Regional Wealth Management Coaching & Consulting Director

Charles Schwab; Lone Tree (CO); On-site; USD 180,000 - 280,000; Full time

Benefits offered by this job

401(k) with company match

Paid vacation and sabbatical after 5+1

Parental leave and family benefits

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab seeks a Director, Wealth Management Coaching & Consulting to advance the Modern Wealth Management experience across the Heartland region. You will partner with branch leaders to drive consultant effectiveness, client engagement, and growth through coaching and strategic consultation.

This role requires wealth management expertise, data‑driven decision making, and the ability to travel ~50%. You will balance priorities, manage risk, and collaborate across branches to elevate

Qualifications

• Bachelor’s degree required.
• FINRA Series 7 and Series 66 licenses required.
• 10+ years of experience in the financial services industry.
• 7+ years of sales leadership, coaching, consulting, or advisor development experience.
• Comprehensive knowledge of wealth management, financial planning, and client engagement strategies.
• Demonstrated ability to coach and develop professionals through structured consulting and performance improvement approaches.

Responsibilities

• Lead coaching and consulting across the Wealth Management region to improve advisor performance.
• Drive consultant effectiveness and client engagement to support regional growth.
• Analyze performance trends and identify opportunities, implementing actionable strategies.
• Collaborate with branch leaders and regional partners to ensure best practices are adopted.

Skills

Leadership

Coaching

Consulting

Data analysis

Education

Bachelor's degree

MBA

Tools

Excel

PowerPoint

Job description

Charles Schwab seeks a Director, Wealth Management Coaching & Consulting to advance the Modern Wealth Management experience across the Heartland region. You will partner with branch leaders to drive consultant effectiveness, client engagement, and growth through coaching and strategic consultation.

This role requires wealth management expertise, data‑driven decision making, and the ability to travel ~50%. You will balance priorities, manage risk, and collaborate across branches to elevate