Director, Digital Wealth & AI Product Leadership

Charles Schwab Inc.; Westlake (TX); On-site; USD 180,000 - 240,000; Full time

Job summary

Charles Schwab Corporation is seeking a senior leader to head the Digital Wealth Advisory offer management team. You will translate business strategy into digital capabilities for advisor workflows and drive AI-enabled efficiency across a matrixed organization.

The role requires 10+ years in financial services with wealth management, strong leadership, and a track record delivering digital capabilities from strategy to delivery.

Qualifications

• 10+ years of experience in financial services, including wealth management, advisory offers, or advice-based platforms in large, complex organizations.
• 5+ years of people leadership experience, including hiring, coaching, and developing high-performing teams.
• Deep knowledge of how advisory offers work in practice, including client enrollment, servicing, and advisor workflows.
• Proven offer management or product management experience, with the ability to turn offer strategy into digital capabilities and see them through to delivery.
• Experience working with Risk, Compliance, and Legal partners in a regulated environment.
• Executive presence, with the ability to influence, challenge, and partner with senior leaders.
• Ability to turn complex inputs into clear recommendations and decisions.
• High emotional intelligence, with a leadership style that balances urgency, accountability, and trusted partnership.

Responsibilities

• Translate business strategy into digital strategy. Turn business strategy into prioritized digital capabilities and requirements that align with Schwab's broader advice and wealth strategies.
• Simplify the advisor's day. Find friction, gaps, and manual work in advisor and client journeys. Turn what you find into clear, prioritized requirements that reduce effort and connect the experience.
• Enable AI-powered efficiency. Identify where AI and automation can cut manual work, and define the requirements to bring those capabilities into workflows and dashboards.
• Prioritize across partners. Work across a matrixed environment to prioritize Digital Wealth Advisory needs, balancing business value and advisor impact.
• Show business value. Build business cases, define success metrics, and report outcomes that tie digital decisions to client, advisor, and business results.
• Develop the team. Lead, coach, and grow a strong team of offer managers, building depth in wealth management, workflow design, and vendor evaluation.
• Drive decisions with leaders. Work through ambiguity, competing priorities, and executive trade-offs to reach timely, well-reasoned decisions.

Skills

Financial services experience

People leadership

Advisory offers knowledge

Product/offer management

Risk/Compliance/Legal

Executive presence

Strategic thinking

Communication & influence

Education

Bachelor's degree

Advanced degree

Job description

Charles Schwab Corporation is seeking a senior leader to head the Digital Wealth Advisory offer management team. You will translate business strategy into digital capabilities for advisor workflows and drive AI-enabled efficiency across a matrixed organization.

The role requires 10+ years in financial services with wealth management, strong leadership, and a track record delivering digital capabilities from strategy to delivery.