Internal Platform Strategy Director

At Schwab, you’re empowered to make an impact on your career. Here, innovative thinking meets disciplined execution to challenge the status quo and transform the finance industry together.  

The Internal Platform Strategy Director strengthens the internal business and operating model for Advisor Services by shaping the platform capabilities needed to deliver a more seamless, scalable, and differentiated advisor experience. This ecosystem of internal platforms and tools enables client-facing employees and operational teams to deliver transactional and strategic guidance and support to clients. This leader translates current and strategic business capabilities, servicing workflows, operational needs, and legacy capability decisions into platform product strategies, roadmap inputs, and executive-ready recommendations. 

• Own the Advisor Services Internal Platform Strategy, including platform boundaries, investment priorities, divestiture opportunities, roadmap inputs, and success measures. 
• Define future-state approaches for internal servicing, workflow, case management, routing, visibility, and migration of legacy capabilities into enterprise platforms. 
• Assess current product platforms and workflows to identify and prioritize constraints, fragmentation, manual workarounds, and reusable enterprise capability opportunities. 
• Translate business needs into enterprise-ready inputs for roadmap, prioritization, sequencing, divestiture, and investment decisions.  

• Partner across advisor-facing, associate-facing, workflow, case management, data, product, technology, architecture, operations, and modernization teams to advance shared outcomes. 
• Represent servicing workflows, operational requirements, growth priorities, and key decisions in enterprise planning forums. 
• Influence roadmaps by articulating Advisor Services specific use cases, dependencies, trade-offs, risks, and measurable outcomes with a focus on how platforms can also unlock current constraints that impact the business and our client base.  

• Lead through influence across a matrixed environment, aligning teams around shared priorities and capability decisions. 
• Create executive-ready recommendations, business cases, and decision materials that simplify complex platform and operational topics, that are aggregated into a compelling story that clearly articulates the needs, risks and benefits of recommended strategies, dependencies, ownership needs, and sequencing decisions early to support execution and adoption. 

• B.A./B.S. Degree
• 10+ years of proven experience and success across technology, product, platform, operations, or strategy roles in support of platforms and technology in complex, regulated environments. 
• Proven experience shaping platform product strategy, transformation roadmaps, and cross-functional execution plans. 
• Strong understanding of enterprise systems, workflow platforms and orchestration, case management, shared services, reusable capabilities, platform boundaries, or B2B servicing systems. 
• Demonstrated ability to translate business strategy and operational workflows into roadmap inputs, capability models, and investment recommendations. 
• Success operating through influence, building alignment, and driving outcomes across matrixed business, product, technology, architecture, and operations teams. 
• Exceptional executive communication skills with the ability to simplify complex platform, workflow, operational, and technology topics into clear decisions and business outcomes.  

• Masters Degree
• Experience in financial services, custody, brokerage, advisor platforms, or internal servicing operations. 
• Familiarity with shared services, domain-driven operating models, and large-scale platform governance. 
• Experience at a consulting firm in support of financial services organizations and technology and platform engagements 

In addition the salary range, this role is also eligible for bonus or incentive opportunities.