As the Director, Legal - eDiscovery for the Charles Schwab Legal Services enterprise, you have the rare opportunity to develop, implement, and lead a newly centralized eDiscovery strategy and program. Once established, you will lead a team to deliver effective, cost efficient, compliant, and thoughtful solutions for document preservation, collection, review, and production. This is a strategic leadership role within the Legal Services department, reporting directly to the Head of Legal Operations and Strategic Initiatives. In this role you will:
- Develop a centralized eDiscovery strategy and framework for the Charles Schwab Legal Services department;
- Select and implement accurate, efficient, and scalable eDiscovery program and platform(s);
- Assist legal teams with budgeting, project management, case management, data preservation, and document productions;
- Select, manage, and supervise performance of eDiscovery vendors;
- Build and lead an engaged, dynamic, and efficient eDiscovery team;
- Ensure thoughtful and rigorous business and risk practices; and
- Enhance the quality and value of the legal services we provide to Schwab.
Other Responsibilities
- eDiscovery Strategy. Collaborating with others, you will build and run an entirely new Legal - eDiscovery program for the Charles Schwab Legal Services department. This includes developing and implementing strategy, platforms, processes, procedures, and best practices for the identification, collection, review, production, and preservation of data and documents across litigations, arbitrations, investigations, regulatory matters, and corporate governance filings.
- eDiscovery Matters. You are fluent in standard eDiscovery technologies and platforms but are also comfortable using advanced analytics, AI, technology-assisted review, and other evolving solutions to optimize workflows, reduce costs, mitigate risks, and enhance outcomes. Using this expertise, you will work across the Legal department and firm to plan, execute, and manage Legal - eDiscovery projects from inception to completion. The work your team delivers is of the highest quality, on-time, and within budget.
- Vendor Relationships. You will help to select and manage vendor and legal service provider relationships to optimize or build scale in productions, data preservation, records management, and information governance.
- Change Agent. You will seek opportunities and new solutions to evolve, automate, scale, or optimize processes, procedures, and results across the discovery, records management, and document preservation practice areas.
- Dynamic and Inclusive People Leader. Over time, you will build and lead a team of eDiscovery professionals, fostering a culture of excellence and collaboration.
- Disciplined Business Unit Management. You will lead department-wide initiatives and ensure that they are completed on time, within budget, and to the highest level of quality.
- Have Fun. You will become part of a collaborative, dynamic, supportive, and hard-working team—and you will help us to make a difference here in the Legal department and at Schwab.