Charles Schwab · 1 day ago
Director, Managed Investing- Wealth Services Experience
US-TX-Westlake
Full-time
Onsite
Senior Level, Lead/Staff
$115K/yr - $211K/yr
10+ years expCharles Schwab is a leading provider of custody, trading, technology, and practice management to registered independent advisory firms. The Director, Managed Investing, Wealth Services Experience will manage the Managed Investing experience in Advisor Services, collaborating with multiple stakeholders to develop a cohesive vision and roadmap for wealth-management-related products.
Financial Services
Responsibilities
As an individual contributor Director, you’ll manage and own the Managed Investing experience in Advisor Services
Work collaboratively across multiple stakeholders to develop and deliver a cohesive vision, experience and roadmap for the Advisor Services managed suite of platforms, including Managed Account Select, Access and Marketplace, Model Market Center and Schwab Personalized Indexing as well as UMA/UMH and overlay manager/tax management capabilities within these platforms
As SME, become an expert in the needs, expectations and pain points of managed investing and the associated platforms. Assess the competitive environment, industry trends, current strengths and gaps
Help develop a foundational understanding and long-term strategic view of potential product/offer development opportunities in conjunction with our product partners in Wealth & Advice Solutions, Strategy, Digital and other key stakeholder teams
Partner on AS business goals and product related strategic viewpoints with product partners across the Schwab organization
Work with vendors or third parties who may be partnering with Schwab to provide capabilities advisors desire and that could drive economic benefit to Schwab
Deeply understand the needs of AS clients and champion those needs across the broader organization
Participate in or drive client/market research initiatives on specific product/offer development opportunities to bring the voice of the client closer to the business
Qualification
Required
10+ years of direct experience in working with investment advisors, preferably RIAs, with a deep understanding of the intersection between wealth management products and advisors offering them
Knowledge of Schwab's and/or other managed platforms within the managed investing space, including separately managed accounts, models, UMA/UMH and/or direct indexing
Analytical and problem-solving skills: with the ability to develop actionable recommendations and execution plans
Proactive mindset: Demonstrated initiative in gathering insights, understanding business priorities, and driving solutions
Strong written, verbal and influencing skills: to serve as a strong advocate for advisors and their end-clients across multiple stakeholders at Schwab and with external vendors
Relationship building: Proven ability to create and leverage internal networks to drive platform initiatives
Ability to work in both a strategic and executional capacity with ability to prioritize effectively and manage stakeholders in a fast-paced and matrixed environment
Benefits
This role is also eligible for bonus or incentive opportunities.
Company
Charles Schwab
We have plans for every turn you take.
10001+ employees
H1B Sponsorship
Charles Schwab has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (579)
2024 (468)
2023 (455)
2022 (705)
2021 (483)
2020 (282)
Funding
Current Stage
Late StageLeadership Team
J
Jim McGreevy
Senior Project Manager
Recent News
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