Director, Wealth Advisory — Hybrid Growth Leader

Charles Schwab; Phoenix (AZ); On-site; USD 180,000 - 250,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k) with company match

Paid time off and sabbatical program

Job summary

Charles Schwab is seeking a senior leader to direct multiple client-facing consulting teams across fixed income, options, and specialist wealth consulting. The role requires shaping the long-term vision, service model, and talent strategy for a growing portfolio investment specialists organization serving sophisticated advisory clients.

Collaboration with Wealth and Advice Solutions, Product Management, and Retail will drive growth and client engagement.

Qualifications

• Bachelor’s Degree required.
• Series 7, 66 and 24/9-10 required; CFA/CFP preferred.
• Minimum 10+ years in financial services with investment analysis experience.

Responsibilities

• Lead multiple people leaders and client-facing consultant teams.
• Shape long-term vision and service model for wealth advisory capabilities.
• Drive growth, deepen client relationships, and expand specialist capabilities.
• Provide leadership across Wealth and Advice Solutions, Product Management, and Retail.

Skills

Leadership

Strategic thinking

Financial analysis

Communication

Project management

Cross-functional collaboration

Education

Bachelor’s Degree

Series 7

Series 66

Series 24 or 9/10

CFA and/or CFP

Tools

Budgeting

Risk analysis tools

Job description

Charles Schwab is seeking a senior leader to direct multiple client-facing consulting teams across fixed income, options, and specialist wealth consulting. The role requires shaping the long-term vision, service model, and talent strategy for a growing portfolio investment specialists organization serving sophisticated advisory clients.

Collaboration with Wealth and Advice Solutions, Product Management, and Retail will drive growth and client engagement.