Director, Managed Investing Experience—Wealth Services

Charles Schwab; Orlando (FL); Hybrid; USD 120,000 - 150,000; Full time

Benefits offered by this job

401(k) with company match

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

A prominent financial services firm seeks a Director for Managed Investing in Orlando. This role involves collaboration across teams to manage and enhance the client experience with wealth management products. Candidates should have over 10 years of experience working with investment advisors, particularly RIAs, along with strong analytical and communication skills. Additionally, the company promotes a hybrid work model and offers various employee benefits including a 401(k) plan, paid time off, and tuition reimbursement.

Qualifications

• 10+ years of experience with investment advisors, preferably RIAs.
• Deep understanding of wealth management products.
• Ability to develop actionable recommendations.

Responsibilities

• Manage the Managed Investing experience in Advisor Services.
• Collaborate across stakeholders for a cohesive roadmap.
• Conduct client/market research initiatives.

Skills

Relationship building

Analytical skills

Strong communication skills

Job description

A prominent financial services firm seeks a Director for Managed Investing in Orlando. This role involves collaboration across teams to manage and enhance the client experience with wealth management products. Candidates should have over 10 years of experience working with investment advisors, particularly RIAs, along with strong analytical and communication skills. Additionally, the company promotes a hybrid work model and offers various employee benefits including a 401(k) plan, paid time off, and tuition reimbursement.