Director, Wealth Advisory & Specialist Teams

Charles Schwab; Austin (TX); On-site; USD 200,000 - 320,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid vacation and sabbatical after 5+1

Job summary

Charles Schwab is seeking a Director to oversee Schwab Wealth Advisory’s Fixed Income, Options Consulting, and Specialist capabilities. You will lead senior teams, shape service models, and guide talent strategy to support sophisticated clients and growth initiatives.

You will partner across Wealth and Advice Solutions, Product Management, and Retail to expand specialist capabilities, drive client acquisition, and ensure high-quality client experiences.

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 experience in investment analysis and portfolio analysis focusing on tax and risk.

Responsibilities

• Lead and develop multiple people leaders and client-facing consultant teams.
• Shape long-term vision, service model, and talent strategy for Schwab's advisory capabilities.
• Drive growth and strengthen client relationships across Wealth and Advice Solutions.
• Manage productivity, capacity, client outcomes, and growth metrics across multiple business lines.
• Translate complex investment concepts into actionable guidance for advisors and clients.
• Collaborate with cross-functional partners to launch specialist programs for prospect engagement and wealth conversion.

Skills

People leadership

Investment analysis

Portfolio analysis

Tax implications

Risk management

Cross-functional leadership

Strategic thinking

Analytical skills

Client relationship management

Problem solving

Business metrics

Mentoring & development

Ultra-high net worth experience

Education

Bachelor's Degree

Series 7

Series 66

Series 24 or Series 9/10

CFA designation and/or CFP

10+ years financial services experience

Job description

Charles Schwab is seeking a Director to oversee Schwab Wealth Advisory’s Fixed Income, Options Consulting, and Specialist capabilities. You will lead senior teams, shape service models, and guide talent strategy to support sophisticated clients and growth initiatives.

You will partner across Wealth and Advice Solutions, Product Management, and Retail to expand specialist capabilities, drive client acquisition, and ensure high-quality client experiences.