Director, Head of Technology Strategy and Operations

Your Opportunity

Director, Head of Technology Strategy and Operations

 

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.

 

Schwab Asset Management (SAM) Technology is an organization within Schwab Technology Services aligned to support the technology needs of Schwab Asset Management (SAM), Wealth, Advice & Banking Solutions (WABT), and the Schwab Center for Financial Research (SCFR) and Third-Party platform teams. Sam Technology is an organization dedicated to supporting SAM’s Investment, Operational and Data platforms and teams that provide Production Support, Architecture, and Infrastructure needs. The Director of Technology Transformation & Operations reports to the Managing Director and Head of SAM Technology and is integral to the evolution and delivery of efficient, modern operational processes across the entire SAM portfolio. 

 

The role serves as a strategic partner and trusted advisor, responsible for driving the execution of the technology strategy and enabling a high-performing, globally integrated technology organization. This executive leader is accountable for establishing and continuously evolving the Technology Operating Model, accelerating Agile transformation, advancing organizational culture, driving enterprise-wide strategic initiatives, and ensuring disciplined execution of the technology investment portfolio. The role serves as the operational leader of the CIO Office, partnering with senior executives across Technology, Investments, Operations, Risk, and Corporate Functions to increase organizational agility, execution velocity, innovation, and business value delivery. The successful candidate will champion modern product and platform operating models, AI-enabled engineering practices, organizational effectiveness, and a culture of accountability, collaboration, continuous learning, and operational excellence.

 

What you’ll do:

Key Functional Responsibilities:

 

Organization Leadership & Strategic Execution

 

• Serve as strategic advisor to the Head of SAM Technology, translating strategic priorities into measurable execution plans.
• Lead the Technology Business Management function and oversee the operational effectiveness of the SAM Tech organization.
• Drive enterprise strategic planning, annual operating plans, organizational priorities, and technology roadmaps.
• Develop Board, Executive Committee, and senior leadership communications, including strategic narratives, business reviews, and performance reporting.
• Ensure alignment between technology investments and enterprise business strategy.

 Enterprise Agile Transformation & Global Technology Operating Model

 

• Support the maturity and enable the Product and Platform Operating Models across the technology organization.
• Optimize organizational design to improve speed, scalability, and business alignment.
• Lead Agile transformation and continuous improvement initiatives.
• Establish and lead the Agile Center of Excellence.
• Scale Agile, Lean, Product Management, DevSecOps, and engineering best practices across the organization.
• Drive adoption of value stream management and Lean Portfolio Management.
• Coach senior technology and business leaders on Agile leadership and organizational agility.
• Improve delivery predictability, planning discipline, release management, and execution excellence.
• Foster a culture of continuous improvement through measurable Agile maturity and engineering excellence.

 

Organizational Culture & Leadership Development

 

• Champion the evolution of a high-performing, collaborative, and inclusive technology culture.
• Lead organizational culture transformation initiatives aligned with the CIO vision and leadership principles.
• Foster an environment of accountability, ownership, transparency, innovation, and continuous learning.
• Develop leadership capability frameworks and succession planning strategies.
• Partner with Human Resources to strengthen talent development, employee engagement, and leadership effectiveness.
• Drive workforce transformation, skills modernization, and future-ready technology capabilities.
• Promote cross-functional collaboration and break down organizational silos.
• Build a culture that embraces experimentation, adaptability, customer focus, and operational excellence.

 

Organizational Effectiveness & Workforce Strateg