Managing Director, Cash Product Strategy Greater Austin, TX Area + 1 more

The Company is seeking a Managing Director, Cash Product Strategy to lead enterprise strategy for cash and deposit products across banking and brokerage offerings. The role will shape multi-year priorities and transformation initiatives, balancing client needs, deposit growth, product economics, balance-sheet considerations, and regulatory expectations. Responsibilities include setting pricing and distribution strategies, translating enterprise goals into coordinated plans across products and channels, and engaging with regulators. The executive will also align cross-functional teams and lead product, strategy, and business execution teams toward measurable outcomes. Candidates should have at least 15 years of executive leadership experience in banking, deposits, cash management, brokerage cash, or a related financial services field. They must demonstrate success setting enterprise direction, leading transformation, developing high-performing teams, and delivering measurable results. Deep knowledge of financial services governance, regulation, and risk management is required, along with experience developing complex strategies and building cross-functional partnerships. Exceptional communication and executive influence skills are essential. An undergraduate degree is required; an advanced degree is preferred.

Hiring Company

Charles Schwab