Director, Wealth Advisory & Portfolio Strategy

Charles Schwab; Austin (TX); On-site; USD 180,000 - 260,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Sabbatical after 5 years

Parental leave

Tuition reimbursement

Health insurance

Dental insurance

Vision insurance

Job summary

Charles Schwab is seeking a Director to lead a multi-disciplinary advisory team spanning Fixed Income Consulting, Options Consulting, and specialist capabilities. The role directs strategic direction and operational leadership across several wealth advisory disciplines for growth and client satisfaction.

The Leader will build organizational strategy, drive client experience improvements, and collaborate across Wealth and Advice Solutions, Product Management, and Retail to expand specialist

Qualifications

• Bachelor’s degree required.
• Series 7 required.
• Series 66 required.
• Series 24 or Series 9/10 required.
• CFA designation and/or CFP required.
• Minimum 10+ years’ work experience in financial services, with portfolio analysis focus and tax/risk experience.
• Minimum 5+ years direct people leader experience.

Responsibilities

• Oversee SWA Fixed Income Consulting, SWA Options Consulting, and specialist capabilities.
• Lead multiple people leaders and client-facing consultant teams.
• Shape long-term vision, service model, and talent strategy for wealth advisory capabilities.
• Partner with Wealth and Advice Solutions, Portfolio Strategist, Product Management, and Retail to drive growth.
• Build high-performing teams and scalable execution across business functions.
• Translate complex investment concepts into actionable guidance for advisors and clients.

Skills

Team leadership

Fixed income knowledge

Risk management

Portfolio construction

Wealth management

Analytical skills

Strategic thinking

Education

Bachelor's degree

CFA/ CFP designation

Job description

Charles Schwab is seeking a Director to lead a multi-disciplinary advisory team spanning Fixed Income Consulting, Options Consulting, and specialist capabilities. The role directs strategic direction and operational leadership across several wealth advisory disciplines for growth and client satisfaction.

The Leader will build organizational strategy, drive client experience improvements, and collaborate across Wealth and Advice Solutions, Product Management, and Retail to expand specialist