Company: Charles Schwab Position: Vice President – Business Solutions Location: San Francisco, CA Interested candidates should apply online at: http://jobsearch.schwab.com/viewjob.html?erjob=222189&eresc=DataManagementAssociation Job Description: Organizational Objective/Purpose: Charles Schwab’s purpose is to champion every client’s goals with passion and integrity. Through advocacy and innovation, Schwab has worked to make investing more affordable, more accessible and more understandable for all. For more than three decades, The Charles Schwab Corporation has been an advocate for individual investors and the independent advisors who serve them. We provide securities brokerage, banking, and related financial services to individuals and institutional clients. Schwab operates through two segments: Investor Services and Institutional Services. The Investor Services segment provides retail brokerage and banking services to individual investors. It offers research, analytic tools, performance reports, market analysis, and educational material to its clients. The Institutional Services segment provides custodial, trading, and support services to registered independent Investment Advisors (RIA's). This segment also provides retirement plan services, specialty brokerage services and mutual fund clearing services and supports the availability of Schwab proprietary mutual funds and collective trust funds on third-party platforms. Institutional also serves employer sponsored plans: equity compensation plans, defined contribution plans, defined benefit plans, nonqualified deferred compensation plans and other employee benefit plans. Brief Description of Role: Business Solutions is a new function within the Analytics, Insight & Loyalty organization. The primary mission of this new function will be to work in partnership with business units to leverage data, analytics and research capabilities to grow the business and build loyalty. This position will be instrumental in moving the Analytics, Insight & Loyalty organization from a reactive organization delivering requests to a pro-active strategic minded organization providing thought leadership, meaningful insights and driving results. The VP, Business Solutions is a senior-level executive and is responsible for creating, building and overseeing this new function. This person will need to build strong relationships with senior leadership across the organization and identify ways to pro-actively support their strategic initiatives focusing on market research, data and analytic solutions. The person must be able to understand business strategies and design information and market research based solutions to support those strategies. The leader will work with their staff to execute thoughtful research and analyses, and present insights translating results into strategic recommendations, metrics and reports accessible and actionable for the business. This seasoned leader must be able to shape the vision for the future of Business Solutions and influence a wide range of stakeholders, providing clear rationale and strategic thinking on multiple enterprise level initiatives, with extensive cross-functional collaboration and leadership. This position will initially oversee a small team of market research, analytics and loyalty professionals and will focus on the most critical strategic priority business areas. In addition, this person will provide leadership to assigned resources in a cross-functional manner from the Analytics, Insight & Loyalty and other supporting organizations. Over time, we expect this function to grow in importance and take on additional responsibilities in support of other business units across Schwab. JOB RESPONSIBILITIES The VP, Business Solutions will collaborate with senior executives and business partners to understand their needs for data, analytics, research and loyalty services, defining information, research and marketbased solutions, and ensuring projects are delivered as planned. This includes: Building relationships with senior leadership to identify opportunities to uncover prospect and consumer insights with quantitative and qualitative research and analysis, supporting a factdriven (and client-driven) decision making culture throughout Charles Schwab. Showing thought leadership by identifying new ways to apply research and analytics to grow the business. Working with support teams to scope and prioritize projects based on the needs of the business, efforts and resources required and obtainable insights. Presenting results and recommendations to senior executives to ensure complex work is accessible and actionable. Creating full visibility and transparency in the results learned throughout the complete project lifecycle. The VP directly leads and directly manages an initial staff of approximately 6 professionals in addition to a larger team cross-functionally. Specific responsibilities include: Providing strong business acumen and foresight anticipating obstacles and challenges, promptly implementing tactical plans to mitigate risks. Create accountability within and across the teams ensuring a shared purpose and value for the team and our clients. Coordinating tactical work flow and analytical resources ensuring project objectives are met on schedule and in-line with planned effort. Leading the teams in evaluating various research/loyalty/analytic approaches and helping to determine the approach best positioned to address the business objective. Resolving challenges including resource constraints, competing priorities, changes to project objectives, requirements, and scope. Building support with cross-functional resources including analysts, statisticians, market researchers, loyalty professionals, strategy team, marketers, finance, etc. Ensuring full visibility across the organization through executive-level communication and internal PR efforts of the team’s activities and accomplishments The VP will build a high performance team by developing existing talent, recruiting high caliber professionals and ensuring the team is a highly-engaged group delivering results and demonstrating the importance of their work to the larger strategic picture. Responsibilities include: Recruiting the talent necessary to evolve the team to the needs of the organization and scale operations to improve efficiencies. Leading the development and engagement of the team through strengths-based leadership so the team feels valued and wants to work for them and Schwab. Understanding each individual’s strengths, background, and career plans in order to identify development opportunities through internal/external training and one-on-one mentoring/coaching. Respects, values and embraces differences creating an inclusive environment. Technical/Functional Qualifications: The ideal candidate is a highly intelligent, strategically-minded customer-focused individual who is creative, innovative and execution focused. This person will be an outstanding communicator and have the self-confidence to work comfortably at the most senior levels of the organization. He/she will have an exceptional track record of accomplishment across complex business environments and a demonstrated ability to create organizational change for improved performance. This individual must be willing to roll up his/her sleeves, be comfortable making critical decisions, able to drive flawless execution and work in a cross-functional manner across business units Significant experience in strategy and/or business consulting roles leveraging both quantitative and qualitative inputs to impact business strategies and growth. Proven experience in driving strategic analytical and market research projects by working in collaboration with business leaders. Track record of driving strategic change at a senior organization level serving as a trusted advisor and content expert. Experience with financial services; investment services preferred. Superior leadership skills with 10+ years’ experience managing, directing, and mentoring teams of professionals. Deep consulting expertise with the ability to frame and interpret data as it relates to business strategy. Strong marketing analytics experience with background in segmentation, targeting, performance tracking and evaluation, offer testing, and building analytical reports to measure results. Very strong business acumen with an understanding how analytics and data ties to the profitability of a company. MBA or similar advanced degree preferred.