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.
DAFgiving360™ is an independent nonprofit organization created to increase charitable giving in the U.S. We offer a donor-advised fund program and related philanthropic tools and guidance that empower donors to incorporate charitable planning into their everyday lives and make a bigger difference in the world. Since our founding in 1999 as an 501(c)(3) public charity, DAFgiving360 donors have recommended more than $35 billion in grants to more than 255,000 charities.
DAFgiving360 has entered into a services agreement with Charles Schwab & Co., Inc. for administrative and other services, including human resources. This position will be an employee of Charles Schwab & Co., Inc. and will be subject to its policies and procedures but will report to and be accountable to DAFgiving360 for day-to-day activities.
Our opportunity:
The Strategy & Offer Management team is responsible for the long-term strategic direction and offer design of DAFgiving360. Reporting to the Director of Strategy & Offer Management, the Sr. Manager of Business Strategy will conduct high impact analysis, provide strategic perspective, and develop proposals to support the development of the offering. They will drive key strategic programs, lead strategic project engagements for the business and support elements of the broader Strategic Planning process.
Key responsibilities for this role include:
Develop high-impact analysis to expand and enhance the offering for Donors and Advisors. Advocate for and gain buy-in on recommendations that will improve the employee and client experience and drive key business results.Assess current state, perform operational gap assessments and design future state proposals for key business functions; define target operating model, process design needs and technology enhancement opportunities. Lead enterprise strategic project engagements that drive operational scale while improving the employee and client experience.Lead business engagements with 3rd party consultants to develop and deliver strategic business proposals.Work cross functionally with Service & Operations, Digital Solutions, the Project Management Office, Data & Analytics and Business Transformation teams to define project scope, success metrics and business outcomes for assigned engagements.Develop strong relationships across the DAFgiving360 organization and with key stakeholders at Schwab, to design and deliver strategic projects. Play a role in the strategic planning cycle, which includes roadmap development, participation in executive strategic planning sessions, cross-enterprise consensus building and stakeholder management. What you have 10+ years’ experience leading large scale strategic projects in the financial services industry5+ years of experience in operational strategy and/or business consulting roles5+ years leading large scale systems and technology initiativesBachelor’s in business, economics and/or finance; MBA PreferredStrong analytical and problem-solving skills; the ability to analyze issues and problems systematically, gathering broad and balanced input, draw sound conclusions and translate conclusions into clear, specific objectives and plans.Experience at a top tier strategic consulting firm and/or internal strategy organization at a financial service firm strongly preferred, ideally with knowledge of the RIA industry. Significant experience in leading and driving strategic initiatives, from concept to implementation. Experience leading large scale systems, platforms and major technology initiatives.Strong ability as a visual storyteller and experienced PowerPoint user who can weave a narrative that is concise, compelling, and tailored to specific audiences. High agility and ability to lead with a “growth mindset,” an activator who can influence and deliver results across multiple projects simultaneously in a fast-paced and highly matrixed environment.Ability to lead and collaborate with cross-functional teams to identify problems & opportunities, lead initiatives, discuss challenging issues, and learn more about critical issues as a group; is sought out for counsel and feedback from senior leaders.In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
Options Apply for this jobApplyShareRefer a friendRefer Sorry the Share function is not working properly at this moment. Please refresh the page and try again later. Share on your newsfeed Why work for us?Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.
Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future. Application FAQs
Software Powered by iCIMS
www.icims.com