Director, Managed Investing- Wealth Services Experience

Charles Schwab

Orlando (FL)

Hybrid

USD 120,000 - 150,000

Full time

14 days+

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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

Director, Managed Investing- Wealth Services Experience

Join to apply for the Director, Managed Investing- Wealth Services Experience role at Charles Schwab.

Schwab Advisor Services (AS), a division of Charles Schwab & Co., Inc., is the leading provider of custody, trading, technology, and practice management to registered independent advisory firms (RIAs). AS offers sophisticated wealth services that help advisors attract and retain affluent clients, as well as grow, compete, and succeed in their business efforts.

The AS Wealth Services Experience Team supports and influences the portfolio of wealth‑management‑related products and offers—including investment‑focused, banking and lending, and trading products. The team develops and maintains a strategic vision and roadmap for these offerings, ensuring they align with AS business objectives and address the needs of RIAs and their end‑clients.

In this role, the Director will partner with product development, digital, and strategy teams both inside and outside AS to deliver client‑experience initiatives and overall product support. The Director will define the roadmap to launch, drive adoption and education of each offer, support ongoing maintenance, and demonstrate ownership over the AS client experience with the Managed Investing shelf of products.

Key Contributions

Manage and own the Managed Investing experience in Advisor Services.
Collaborate across stakeholders to develop a cohesive vision, experience, and roadmap for the Managed suite of platforms (Managed Account Select, Access, Marketplace, Model Market Center, Schwab Personalized Indexing, UMA/UMH, and overlay manager/tax management capabilities).
Become an expert in managed investing needs, expectations, and pain points; assess competitive environment, industry trends, and current strengths and gaps.
Develop a foundational understanding and long‑term strategic view of potential product/offer opportunities with product partners in Wealth & Advice Solutions, Strategy, Digital, and other key stakeholder teams.
Partner on AS business goals and product strategic viewpoints with product partners across the Schwab organization.
Work with vendors or third parties who provide capabilities that advisors desire and could drive economic benefit to Schwab.
Champion the needs of AS clients across the broader organization.
Participate in or drive client/market research initiatives on specific product/offer opportunities to bring the voice of the client closer to business.

Success Drivers

Proactive mindset: Demonstrated initiative in gathering insights, understanding business priorities, and driving solutions.
Strong written, verbal, and influencing skills to advocate for advisors and end‑clients across multiple stakeholders at Schwab and with external vendors.
Relationship building: Proven ability to create and leverage internal networks to drive platform initiatives.
Ability to work in both a strategic and executional capacity; prioritize effectively and manage stakeholders in a fast‑paced, matrixed environment.

Key Qualifications And Impact

Extensive experience (10+ years) working with investment advisors, preferably RIAs, with a deep understanding of the intersection between wealth management products and advisors offering them.
Knowledge of Schwab’s and/or other managed platforms within the managed investing space, including separately managed accounts, models, UMA/UMH, and direct indexing.
Analytical and problem‑solving skills, with the ability to develop actionable recommendations and execution plans.

In addition to a base salary, this role is also eligible for bonus or incentive opportunities.

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. 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.

Benefits

401(k) with company match and Employee Stock Purchase Plan
Paid time for vacation, volunteering, and a 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

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