- Charles Schwab (Westlake, TX)
- …Wealth Advisory's (SWA) BOOST ( Business Operations & Offer Success Team) as a Director of Business Strategy , playing a pivotal role in driving SWA's ... financial services. + Direct People management experience. + Proven experience in business strategy , consulting, and operations within financial services. +… more
- Charles Schwab (Westlake, TX)
- …with business leaders to align CRM capabilities with the business strategy , ensuring the platform supports intelligent, proactive client conversations ... deliver moments that truly matter to our clients. As ** Director , Digital Rep Platform** , you will lead the...Agile product operating model experience. + Strong negotiation and business influence skills + Ability to distill strategy… more