Head of Institutional Wealth Distribution & 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

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