Director, Wealth Advisory & Investment Strategy

Charles Schwab; Westlake (TX); On-site; USD 180,000 - 250,000; Full time

Job summary

Charles Schwab is seeking a senior director-level leader to oversee SWA Fixed Income Consulting, SWA Options Consulting, and related specialist capabilities. You will guide multiple people leaders and client-facing teams, shaping the long-term vision, service model, and talent strategy for a growing wealth advisory organization.

Based in an on-site role, you will partner with Wealth and Advice Solutions and Retail to drive growth, expand specialist capabilities, and improve client outcomes for

Qualifications

• Minimum 10+ years’ experience in financial services with portfolio analysis focus on tax and risk

Responsibilities

• Provide strategic direction and operational leadership across multiple advisory disciplines.
• Build and develop high-performing management teams and scale execution.
• Collaborate with Wealth and Advice Solutions leadership to drive growth and client engagement.
• Translate complex investment concepts into actionable guidance for advisors and clients.

Skills

Leadership

Financial analysis

Portfolio analysis

Tax analysis

Risk management

Cross-functional leadership

Mentoring

Education

Bachelor’s Degree

CFA/ CFP designation

Job description

Charles Schwab is seeking a senior director-level leader to oversee SWA Fixed Income Consulting, SWA Options Consulting, and related specialist capabilities. You will guide multiple people leaders and client-facing teams, shaping the long-term vision, service model, and talent strategy for a growing wealth advisory organization.

Based in an on-site role, you will partner with Wealth and Advice Solutions and Retail to drive growth, expand specialist capabilities, and improve client outcomes for