Managing Director, Digital Product Strategy

Job Description

Your Opportunity

Charles Schwab Digital Services is responsible for delivering innovative, best-in-class solutions. We are obsessed with solving customer needs. We want every interaction to be simple and easy. We collaborate with user experience and design, business and technology partners across the enterprise to build software experiences our users’ are passionate about.

Charles Schwab's Digital Services division is responsible for leading digital disruption on behalf of investors and advisors. We are obsessed with solving customer needs. We want every interaction to be simple and easy. We collaborate with user experience and design, business and technology partners across the enterprise to build software experiences our users are passionate about. We are on a journey to build the future of financial services and transform the way we work to get there - further integrating Design Thinking techniques with Agile development practices. Our mission is to drive a significant step-change in our time to market and build more integrated client-centric experiences via cross-functional coordination and ownership.

What you’re good at

Critical Success Factors:

• Proactive entrepreneurial spirit and customer champion
• Skilled in operating at both the strategic and tactical levels
• Outstanding "soft" skills to include the ability to engage with and lead a diverse range of partners and teams
• Curiosity, a can-do attitude and able to thrive in a complex, dynamic environment

What you have

• Strong strategic and digital product skills: product development; project management and/or consulting background; experience with digital product management and agile practices; proven track record with large strategic projects
• Product / Business background with a keen understanding of broader business needs and strategy
• A passion for digital innovation and a commitment to driving positive change in teams and individuals; experience working on new projects and/or new practice areas
• Superior communication skills, able to develop strategies and communicate complex messages and trade-offs to tell a compelling story
• Experience working in a collaborative multi-disciplinary environment
• Self-starter with outstanding organizational skills and ability to track multiple projects (3-4) going on all at once
• Curiosity to continually develop and manage to core transformation goals and define a path forward using a test and learn approach.
• 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.
• Thrive in a dynamic and fast-moving work environment, with a positive attitude and solid work ethic.
• Good understanding and/or experience in a technology environment and/or financial services regulations is a plus.

Role/Scope

Responsible for key components of Schwab's Digital Transformation for the Digital Services team including:

• Manage and continue to develop the Digital Accelerator program to drive innovation for our customers, including strategic planning, pipeline development, path to production, and budget management for our Customer Journey and Innovation Labs programs within the Accelerator
• Define and lead the operating model evolution of the Accelerator Program to bring more innovation to our clients more quickly, test and implement new practices, and develop recommendations for the broader organization as the Accelerator matures
• Define and lead key strategic initiatives to support the transformation such as moving to an experimentation-based product management organization, integrated UX design into our product development cycle, developing path to production model with Innovation Labs, and development a customer engagement product management discipline within the Customer Journeys
• Serve as a Digital Services guide and support a broader set of transformation initiatives with other teams within Schwab, such as rollout of selected Accelerator practices in partnership with the Digital Professional Development program, partnering with Innovation labs to drive Innovation more broadly internally and externally, and define an integrated UX operating model and roadmap with UX and Tech that includes Human led design and a design system
• Member of Digital Transformation & User Experience Leadership team and report directly to the SVP of the group
• Manage a team of one or two Transformation professionals, serve as strategic planning lead for the DT&UX team, and lead project teams of leaders across Digital and key partners for individual initiatives

Strategy & Execution

• Lead all aspects of the Accelerator Program Evolution program which includes strategic planning, practice evolution, pipeline development and communication
• Lead the Strategic planning & Operations for the DT&UX team which includes overall budget planning, strategic headcount planning as we buildout the integrated UX model, and team engagement for the Accelerator, UX and Transformation teams
• Continue to drive broader Transformation including chairing the monthly Digital Transformation Progress and Learning forum where key changes are defined, refined and agreed to with EVP and SVP leaders across Digital, Operations and Technology
• Partner with Schwab Technology Services, Operations, HR, DPDP and product coaches to define, socialize and implement a broader change to our product planning and delivery model
• Identify, shape and lead projects relating to the Digital Transformation and support Digital Services change management in closer partnership with the Digital Services leadership team

Communication

• Create presentations and written communications to tell the Accelerator Transformation story, build excitement, create alignment with partners and engage the Digital Accelerator and Digital Services employees
• Facilitate knowledge sharing across Digital Services through strong relationships
• Contribute to a change management and communication plan across other teams and guide them to better lead and absorb change using industry standard Change Management Model
• Engage with executive leadership early and often to gather feedback, consensus and pivot on high priority transformation initiatives