Head of Institutional Distribution, Wealth & Asset Management Solutions

Charles Schwab; San Francisco (CA); Híbrido; USD 250.000 - 450.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

401(k) with company match

Employee stock purchase plan

Vacation time

Sabbatical after 5 years

Parental leave

Tuition reimbursement

Health, dental, and vision insurance

Descripción de la vacante

Charles Schwab is seeking a transformative leader to head Institutional Distribution within Wealth & Asset Management Solutions in a hybrid role based in multiple markets across the U.S. The Head will unify Advisory, Intermediary and Consultant Relations and drive growth for SAM, SIPPS and related platforms.

In this executive position, you will set distribution strategy, lead National and Strategic Accounts, align resources, ensure regulatory compliance, and build leadership depth across a

Formación

• 15+ years in financial services or asset management with leadership of large teams.
• Deep knowledge of institutional and intermediary markets and trends.
• Experience distributing investment platforms, SMAs, mutual funds and ETFs.
• Proven track record translating strategy into measurable results in a matrix organization.
• Strong business and financial acumen including budgeting and ROI evaluation.
• Exceptional executive communication and stakeholder management.

Responsabilidades

• Define client segmentation, coverage, and engagement strategies across institutional and intermediary markets.
• Drive sustainable net flows, product and platform adoption, client retention, and growth.
• Partner across Product, Offer Management, Marketing, Finance, Operations, Technology, Compliance, Risk, and Distribution Strategy to deliver priorities.
• Allocate resources and investment based on strategic value, client impact, risk, and measurable return.
• Represent Institutional Distribution in senior strategy, planning, governance, and policy forums.
• Build leadership capability and succession depth while fostering collaboration, accountability, and high performance.
• Establish metrics for sales effectiveness, client outcomes, productivity, and organizational health.
• Lead through change while sustaining client service and regulatory compliance.

Conocimientos

Executive leadership

Strategic planning

Stakeholder management

Regulatory acumen

Cross-functional collaboration

Executive communication

Educación

Bachelor’s degree (BA or BS)

Herramientas

Series 7/66/24 licenses

Descripción del empleo

Head of Institutional Distribution, Wealth & Asset Management Solutions

Our Opportunity

At Schwab, innovative thinking and creative problem-solving come together to challenge the status quo and transform the financial services industry. Wealth & Asset Management Solutions (WAMS), part of Wealth Advisory, Banking & Trust (WABT), leads the distribution and support of Schwab Asset Management (SAM) and Schwab Investment Platforms, Products and Strategy (SIPPS) offerings. WAMS delivers proprietary and select third-party wealth and asset management solutions to consultants and advisors across multiple channels in partnership with Offer Management, Product, and Marketing.

This role can be based in Boston, New York City, Charlotte, NC, Chicago, San Francisco or Dallas/Fort Worth or other markets where Schwab has corporate presence.. The leader will be expected to be in the office four days a week.

Key Outcomes

The Head of Institutional Distribution leads WAMS’ institutional distribution organization, unifying Advisory Distribution, Intermediary Distribution, and Consultant Relations across on- and off-platform markets.

This executive will help set, and drive the distribution strategy, lead National and Strategic Accounts, Field Sales, and Hybrid Sales, and align coverage, resources, and capabilities to priority client opportunities.

Operating within a One Schwab framework, the leader will balance enterprise, client, channel, and product priorities across SAM, SIPPS, and WABT while driving growth across proprietary and third-party solutions.

Success requires strategic judgment, disciplined execution, rigorous investment decisions, and a high-performing leadership team equipped to lead through change.

Additional Responsibilities

• Define client segmentation, coverage, and engagement strategies across institutional and intermediary markets.
• Drive sustainable net flows, product and platform adoption, client retention, and growth across priority relationships.
• Partner across Product, Offer Management, Marketing, Finance, Operations, Technology, Compliance, Risk, and Distribution Strategy to deliver enterprise priorities.
• Allocate resources and investment based on strategic value, client impact, risk, and measurable return.
• Represent Institutional Distribution in senior strategy, planning, governance, and policy forums.
• Build leadership capability and succession depth while fostering collaboration, accountability, and high performance.
• Establish metrics for sales effectiveness, client outcomes, productivity, and organizational health.
• Lead through change while sustaining client service, operational discipline, and compliance with regulatory requirements, Schwab policies, and risk appetite.

What you have

Required Experience

• 15+ years of experience in financial services, asset management, wealth management, retirement services, or institutional distribution, including leadership of large, complex teams.
• Deep knowledge of institutional and intermediary markets, end-client needs, industry trends, and the competitive landscape.
• Expertise distributing investment platforms, SMAs, mutual funds, ETFs, collective trusts, alternatives, model portfolios, and wealth management solutions.
• Demonstrated success translating strategy into measurable results and leading through transformation, ambiguity, and evolving market and regulatory conditions.
• Strong business and financial acumen, including resource prioritization, budgeting, performance measurement, and return-on-investment evaluation.
• Demonstrated track record of building high-performing teams, developing leaders, strengthening succession depth, and driving accountability.
• Exceptional executive communication, influence, and stakeholder management in a large, matrixed organization.
• Bachelor’s degree (BA or BS).
• Active Series 7, Series 66, and Series 24 licenses, or applicable equivalents.

Preferred Experience

• Experience leading multiple distribution channels and client segments.
• Credibility with senior leaders, strategic clients, consultants, and external partners.
• CFA, CIMA, CFP, MBA, or equivalent advanced credentials.

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