Divisional Leader, Wealth Advisory Growth

Charles Schwab; Orlando (FL); Hybrid; USD 250,000 - 320,000; Full time

Benefits offered by this job

Hybrid work model

Competitive benefits

Job summary

Charles Schwab is seeking a Managing Director & Divisional Leader for Schwab Wealth Advisory in the Orlando region. Lead leaders, align teams, and drive growth and client outcomes with a disciplined wealth management approach.

The role emphasizes building capability, coaching, and cross-functional collaboration, with strong virtual leadership and 25–30% travel, in a flexible hybrid work model in the United States.

Qualifications

• Bachelor’s degree.
• Active FINRA Series 7.
• Active FINRA Series 66 and 9/10; 120-day condition of employment may be considered.
• CFP® or CFA®; 24-month condition of employment may be considered.
• 10+ years in securities or financial services, including leading people leaders; business development preferred.
• Ability to influence, engage, and build consensus across executives, peers, and frontline employees.
• Recognized leader with a strong performance record and success leading and coaching people leaders.
• Strong problem-solving, critical thinking, and attention to detail.
• Strong public speaking and presentation skills.
• Drives accountability for teamwork, collaboration, and results.
• Strong organizational skills and ability to manage multiple priorities.
• Comfortable with ambiguity and leading change.
• Strong discernment and understanding of the Branch Network, Client Service & Support, and Investor Development Team.
• Ability to travel 25–30% and be based in-region or a central supporting location.

Responsibilities

• Lead organizational and people leadership to drive growth, retention, and CPS results.
• Drive operational excellence through process improvement and client experience enhancements.
• Define and execute a multi-year roadmap of capabilities and experiences.
• Develop leaders-of-leaders through coaching, mentoring in practice management and wealth management.
• Translate strategy for senior leaders and manage risks with clarity.
• Build partnerships across the firm with branch leaders to improve efficiency and scale.
• Represent needs to provide leaders with clear updates and support.
• Anticipate business needs and shape deployment plans for scalable execution.

Skills

Executive leadership

People leadership

Strategic thinking

Public speaking

Change leadership

Communication

Influence and consensus-building

Education

Bachelor's degree

FINRA Series 7

FINRA Series 66

Series 9/10

CFP or CFA

Job description

Charles Schwab is seeking a Managing Director & Divisional Leader for Schwab Wealth Advisory in the Orlando region. Lead leaders, align teams, and drive growth and client outcomes with a disciplined wealth management approach.

The role emphasizes building capability, coaching, and cross-functional collaboration, with strong virtual leadership and 25–30% travel, in a flexible hybrid work model in the United States.