Jobs · Information Technology · Illinois

Director, Head of Technology Strategy and Operations

Charles Schwab · Chicago, IL · Yesterday
HybridInformation TechnologyFull-time

Key Functional Responsibilities

  • Serve as strategic advisor to the Head of SAM Technology, translating strategic priorities into measurable execution plans.
  • Lead the Technology Business Management function and oversee the operational effectiveness of the SAM Tech organization.
  • Determine enterprise strategic planning, annual operating plans, organizational priorities, and technology roadmaps.
  • Develop Board, Executive Committee, and senior leadership communications, including strategic narratives, business reviews, and performance reporting.
  • Ensure alignment between technology investments and enterprise business strategy.

Enterprise Agile Transformation & Global Technology Operating Model

  • Support the maturity and enable the Product and Platform Operating Models across the technology organization.
  • Optimize organizational design to improve speed, scalability, and business alignment.
  • Lead Agile transformation and continuous improvement initiatives.
  • Establish and lead the Agile Center of Excellence.
  • Scale Agile, Lean, Product Management, DevSecOps, and engineering best practices across the organization.
  • Drive adoption of value stream management and Lean Portfolio Management.
  • Coach senior technology and business leaders on Agile leadership and organizational agility.
  • Improve delivery predictability, planning discipline, release management, and execution excellence.
  • Foster a culture of continuous improvement through measurable Agile maturity and engineering excellence.

Organizational Culture & Leadership Development

  • Champion the evolution of a high-performing, collaborative, and inclusive technology culture.
  • Lead organizational culture transformation initiatives aligned with the CIO vision and leadership principles.
  • Foster an environment of accountability, ownership, transparency, innovation, and continuous learning.
  • Develop leadership capability frameworks and succession planning strategies.
  • Partner with Human Resources to strengthen talent development, employee engagement, and leadership effectiveness.
  • Promote cross-functional collaboration and break down organizational silos.
  • Build a culture that embraces experimentation, adaptability, customer focus, and operational excellence.

Organizational Effectiveness & Workforce Strategy

  • Lead initiatives that strengthen organizational capability and operational performance.
  • Design scalable organizational structures supporting global growth.
  • Develop workforce planning and global talent strategies.
  • Build and optimize Global Capability Centers and distributed engineering organizations.
  • Improve organizational health through performance metrics and workforce analytics.
  • Drive organizational change management for strategic transformation programs.
  • Strengthen collaboration across business, engineering, architecture, security, and operations.

Financial & Operational Management

  • Provide operational leadership for the technology organization.
  • Support technology budgeting, forecasting, and financial planning.
  • Oversee vendor governance and strategic sourcing.
  • Monitor operational performance, financial health, and investment outcomes.
  • Drive operational efficiency, cost optimization, and resource planning.
  • Establish operational KPIs and executive scorecards.

Governance, Risk & Operational Excellence

  • Strengthening governance and execution discipline across the technology organization.
  • Lead technology governance frameworks and executive operating cadence.
  • Cook up regulatory, audit, compliance, and operational resilience activities.
  • Partner with Risk, Cybersecurity, and Enterprise Architecture to ensure alignment.
  • Establish enterprise performance metrics and operational excellence standards.
  • Promote data-driven decision making across technology leadership.

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