Charles Schwab Vice President, Client Authentication & Digital Platforms in San Francisco, California


San Francisco - CA, SF211MN, 211 Main St, 94105-1905

Daniel Richard Monroe


We believe that , when done right, 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 respect and appreciate the diversity of our employees, our clients, and the communities we serve. 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. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.

As a company, we were established by Chuck at over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.

Our Opportunity:

Reporting to the Vice President of Digital Cross Enterprise Platforms, the Vice President of Client Authentication Experience Platform will work closely with leaders in Digital Services, Technology, Operations and Risk to define and deliver key digital capabilities for Client Authentication across all of Schwab’s online channels. These include all mission critical channels for retail and adviser websites, mobile apps and software products that enable Schwab clients to access their investing and Banking accounts. This leader will thrive in an environment built around innovation with a growth mindset in order to create and scale Schwab’s digital cross-enterprise capabilities for online authentication. The VP will support Schwab’s strategic goal to optimize the client experience, remove operational inefficiencies while mitigating risk and safeguarding client trust. Responsibilities will include:

  • Lead product management responsibilities for online authentication platform and portfolio of investments

  • Define client authentication customer experiences that are easy, effective and scalable

  • Partner closely with technology, operations and risk to design and implement end-to-end workflows that deliver consistent and efficient client facing enhancements, reduce risk and create operating efficiency for client facing and back-office teams

  • Create and execute product development roadmaps and plans that support Schwab as a leader in digital online authentication practices

  • Ensure ability for Schwab to leverage new and emerging technologies in order to improve client authentication effectiveness as well as effective governance while streamlining and enhancing Schwab’s Cross Enterprise Platform capability

  • Develop and maintain relationships with senior executives in Investor Services, Advisor Services and Schwab Bank as well as all remaining businesses and channels on the authentication roadmap. The Vice President must also cultivate senior level relationships within Schwab’s Technology Services and Project Management Office

  • Act as the Executive Sponsor for the investment portfolio related to Online Authentication initiatives

  • Develop and build a highly talented team to support Schwab online authentication capabilities and needs‒guaranteeing appropriate planning, building and running of client authentication capabilities

  • Mature Schwab’s digital culture, agility and design-thinking practices and approaches by reinforcing capabilities developed using Agile and Lean SDLC practices

Ideal Candidate:

  • A minimum of 10 years in a Product Management, Risk Management and Strategy leadership role within a diversified financial services environment; thorough experience in executive management and platform governance at a global financial institution or payments organization.

  • Broad product management experience with a demonstrated track record of executing large, complex process redesign and IT initiatives that enhances outcomes for both customers and shareholders.

  • Deep competencies involving the skillful technology and leadership needs around platforms and platform management in order to organize and deliver on a myriad of priorities.

  • A change agent who understands the intricacies of shifting mindsets while actively listening to varying needs in order to elevate the status of the business through prioritization and consultation.

  • A deep understanding of information security challenges and solutions related to identity, authentication and access management.

  • Displays confidence and courage in business and talent decisions, actions and communications with a demonstrated ability to take decisive action when needed, including championing ideas, position or dissent.

  • Leverage strategic and analytical capabilities to make sound, timely decisions based on client and field input supporting and maintaining a strong production environment including evaluating risk versus expense versus the client experience.

  • Extensive working knowledge of Lean/Agile methodologies surrounding product development life-cycle.

  • Extremely strong client relationship management and negotiation skills required with the ability to assess and effectively communicate processing capabilities and identify alternative solutions for clients and business partners.

  • Experience managing a significant budget and hiring plan with material enterprise-wide business impact maximizing the investment.

  • Able to act decisively in making solid, informed judgment calls in response to both the technological and critical regulatory environment and the day-to-day business issues.

  • Outstanding written and verbal communication skills with demonstrated ability to communicate effectively with all levels of an organization.

  • Strong emotional intelligence/maturity and senior level executive presence.

  • Experienced in effectively assessing, selecting and developing talent for the firm; adept at providing balanced, direct and actionable feedback to employees. Experience managing multiple priorities and overseeing distinct teams with varied strengths.

  • Thrives on initiating, building and cultivating strong authentic relationships inside and outside the group; highly collaborative; navigates and activates alignment across organizational silos.

  • An undergraduate degree in Computer Science, Engineering, Information Technology or equivalent; Advanced degree preferred.

Learn more about Life@Schwab at" .

Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law. Schwab also does not discriminate against applicants or employees because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. At Schwab, we believe that every employee, through their diverse abilities and experiences, can contribute to our growth, innovation and client loyalty. We embrace diversity and are committed to providing equal opportunity to all employees and applicants. If you have a disability, and require reasonable accommodations in the application process, call Human Resources at 800-725-3535. We will be happy to assist you. Schwab will only share your accommodation request with those individuals who have a specific need to know. The request for an accommodation will not affect Schwab's hiring decisions. All other submissions should be performed online.

Job Specifications

Relocation Offered?: Yes

Work Schedule: Days

Languages: English - spoken

Current Licenses / Certifications: None

Relevant Work Experience: Project Management-6+ yrs, Financial Services-6+ yrs, IT-Management/Technical Project Mgmt-6+ yrs, Product Development-6+ yrs

Position Located In: CA - San Francisco

Education: BA/BS

Job Type: Full Time

Category:Digital Services

Activation Date: Wednesday, May 16, 2018

Expiration Date: Saturday, June 16, 2018

Apply Here