Director, Schwab Wealth Advisory Offer Operations & Product Integration (Wealth Offers, Operations & Strategy) - IC

Your Opportunity

Schwab remains committed to providing increased visibility to career growth opportunities and job requirements. This posting announcement is part of increased transparency and while all qualified applicants will be reviewed and considered, this organization has a preferred candidate identified for this role. 

Charles Schwab's SWA Offer Operations team is responsible for the strategic planning, business analysis, concept design and change management of our wealth management delivery professionals at Schwab. We work, think and approach problems differently than your traditional financial services firm, and we drive to change how Schwab operates and how the industry serves investors. We aim to serve a wide range of investors with premier wealth management solutions that are needs-based, modern, innovative, accessible, and value-oriented. In this role, you will lead initiatives responsible for integrating new complex products into Schwab Wealth Advisory ensuring the progress of delivering a consistent wealth management experience comprised of people, process, and technology to serve clients with scale and consistency.

We are looking for an experienced leader who will be responsible for integrating and launching new capabilities, products, enhancements, and operating models as appropriate to meet business and client needs.  This leader will work to drive strategic priorities to grow and evolve Schwab Wealth Advisory and best meet the needs of our clients and advisors. The Director will report to Philippa Zuckerman, Director, Schwab Wealth Advisory Offer Operations.

Key Outcomes: 

• Execute on our offer operations/management initiatives to ensure SWA offer is a comprehensive, competitive and attractive flagship offer for IS clients to meet clients' wide-ranging wealth management needs.
• Define and develop best-in-class practices to support the delivery of our highly complex wealth and advice ecosystem.
• Set and influence the offer management priorities and help define the future scope, operating model and opportunity for complex products in Schwab Wealth Advisory.
• Lead the strategy and implementation for new client products supporting Schwab Wealth Advisory including integration of complex products experiences for Schwab Wealth Advisory.
• Develop and implement roadmaps to drive key metrics, including assets under management, net flows, net new assets, enrollments, CPS by improving overall offer competitiveness.
• Develop and launch new capabilities, products, enhancements, and operating models as appropriate to meet business and client needs.
• Partner closely with key stakeholders in IS, AS, WAS, WFS, IOS, Digital, SAM, Marketing, Legal & Compliance, Technology, Ops/Billing
• Design and implement effective processes and tools across the enterprise to deliver consistent and measurable outcomes.
• Deliver clients insights that inform future priorities
• Discovery & planning conversations with business leadership and partners to capture current and future state technology and tool usage

What you have

• Bachelor’s degree required; MBA preferred
• 5+ years in financial services focused on rep experience, digital experience, and operational workflows
• Robust wealth management, financial planning knowledge & experience
• Proven experience launching new products within the Schwab ecosystem and able to work effectively with Digital and Technology partners to launch complex experiences, Legal and Compliance to define specific client and rep experiences required to meet regulatory requirements and asset Management / financial product teams for products within offers.
• Outstanding communication skills to drive executive alignment around strategy and execution is required.
• Experience defining and enhancing an improved rep experience with understanding of the regulatory restrictions and operational complexity/platforms.
• Proven ability to navigate regulatory complexity, including managing core disclosures and advice processes.