Director - Operations AI Fluency, Adoption, and Standards Lead

Your Opportunity
At Schwab, you’re empowered to make an impact on your career.Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).

Lone Tree: 9800 Schwab Way, Lone Tree, CO 80124

Westlake: 3000 Schwab Way, Westlake, TX 76262

Austin: 11800 Schwab Way, Austin, TX 78758

San Francisco: 425 Market Street, San Francisco, CA 94105

Schwab Operations sits at the intersection of scale, complexity, and innovation, powering how we serve millions of clients and safeguard trillions in assets. Within this environment, the Operations Transformation Organization (OTO) drives the evolution of our capabilities through data, automation, and Artificial Intelligence.

OTO leads AI transformation across Operational Services, shaping strategy and execution while embedding AI into workflows to enhance productivity, decision‑making, and business outcomes. Through the development of AI‑first processes, intelligent automation, and workforce‑enabling tools and standards, we are building a more agile, scalable, and future‑ready organization, working across Schwab to accelerate innovation and deliver lasting impact.

The Director, Ops AI Fluency, Adoption & Standards role drives enterprise‑wide adoption of Artificial Intelligence across Operations, embedding it into daily workflows in a consistent, scalable, and responsible way. Reporting to the Managing Director of Ops AI, you will shape workforce AI fluency, accelerate adoption of tools and best practices, and establish standards that ensure strong governance, risk management, and responsible use.

In this role, you will design and scale programs that enable employees to confidently leverage AI tools such as Copilot and emerging technologies, while building and activating communities of practice, AI champions, and capability networks that accelerate adoption and sustained behavior change. By leading a forward‑deployed model that embeds AI expertise within Operations teams, you will rapidly translate opportunities into scalable solutions, driving measurable value and embedding AI into day‑to‑day workflows. In this highly visible role, you will shape how AI is adopted and governed across Operations, bringing together change leadership, workforce capability building, and cross‑functional partnership to ensure consistent, responsible use while delivering meaningful outcomes and building high‑performing teams in a dynamic, matrixed environment.

What you have
Required Qualifications

10+ years of experience in change leadership, workforce transformation, technology adoption, and/or capability development and deployment

1+ years of experience driving AI transformation initiatives in large, complex organizations

Demonstrated success driving large‑scale adoption of new tools or platforms across enterprise environments

Experience operating in regulated environments with strong governance and risk management requirements

Proven ability to build and scale training, enablement, and community‑based learning programs

Strong leadership, communication, and influencing skills across senior leaders and front‑line teams

Experience partnering with Technology, Data, Risk, and Business teams to drive integrated outcomes

Demonstrated team leadership capabilities, effectively organizing highly performing, multi‑discipline teams to meet changing business challenges

In addition to a base salary, this role is also eligible for bonus or incentive opportunities.

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