Managing Director, Advisor Services - Transformation Leader

Charles Schwab; Westlake (TX); On-site; USD 250,000 - 500,000; Full time

Benefits offered by this job

401(k) with company match

Sabbatical after 5 years

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking a Managing Director, Advisor Services Group to lead a nationwide, multi-site service organization supporting advisors across ASG Network and ASG Teams. The role centers on delivering exceptional advisor experiences while transforming the model to be proactive, digitally enabled, and scalable.

Reporting to the Managing Director, Advisor Wealth Services, you will translate strategy into clear priorities, build strong leadership teams, and drive performance across

Qualifications

• Significant leadership experience in financial services or a regulated client-facing environment.
• Ability to lead large, complex teams through change with strong client outcomes and engagement.
• Experience guiding managers and senior leaders, setting clear expectations and accountability.

Responsibilities

• Lead a high‑scale advisor service organization across diverse locations and segments.
• Advance the service model toward proactive, digitally enabled, relationship‑oriented support.
• Build leadership teams, set priorities, and drive alignment across enterprise stakeholders.
• Drive transformation through digital adoption, automation, and workflow improvements.

Skills

Leadership

Change management

Executive presence

Strategic thinking

Communication

Decision making

Risk management

Regulatory compliance

Education

Bachelor’s degree or equivalent business experience

Job description

Charles Schwab is seeking a Managing Director, Advisor Services Group to lead a nationwide, multi-site service organization supporting advisors across ASG Network and ASG Teams. The role centers on delivering exceptional advisor experiences while transforming the model to be proactive, digitally enabled, and scalable.

Reporting to the Managing Director, Advisor Wealth Services, you will translate strategy into clear priorities, build strong leadership teams, and drive performance across