Director, Product Lead – Transformation Product Strategy
Charles Schwab
**Your opportunity**
**Director, Product Lead – Transformation Product Strategy**
This role is central to Schwab’s transformation efforts and the firm’s long‑term transformation strategy. Transformation at Schwab requires end‑to‑end strategy, planning, and execution to deliver near‑term business value and long‑term strategic enablement.
The Director shapes strategy, sets priorities, and leads a portfolio of transformation efforts for Schwab’s most impactful service, processing, and client experiences.
The Director integrates business strategy, data, and process excellence to deliver measurable business value while ensuring alignment with firm‑wide priorities.
**What you will do:**
**Strategy Execution**
+ Translate transformation priorities into product strategies
+ Develop business cases, multi‑year roadmaps, and delivery plans grounded in data, client impact, and scale and efficiency
+ Drive measurable business value for complex operations and client-facing experiences
+ Guide product prioritization, balancing immediate business needs with long‑term value
+ Convert product strategy into requirements using data, AI outcomes, and process transformation
**Enterprise Collaboration & Influence**
+ Deliver transformations through cross-functional collaboration with businesses, Technology, Digital, Operations, and other stakeholders
+ Lead multi‑disciplinary teams— through influence— align priorities and set clear accountability across senior leaders, partners, and working teams
**Delivery Excellence**
+ Lead complex initiatives and interdependent workstreams
+ Set strong operating rhythms, decision structures, and delivery standards to increase speed‑to‑market
+ Maintain transparency through communication and structured reporting
+ Drive progress – ensure decisions are made quickly, risks are addressed early, issues are resolved, and teams focus on outcomes
**AI Enablement & Emerging Capabilities**
+ Lead AI adoption across transformation efforts
+ Identify automation and data opportunities that enhance scale and efficiency
+ Partner with Technology and Data teams to embed AI/ML responsibly
**Communication**
+ Create clear and compelling communications that connect strategy, progress, and decisions to measurable outcomes, tailored for executives and working teams
+ Use narratives and data to inform decisions
**What you have**
+ 14+ years leading large, business‑critical product, operations, or transformation initiatives.
+ Experience leading multi‑discipline, multi‑level teams directly and through influence.
+ Proven experience leading AI‑enabled product or transformation initiatives, translating business problems into AI use cases that deliver measurable outcomes.
+ Experience partnering with Technology, Data, and Risk teams to deploy AI/ML capabilities responsibly, including governance, model risk considerations, and change adoption across the enterprise.
+ Experience synthesizing ambiguous inputs into strategy, then leading the strategy execution.
+ Excellent collaboration and relationship‑building skills across all levels.
+ Experience organizing and mobilizing high‑performing teams.
+ Ability to balance multiple priorities, simultaneously.
+ Excellent written and verbal communication and analytical skills.
+ Financial services experience preferred.
**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
What’s in it for you:
At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. 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
Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281.
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