Director, Transition Consulting (PL)

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. 

You will be a member of Schwab Advisor Services’ Business Consulting and Education (BCE) team, focused on delivering high-impact consulting to advisors as they transition to independence.

The BCE team creates and delivers consulting and education programs that help advisors establish, scale, and operate successful RIA businesses. The team’s impact is driven by translating complex business decisions into actionable plans that drive outcomes across prospect conversion, launch, and long-term growth.

As a Director, Business Transition Consulting, you will serve as both a player and coach—maintaining an active book of transition engagements while leading and developing a subset of Business Transition Consultants. You will directly contribute to successful advisor transitions while elevating team performance, consistency, and execution quality across the transition experience.

You will partner closely with Business Development Officers, Business Development Managing Directors, and BCE leadership to support new business conversion and deliver a differentiated onboarding experience that reinforces Schwab’s value proposition.

What you’ll do:

Client & Deal Leadership (Player Role)

• Serve as the primary point of contact for advisors transitioning to Schwab, guiding them through the end-to-end onboarding and transition process
• Lead complex, high-value transition engagements with a focus on outcomes, speed, and client experience
• Develop and manage customized project plans across technology, operations, product, and service workflows
• Coordinate internal and external stakeholders to ensure seamless execution across all phases of transition
• Partner directly with Business Development to support deal strategy, prospect presentations, and conversion efforts
• Bring deep knowledge of advisor transition dynamics, including operational, product, and client asset movement considerations

Team Leadership & Coaching (Coach Role)

• Lead, coach, and develop a team of Business Transition Consultants, driving consistency in approach, quality, and outcomes
• Provide real-time coaching on active deals, including discovery, planning, risk identification, and execution strategy
• Establish clear expectations, operating rhythms, and best practices across the team
• Identify skill gaps and proactively support development through feedback, role modeling, and targeted coaching
• Reinforce a high-performance culture centered on accountability, collaboration, and continuous improvement

Strategic & Operational Leadership

• Partner with Business Transition Consulting leadership to drive strategic initiatives, operating priorities, and process improvements
• Identify opportunities to improve the transition experience, reduce cycle times, and increase conversion success
• Contribute to thought leadership on transition best practices, playbooks, and scalable delivery models
• Align closely with cross-functional partners including Sales, Service, Operations, Product, and Marketing to ensure coordinated execution
• Act as a key voice of the field, bringing insights from advisors and consultants to influence broader BCE strategy

What you have

• Demonstrated ability to lead and develop high-performing professionals in a consultative or project-based environment
• Strong coaching orientation with the ability to elevate team performance through feedback, guidance, and role modeling
• Ability to influence without authority and drive alignment across distributed teams

• Deep understanding of advisor transition processes, including operational onboarding, asset movement, and client experience considerations
• Strong project management skills with the ability to manage complex, multi-threaded engagements
• Experience working directly with advisors in transition, including navigating ambiguity and competing priorities
• Ability to translate complex processes into clear, structured plans for clients and internal teams

• Experience working alongside sales teams in a consultative, team-selling environment
• Ability to support deal strategy and contribute meaningfully to prospect conversion
• Strong relationship management skills with internal partners and external clients

• Excellent communication skills with the ability to deliver clear, direct, and sometimes difficult messages
• High level of organization and ability to manage multiple concurrent engagements
• Comfort operating in a fast-paced, evolving environment with shifting priorities
• Strong problem-solving orientation with a focus on execution and results

• 8–12+ years of experience in transition consulting, project management, or related financial services roles
• 2–5+ years of people leadership or team coaching experience
• Bachelor’s degree or equivalent professional experience
• Familiarity with RIA business models and advisor transition dynamics required
• Up to 30% travel, as needed