Wealth Management Coaching Director — Drive Growth

Charles Schwab; Omaha (NE); On-site; USD 180,000 - 230,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Sabbatical after 5 years of service

Paid parental leave and family leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab seeks a Director of Wealth Management Coaching & Consulting to advance the Modern Wealth Management experience across the Heartland Region. You will partner with branch leaders and wealth management professionals to drive coaching effectiveness, enhance client engagement, and support growth through coaching, development, and strategic consultation.

This leader will leverage wealth management expertise, financial planning knowledge, and data-driven decision making to influence

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.
• Deep understanding of brokerage, advisory, and banking products and services.
• Ability to leverage data, metrics, and business insights to identify trends and develop action plans that drive results.

Responsibilities

• Advance Schwab's Modern Wealth Management experience across the Heartland Region.
• Partner with branch leaders and wealth management professionals to drive coaching effectiveness and growth.
• Coach and develop professionals through structured consulting and performance improvement approaches.
• Evaluate performance trends and identify opportunities; implement actionable strategies to improve advisor capabilities, client outcomes, retention, and market share.
• Travel region to support in-person coaching, relationship building, and growth initiatives.

Skills

Sales leadership

Coaching

Advisor development

Wealth management knowledge

Data-driven decisions

Communication

Risk management

Travel ability

Education

Bachelor's degree

MBA

Tools

Excel

PowerPoint

Job description

Charles Schwab seeks a Director of Wealth Management Coaching & Consulting to advance the Modern Wealth Management experience across the Heartland Region. You will partner with branch leaders and wealth management professionals to drive coaching effectiveness, enhance client engagement, and support growth through coaching, development, and strategic consultation.

This leader will leverage wealth management expertise, financial planning knowledge, and data-driven decision making to influence