Head of Digital Wealth Product & AI Strategy

Charles Schwab; Westlake (TX); Hybrid; USD 180,000 - 230,000; Full time

Benefits offered by this job

401(k) with company match and Employee

Stock purchase plan

Paid time for vacation, volunteering,

28-day sabbatical after every 5 years

Paid parental leave and family"

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking a senior leader for Digital Wealth Advisory to translate wealth management needs into AI-driven digital solutions. You will prioritize capabilities, drive advisor-focused improvements, and align across teams to deliver measurable business value while maintaining strong governance.

This role emphasizes leadership, strategic clarity, and collaboration. The position requires deep wealth management experience and ability to operate in a fast-paced, ambiguity-rich

Qualifications

• 10+ years in financial services, including wealth management or advisory platforms.
• 5+ years of people leadership experience.
• Deep knowledge of advisory offers, enrollment, servicing, and advisor workflows.
• Proven offer/product management experience delivering digital capabilities.
• Experience working with Risk, Compliance, and Legal in a regulated environment.
• Executive presence to influence senior leaders.
• Ability to translate complex inputs into clear recommendations.
• High emotional intelligence with a collaborative leadership style.

Responsibilities

• Translate business strategy into digital strategy.
• Prioritize digital capabilities with business value.
• Lead AI-powered improvements in workflows and dashboards.
• Collaborate across Schwab to align with advisor needs.
• Move team capacity to highest priority work.
• Develop the team and coach offer managers.
• Drive decisions with executives and measure outcomes.

Skills

Executive presence

Leadership

Strategic thinking

Stakeholder management

Financial services expertise

Education

Bachelor's degree

Advanced degree

CFP designation

FINRA licenses (Series 7/24)

Tools

GenAI tools experience

Process mapping tools

Job description

Charles Schwab is seeking a senior leader for Digital Wealth Advisory to translate wealth management needs into AI-driven digital solutions. You will prioritize capabilities, drive advisor-focused improvements, and align across teams to deliver measurable business value while maintaining strong governance.

This role emphasizes leadership, strategic clarity, and collaboration. The position requires deep wealth management experience and ability to operate in a fast-paced, ambiguity-rich