Charles Schwab · 10 hours ago
Director, Private Markets- Wealth Services Experience
Orlando, FL, US
Full-time
Onsite
Senior Level, Lead/Staff
$115K/yr - $211K/yr
10+ years expCharles Schwab is a recognized leader in custody, trading, technology, and practice management solutions for independent advisory firms. The Director, Private Markets, Wealth Services Experience will lead product development for the Forge integration, collaborating with various teams to enhance the Schwab Advisor Services ecosystem and expand access to private markets for RIAs and their clients.
Financial Services
Responsibilities
Serve as the primary product owner for Schwab Advisor Services, collaborating with the Forge Integration Management Office to champion Advisor Services’ specific needs and ensure the Forge solution is effectively integrated for advisors
Partner with Advisor Services leadership to define service models, technology solutions, and segmentation strategies for Forge within the advisor base
Apply your expertise across Schwab Advisor Services—including investment management, estate and retirement planning, lending, and trading—to ensure the Forge private markets platform aligns seamlessly with the broader Advisor Services offering
Champion the Advisor Services offering by clearly communicating the benefits and features of the Forge platform to advisors and their clients
Drive the strategic growth of a private markets offering for Advisor Services by identifying and implementing new features and product enhancements that expand access to private markets for the RIA community
Qualification
Required
10+ years of financial services industry experience, with a minimum of 2 years focused on RIAs or Private Markets clients
Energetic, solution-oriented mindset with a skillset of attracting, retaining, and growing relationships with RIAs
Exceptional ability to uncover and address complex client needs, leveraging strong consultative skills and a deep understanding of the wealth management & private markets landscape
Expertise in communicating the distinctive value and solutions available through Schwab for the RIA model, empowering Advisors to better serve their clients and achieve growth
Demonstrated success in driving results, measured by client satisfaction, asset growth, and adoption of Schwab's wealth management solutions
Strong interpersonal and communication skills, with the ability to build trust and rapport quickly with RIAs, AS Service & Operations, and internal partners
Outstanding written and oral communication skills, including the ability to handle client needs with tact and diplomacy
Bachelor's degree
Preferred
Experience working with IPOs, Private Markets and/or the needs of Accredited Investors and Qualified Purchasers
In-depth knowledge of Schwab Advisor Services products, services, complex subject matters, policies, and procedures as well as demonstrated brokerage industry knowledge
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
2025-10-04
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