Director, Schwab Private Wealth Services - Complex Reporting Consultant, Investor Services (PL)
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About The Position
The Director, SPWS Complex Reporting Consultant will be an Addepar expert engaging directly with Schwab ultra-high net worth (UHNW) clients to understand personalized needs and execute solutions. The Schwab Private Wealth Services (SPWS) Custom Reporting Team will broadly support the adoption and customization of Addepar, a class leading consolidated reporting software, as well as other ad hoc reporting needs for Ultra High Net Worth clients. The person in this position will have the opportunity to work on requests and/or projects with cross-functional partners including but not limited to branch network, service centers, operations, legal, AML and compliance. The position is a people leader role that will lead a team of complex reporting specialists.
