Director, Wealth Advisory & Portfolio Strategy

Charles Schwab; Omaha (NE); On-site; USD 150,000 - 210,000; Full time

Benefits offered by this job

Hybrid work model

Competitive benefits package

401(k) with company match

Job summary

Charles Schwab is seeking a Director to lead multiple advisory teams across fixed income, options, and specialist capabilities. You will drive strategic direction, scalable execution, and a compelling client experience for sophisticated wealth clients.

In this role, you will shape the vision and service model while guiding talent strategy and cross-functional collaboration with Wealth and Advice Solutions, Product Management, and Retail.

Qualifications

• Bachelor’s degree required and relevant licenses/certifications.
• Deep knowledge of fixed income, options, portfolio construction, risk and wealth management.
• Minimum 10+ years in financial services with portfolio analysis and tax/risk focus.
• Minimum 5+ years direct people leadership experience in wealth management.

Responsibilities

• Oversee SWA Fixed Income Consulting, SWA Options Consulting, and Specialist capabilities.
• Lead multiple people leaders and client-facing consultant teams with strategic direction.
• Shape long-term vision, service model, talent strategy, and client experience.
• Partner with Wealth and Advice Solutions, Product Management, and Retail leadership.
• Launch specialist programs for prospect engagement and wealth conversion.

Skills

Team leadership

Strategic thinking

Analytical skills

Communication

Cross-functional collaboration

Problem solving

Mentoring

Client advisory

Education

Bachelor’s degree

Series 7

Series 66

Series 24 or 9/10

CFA designation or CFP

Job description

Charles Schwab is seeking a Director to lead multiple advisory teams across fixed income, options, and specialist capabilities. You will drive strategic direction, scalable execution, and a compelling client experience for sophisticated wealth clients.

In this role, you will shape the vision and service model while guiding talent strategy and cross-functional collaboration with Wealth and Advice Solutions, Product Management, and Retail.