Senior Wealth Solutions Field Enablement Lead

Charles Schwab; Phoenix (AZ); Hybrid; USD 90,000 - 140,000; Full time

Benefits offered by this job

401(k) with company match

Paid time off

Parental leave and family benefits

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab seeks a Senior Client Analyst to expand field coverage for SWA/SMA solutions and enhance advisor engagement. The role blends FC/WA coverage with training, events, and project leadership to boost adoption and field effectiveness.

The candidate will collaborate across Product, Marketing, and Field Enablement, driving insights to leadership and supporting branch outreach and client meetings.

Qualifications

• Active and valid FINRA Series 7 & 66 licenses.
• Bachelor’s degree.
• 5-7 years of relevant experience in financial services, wealth management, or advisor support.
• Strong knowledge of investment products, managed solutions, and advisor workflows.
• Demonstrated ability to manage multiple responsibilities across coverage, projects, and initiatives.
• Strong communication and presentation skills, with the ability to translate complex concepts into actionable insights.

Responsibilities

• Grow adoption of SWA and SMA solutions through outreach, branch meetings and follow-up.
• Participate in FC/WA and client calls/Webex as an education-focused product SME.
• Lead event planning and post-event follow-up across branches.
• Provide proactive coverage for FC/WA relationships to increase SMA/SWA adoption.
• Collaborate with SWA BDO to prepare for and execute prospective client meetings.
• Research and communicate portfolio questions for WAMS Regional Directors.
• Partner with Directors and BDOs in branch meetings and advisor outreach.
• Deliver and support training programs for Financial Consultants and advisors.
• Facilitate sessions such as WMU/FCA and office hours; provide coaching.
• Maintain expertise in WAMS solutions, tools, and resources.

Skills

Communication skills

Presentation skills

Cross-functional collaboration

Project management

Education

Bachelor's degree

Tools

Salesforce

Job description

Charles Schwab seeks a Senior Client Analyst to expand field coverage for SWA/SMA solutions and enhance advisor engagement. The role blends FC/WA coverage with training, events, and project leadership to boost adoption and field effectiveness.

The candidate will collaborate across Product, Marketing, and Field Enablement, driving insights to leadership and supporting branch outreach and client meetings.