Director, Wealth Management Coaching & Consulting

Charles Schwab; Chicago (IL); Hybrid; USD 120,000 - 165,000; Full time

Benefits offered by this job

401(k) plan

Health, dental, vision insurance

Parental leave

Tuition reimbursement

Bonus opportunities

Job summary

Charles Schwab is seeking a Wealth Management Coach & Consultants (WMCCs) to elevate branch performance and client engagement across the region. You will coach, mentor, and implement wealth-management strategies that drive growth and enhance the client experience.

The role requires deep wealth management knowledge, strong coaching skills, and the ability to travel about half the time; a BA/BS is required with MBA a plus. This position supports a hybrid work model and regional supervision.

Qualifications

• Comprehensive understanding of Wealth Management and client engagement skills.
• Must be able to formulate and teach efficient client engagement/sales process.
• Deep knowledge of brokerage, advised, and banking product/services.
• Extensive knowledge of Financial Planning.
• Exceptional customer focus and client experience orientation.
• Strong coaching and employee development capabilities.
• Demonstrated ability to align initiatives with business objectives and drive growth.
• Keen business judgment with risk management awareness.
• Data-driven to identify trends and actionable sales plans.
• Ability to inspire organizational change and growth.
• Strong organizational and collaborative skills.
• Excellent verbal and written communication skills.
• Flexibility in managing competing priorities.

Responsibilities

• Coach branch employees to enhance client engagement and sales capabilities.
• Develop and implement coaching strategies across the branch network.
• Promote Schwab’s Modern Wealth Management initiatives and solutions.
• Support market growth, retention, and competitive advantage.
• Ensure initiatives align with business objectives and risk controls.

Skills

Wealth Management knowledge

Client engagement

Communication skills

Coaching & employee development

Strategic thinking

Change management

Analytical mindset

Team collaboration

Presentation skills

Customer-focused

Education

BA/BS in relevant field

MBA a plus

Tools

MS Excel

PowerPoint

Job description

Your opportunity

As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.

Members of the Wealth Management Coaching & Consulting Team play a critical role in enhancing the branch network’s client engagement skills. The Wealth Management Coach & Consultants (WMCCs) primary role is developing branch employees through coaching and consulting to promote Schwab’s Modern Wealth Management experience. WMCCs influence branch employees through targeted coaching and development in 5 areas of focus:

• Improving efficiency and the effectiveness
• Enhancing client interactions and engagement skills
• Highlighting how to bring to bear financial planning concepts, tools, and dialogue adeptly
• Showcasing appropriate wealth management strategies and solutions for various client scenarios
• Promoting a consistent adoption of Schwab’s practice management standards

What you have

WMCCs are passionate about helping branch employees build their business by influencing and encouraging meaningful change and growth. Following a consultative process, the WMCC team determines and implements effective strategies/tactics which enhance consultant skill development, enhance client outcomes, and accelerate market growth and retention.

• Comprehensive understanding of Wealth Management and effective client engagement skills
• Must have the ability to formulate and teach efficient client engagement/sales process
• Deep knowledge of brokerage, advised, and banking product/services
• Extensive knowledge of Financial Planning
• Exceptional customer focus, including ability to think in terms of customer experience/perspective
• Strong competency and demonstrated passion for coaching and employee development
• Demonstratable success executing and understanding initiatives aligned with the Company's strategic objectives for the business to expand market share and achieve a competitive advantage
• Keen business judgment and ability to effectively make trade-offs in business decision making process and manage risk
• Data-curious to leverage key metrics to identify trends which helps create tactical action plans to drive results in a sales environment
• Ability to inspire organization change/growth
• Strong organizational, collaboration, and partnership skills
• Excellent verbal and communication skills
• High degree of flexibility and comfort managing competing priorities
• Superior skills with MS Excel and PPT

Additional requirements for role:

• BA/BS required, MBA a plus
• FINRA Series 7 and 66 required
• Industry certifications (CIMA/CFP/CFA/CWS) preferred
• Must have a minimum of 10-15 years in the financial services industry, including 7+ years of sales leadership experience
• Typical travel is about 50% of the time for supervision and meetings
• Position must reside in the region they cover, with potential to be located in a branch or corporate site based on capacity: State/ Territory: Crossroads Region Coverage: IL, IN, OH, MO

This is a summary only and duties and responsibilities may be changed from time to time, or over time.

In addition to a base salary, this role is also eligible for bonus or incentive opportunities*

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance