Director, Digital Wealth Advisory & AI Innovation

Charles Schwab; Orlando (FL); On-site; USD 180,000 - 280,000; Full time

Benefits offered by this job

401(k) plan with company match

Employee stock purchase plan

Sabbatical after 5 years

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking a senior leader for Digital Wealth Advisory to translate business strategy into digital offerings and AI-enabled solutions. You will guide a cross-functional team, manage advisor-centric workflows, and align priorities across the organization to deliver measurable business value.

In this role, you’ll shape the digital product roadmap, partner with risk and legal, and drive high-impact initiatives in a fast-paced, on-site environment.

Qualifications

• 10+ years of experience in financial services, including wealth management and advisory offers.
• 5+ years of people leadership experience.
• Deep knowledge of how advisory offers work, including enrollment, servicing, and advisor workflows.
• Proven offer management or product management experience bringing strategy to digital capabilities.
• Experience working with Risk, Compliance, and Legal partners in regulated environments.
• Executive presence with ability to influence senior leaders.
• Ability to turn complex inputs into clear recommendations and decisions.
• High emotional intelligence with a leadership style balancing urgency, accountability, and partnership.

Responsibilities

• Translate business strategy into digital strategy and prioritized capabilities.
• Identify friction in advisor and client journeys and define prioritized requirements.
• Enable AI-powered efficiency by embedding capabilities into workflows and dashboards.
• Prioritize Digital Wealth Advisory needs across partners while balancing value and impact.
• Build business cases, define success metrics, and report outcomes linked to results.
• Develop and coach a strong team of offer managers with domain depth.
• Navigate ambiguity and competing priorities to reach timely, well-reasoned decisions.

Education

Bachelor's degree

Advanced degree

Job description

Charles Schwab is seeking a senior leader for Digital Wealth Advisory to translate business strategy into digital offerings and AI-enabled solutions. You will guide a cross-functional team, manage advisor-centric workflows, and align priorities across the organization to deliver measurable business value.

In this role, you’ll shape the digital product roadmap, partner with risk and legal, and drive high-impact initiatives in a fast-paced, on-site environment.