Adele Taylor

As head of Workplace Services for Schwab, Adele Taylor leads four businesses supporting employers and their employees: Schwab Retirement Plan Services, which administers 401(k), defined benefit, and nonqualified deferred compensation plans; Schwab Stock Plan Services, which offers a range of equity compensation and employee stock purchase plans; Schwab Designated Brokerage Services, which provides trade monitoring services; and Schwab Retirement Business Services, which provides trust/custody, self-directed brokerage and recordkeeping technology platforms to independent plan recordkeepers, advisors and institutional retirement firms. Collectively through its workplace businesses, Schwab serves 25,000 plans representing more than $1 trillion in client assets and more than five million workplace plan participant accounts. 

Prior to her current role, Taylor served as Schwab’s Chief Administrative Officer, leading Corporate Strategy, Corporate Development, Real Estate & Security, and Vendor Management, where she spearheaded several corporate initiatives, helped shape and drive the firm’s long-term strategy, and partnered with Schwab’s senior team on corporate planning, acquisitions & partnerships, and operational strategies. Taylor also chairs the board of DAFgiving360™, an independent 501(c)(3) donor-advised fund provider associated with Schwab.

She joined Schwab from Franklin Templeton, where she was Senior Vice President and Lead, Corporate Strategy and Corporate Development. In that role, she shaped and drove strategic direction at the corporate and business line levels, evaluated and executed on growth and efficiency opportunities, and steered development and partnership efforts. 

Prior to Franklin Templeton, Taylor served as a consultant at McKinsey & Company for over a decade, most recently as Partner and the Leader of the West Coast Wealth and Asset Management Practice. In this capacity, she advised senior executives in the wealth management, asset management, banking, and retirement industries on major strategic choices and drove transformational execution programs.

She earned her undergraduate degree from Yale University and an MBA from Columbia University.