Managing Director, STS Strategy and Transformation

Your Opportunity Managing Director, STS Strategy & Transformation

Your Opportunity

At Schwab, 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.

The Managing Director, STS Strategy & Transformation is a senior leadership role responsible for shaping and executing the strategic direction of Schwab Technology Services (STS) and leading a broad portfolio of technology transformation initiatives. This leader is responsible for both strategy and execution – defining technology priorities, translating them into actionable programs driving scale, efficiency, modernization, and business outcomes across STS and its partner organizations. Creates singular clearer accountability for enterprise priorities and transformation outcomes.

This role is accountable for leading STS’ transformation agenda, including Schwab India Stewardship, Enterprise Agile transformation, operating model evolution, change enablement, value realization, STS data and reporting capabilities, and strategic/ portfolio planning. The organization is responsible for the successful execution of STS transformation (STS Next) and achieving approximately $500M in scale and efficiency benefits by 2029 through a combination of operating model improvements, workforce transformation, global delivery expansion, and productivity enhancements.

The Managing Director serves as a trusted advisor to the STS Senior Management Team, CIO, CTO, and other executive leaders, driving alignment across highly matrixed organizations and ensuring strategic initiatives deliver measurable business outcomes. The role also serves as the senior U.S.-based leader responsible for enabling the continued growth and success of Schwab India, a critical long-term strategic initiative designed to increase organizational capacity, enhance delivery capabilities, and improve operational efficiency.

Measures of Success

Continued evolution of STS Strategy and transformation agenda Successful execution of the STS Next transformation initiatives and achievement of targeted scale and efficiency objectives. Delivery of measurable business value through transformation initiatives, operating model improvements, and modernization efforts. Effective leadership of Schwab India expansion and realization of associated business case outcomes. Increased organizational agility, productivity, and decision-making effectiveness across STS. Establishment of scalable governance, metrics, and reporting frameworks that improve visibility and accountability. Strong alignment across senior leaders, enterprise and technology partners, and transformation stakeholders. Successful adoption of new ways of working and sustained cultural and organizational change. Development of a high-performing team that enables technology transformation and strategic execution. Strong alignment between strategy development and execution.

STS Strategy & Enterprise Transformation

Lead the development, evolution, and execution of the STS strategic roadmap, ensuring alignment with enterprise priorities and long-term business objectives. Serve as the central leader responsible for connecting strategy, transformation, and execution across STS. Identify and drive strategic opportunities enhancing organizational effectiveness, improving performance, and accelerating modernization efforts. Partner with senior leaders to define priorities, evaluate tradeoffs, and align investments to desired business outcomes. Translate complex enterprise objectives into actionable initiatives with clear accountability and measurable results. Bring external perspectives and competitive updates to inform technology evolution

STS Next Transformation Leadership

Provide end-to-end leadership for the STS transformation portfolio, ensuring coordinated execution across multiple interconnected