Director, CS&S Trader Private Client Services

Your Opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).

Client Service & Support (CS&S) is the primary service and trading organization for Schwab Investor Services. We are seeking a Director, CS&S Trader Private Client Services to lead a large-scale organization serving Schwab's most sophisticated and engaged trader clients.

In this role, you will lead leaders and teams responsible for delivering a differentiated experience for high-net-worth investors and active traders across equities, options, futures, forex, and other complex trading products. As a trusted partner to clients, employees, and business leaders, you will drive client loyalty, asset growth, risk management, and organizational performance while advancing strategic priorities across the firm.

Success in this role requires exceptional leadership, deep trading expertise, sound judgment, and the ability to build trust with sophisticated clients and enterprise partners.

What You'll Do

Lead and Develop Talent

• Lead, coach, and develop leaders and teams supporting Schwab's most active trader clients.
• Foster a high-performance culture centered on client advocacy, accountability, collaboration, and continuous improvement.
• Drive talent development, succession planning, employee engagement, and organizational effectiveness.

Strengthen Client Relationships

• Drive retention, asset consolidation, and relationship growth within Schwab's active trader and high-net-worth client segments.
• Serve as an escalation leader for complex client situations involving trading strategies, margin, options, futures, forex, and risk-related matters.
• Champion a client-first culture that helps clients navigate complex markets while promoting sound risk management practices.

Partner Across the Enterprise

• Collaborate with leaders across Trading, Risk, Product, Marketing, Wealth Management, Operations, Retail Sales, and Branch Networks to deliver exceptional client outcomes.
• Inform business strategy through insights on client needs, market trends, and service opportunities.
• Serve as a trusted advisor to senior leadership on client experience, retention, risk, and business performance.

Drive Business and Risk Outcomes

• Exercise sound judgment in dynamic, high-risk environments and complex client situations.
• Balance client experience, regulatory obligations, and firm risk while making critical business decisions.
• Lead change initiatives that enhance the client experience, improve operational effectiveness, and support long-term business growth.

What you have

To ensure that we have fulfilled our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.

Required Qualifications

• Active FINRA Series 7, 63 (or 66), and 9/10 licenses.
• 8+ years of experience in brokerage, financial services, wealth management, trading, or a related field.
• 5+ years of leadership experience managing leaders and large-scale service or trading organizations.
• Experience leading organizations that support active traders, high-net-worth clients, or specialized client segments.
• Deep knowledge of equities, options, futures, forex, margin, portfolio margin, and complex trading strategies.
• Proven ability to build credibility and trust with high-net-worth clients, active traders, and senior business leaders.
• Demonstrated success leading large teams supporting complex client needs in dynamic environments.
• Strong understanding of brokerage operations, risk management, regulatory requirements, and supervisory practices.
• Exceptional leadership, communication, and influencing skills.
• Demonstrated ability to lead change, develop talent, and drive business results through partnership and collaboration.
• Strong business acumen with a track record of driving client retention, business growth, operational excellence, and employee engagement.
• Recognized subject matter expertise in active trader servicing and advanced trading products.

Preferred Qualifications

• Experience partnering with executive leadership on enterprise-wide initiatives and strategic priorities.
• Experience representing an organization in high-profile client interactions, educational events, or industry forums.

Why This Role Matters

Our vision is to be the most trusted trade desk on the street. As Director, CS&S Trader Private Client Services, you will help strengthen relationships with Schwab's most sophisticated trader clients, develop exceptional leaders, and drive strategic outcomes that enhance the client experience and support long-term business growth.

In addition to the salary range, this role is eligible for bonus and incentive opportunities.

In addition to the salary range, this role is also eligible for bonus or incentive opportunities