Director, Wealth Strategy & Specialist Programs

Charles Schwab

Dallas, Westlake (TX, TX)

On-site

USD 180,000 - 300,000

Full time

7 days ago

Be an early applicant

Application generator

Turn this role into an interview — a resume and cover letter built around what this employer wants.

Get past ATS filters

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid time off

Sabbatical after 5 years of service

Parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab seeks a Director to oversee SWA Fixed Income Consulting, SWA Options Consulting, and emerging Specialist capabilities. You will lead multiple people leaders and client-facing teams, shaping long-term vision and service models across wealth advisory.

This role partners with Wealth and Advice Solutions, Schwab Wealth Advisory Portfolio Strategist, Schwab Wealth Advisory Leadership, Product Management, and Retail to drive growth, deep client relationships, and expansion of specialist

Qualifications

Bachelor’s Degree required.
Series 7, Series 66, Series 24 or Series 9/10 required.
CFA and/or CFP designation required.
Minimum 10+ years in financial services with portfolio analysis and tax/risk experience.
Minimum 5+ years direct people leadership in wealth management.

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 advisory capabilities.
Partner across Wealth and Advice Solutions, Portfolio Strategist, Product Management, and Retail.
Launch programs focused on prospect engagement, client acquisition, and wealth conversion.