Vice President, Cross-Enterprise Strategy - Charles Schwab (San Francisco, CA)

Whether you want to work face-to-face with customers or are drawn to opportunities behind the scenes, know that everybody who works at Schwab plays a vital role in offering our clients a range of valuable and ethical financial services. If you share our enthusiasm for providing the tools, resources and guidance that can help them achieve their financial goals, there's a place for you at Schwab.

Group Overview:

Cross Enterprise Strategy is an in-house strategy group. It is one of the main intake valves for top-tier talent at Schwab and provides members with an unparalleled opportunity to work on the major strategic and operational issues confronting the business and with visibility among the Firm's senior leadership. The group's focus is on driving resolution of critical questions of business strategy that cut across more than one revenue Enterprise. Upcoming activities include pricing strategy and articulation of a retirement strategy

Description:

• Drive resolution of critical strategic and operating issues that are firm-wide in nature; this will involve: Consulting with internal clients to define, manage and deliver business strategy projects that support senior management and business area decision making. Coordinating internal resources, managing external vendors, preparing and delivering final reports/presentations. Preparing management reports and presentations to facilitate decision making. Managing multiple projects and clients with a focus on providing actionable intelligence for business decision makers.
• Work on cross-functional project teams to evaluate and provide insight into existing and new markets, products, services, structures, and technologies.
• Provide input, guidance and direction to the budgetary, strategic and operational planning processes.
• Work directly and effectively with other business units' leaders to ensure enterprise wide business integration, and coordination
• As appropriate, participate in committees and task forces as designated by EVP, SS.

• A minimum of 10 years experience in a financial services research, strategy, marketing or competitive intelligence function or at a consulting firm focused business strategy.
• Extensive experience with the development and implementation of projects involving multiple and complex data sets.
• Demonstrated ability to build and execute strategic plans across a geographically dispersed organization.
• Track record of strong leadership and influencing skills. Possessing strong emotional intelligence/maturity.
• Experience operating in a complex, matrix management environment.
• An undergraduate degree is required; an MBA is preferred. NASD Series 7/63 securities licenses preferred.

• Highly intelligent; possesses very strong critical thinking skills.
• High integrity and ethics with an impeccable reputation.
• Aggressive, decisive, action/results-oriented, but also a collegial manager.
• Flexible personal style that will develop strong relationships at every level of the organization.
• Proven ability to work in a diverse group.
• Ambitious with high personal standards with a deep commitment to making Schwab successful.
• Demonstrated track record of success in career path.
• An organized individual possessing excellent verbal and written communication skills.
• Ability to fit within the Schwab culture with a commitment to excellence and world class customer service.

The Charles Schwab Corporation (NASDAQ: SCHW), through its operating subsidiaries, provides securities brokerage and financial services to individual investors and the independent investment advisors who work with them. With over 7 million individual investor accounts and more than $1 trillion in client assets, The Charles Schwab Corporation is one of the nation's largest financial services firms. Its subsidiary Charles Schwab & Co., Inc. (member SIPC) provides a complete range of investment services and products, including an extensive selection of mutual funds; financial planning and investment advice; retirement plans; referrals to independent fee-based investment advisors; and custodial, operational and trading support for independent fee-based investment advisors. Its subsidiary Charles Schwab Bank (member FDIC) provides banking and mortgage services and products. The corporation's other operating subsidiaries include U.S. Trust Corporation (member FDIC) and CyberTrader®, Inc. (member SIPC) These companies' Web sites can be reached at www.schwab.com, www.schwabbank.com, and www.cybertrader.com.

Schwab offers a range of individual investing services, from low-priced, technology-infused active trading to highly customized wealth management delivered by independent advisors, with a range of independent and advised investing services in between. Schwab gives investors clear choices: in the level of trading technology, service and advice, in their level of involvement in the management of their portfolio, and in the structure of payment for those services.

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