Director, Wealth Advisory & Growth Strategy

Charles Schwab; Lone Tree (CO); On-site; USD 180,000 - 280,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid vacation & volunteering

Sabbatical after 5 years

Parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab seeks a Director to oversee Schwab Wealth Advisory fixed income, options consulting, and specialist capabilities. You will lead multiple people leaders and client-facing teams, setting strategic direction and operational leadership across advisory disciplines to drive growth and client outcomes.

You will partner with Wealth and Advice Solutions leaders, product management, and retail to expand specialist capabilities, enhance client experiences, and scale delivery with a focus on

Qualifications

• Bachelor’s Degree required.
• Series 7, Series 66, Series 24 or Series 9/10 required.
• CFA designation and/or CFP preferred.
• Minimum 10+ years in financial services with portfolio analysis and tax/risk focus.
• Minimum 5+ years as people leader mentoring wealth professionals.

Responsibilities

• Lead multiple people leaders and client-facing consultant teams across advisory disciplines.
• Shape long-term vision, service model, and talent strategy for Schwab’s advisory capabilities.
• Drive growth, deepen client relationships, and expand specialist capabilities across Wealth and Advice Solutions.

Skills

Leadership

People management

Strategic thinking

Analytical skills

Communication

Cross-functional collaboration

Education

Bachelor’s Degree

CFA designation or CFP

Series 7

Series 66

Series 24 or 9/10

Tools

Portfolio analysis tools

Risk analysis tools

Job description

Charles Schwab seeks a Director to oversee Schwab Wealth Advisory fixed income, options consulting, and specialist capabilities. You will lead multiple people leaders and client-facing teams, setting strategic direction and operational leadership across advisory disciplines to drive growth and client outcomes.

You will partner with Wealth and Advice Solutions leaders, product management, and retail to expand specialist capabilities, enhance client experiences, and scale delivery with a focus on