Sr Specialist, International CDT Investment Consultant
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 locations.
The International Client Development Team is a dedicated and specialized team within International Services that works closely with new clients to introduce Schwab and identify client needs. As the first contact with Schwab, delivering a strong first impression and helping clients navigate Schwab’s extensive products and services is a critical component to the positive experience we strive for in International Services.
What you’ll do:
The Senior Specialist will proactively reach out to new and prospective international clients with the goal of welcoming them to Schwab, ensuring account funding, and identification of products and services. The ability to find the need-behind-the-need is critical for this role and success will be measured in account funding, uncovered additional client assets and product interest, and referrals to the International Branch. This is a business development role that will require time management, dedication to listening to client needs, and a deep dedication to the client experience.
What you have
To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.
Required Qualifications:
- Strong knowledge of all Schwab products and services
- Knowledge of Schwab’s international client rules, jurisdictional governance, product availability and nuances with servicing non-US customers
- Displays the confidence, skill and professionalism to deliver high need-behind-the-need service, identify client needs, and understand key components of suitability to match appropriate services and products.
- Must have necessary sense of urgency, ability to multitask and strong judgment and prioritization skills
- Must possess excellent oral and written communication skills
- Ability to teach complex concepts to clients and associates of varying levels of expertise
- Series 7, 66 (or 63 and 65) are required
Preferred Qualifications:
- 5+ Years’ experience direct contact with international resident clients *preferred*
- Series 9/10 or 24/4 are preferred
- Mandarin, Cantonese, or Spanish language proficiency is preferred
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What’s in it for you
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance