Job Details

Director Schwab Asset Management Solutions

Company name
Charles Schwab & Co., Inc

San Francisco, CA, United States

Employment Type

Executive, Manager, Business Development, Finance

Posted on
Apr 05, 2021

Valid Through
Jul 19, 2021


Your Opportunity
Schwab Asset Management Solutions (SAMS) is the asset management arm of the Charles Schwab Corporation.  The SAMS team is passionately committed to helping investors achieve their financial goals.  Our organization provides clients guidance and education through investment research and financial planning support.  Next, we manage a $2.6 trillion platform that allows investors to implement that guidance by selecting among thousands of investment products from hundreds of asset managers, including over $600 billion in Schwab managed mutual funds, ETFs and managed accounts. Finally, we offer advisory services, discretionary portfolio management and decision-making tools, as well as Schwab\u2019s private wealth management offering. At SAMS, we live an inclusive culture that drives increased diversity, builds a stronger community, creates high employee engagement, and provides professional growth for all employees, making us a top employer in the money management business.
SAMS has a growing team of dedicated investment professionals with backgrounds ranging from financial research and due diligence, portfolio management, trading and operations, and client relationships.  Each member of SAMS is committed to serving the needs of the investor.  We are looking to add a Director to our talented client facing team.
What you are good at
The Director will help promote, retain and delight clients of Schwab\u2019s wealth management solution, Schwab Private Client (SPC). The successful candidate will build trusting relationships with local Financial Consultants and centralized Portfolio Consultant Advisors, providing education and support to their clients and those investors interested in the offer.  The Director will need to be an exceptional communicator, both in one-on-one interactions and group presentations, effectively communicating the value SPC provides clients.  They will also need to be well versed in all aspects of effective wealth management, Schwab\u2019s broader solutions, and industry trends.  This is a regionally based role, where most of the director\u2019s time will be engaging potential investors of the offer, internal partners, and clients of SPC as we seek to meet each investor\u2019s needs with the best-in-class services of Charles Schwab.  
What you have

Series 7 and Series 66 licenses required.
CFP or MBA equivalent required.
Self-motivated and ability to travel part-time, or as needed to successfully manage the region
Experience in business development and relationship management with a proven record of success
Experience with wealth management \u2013 financial planning and investment planning
Understanding of traditional investment styles and vehicles (i.e., separately managed accounts, ETFs, mutual funds, fixed income assets) and investment strategy.
Excellent communication skills (oral and written).
Comfortable and able to present articulately to large groups: ex. industry conferences, webcasts, internal meetings, etc.
Excellent client relationship management and marketing/sales skills.

Company info

Charles Schwab & Co., Inc
Website :

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