Managing Director, M&A Integration

Your Opportunity

Managing Director, M&A Integration

Your Opportunity

At Schwab, 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.

The Managing Director, M&A Integration is an enterprise leader within Schwab's cross-enterprise Transformation Management Office, accountable for converting the strategic intent of acquisitions, separations, and partnerships into disciplined execution and measurable value for Schwab, its clients, and employees.

As the single point of accountability for integration success, this leader aligns senior executives on strategy, governance, operating model, and execution. The role directs complex, multi-year work across Technology, Operations, Finance, Legal, Risk, Compliance, Human Resources, Corporate Strategy, Communications, and business units-resolving enterprise tradeoffs and delivering critical commitments. This leader owns integration budgets, manages synergy targets and realization, oversees delivery of internal & external integration milestones, and manages cultural integration of acquired firms. In this highly visible executive role, building trust and relationships to bridge across teams is critical.

The initial portfolio will focus on Forge Global Integration and Forge Trust Separation. In parallel, the leader will also establish a durable enterprise integration capability through reusable playbooks, rigorous governance, and a high-performing team positioned for future transactions and priority transformations.

Measures of Success

• Deliver transaction commitments responsibly and on schedule-from deal announcement to Legal Day 1 to employee transitions, client migrations, systems integration, and stabilization.
• Realize committed revenue, expense, strategic, and operational benefits within approved investment parameters.
• Mobilize leaders and teams across Schwab and acquired companies to plan and execute integration activities, including clear accountabilities, decision rights, and visibility into progress, risks, dependencies, and decisions.
• Build trust with acquired-company leaders and employees, successfully bridge organizational cultures, and deliver an employee experience that supports engagement, continuity, and a successful transition to Schwab
• Anticipate and mitigate material client, employee, financial, operational, regulatory, technology, and reputational risks.
• Strengthen enterprise readiness through repeatable integration and separation capabilities.
• Build a high-performing team that develops enterprise leaders and preserves institutional knowledge.

Key Outcomes

Integration Strategy & Governance

• Set the integration or separation strategy for acquisitions, divestitures, partnerships, and other complex transactions.
• Establish the operating model, team structure, governance, decision rights, execution standards, and escalation paths required to deliver transaction objectives.
• Translate executive commitments into an integrated, multi-year roadmap with clear outcomes, milestones, ownership, and success measures.
• Maintain enterprise accountability for execution, decisions, risk, and value realization.

Transaction Execution & Business Readiness

• Direct end-to-end integration planning and execution, from deal announcement through Legal Day 1 through employee transitions, client and product migration, systems integration, operating model implementation, stabilization, and decommissioning.
• Orchestrate cross-enterprise dependencies, sequencing work and holding leaders accountable for commitments.
• Anticipate barriers, frame options, and accelerate decisions that sustain momentum.
• Champion the acquired-employee experience throughout the integration, partnering with Human Resources, Communications, and change leaders to ensure employee perspectives inform integration decisions and to deliver a thoughtful, coordinated transition experience.

Financial Stewardship & Value Realization

Own the integration budget, manage investment process, make decisions on investment opportunities and resourcing requests

• Partner with Finance and business leaders to define, track, and deliver the transaction business case.
• Use transparent measures and disciplined reviews to close performance gaps and drive corrective action.

Risk, Regulatory & Operational Readiness

• Identify and manage risks to clients, employees, financial results, regulatory obligations, operational continuity, and Schwab's reputation.
• Establish mitigation and escalation plans that bring consequential decisions to senior leaders at the right time.
• Partner with Legal, Risk, Compliance, Audit, and regulatory teams to secure approvals and demonstrate readiness.
• Represent the integration program in regulatory discussions.

Executive Leadership & Enterprise Alignment

• Advise and align Executive Council members, senior leaders, and acquired-company executives on strategy, investment, operating model, risk, and execution.
• Resolve competing priorities and frame enterprise tradeoffs requiring shared investment and accountability.
• Communicate progress, outcomes, risks, and decisions with clarity and candor in executive forums and broad employee forums.
• Serve as a visible and trusted leader for Schwab and the integration, with trusted relationships and influence across Schwab and acquired companies

Enterprise Capability & Team Leadership

• Institutionalize integration and separation playbooks to strengthen readiness and retain lessons learned.
• Build scalable tools and operating routines improving execution quality, transparency, and speed.
• Lead and develop a high-performing team of integration professionals and future enterprise leaders.
• Strategically manage team capacity, deploying integration talent against priority enterprise transformations during lower-demand periods and rapidly scaling capacity through internal talent, hiring, or external partners as transaction needs increase.

What you have

Required Qualifications:

• 15+ years of progressive leadership across transaction integration, separation, enterprise transformation, strategy, operations, technology, consulting, or a related discipline.
• Proven success leading large-scale integrations, separations, or enterprise transformations with measurable business outcomes.
• Extensive people leadership and organizational development experience, including high followership and demonstrated ability to manage team capacity in a fast-changing environment
• Demonstrated executive-level influence and a record of driving shared accountability across complex, matrixed organizations.
• Ability to convert strategy into integrated plans, timely decisions, and sustained results.
• Strong financial acumen spanning large budgets, business cases, synergy commitments, investment tradeoffs, and value realization.
• Experience leading significant client, employee, technology, operational, regulatory, and organizational change.Exceptional judgment, risk management, problem-solving, negotiation, and executive communication in ambiguous environments
• Demonstrated success building high-performing teams focused on enterprise outcomes.