Director, Schwab Wealth Advisory, Portfolio Consulting (PL)

Overview

As Director, you will lead cross-functional advisory teams within Schwab Wealth Advisory to shape long-term strategy and client experience for sophisticated portfolios. You'll manage multi-discipline consultants across fixed income, options, and specialist programs aimed at client acquisition and wealth conversion. Your role blends strategic direction with hands-on leadership to scale advisory capabilities and deliver value to high-net-worth clients. You will partner with senior leaders across Wealth and Advice Solutions and Product Management to drive growth and momentum.

Responsibilities

• Lead and develop multiple people-leader teams across Fixed Income Consulting, Options Consulting, and Specialist capabilities
• Set strategic direction, service model, and talent strategy for a growing advisory organization
• Drive cross-functional collaboration with Wealth, Product Management, and Retail to fuel growth and client relationships
• Oversee program design and launch of new specialist initiatives focused on prospect engagement and wealth conversion
• Translate complex investment concepts into actionable guidance for advisors and clients
• Monitor productivity, client outcomes, quality, and growth metrics across multiple business lines
• Manage scheduling, budgeting, and planning in a fast-paced delivery environment
• Shape the long-term vision and organizational strategy for portfolio investment specialists and wealth experts

Key requirements

• Bachelor's Degree required
• Series 7, Series 66, and Series 24 or Series 9/10 required
• CFA designation and/or CFP required
• Minimum 10+ years in financial services with investment analysis, portfolio analysis, tax implications, and risk analysis experience
• Minimum 5+ years direct people leadership experience in wealth management
• Strong analytical and financial acumen with metrics-driven performance experience
• Ability to operate effectively in a matrixed, cross-functional organization
• Proven capability to translate complex investment concepts for diverse stakeholders

• Strong communication and negotiation abilities
• Analytical and strategic thinking
• High ethical standards and integrity
• Portfolio analysis
• Risk management
• Tax implications analysis (capital gain/loss)