate will have a strong interest / passion for the financial services industry and be personally and professionally aligned with Schwab’s vision and values

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Why work for us?

Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.

Benefits : A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future.

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Director Strategy • Lone Tree, CO, US