Managing Director, Digital and Wealth Services

Charles Schwab • San Francisco, CA

265d

About The Position

The Managing Director, Digital Wealth Planning and Performance leads the teams responsible for delivering the holistic experience and delivery for Wealth Planning and Performance Reporting on behalf of Schwab's Retail and Wealth Advisory clients and associated FC/rep experiences. This leader is accountable for the digital product, platforms and offer teams across these two critical spaces with end-to-end accountability to define the offers, develop the platforms / data infrastructure and oversee the offers, while also launching new products and capabilities that can scale for the firm.

Requirements

• 10+ years' experience in building, shaping and leading digital wealth platforms, products and offers in a wealth management environment of similar scale and complexity.
• A passion for building robust capabilities and scaling across multiple channels.
• Deep knowledge of the technologies delivering wealth management and their risk frameworks.
• Bachelor's degree required; Post graduate degree is a plus.
• Track record of designing and implementing end to end experiences achieving superior results for the end user at scale.
• Experience in successfully gathering data and synthesizing insights to understand client needs.
• Leadership and relationship-building skills, including ability to influence and build consensus.

Nice To Haves

• Ability to build strong relationships through collaboration across multiple levels of the organization.
• Purpose driven leader who displays confidence and courage in business and talent decisions.
• Ability to make significant progress with minimal direction and to make decisions in the face of ambiguity.
• Highly developed communication and presentation skills.
• Strong people leader who enables leaders and their high-performing teams.
• Effective relationship builder - ability to partner cross-functionally.
• Strong analytical and creative problem-solving skills.
• Strong preference for CFP, CFA and/or a series 24.

Responsibilities

• Define the strategic offer and platform direction for broad wealth planning at Schwab.
• Maintain and drive efficiency, leveraging across our people and technology ecosystem enabling our Wealth Strategies Group team of CFPs and rep-assisted plans.
• Build future state experiences for reps and across all client segments.
• Create an infrastructure to serve as the central repository for all planning related data.
• Provide industry-leading wealth planning perspectives to enable planning expansion goals.
• Lead our performance reporting capabilities for retail and wealth advisory.
• Set the digital product strategy and drive initiatives through leading highly performing, aligned offer and product teams.
• Ensure continuous process improvement and extension of wealth experiences across different segments.
• Collaborate with a broad range of risk partners, internal and external legal counsel and directly with regulators.

What This Job Offers

• Job Type: Full-time
• Career Level: Executive
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree