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.