Managing Director, Divisional Leader_SWA

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

Your opportunity

Managing Director & Divisional Leader_Schwab Wealth Advisory

Role Overview:

Schwab Wealth Advisory is Schwab’s premier fee-based wealth management offering that provides clients with a personal relationship, specialized service, and ongoing advice grounded in Schwab’s approach to core wealth management topics.

Schwab Wealth Advisory helps clients achieve their financial goals through proactive wealth management solutions built on a financial plan and a disciplined investment methodology. The Divisional Leader plays a key role in scaling the business, deepening client relationships, and making it easier to do business with Schwab.

This leader oversees multiple geographies within the region and partners with Regional Leaders to strengthen Schwab’s presence in local markets. As a leader of leaders, the Divisional Leader aligns teams around growth and client outcomes while building capability through coaching, performance management, and employee engagement. Strong virtual leadership is essential to support geographically dispersed teams.

Key Outcomes:

• Lead with strong organizational, people leadership, and wealth management expertise to align teams and deliver growth, retention, financial planning penetration, and CPS results.
• Drive operational excellence through process improvement, innovation, and continuous improvement that increase efficiency and enhance the client experience.
• Define and execute a multi-year roadmap of capabilities and experiences that strengthen Schwab’s competitive position and meet evolving client needs.
• Build high-performing leaders-of-leaders through coaching, mentoring, and development in practice management, wealth management, relationship management, communication, influence, and change leadership.
• Translate strategy for senior leaders, proactively manage risks and issues, and deliver results with integrity and clarity.
• Build strong partnerships across the firm, especially with branch leaders and cross-functional teams, to advance the Schwab Wealth Advisory value proposition and improve efficiency, productivity, and scale.
• Represent Schwab Wealth Advisory’s needs and perspectives and provide leaders with clear updates and support for their organizations.
• Anticipate business needs and shape plans and deployment strategies that elevate priorities and support scalable execution.

What you have

Required Skills & Experience:

• 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.

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