Director, Digital Wealth Product Integration

Director, Digital Wealth Product Integration

We believe 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 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.

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 financial services industry together.

The Director, Digital Wealth Product Integration leads the teams responsible for delivering the holistic experience and delivery for the digital wealth strategy and platform direction on behalf of Schwab’s Retail, Advisor Services and Wealth Advisory clients and associated rep / advisor experiences

Key Outcomes

• Spearhead the integration and governance and scaling for Gen AI across the Wealth & Advice Solutions organization
• Collaborate with offer owners and client-facing teams to identify opportunities to streamline workflows to improve efficiency and enhance experiences and / or reduce risk
• Champion change efforts supporting Gen AI fluency and capabilities across the organization, promoting the value and efficiency
• Support new growth efforts by partnering closely across senior product, technical, AI and data leaders to ensure investments are future-proofed and able to scale for Schwab over the coming decade with a particular focus on data readiness
• Synthesize, communicate and advocate for the longer-term strategic product and platform direction for digital wealth management enabling emergent client experiences and scaling efficiently.
• Foster a culture of creativity and experimentation, ensuring the organization remains ahead of the curve in a continuously changing market.
• Partner to define the offers, develop the platforms / data infrastructure and oversee the offers, while also launching new products and capabilities scalable for the firm
• Empower future state experiences for reps and across all client segments, partnering with client-facing and offers leaders.
• Collaborate with a broad range of risk partners, internal and external legal counsel and directly with regulators as we introduce new capabilities and innovations to the marketplace.

What you have

Required Experience

Preferred Experience

What’s in it for you

We offer a competitive benefits package that takes care of the whole you – both today and in the future :

#J-18808-Ljbffr