Managing Director, Business Excellence and Strategy at Charles Schwab
San Francisco, California, USA -
Full Time


Start Date

Immediate

Expiry Date

06 Aug, 25

Salary

0.0

Posted On

07 May, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Rollout, Communications, Scenario Planning, Presentation Skills, Collaboration, Reporting, Risk

Industry

Financial Services

Description

REQUIRED EXPERIENCE:

  • 10+ years of business and operational management leadership in an asset management environment of significant transformation and business complexity.
  • Track record of leading a dynamic portfolio of strategic projects across disparate functions and enterprises.
  • Strong planning, execution and problem-solving experience in complex multi-asset and multi-product asset management firms.
  • Experience in managing critical processes on a day-to-day basis necessary to run the business from an investment, product and sales standpoint including understanding, addressing, escalating, resolving and reporting risk, compliance, regulatory, or operational issues affecting any part of the investment process across all sets of products.
  • Solid understanding of the various business areas and their workflows and systems as well as hands on experience with risk, finance, operations, technology, compliance and legal teams.
  • An undergraduate degree is required; advanced degree is preferred.

PREFERRED EXPERIENCE:

  • Ability to build strong relationships through collaboration across multiple levels of the organization motivating colleagues to get things done effectively; is sought out for counsel and feedback and contributes to cross-functional teams and initiatives.
  • Purpose driven leader who displays confidence and courage in business and talent decisions, actions and communications with a demonstrated ability to take decisive action when needed including championing ideas, position or dissent.
  • Ability to make significant progress with minimal direction and to make decisions, pivot, and structure pathways forward in the face of ambiguity
  • Highly developed communication and presentation skills with the ability to communicate complex messages and trade-offs and tell a compelling story.
  • Strong people leader who enables leaders and their high-performing teams
  • Effective relationship builder – ability to partner cross-functionally, cross-enterprise and work effectively with various levels of the organization as well as various personality types
  • Strong analytical and creative problem-solving skills
  • Effective in managing business risk through assessing risk probability and impact, developing processes for risk mitigation and detection in rollout and test plans, and scenario planning.
  • Strong preference for CFA.
Responsibilities

Please refer the Job description for details

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