Client Analyst, Wealth and Asset Management Solutions
About The Position
The Client Analyst is part of Schwab’s Wealth & Asset Management Solutions (WAMS) team within the Wealth & Advice Solutions enterprise. WAMS distributes and supports proprietary and certain third-party asset management products and services for consultants and advisors across multiple distribution channels, and supports related marketing efforts in collaboration with Offer Management, Product, and Marketing teams. This role is within the retail sales team and supports WAMS Regional Directors and SWA Business Development Officers. The Client Analyst provides Schwab client-facing professionals and clients or prospects with ongoing education, updates, and information about investment products, including their investment philosophy, strategy, process, and performance. The role’s focus includes internal and third-party separately managed accounts and wrap accounts, as well as Schwab Wealth Advisory. Building trusted relationships with consultants and advisors and educating and supporting their clients are central to the role.
Requirements
- Active and valid FINRA Series 7 and Series 66 licenses.
- Bachelor’s degree.
- Five years of financial services experience.
- Excellent oral and written communication skills.
- Excellent client relationship management and marketing or sales skills.
- Excellent time management skills.
- Excellent organizational skills.
Nice To Haves
- Experience in wealth management, including financial planning and investment planning.
- Understanding of traditional investment styles and vehicles, including separately managed accounts, ETFs, mutual funds, and fixed-income assets, and of investment strategy.
Responsibilities
- Monitor and respond to questions from Schwab client-facing professionals about SAM solutions.
- Research and communicate portfolio-related questions on behalf of WAMS Regional Directors.
- Partner with Regional Directors and Business Development Officers in branch meetings and financial consultant outreach.
- Represent Wealth and Asset Management Solutions in Schwab branches, call centers, and training sessions.
- Assist with planning and executing client events.
- Develop a deep understanding of SAM investment solutions and philosophy, as well as Schwab Wealth Advisory.
- Provide education, updates, and information about investment products and their philosophy, strategy, process, and performance to Schwab client-facing professionals and clients or prospects.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
