Director, WAMS Institutional Strategy

Charles Schwab; Orlando (FL); Hybrid; USD 180,000 - 240,000; Full time

Benefits offered by this job

Base salary + bonus opportunity

401(k) with company match

Paid time for vacation and sabbatical

Job summary

Charles Schwab seeks a Director of WAMS Institutional Strategy to lead strategic framing for the Institutional business, shaping the roadmap and priorities across RIA and Intermediary channels. You will align senior stakeholders, synthesize market and client insights, and drive measurable business outcomes in collaboration with WAMS leadership and enablement teams.

You will partner with Product, Marketing, and Finance to define initiatives, monitor ROI, and ensure consistent execution across

Qualifications

• 10+ years of experience in financial services, including wealth/asset management
• Undergraduate degree required
• Demonstrated experience shaping strategy, prioritizing initiatives, and influencing decisions
• Ability to synthesize industry, client, product, and competitive insights into actionable priorities
• Proven ability to solve complex problems, navigate ambiguity, and balance long-term goals with near-term needs
• Proven ability to build trusted relationships with senior stakeholders across functions
• Strong written, verbal, and presentation skills for senior leaders

Responsibilities

• Shape the strategic direction for the Institutional business and define roadmaps and initiatives
• Maintain leadership view on the Institutional landscape (RIA and Intermediary channels)
• Define channel goals, objectives, and key results in partnership with WAMS leadership
• Frame complex business problems and synthesize insights into concrete recommendations
• Build and influence senior stakeholders without direct authority
• Collaborate with enterprise partners to define success metrics and monitor progress
• Ensure consistency of strategy across institutional distribution and broader enterprise strategy
• Coordinate with enablement teams to translate priorities into measurable outcomes
• Drive adoption of strategic initiatives across Schwab and partners

Skills

Strategy development

Stakeholder influence

Analytical thinking

Communication & presentation

Relationship building

Problem solving

Education

Bachelor's degree

Advanced degree or professional designation (CFA/ CFP/ CIMA)

Tools

Salesforce

Tableau

Job description

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.

The Wealth & Asset Management Solutions (WAMS) team is part of the Wealth, Advice, Bank and Trust (WABT) enterprise. The WAMS team is responsible for the distribution and support of proprietary and select third-party asset management products and services across multiple channels. The team also supports the marketing of these solutions in partnership with Offer Management, Product, and Marketing.

We are looking for an experienced strategic leader to serve as Director, WAMS Institutional Strategy. This senior individual-contributor role will shape strategy for the Institutional business, define goals and priorities, develop the strategic roadmap, and identify opportunities to strengthen distribution effectiveness and support sustainable growth. Reporting to the Head of Distribution Strategy, the Director will be responsible for strategy across the RIA and Intermediary channels while connecting those priorities to the broader WAMS and enterprise strategy.

The Director will draw on industry expertise, evolving client needs, product and offer availability, and competitive insights to identify opportunities and influence strategic decisions. The role will build alignment among WAMS leaders and partners across Schwab while collaborating closely with the Director, WAMS Institutional Enablement to translate strategic priorities into adoption and measurable business outcomes.

What You’ll Do

• Shape the strategic direction for the Institutional business, with responsibility for strategic framing, opportunity identification, and forward-looking recommendations that strengthen distribution effectiveness and client outcomes.


• Develop and maintain a clear point of view on the Institutional landscape, including the RIA and Intermediary channels, evolving client and advisor needs, product and offer availability, industry trends, and competitive dynamics.


• Define channel goals, objectives and key results, strategic priorities, roadmaps, and key initiatives in partnership with WAMS leadership and stakeholders across Schwab.


• Frame complex business problems, evaluate opportunities, and synthesize qualitative and quantitative insights into clear, actionable recommendations.


• Build trusted relationships with senior stakeholders and influence decisions across functions and business units without direct authority.


• Partner closely with the Director, WAMS Institutional Enablement throughout the initiative lifecycle, establishing clear roles, coordinated handoffs, and shared accountability for outcomes.


• Work with enterprise partners to define success measures, monitor progress against channel goals and roadmaps, evaluate business impact and return on investment, and communicate strategic progress to leadership.


• Promote consistency across Institutional business while connecting channel-specific priorities to broader WAMS and enterprise strategies.

What you have

Required Qualifications

• 10+ years of experience in financial services, including relevant experience in wealth management, asset management, or a related field.


• Undergraduate degree required.


• Demonstrated experience shaping strategy, defining priorities and roadmaps, developing business cases, and influencing complex decisions.


• Ability to synthesize industry, client, product, competitive, and business insights into clear strategic recommendations and actionable priorities.


• Demonstrated ability to solve complex, multifaceted problems, navigate ambiguity, and balance long-term strategic objectives with near-term business needs.


• Proven ability to build trusted relationships and align senior stakeholders across functions, business units, and organizational levels without direct authority.


• Strong qualitative and quantitative analytical skills, including the ability to define success measures and evaluate business impact and return on investment.


• Excellent written, verbal, and presentation skills, with the ability to communicate clearly and credibly with senior leaders and cross-functional partners.


• Strong organizational skills, sound judgment, and demonstrated commitment to collaboration, accountability, and continuous improvement.

Preferred Qualifications

• Experience in institutional asset management distribution, with knowledge of the RIA and Intermediary channels.


• Experience partnering across product and offer management, marketing, finance, field enablement, business intelligence, and related enterprise functions.


• Experience using customer relationship management, sales enablement, and business intelligence tools, such as Salesforce and Tableau.


• Advanced degree or relevant professional designation, such as CFA, CFP, or CIMA.

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:

• Base salary + bonus opportunity for eligible positions


• 401(k) with company match and Employee Stock Purchase Plan


• Paid time for vacation, volunteering, and a 4-week sabbatical after 5 years of service for eligible positions


• Paid parental leave and family-building benefits


• Tuition reimbursement


• Health, dental, and vision insurance

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.

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 reimbursementHealth, dental, and vision insurance