Director, Wealth Management / Relationship Consulting

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. 

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 locations.

The Director, Specialized Client Solutions leads the Large Client Acquisition Team (LCAT) while also serving as a lead consultant and strategic partner for Schwab’s largest and most complex client acquisition opportunities, typically involving $50 million or more in potential new assets.

This is a hands-on leadership role. The Director directly leads a portfolio of complex opportunities while setting team priorities, allocating resources, coaching and developing LCAT team members, and establishing consistent standards for strategy and execution. The Director balances individual opportunity ownership with responsibility for the team’s overall capacity, performance, effectiveness, and business impact.

For assigned opportunities, the Director works directly with Financial Consultants, Branch Leadership, and enterprise partners to understand client needs, shape acquisition strategy, coordinate resources, develop customized solutions, and guide opportunities from initial discovery through onboarding and asset transition. The Director also provides strategic guidance, coaching, and escalation support for opportunities led by other LCAT team members.

As the leader of LCAT, the Director represents the team with senior leadership and enterprise partners, communicates business results and emerging trends, and influences capabilities, policies, and service models that strengthen Schwab’s ability to win and onboard sophisticated relationships. LCAT’s mission is to absorb complexity so Financial Consultants can remain focused on deepening relationships and growing client assets.

Key Responsibilities

The Director, Specialized Client Solutions (PL) will:

• Lead an assigned portfolio of Schwab’s largest, most complex, and most strategically important client acquisition opportunities from discovery through onboarding and asset transition.
• Partner with Financial Consultants and Branch Leadership to understand client objectives, develop tailored acquisition strategies, and coordinate Schwab resources and solutions.
• Lead the development of proposals, executive presentations, business cases, RFP responses, client meeting strategies, and implementation plans.
• Assess complex client requirements and resolve issues involving account structures, asset acceptance, reporting, trading, integrations, service delivery, and operational accommodations.
• Lead, coach, and develop LCAT team members, establishing clear expectations for performance, opportunity ownership, collaboration, and professional growth.
• Set team priorities and allocate resources across the LCAT portfolio based on opportunity value, complexity, risk, strategic importance, and available capacity.
• Provide strategic guidance and escalation support for team-led opportunities while maintaining clear ownership and accountability among team members.
• Establish and continually improve LCAT’s engagement model, operating standards, tools, processes, and best practices.
• Monitor and communicate LCAT’s opportunity pipeline, capacity, performance, business impact, emerging trends, and resource needs to senior leadership.
• Build partnerships across Schwab to remove barriers, improve enterprise capabilities, and support strong client, risk management, onboarding, and asset-conversion outcomes.

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:

• Bachelor's degree or equivalent professional experience.
• Active Series 7, Series 66 (or 63/65), and Series 9/10 licenses.
• 12+ years of progressive experience in financial services, wealth management, brokerage, advisory, banking, operations, client service, or related fields.
• Minimum 5 years supporting high-net-worth, ultra-high-net-worth, institutional, or similarly sophisticated client relationships.
• Demonstrated experience leading and developing professionals while maintaining direct responsibility for complex client or business engagements.
• Proven ability to balance people leadership, portfolio management, strategic consulting, and hands-on execution.
• Experience setting priorities, allocating resources, managing capacity, and creating accountability across competing business needs.
• Strong knowledge of Schwab products, services, operational processes, client service models, risk requirements, and supervisory considerations.
• Experience developing acquisition strategies, executive presentations, proposals, business cases, RFP responses, or complex client solutions.
• Exceptional communication, executive presentation, analytical, problem-solving, and organizational skills.
• Demonstrated ability to establish credibility and influence Financial Consultants, Branch Leadership, senior leaders, and cross-functional partners.

Preferred Qualifications

• CFP®, CFA®, CIMA®, CPWA®, or other advanced industry designation.
• Experience leading a team responsible for complex client acquisition, consulting, relationship management, or solution development.
• Experience supporting ultra-high-net-worth, institutional, family office, nonprofit, trust, corporate, or similarly complex client segments.
• Experience supporting complex account structures, asset transitions, reporting solutions, trading workflows, operational accommodations, or large relationship onboarding initiatives.
• Experience with Salesforce or a comparable opportunity-management platform.
• Demonstrated success influencing outcomes in a highly matrixed organization.

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