Pay range: USD $150,000.00 - $220,000.00 / Year
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.
Schwab Advisor Services (AS), a division of Charles Schwab & Co., Inc. (Schwab) is the leading provider of custody, trading, technology, and practice management to registered independent advisory firms (RIAs). It provides access to sophisticated wealth-management services that help advisors attract and retain affluent clients, as well as profitably grow, compete, and succeed in their business efforts. Schwab Advisor Services' almost 16,000 registered independent advisors manage over $4.3 trillion of assets in 10 million+ accounts at Schwab.
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The Advisor Services' Wealth Management Solutions Experience Team is responsible for supporting, influencing, and advocating for our portfolio of wealth-management related products, offers, and solutions including but not limited to investment products, bank, trust, cash, margin, charitable, and Ultra High Net Worth offer. Our goal is to ensure the products, offers, solutions, and support developed and integrated by the core Schwab product teams align with the strategic objectives of the Advisor Services' business and addresses the needs of the RIAs we serve as well as their end-clients. The team is responsible for developing and maintaining a strategic vision and roadmap for wealth management products, offers, solutions and support on behalf of the Advisor Services' organization.
The Director of Advisor Services' Wealth Management Solutions Experience will effectively partner with and influence product development and strategy teams outside of the Advisor Services' organization, as well as work within the Advisor Services' Business to navigate various support teams. You will partner with these teams to deliver client experience related initiatives including developing a wealth management support model, drive a cohesive wealth management ecosystem, and represent the AS wealth management solutions narrative. For these initiatives, you will play an active role in creating the strategy and implementing the roadmap to execute a plan to drive adoption of Advisor Services wealth management solutions initiatives.
Key responsibilities for this role include:
- Partner to create a strategy and then drive execution on a wealth management solutions support model.
- Lead the delivery of the Advisor Services' wealth management solutions narrative in partnership with our marketing partners.
- Drive enhancements and adoption of the Advisor Services' wealth management solutions ecosystem.
- Help to develop a foundational understanding and long-term strategic view of potential products, offers, solutions and support opportunities.
- Work with key business partners outside of Advisor Services' Business to ensure the Advisor Services' business is represented in Wealth Management product related initiatives associated with bank, trust, cash, margin, charitable, and Ultra High Net Worth offer.
- Communicate Advisor Services' business goals and product related strategic viewpoints to business partners across the Schwab organization.
- Work with third parties and vendors who may be currently partnering with Schwab to provide capabilities our clients desire and that could drive economic benefit to Schwab.
- Deeply understand the needs of Advisor Services' clients and champion those needs across the broader organization.
- Develop a well-informed and trusted point of view to help facilitate the business and product investment planning processes within Schwab Advisor Services.
- Work directly with senior leaders within the Advisor Services' business in addition to partner organizations.
What you have
Required Qualifications:
- 10+ years direct experience in working with investment advisors, preferably RIAs, with a deep understanding of the intersection between wealth management products and the advisors offering to end-clients.
- 5+ years of experience in strategy and driving the strategies to execution
- Strong knowledge of Microsoft suite of products including Excel, Word, and PowerPoint.
Preferred Qualifications:
- Bachelor's degree
- Strong leadership, influencing and motivating skills; proven success in building credibility and strong relationships with peers and stakeholders (both at the Senior and Working Team level).
- Deep understanding of the current investment product, bank, trust, cash, margin, charitable, Ultra High Net Worth, and trading industry landscape.
- Collaborative mindset and team first focus.
- Strong written and verbal communication skills, including ability to synthesize data, develop recommendations, influence partners and report on status.
- Strong ability to present to senior level audiences and executive forums, with a strength in distilling complicated topics into succinct, meaningful executive briefings.
- Demonstrable analytical and problem-solving skills, but also the ability to manage trade-offs and make decisions with less than perfect information.
What's in it for you
At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance