Technology Strategy Consultant

Job Opportunity

We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client's goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of 'own your tomorrow' every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.

As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.

Internal strategy teams at Charles Schwab help set the direction for the company, business units, and product and service offerings. These teams are one of the main intake valves for top-tier talent at Schwab and provide members with an unparalleled opportunity to define and work on major strategic opportunities while gaining visibility among the firm's senior leadership. The goals of the strategy teams are to:

• Deliver world-class strategy and innovation
• Conduct clear, consistent, fact-based analysis to inform key business decisions
• Drive the allocation of scarce resources to the highest-value issues across Schwab

The Manager will support development of long-term strategy and planning for one of Schwab's largest and most critical organizations in support of multi-year modernization initiatives that will have significant impact on our future.

The Manager works in a team setting, reporting to a Director and working with multiple constituents across Schwab's technology organization and business units. They typically support one or more work streams, perform data-driven analysis and contribute recommendations for strategy development. Project work is broad in scope and will require creativity, flexibility, analytical abilities, structured thinking, and strong written and oral communication skills. The successful candidate will be adaptable to a range of challenging projects and have a strong interest in technology, process and financial services. They will be self-motivated, results oriented and able to lead one or more work streams. They will have the ability to synthesize an array of internal and external inputs into a coherent picture to inform a winning strategy.

The Manager has responsibility for significant elements of project work, including:

• Supporting strategic project definition, idea generation, and insight development for a several thousand person organization, with guidance from technology strategy managers and directors
• Developing strategic insights that will drive the technology organization strategy
• Performing quantitative and qualitative analysis on core strategic issues
• Gathering data through research and interviews
• Planning and executing specific activities for work streams they support for discrete projects or subsets of projects
• Generating creative, action-oriented insights and recommendations
• Ensuring quality control of data/research and preparing presentation materials for senior management

The Manager primarily interacts with members of Schwab's strategy team and stakeholders within the technology organization. Representative project work includes enabling the long term strategy, operating model design, application modernization, cloud strategy, annual operating planning, partner and vendor analysis and selection, data center strategy, driving efficiencies within technology, etc.

What you have:

• Minimum 3-5 years of work experience, preferably at a top-tier consulting or internal strategy group of a large organization
• Prior experience in financial services, including experience with technology strategy with a focus on Agile/DevOps practices, digital/cloud platforms and IT operating models preferred; experience with cybersecurity and data would be a plus
• Good communication and storytelling with PowerPoint
• Experience supporting definition and development of business cases
• Experience in technology and /or financial services strongly preferred, but not required
• Strategic thinking, executive presence, sound judgment, and ability to influence executives
• Sense of humor, team ethic, high standards and the drive to do whatever it takes

What you'll get:

• An opportunity to do the best work of your life with a company that never stops challenging the status quo and people that are purpose-driven
• Immersion in exciting trends in FinTech and an education in the management challenges of running a massive technology organization
• Frequent access to the Executive leaders, in particular the CIO and CTO
• Comprehensive Compensation and Benefits package
• Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts
• Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program
• Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions
• Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships
• Not just a job, but a career, with an opportunity to do the best work of your life