Director, Legal Operating Model, AI & Transformation

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.

 

The Director, Legal Operating Model, AI & Transformation is responsible for helping the Legal & Government Affairs leadership team successfully execute its strategic priorities and continuously improve how legal, regulatory, litigation, and public policy services are delivered.

This is a highly execution-oriented leadership role. The successful candidate will partner closely with department leadership to translate strategy into action, coordinate complex cross-functional initiatives, drive adoption of new capabilities, and deliver measurable improvements in legal quality, client service, productivity, operational effectiveness, and organizational performance.

The role serves as a catalyst for change and continuous improvement across the department. Working through influence rather than direct authority, the Director will help align stakeholders, remove barriers to execution, establish accountability, and ensure strategic initiatives achieve intended outcomes.

The role also serves as the department’s leader for the responsible adoption, integration, and scaling of artificial intelligence capabilities, helping legal teams incorporate AI into legal workflows, knowledge systems, service delivery models, and decision-making processes in ways that improve legal quality, efficiency, consistency, and client experience while maintaining appropriate governance and professional standards.

Success in this role will be measured not by plans created, presentations delivered, technologies implemented, or pilot programs launched. Success will be measured by improvements successfully adopted, sustained, and translated into measurable business outcomes.

In this role, you will serve as LGA’s central source of expertise to:

• Process map workflows across the LGA department;

• Ideate solutions to enhance quality, strategic capacity and/or efficiency through redesigned workflows, processes, or use of technology (including AI); 

• Partner with others on the creation, implementation, and adoption of these solutions;

• Advance the responsible, scalable, and measurable use of lean processes, legal technology, and AI solutions; and

• Support appropriate governance, human oversight, and alignment to Schwab’s risk, compliance, and technology standards.

You will report directly to the Head of Legal Operations and Strategic Initiatives (LOSI) and will serve as a member of the LOSI leadership team.

What you have

Experience

• 10+ years of experience leading complex transformation, operations, technology, AI, legal operations, consulting, service delivery, or organizational effectiveness initiatives.

• Demonstrated record of coordinating and delivering large-scale cross-functional initiatives from concept through measurable results.

• Proven ability to drive execution and accountability in environments where success depends on influence rather than formal authority.

• Significant experience leading organizational adoption and change management efforts.

• Experience supporting legal departments, law firms, regulated industries, professional services organizations, or similarly complex environments.

Expertise

• Exceptional program execution and implementation leadership capabilities.

• Strong stakeholder management and influencing skills.

• Deep understanding of legal service delivery and legal department operations.

• Understanding of artificial intelligence applications, governance, risks, and adoption strategies.

• Strong process improvement, operational excellence, and performance management capabilities.

• Ability to translate strategic priorities into executable plans and measurable outcomes.

Leadership Characteristics

• Exceptional executor with a strong bias toward action and results.

• Skilled at influencing and aligning stakeholders without direct authority.

• Builder of consensus while maintaining accountability for outcomes.

• Pragmatic, resourceful, and persistent in overcoming obstacles.

• Strong systems thinker who understands the interaction of people, process, technology, AI, data, governance, and culture.

• Outstanding communicator who can mobilize action across diverse stakeholder groups.

• Relentlessly focused on outcomes and measurable impact.

Areas of Responsibility

 

Strategic Ex