Director, Wealth Management Coaching & Consulting

Charles Schwab; Lone Tree (CO); On-site; USD 180,000 - 280,000; Full time

Benefits offered by this job

401(k) with company match

Paid vacation and sabbatical after 5+1

Parental leave and family benefits

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab seeks a Director, Wealth Management Coaching & Consulting to advance the Modern Wealth Management experience across the Heartland region. You will partner with branch leaders to drive consultant effectiveness, client engagement, and growth through coaching and strategic consultation.

This role requires wealth management expertise, data‑driven decision making, and the ability to travel ~50%. You will balance priorities, manage risk, and collaborate across branches to elevate

Qualifications

• Bachelor’s degree required.
• FINRA Series 7 and Series 66 licenses required.
• 10+ years of experience in the financial services industry.
• 7+ years of sales leadership, coaching, consulting, or advisor development experience.
• Comprehensive knowledge of wealth management, financial planning, and client engagement strategies.
• Demonstrated ability to coach and develop professionals through structured consulting and performance improvement approaches.

Responsibilities

• Lead coaching and consulting across the Wealth Management region to improve advisor performance.
• Drive consultant effectiveness and client engagement to support regional growth.
• Analyze performance trends and identify opportunities, implementing actionable strategies.
• Collaborate with branch leaders and regional partners to ensure best practices are adopted.

Skills

Leadership

Coaching

Consulting

Data analysis

Education

Bachelor's degree

MBA

Tools

Excel

PowerPoint

Job description

Your opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location identified.

Director, Wealth Management Coaching & Consulting- (Financial Solutions Branch) plays a critical role in advancing Schwab’s Modern Wealth Management experience across the region. Partnering closely with branch leaders and wealth management professionals, this role drives consultant effectiveness, enhances client engagement, and supports business growth through coaching, development, and strategic consultation. Success in this position requires the ability to evaluate performance trends, identify opportunities, and implement actionable strategies that improve advisor capabilities, client outcomes, retention, and market share.

This leader leverages deep wealth management expertise, financial planning knowledge, and data-driven decision making to influence change, strengthen adoption of best practices, and elevate client-centric behaviors. Working across branches and regional partners, the role requires strong collaboration, adaptability, and business judgment to balance strategic priorities, manage risk, and drive continuous improvement. Frequent travel throughout the region supports in-person coaching, relationship building, and execution of growth initiatives.

What you have

Required Qualifications

• Bachelor’s degree required.


• FINRA Series 7 and Series 66 licenses required.


• 10+ years of experience in the financial services industry.


• 7+ years of sales leadership, coaching, consulting, or advisor development experience.


• Comprehensive knowledge of wealth management, financial planning, and client engagement strategies.


• Demonstrated ability to coach and develop professionals through structured consulting and performance improvement approaches.


• Deep understanding of brokerage, advisory, and banking products and services.


• Ability to leverage data, metrics, and business insights to identify trends and develop action plans that drive results.


• Strong business judgment with the ability to prioritize competing opportunities and effectively manage risk.


• Excellent verbal and written communication skills with the ability to influence diverse audiences.


• Ability to travel approximately 50% and reside within the Heartland Region (Edina, MN; Omaha, NE; Denver, CO).

Preferred Qualifications

• MBA


• Industry certifications such as CFP®, CIMA®, CFA®, or CWS®.


• Experience leading large-scale organizational change, growth, or business transformation initiatives.


• Advanced proficiency with Microsoft Excel and PowerPoint.


• Experience driving adoption of practice management frameworks and advisor development programs.


• Strong partnership, collaboration, and stakeholder management capabilities.

In addition to the salary range, this role is 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