Position Type: Regular
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.

 

Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.

We believe in the importance of in-office collaboration and fully intend for the selected candidate, to work on site in one of the specified locations.

 

The Senior Client Service Manager, plays the critical role of primary relationship owner and interface between our plan sponsors and Schwab.  You would be responsible for oversight of all aspects of retirement plan recordkeeping and administration. In this capacity, you will consistently explore and discover client and consultant needs by engaging in face-to-face meetings, asking well-defined, open-ended questions to clearly uncover new business opportunities and identify relationship challenges.  As a part of this ongoing process, you will utilize your personal knowledge and expertise as well as identify and engage the appropriate subject matter experts within Charles Schwab to assist with presentations and discussions to ensure client understanding of available solution sets to achieve successful outcomes.

 

The Senior Client Service Manager, will work together, as a team, with their Client Relationship Practice Leader and Client Relationship Administrators to provide a coordinated approach of client service delivery in support of plan administration requirements and unique client needs.  The goal of these team-based efforts will be to drive higher levels of client retention, client satisfaction, and expansion of the overall Schwab relationship with assigned practice clients.  In meeting and exceeding these duties, you are expected to understand and adhere to Schwab policies and practices and will play a key role in the mitigation of operational and financial risk to Schwab. The Senior Client Service Manager, will typically provide comprehensive client relationship support for clients that have enhanced complexity and assets totaling $150M to $500M.

 

What you’re responsible for

Leading approximately 10-15 client relationships.Understand assigned practice plans to ensure administration is completed in accordance with plan provisions.Collaboration with business partners to delegate and lead client issues to successful resolution is key in your position.Approaching every client interaction holistically by being aware of all issues and events related to the client and collaborate with peers to build a precise client experience is a major part of your role.Consistently explore and discover client and consultant needs by engaging in face-to-face meetings asking well-defined, open-ended questions to clearly uncover new business opportunities and relationship challenges. Identify andEngage the appropriate subject matter experts within Charles Schwab to assist with appropriate client discussions to accomplish client understanding of solution sets to achieve successful outcomes.Ensure client satisfaction, improve client promoter scores, and actively communicate plan administration activities with your internal teams.Identify and adapt to clients’ and consultants’ diverse backgrounds and roles (executives, human resources, and finance) and maintain investment-related expertise to effectively sell and deliver product, service, and platform solutions. Support Sales efforts, as needed,Deliver client education and training by developing appropriate awareness of investment offerings, fiduciary responsibilities and procedures when presenting opportunities for clients to contract investment products, services, and platforms.Work reciprocally within the organization, share standard methodologies, and aid in the continuous improvement of the services provided by Schwab to ensure your success.Execute client and regulatory changes.Effectively and authentically communicate Schwab’s value to clients.Apply specialized knowledge within all aspects of qualified and non-qualified retirement plan recordkeeping and understand the broader impact on the company.Build and sustain positive relationships with clients and partnerships with internal associates as well as key contacts within the industry to stay results oriented.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:

10 + years of experience working with large, complex employer sponsored Retirement Plans.Bachelor's degree or equivalent experience.High degree of integrated benefit services experience with comprehensive knowledge of equity compensation plan (stock options, restricted stock, SARs, ESPP), administration and plan design and administration for qualified retirement and non-qualified executive deferred compensation plans.Thorough understanding of retirement and benefit plan industry trends, ongoing regulatory and legislative processes impacting the client base and ERISA related regulations.Thorough knowledge of investment products and platforms including passive and active Mutual Funds, ETFs, CTFs, Money Market Funds, Charles Schwab Bank investment products, in-plan advice and guidance, and managed account services.High energy, confidence, accountability, and professionalism, while also demonstrating personal integrity, resilience, and respect for othersAbility to develop and implement client strategies, retirement plan design, compliance, IRS reporting, as well as a proven understanding of mutual funds and other investments.Ability to work independently with minimal oversight by your manager.Excellent written and oral communication skills.Ability to communicate effectively, problem seek, and influence and build consensus among team members, leadership, and clients through presentations.Ability to identify client issues that pose a risk to the firm, handle them appropriately and recommend solutions to address future issues effectively ensures your growth as a Relationship Manager.Effectively service plans with varying level of complexity.Excellent project management and time management skills and ability to handle multiple assignments that have a long and short duration over a given time with attention to detailsThe ability to inspire and support those around you to challenge the status quo; effect small and large changes to continue to elevate the teams' effectiveness and level of service provided to our clients.Meet deadlines within a fast-paced environment.Collaborate effectively in teams and influence outcomes.Flexibility to travel for client visits and sales presentations as needed.

Preferred Qualifications: 

ASPPA, CEBS and/or NIPA designation. QPA, CPC or equivalent certification/designations.

In addition to the salary range, this role is also eligible for bonuses or incentive opportunities.

 

#workplacejobs

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 planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance Read Less

Position Type: Regular
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.

 

Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.

We believe in the importance of in-office collaboration and fully intend for the selected candidate to work on site 4 days per week in one of the specified locations.

 

The Senior Relationship Manager, plays the critical role of primary relationship owner and interface between our plan sponsors and Schwab.  You would be responsible for oversight of all aspects of retirement plan recordkeeping and administration. In this capacity, you will consistently explore and discover client and consultant needs by engaging in face-to-face meetings, asking well-defined, open-ended questions to clearly uncover new business opportunities and identify relationship challenges.  As a part of this ongoing process, you will utilize your personal knowledge and expertise as well as identify and engage the appropriate subject matter experts within Charles Schwab to assist with presentations and discussions to ensure client understanding of available solution sets to achieve successful outcomes.

 

The Senior Relationship Manager, will work together, as a team, with their Client Relationship Practice Leader and Client Relationship Administrators to provide a coordinated approach of client service delivery in support of plan administration requirements and unique client needs.  The goal of these team-based efforts will be to drive higher levels of client retention, client satisfaction, and expansion of the overall Schwab relationship with assigned practice clients.  In meeting and exceeding these duties, you are expected to understand and adhere to Schwab policies and practices and will play a key role in the mitigation of operational and financial risk to Schwab. The Senior Client Service Manager, Relationship Management will typically provide comprehensive client relationship support for clients that have enhanced complexity and assets totaling $500M to $1B.

 

What you’re responsible for

Leading approximately 5-8 sizable growing client relationships.Understand assigned practice plans to ensure administration is completed in accordance with plan provisions.Collaboration with business partners to delegate and lead client issues to successful resolution is key in your position.Approaching every client interaction holistically by being aware of all issues and events related to the client and collaborate with peers to build a precise client experience is a major part of your role.Consistently explore and discover client and consultant needs by engaging in face-to-face meetings asking well-defined, open-ended questions to clearly uncover new business opportunities and relationship challenges. Identify andEngage the appropriate subject matter experts within Charles Schwab to assist with appropriate client discussions to accomplish client understanding of solution sets to achieve successful outcomes.Ensure client satisfaction, improve client promoter scores, and actively communicate plan administration activities with your internal teams.Identify and adapt to clients’ and consultants’ diverse backgrounds and roles (executives, human resources, and finance) and maintain investment-related expertise to effectively sell and deliver product, service, and platform solutions. Support Sales efforts, as needed,Deliver client education and training by developing appropriate awareness of investment offerings, fiduciary responsibilities and procedures when presenting opportunities for clients to contract investment products, services, and platforms.Work reciprocally within the organization, share standard methodologies, and aid in the continuous improvement of the services provided by Schwab to ensure your success.Execute client and regulatory changes.Effectively and authentically communicate Schwab’s value to clients.Apply specialized knowledge within all aspects of qualified and non-qualified retirement plan recordkeeping and understand the broader impact on the company.Build and sustain positive relationships with clients and partnerships with internal associates as well as key contacts within the industry to stay results oriented.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:

10 + years of experience working with large, complex employer sponsored Retirement Plans.Bachelor's degree or equivalent experience.High degree of integrated benefit services experience with comprehensive knowledge of equity compensation plan (stock options, restricted stock, SARs, ESPP), administration and plan design and administration for qualified retirement and non-qualified executive deferred compensation plans.Thorough understanding of retirement and benefit plan industry trends, ongoing regulatory and legislative processes impacting the client base and ERISA related regulations.Thorough knowledge of investment products and platforms including passive and active Mutual Funds, ETFs, CTFs, Money Market Funds, Charles Schwab Bank investment products, in-plan advice and guidance, and managed account services.High energy, confidence, accountability, and professionalism, while also demonstrating personal integrity, resilience, and respect for othersAbility to develop and implement client strategies, retirement plan design, compliance, IRS reporting, as well as a proven understanding of mutual funds and other investments.Ability to work independently with minimal oversight by your manager.Excellent written and oral communication skills.Ability to communicate effectively, problem seek, and influence and build consensus among team members, leadership, and clients through presentations.Ability to identify client issues that pose a risk to the firm, handle them appropriately and recommend solutions to address future issues effectively ensures your growth as a Relationship Manager.Effectively service plans with varying level of complexity.Excellent project management and time management skills and ability to handle multiple assignments that have a long and short duration over a given time with attention to detailsThe ability to inspire and support those around you to challenge the status quo; effect small and large changes to continue to elevate the teams' effectiveness and level of service provided to our clients.Meet deadlines within a fast-paced environment.Collaborate effectively in teams and influence outcomes.Flexibility to travel for client visits and sales presentations as needed.

Preferred Qualifications: 

ASPPA, CEBS and/or NIPA designation. QPA, CPC or equivalent certification/designations.

In addition to the salary range, this role is also eligible for bonuses or incentive opportunities.

 

#workplacejobs

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 planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance Read Less

Position Type: Regular
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.

 

Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.

We believe in the importance of in-office collaboration and fully intend for the selected candidate to work on site 4 days per week in one of the specified locations.

 

The Senior Relationship Manager, plays the critical role of primary relationship owner and interface between our plan sponsors and Schwab.  You would be responsible for oversight of all aspects of retirement plan recordkeeping and administration. In this capacity, you will consistently explore and discover client and consultant needs by engaging in face-to-face meetings, asking well-defined, open-ended questions to clearly uncover new business opportunities and identify relationship challenges.  As a part of this ongoing process, you will utilize your personal knowledge and expertise as well as identify and engage the appropriate subject matter experts within Charles Schwab to assist with presentations and discussions to ensure client understanding of available solution sets to achieve successful outcomes.

 

The Senior Relationship Manager, will work together, as a team, with their Client Relationship Practice Leader and Client Relationship Administrators to provide a coordinated approach of client service delivery in support of plan administration requirements and unique client needs.  The goal of these team-based efforts will be to drive higher levels of client retention, client satisfaction, and expansion of the overall Schwab relationship with assigned practice clients.  In meeting and exceeding these duties, you are expected to understand and adhere to Schwab policies and practices and will play a key role in the mitigation of operational and financial risk to Schwab. The Senior Client Service Manager, Relationship Management will typically provide comprehensive client relationship support for clients that have enhanced complexity and assets totaling $500M to $1B.

 

What you’re responsible for

Leading approximately 5-8 sizable growing client relationships.Understand assigned practice plans to ensure administration is completed in accordance with plan provisions.Collaboration with business partners to delegate and lead client issues to successful resolution is key in your position.Approaching every client interaction holistically by being aware of all issues and events related to the client and collaborate with peers to build a precise client experience is a major part of your role.Consistently explore and discover client and consultant needs by engaging in face-to-face meetings asking well-defined, open-ended questions to clearly uncover new business opportunities and relationship challenges. Identify andEngage the appropriate subject matter experts within Charles Schwab to assist with appropriate client discussions to accomplish client understanding of solution sets to achieve successful outcomes.Ensure client satisfaction, improve client promoter scores, and actively communicate plan administration activities with your internal teams.Identify and adapt to clients’ and consultants’ diverse backgrounds and roles (executives, human resources, and finance) and maintain investment-related expertise to effectively sell and deliver product, service, and platform solutions. Support Sales efforts, as needed,Deliver client education and training by developing appropriate awareness of investment offerings, fiduciary responsibilities and procedures when presenting opportunities for clients to contract investment products, services, and platforms.Work reciprocally within the organization, share standard methodologies, and aid in the continuous improvement of the services provided by Schwab to ensure your success.Execute client and regulatory changes.Effectively and authentically communicate Schwab’s value to clients.Apply specialized knowledge within all aspects of qualified and non-qualified retirement plan recordkeeping and understand the broader impact on the company.Build and sustain positive relationships with clients and partnerships with internal associates as well as key contacts within the industry to stay results oriented.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:

10 + years of experience working with large, complex employer sponsored Retirement Plans.Bachelor's degree or equivalent experience.High degree of integrated benefit services experience with comprehensive knowledge of equity compensation plan (stock options, restricted stock, SARs, ESPP), administration and plan design and administration for qualified retirement and non-qualified executive deferred compensation plans.Thorough understanding of retirement and benefit plan industry trends, ongoing regulatory and legislative processes impacting the client base and ERISA related regulations.Thorough knowledge of investment products and platforms including passive and active Mutual Funds, ETFs, CTFs, Money Market Funds, Charles Schwab Bank investment products, in-plan advice and guidance, and managed account services.High energy, confidence, accountability, and professionalism, while also demonstrating personal integrity, resilience, and respect for othersAbility to develop and implement client strategies, retirement plan design, compliance, IRS reporting, as well as a proven understanding of mutual funds and other investments.Ability to work independently with minimal oversight by your manager.Excellent written and oral communication skills.Ability to communicate effectively, problem seek, and influence and build consensus among team members, leadership, and clients through presentations.Ability to identify client issues that pose a risk to the firm, handle them appropriately and recommend solutions to address future issues effectively ensures your growth as a Relationship Manager.Effectively service plans with varying level of complexity.Excellent project management and time management skills and ability to handle multiple assignments that have a long and short duration over a given time with attention to detailsThe ability to inspire and support those around you to challenge the status quo; effect small and large changes to continue to elevate the teams' effectiveness and level of service provided to our clients.Meet deadlines within a fast-paced environment.Collaborate effectively in teams and influence outcomes.Flexibility to travel for client visits and sales presentations as needed.

Preferred Qualifications: 

ASPPA, CEBS and/or NIPA designation. QPA, CPC or equivalent certification/designations.

In addition to the salary range, this role is also eligible for bonuses or incentive opportunities.

 

#workplacejobs

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 planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance Read Less

Position Type: Regular
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.

 

Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.

We believe in the importance of in-office collaboration and fully intend for the selected candidate to work on site 4 days per week in one of the specified locations.

 

The Senior Relationship Manager, plays the critical role of primary relationship owner and interface between our plan sponsors and Schwab.  You would be responsible for oversight of all aspects of retirement plan recordkeeping and administration. In this capacity, you will consistently explore and discover client and consultant needs by engaging in face-to-face meetings, asking well-defined, open-ended questions to clearly uncover new business opportunities and identify relationship challenges.  As a part of this ongoing process, you will utilize your personal knowledge and expertise as well as identify and engage the appropriate subject matter experts within Charles Schwab to assist with presentations and discussions to ensure client understanding of available solution sets to achieve successful outcomes.

 

The Senior Relationship Manager, will work together, as a team, with their Client Relationship Practice Leader and Client Relationship Administrators to provide a coordinated approach of client service delivery in support of plan administration requirements and unique client needs.  The goal of these team-based efforts will be to drive higher levels of client retention, client satisfaction, and expansion of the overall Schwab relationship with assigned practice clients.  In meeting and exceeding these duties, you are expected to understand and adhere to Schwab policies and practices and will play a key role in the mitigation of operational and financial risk to Schwab. The Senior Client Service Manager, Relationship Management will typically provide comprehensive client relationship support for clients that have enhanced complexity and assets totaling $500M to $1B.

 

What you’re responsible for

Leading approximately 5-8 sizable growing client relationships.Understand assigned practice plans to ensure administration is completed in accordance with plan provisions.Collaboration with business partners to delegate and lead client issues to successful resolution is key in your position.Approaching every client interaction holistically by being aware of all issues and events related to the client and collaborate with peers to build a precise client experience is a major part of your role.Consistently explore and discover client and consultant needs by engaging in face-to-face meetings asking well-defined, open-ended questions to clearly uncover new business opportunities and relationship challenges. Identify andEngage the appropriate subject matter experts within Charles Schwab to assist with appropriate client discussions to accomplish client understanding of solution sets to achieve successful outcomes.Ensure client satisfaction, improve client promoter scores, and actively communicate plan administration activities with your internal teams.Identify and adapt to clients’ and consultants’ diverse backgrounds and roles (executives, human resources, and finance) and maintain investment-related expertise to effectively sell and deliver product, service, and platform solutions. Support Sales efforts, as needed,Deliver client education and training by developing appropriate awareness of investment offerings, fiduciary responsibilities and procedures when presenting opportunities for clients to contract investment products, services, and platforms.Work reciprocally within the organization, share standard methodologies, and aid in the continuous improvement of the services provided by Schwab to ensure your success.Execute client and regulatory changes.Effectively and authentically communicate Schwab’s value to clients.Apply specialized knowledge within all aspects of qualified and non-qualified retirement plan recordkeeping and understand the broader impact on the company.Build and sustain positive relationships with clients and partnerships with internal associates as well as key contacts within the industry to stay results oriented.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:

10 + years of experience working with large, complex employer sponsored Retirement Plans.Bachelor's degree or equivalent experience.High degree of integrated benefit services experience with comprehensive knowledge of equity compensation plan (stock options, restricted stock, SARs, ESPP), administration and plan design and administration for qualified retirement and non-qualified executive deferred compensation plans.Thorough understanding of retirement and benefit plan industry trends, ongoing regulatory and legislative processes impacting the client base and ERISA related regulations.Thorough knowledge of investment products and platforms including passive and active Mutual Funds, ETFs, CTFs, Money Market Funds, Charles Schwab Bank investment products, in-plan advice and guidance, and managed account services.High energy, confidence, accountability, and professionalism, while also demonstrating personal integrity, resilience, and respect for othersAbility to develop and implement client strategies, retirement plan design, compliance, IRS reporting, as well as a proven understanding of mutual funds and other investments.Ability to work independently with minimal oversight by your manager.Excellent written and oral communication skills.Ability to communicate effectively, problem seek, and influence and build consensus among team members, leadership, and clients through presentations.Ability to identify client issues that pose a risk to the firm, handle them appropriately and recommend solutions to address future issues effectively ensures your growth as a Relationship Manager.Effectively service plans with varying level of complexity.Excellent project management and time management skills and ability to handle multiple assignments that have a long and short duration over a given time with attention to detailsThe ability to inspire and support those around you to challenge the status quo; effect small and large changes to continue to elevate the teams' effectiveness and level of service provided to our clients.Meet deadlines within a fast-paced environment.Collaborate effectively in teams and influence outcomes.Flexibility to travel for client visits and sales presentations as needed.

Preferred Qualifications: 

ASPPA, CEBS and/or NIPA designation. QPA, CPC or equivalent certification/designations.

In addition to the salary range, this role is also eligible for bonuses or incentive opportunities.

 

#workplacejobs

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 planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance Read Less

Position Type: Regular
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.

 

Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.

We believe in the importance of in-office collaboration and fully intend for the selected candidate, to work on site in one of the specified locations.

 

The Senior Client Service Manager, plays the critical role of primary relationship owner and interface between our plan sponsors and Schwab.  You would be responsible for oversight of all aspects of retirement plan recordkeeping and administration. In this capacity, you will consistently explore and discover client and consultant needs by engaging in face-to-face meetings, asking well-defined, open-ended questions to clearly uncover new business opportunities and identify relationship challenges.  As a part of this ongoing process, you will utilize your personal knowledge and expertise as well as identify and engage the appropriate subject matter experts within Charles Schwab to assist with presentations and discussions to ensure client understanding of available solution sets to achieve successful outcomes.

 

The Senior Client Service Manager, will work together, as a team, with their Client Relationship Practice Leader and Client Relationship Administrators to provide a coordinated approach of client service delivery in support of plan administration requirements and unique client needs.  The goal of these team-based efforts will be to drive higher levels of client retention, client satisfaction, and expansion of the overall Schwab relationship with assigned practice clients.  In meeting and exceeding these duties, you are expected to understand and adhere to Schwab policies and practices and will play a key role in the mitigation of operational and financial risk to Schwab. The Senior Client Service Manager, will typically provide comprehensive client relationship support for clients that have enhanced complexity and assets totaling $150M to $500M.

 

What you’re responsible for

Leading approximately 10-15 client relationships.Understand assigned practice plans to ensure administration is completed in accordance with plan provisions.Collaboration with business partners to delegate and lead client issues to successful resolution is key in your position.Approaching every client interaction holistically by being aware of all issues and events related to the client and collaborate with peers to build a precise client experience is a major part of your role.Consistently explore and discover client and consultant needs by engaging in face-to-face meetings asking well-defined, open-ended questions to clearly uncover new business opportunities and relationship challenges. Identify andEngage the appropriate subject matter experts within Charles Schwab to assist with appropriate client discussions to accomplish client understanding of solution sets to achieve successful outcomes.Ensure client satisfaction, improve client promoter scores, and actively communicate plan administration activities with your internal teams.Identify and adapt to clients’ and consultants’ diverse backgrounds and roles (executives, human resources, and finance) and maintain investment-related expertise to effectively sell and deliver product, service, and platform solutions. Support Sales efforts, as needed,Deliver client education and training by developing appropriate awareness of investment offerings, fiduciary responsibilities and procedures when presenting opportunities for clients to contract investment products, services, and platforms.Work reciprocally within the organization, share standard methodologies, and aid in the continuous improvement of the services provided by Schwab to ensure your success.Execute client and regulatory changes.Effectively and authentically communicate Schwab’s value to clients.Apply specialized knowledge within all aspects of qualified and non-qualified retirement plan recordkeeping and understand the broader impact on the company.Build and sustain positive relationships with clients and partnerships with internal associates as well as key contacts within the industry to stay results oriented.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:

10 + years of experience working with large, complex employer sponsored Retirement Plans.Bachelor's degree or equivalent experience.High degree of integrated benefit services experience with comprehensive knowledge of equity compensation plan (stock options, restricted stock, SARs, ESPP), administration and plan design and administration for qualified retirement and non-qualified executive deferred compensation plans.Thorough understanding of retirement and benefit plan industry trends, ongoing regulatory and legislative processes impacting the client base and ERISA related regulations.Thorough knowledge of investment products and platforms including passive and active Mutual Funds, ETFs, CTFs, Money Market Funds, Charles Schwab Bank investment products, in-plan advice and guidance, and managed account services.High energy, confidence, accountability, and professionalism, while also demonstrating personal integrity, resilience, and respect for othersAbility to develop and implement client strategies, retirement plan design, compliance, IRS reporting, as well as a proven understanding of mutual funds and other investments.Ability to work independently with minimal oversight by your manager.Excellent written and oral communication skills.Ability to communicate effectively, problem seek, and influence and build consensus among team members, leadership, and clients through presentations.Ability to identify client issues that pose a risk to the firm, handle them appropriately and recommend solutions to address future issues effectively ensures your growth as a Relationship Manager.Effectively service plans with varying level of complexity.Excellent project management and time management skills and ability to handle multiple assignments that have a long and short duration over a given time with attention to detailsThe ability to inspire and support those around you to challenge the status quo; effect small and large changes to continue to elevate the teams' effectiveness and level of service provided to our clients.Meet deadlines within a fast-paced environment.Collaborate effectively in teams and influence outcomes.Flexibility to travel for client visits and sales presentations as needed.

Preferred Qualifications: 

ASPPA, CEBS and/or NIPA designation. QPA, CPC or equivalent certification/designations.

In addition to the salary range, this role is also eligible for bonuses or incentive opportunities.

 

#workplacejobs

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 planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance Read Less

Position Type: Regular
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.

 

Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.

We believe in the importance of in-office collaboration and fully intend for the selected candidate, to work on site in one of the specified locations.

 

The Senior Client Service Manager, plays the critical role of primary relationship owner and interface between our plan sponsors and Schwab.  You would be responsible for oversight of all aspects of retirement plan recordkeeping and administration. In this capacity, you will consistently explore and discover client and consultant needs by engaging in face-to-face meetings, asking well-defined, open-ended questions to clearly uncover new business opportunities and identify relationship challenges.  As a part of this ongoing process, you will utilize your personal knowledge and expertise as well as identify and engage the appropriate subject matter experts within Charles Schwab to assist with presentations and discussions to ensure client understanding of available solution sets to achieve successful outcomes.

 

The Senior Client Service Manager, will work together, as a team, with their Client Relationship Practice Leader and Client Relationship Administrators to provide a coordinated approach of client service delivery in support of plan administration requirements and unique client needs.  The goal of these team-based efforts will be to drive higher levels of client retention, client satisfaction, and expansion of the overall Schwab relationship with assigned practice clients.  In meeting and exceeding these duties, you are expected to understand and adhere to Schwab policies and practices and will play a key role in the mitigation of operational and financial risk to Schwab. The Senior Client Service Manager, will typically provide comprehensive client relationship support for clients that have enhanced complexity and assets totaling $150M to $500M.

 

What you’re responsible for

Leading approximately 10-15 client relationships.Understand assigned practice plans to ensure administration is completed in accordance with plan provisions.Collaboration with business partners to delegate and lead client issues to successful resolution is key in your position.Approaching every client interaction holistically by being aware of all issues and events related to the client and collaborate with peers to build a precise client experience is a major part of your role.Consistently explore and discover client and consultant needs by engaging in face-to-face meetings asking well-defined, open-ended questions to clearly uncover new business opportunities and relationship challenges. Identify andEngage the appropriate subject matter experts within Charles Schwab to assist with appropriate client discussions to accomplish client understanding of solution sets to achieve successful outcomes.Ensure client satisfaction, improve client promoter scores, and actively communicate plan administration activities with your internal teams.Identify and adapt to clients’ and consultants’ diverse backgrounds and roles (executives, human resources, and finance) and maintain investment-related expertise to effectively sell and deliver product, service, and platform solutions. Support Sales efforts, as needed,Deliver client education and training by developing appropriate awareness of investment offerings, fiduciary responsibilities and procedures when presenting opportunities for clients to contract investment products, services, and platforms.Work reciprocally within the organization, share standard methodologies, and aid in the continuous improvement of the services provided by Schwab to ensure your success.Execute client and regulatory changes.Effectively and authentically communicate Schwab’s value to clients.Apply specialized knowledge within all aspects of qualified and non-qualified retirement plan recordkeeping and understand the broader impact on the company.Build and sustain positive relationships with clients and partnerships with internal associates as well as key contacts within the industry to stay results oriented.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:

10 + years of experience working with large, complex employer sponsored Retirement Plans.Bachelor's degree or equivalent experience.High degree of integrated benefit services experience with comprehensive knowledge of equity compensation plan (stock options, restricted stock, SARs, ESPP), administration and plan design and administration for qualified retirement and non-qualified executive deferred compensation plans.Thorough understanding of retirement and benefit plan industry trends, ongoing regulatory and legislative processes impacting the client base and ERISA related regulations.Thorough knowledge of investment products and platforms including passive and active Mutual Funds, ETFs, CTFs, Money Market Funds, Charles Schwab Bank investment products, in-plan advice and guidance, and managed account services.High energy, confidence, accountability, and professionalism, while also demonstrating personal integrity, resilience, and respect for othersAbility to develop and implement client strategies, retirement plan design, compliance, IRS reporting, as well as a proven understanding of mutual funds and other investments.Ability to work independently with minimal oversight by your manager.Excellent written and oral communication skills.Ability to communicate effectively, problem seek, and influence and build consensus among team members, leadership, and clients through presentations.Ability to identify client issues that pose a risk to the firm, handle them appropriately and recommend solutions to address future issues effectively ensures your growth as a Relationship Manager.Effectively service plans with varying level of complexity.Excellent project management and time management skills and ability to handle multiple assignments that have a long and short duration over a given time with attention to detailsThe ability to inspire and support those around you to challenge the status quo; effect small and large changes to continue to elevate the teams' effectiveness and level of service provided to our clients.Meet deadlines within a fast-paced environment.Collaborate effectively in teams and influence outcomes.Flexibility to travel for client visits and sales presentations as needed.

Preferred Qualifications: 

ASPPA, CEBS and/or NIPA designation. QPA, CPC or equivalent certification/designations.

In addition to the salary range, this role is also eligible for bonuses or incentive opportunities.

 

#workplacejobs

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 planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance Read Less

Position Type: Regular
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.

 

Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.

We believe in the importance of in-office collaboration and fully intend for the selected candidate to work on site 4 days per week in one of the specified locations.

 

The Senior Relationship Manager, plays the critical role of primary relationship owner and interface between our plan sponsors and Schwab.  You would be responsible for oversight of all aspects of retirement plan recordkeeping and administration. In this capacity, you will consistently explore and discover client and consultant needs by engaging in face-to-face meetings, asking well-defined, open-ended questions to clearly uncover new business opportunities and identify relationship challenges.  As a part of this ongoing process, you will utilize your personal knowledge and expertise as well as identify and engage the appropriate subject matter experts within Charles Schwab to assist with presentations and discussions to ensure client understanding of available solution sets to achieve successful outcomes.

 

The Senior Relationship Manager, will work together, as a team, with their Client Relationship Practice Leader and Client Relationship Administrators to provide a coordinated approach of client service delivery in support of plan administration requirements and unique client needs.  The goal of these team-based efforts will be to drive higher levels of client retention, client satisfaction, and expansion of the overall Schwab relationship with assigned practice clients.  In meeting and exceeding these duties, you are expected to understand and adhere to Schwab policies and practices and will play a key role in the mitigation of operational and financial risk to Schwab. The Senior Client Service Manager, Relationship Management will typically provide comprehensive client relationship support for clients that have enhanced complexity and assets totaling $500M to $1B.

 

What you’re responsible for

Leading approximately 5-8 sizable growing client relationships.Understand assigned practice plans to ensure administration is completed in accordance with plan provisions.Collaboration with business partners to delegate and lead client issues to successful resolution is key in your position.Approaching every client interaction holistically by being aware of all issues and events related to the client and collaborate with peers to build a precise client experience is a major part of your role.Consistently explore and discover client and consultant needs by engaging in face-to-face meetings asking well-defined, open-ended questions to clearly uncover new business opportunities and relationship challenges. Identify andEngage the appropriate subject matter experts within Charles Schwab to assist with appropriate client discussions to accomplish client understanding of solution sets to achieve successful outcomes.Ensure client satisfaction, improve client promoter scores, and actively communicate plan administration activities with your internal teams.Identify and adapt to clients’ and consultants’ diverse backgrounds and roles (executives, human resources, and finance) and maintain investment-related expertise to effectively sell and deliver product, service, and platform solutions. Support Sales efforts, as needed,Deliver client education and training by developing appropriate awareness of investment offerings, fiduciary responsibilities and procedures when presenting opportunities for clients to contract investment products, services, and platforms.Work reciprocally within the organization, share standard methodologies, and aid in the continuous improvement of the services provided by Schwab to ensure your success.Execute client and regulatory changes.Effectively and authentically communicate Schwab’s value to clients.Apply specialized knowledge within all aspects of qualified and non-qualified retirement plan recordkeeping and understand the broader impact on the company.Build and sustain positive relationships with clients and partnerships with internal associates as well as key contacts within the industry to stay results oriented.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:

10 + years of experience working with large, complex employer sponsored Retirement Plans.Bachelor's degree or equivalent experience.High degree of integrated benefit services experience with comprehensive knowledge of equity compensation plan (stock options, restricted stock, SARs, ESPP), administration and plan design and administration for qualified retirement and non-qualified executive deferred compensation plans.Thorough understanding of retirement and benefit plan industry trends, ongoing regulatory and legislative processes impacting the client base and ERISA related regulations.Thorough knowledge of investment products and platforms including passive and active Mutual Funds, ETFs, CTFs, Money Market Funds, Charles Schwab Bank investment products, in-plan advice and guidance, and managed account services.High energy, confidence, accountability, and professionalism, while also demonstrating personal integrity, resilience, and respect for othersAbility to develop and implement client strategies, retirement plan design, compliance, IRS reporting, as well as a proven understanding of mutual funds and other investments.Ability to work independently with minimal oversight by your manager.Excellent written and oral communication skills.Ability to communicate effectively, problem seek, and influence and build consensus among team members, leadership, and clients through presentations.Ability to identify client issues that pose a risk to the firm, handle them appropriately and recommend solutions to address future issues effectively ensures your growth as a Relationship Manager.Effectively service plans with varying level of complexity.Excellent project management and time management skills and ability to handle multiple assignments that have a long and short duration over a given time with attention to detailsThe ability to inspire and support those around you to challenge the status quo; effect small and large changes to continue to elevate the teams' effectiveness and level of service provided to our clients.Meet deadlines within a fast-paced environment.Collaborate effectively in teams and influence outcomes.Flexibility to travel for client visits and sales presentations as needed.

Preferred Qualifications: 

ASPPA, CEBS and/or NIPA designation. QPA, CPC or equivalent certification/designations.

In addition to the salary range, this role is also eligible for bonuses or incentive opportunities.

 

#workplacejobs

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 planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance Read Less

Position Type: Regular
Your opportunity

Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and Wealth Strategies Consulting Group. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab’s approach to investing. The Centralized Service & Operations group supports Fixed Income and Schwab Wealth Advisory clients as the client facing phone teams. The Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and Wealth Strategy teams. Additionally, they provide specialized products to meet income generation, risk mitigation, and liquidity needs.

 

As a Senior Regional Manager you will coach and counsel a team of 10-12 Wealth Advisors and Associate Wealth Advisors in a collaborative environment designed to both grow and support the client base they support.

 

We value integrity, open communication, strong market knowledge, and a passion for client service. If you want to work with a firm that is dynamic, client focused, invests in your growth, and values your contributions, consider a career as a Senior Regional Manager.

 

What you are good at-

Motivating – As a leader you will inspire your team by providing support and championing the collaborative Schwab culture.

 

Building collaborative relationships- You will build and foster relationships with internal partners as well as clients. Internal partners will include Branch Managers, Regional Branch Executives and Directors within the Investor Advice Solutions division.

 

Developing others - We are seeking an individual with extensive financial services experience to share with their team of CFP® or CFA® investment professionals. 

 

Managing change- The Senior Regional Manager will establish strategies and design plans to ensure that asset and service targets are met. 

 

Managing performance- Part of this role includes the monitoring of client interactions and coaching to improve service and advice quality. You will coach to daily planning and execution that is being provided to SWAI clients. This includes performing the compliance and administrative tasks inherent in our industry.

 

 

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.

What you have

 

We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include:

CFP® designation, CFA® designation required (may consider 24 month condition of employment)Bachelor’s Degree requiredActive and valid FINRA Series 7 license requiredActive and valid FINRA 66 license required (may consider a 120-day COE)Active and valid FINRA 9/10 required (may consider a 120-day COE)Five plus years’ experience in the financial services industryMinimum of 2 years supervisory experience strongly 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 planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance Read Less

Position Type: Regular
Your opportunity

Schwab remains committed to providing increased visibility to career growth opportunities and job requirements. This posting announcement is part of increased transparency and while all qualified applicants will be reviewed and considered, this organization has a preferred candidate identified for this role.

 

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.

 

As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab’s approach to investing. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA’s advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage their more complex portfolios and achieve their goals. You’ll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. You’ll also have the opportunity to mentor junior SWA team members. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you.

What you have

Required Qualifications:

 

CFP® designation or CFA® designationBachelor’s degreeActive and valid FINRA Series 7 licenseMay be obtained with a 120-day condition of employmentActive and valid FINRA Series 66 license requiredMay be obtained with a 120-day condition of employmentFive or more years of advisory experience, including creating and customizing financial plans and portfolios for clients.

 

Preferred Qualifications:

Five or more years working directly with clients in the financial services industry highly 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 planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance Read Less

Position Type: Regular
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. Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.

 

The Senior Team Manager is responsible for developing and maintaining relationships with registered investment advisors, trust beneficiaries, and other interested parties for an assigned book of business consisting of large family relationships and key investment advisor relationships utilizing the Charles Schwab Trust Company of Delaware.  In addition, the Senior Team Manager is responsible for the management of a Personal Trust Administrative Team.  The Senior Team Manager assures compliance with all Bank policies and procedures, as well as all applicable state and federal banking regulations in the context of their responsibilities.

 

What you’ll do:

Manage, mentor, and coach a team of Trust Officers and Senior Trust Officers to ensure trust accounts are administered in accordance with applicable laws and regulations and procedures.Personally administer an assigned book of complex and/or high touch personal trust accounts.Interpret legal documents to ensure that each trust either in their assigned book of accounts or in the book assigned to their team members is administered in accordance with the terms of each governing instruments. Maintain high client service levels through prompt research and response to registered investment advisors and trust beneficiaries for their assigned trusts and for escalation from members of their team.Prepare and present discretionary memorandums for review and approval of the Discretionary Distributions Committee as well as mentor team members in their preparation and presentation.Prepare Distribution Memorandum and/or other directed distribution documentation for review by the appropriate authorizing parties (including Tax, Legal, and the Managing Director) as well as mentor team members in their preparation.Provide notice of termination for terminating trusts to the TAC (Trust Administration Committee) and process related termination efforts as well as mentor team members in their notice requirements. Ensure proper administration and accounting for special asset inventory in their assigned book of accounts as well as mentor team members in their administration and accounting efforts. Coordinate efforts with Schwab business partners for purposes of client research and service as well as recommending needed system and procedural enhancements.Respond to initial inquiries from Schwab advisors, third party contacts, and private individuals regarding both current and future trust prospects on their assigned book of accounts or upon escalation from their team members.Perform Post Acceptance and Annual administrative account reviews for assigned accounts.Participate in special projects as needed.Provide training and support to the Administrative Team in coordination with the Managing Director.

 

What you have
10+ years experience in personal trust administrationBachelor’s degree or higher, CTFA preferred, or equivalent work experience Strong knowledge of the principles of trust administration and practical experience in administering trusts governed by Delaware law, a plusSuperior organizational skills and the ability to handle multiple priorities without sacrificing quality or accuracyExcellent interpersonal and communications skills and the ability to deal effectively with a variety of peopleHighly motivated and a self starter

 

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

 

#SchwabBTSJobs

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 planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance Read Less

Position Type: Regular
Your opportunity

At Schwab, you will build a rewarding career while making a difference in the lives of our millions of clients. Here, innovative thinking meets creative problem solving as we work together to challenge the status quo. We believe in the power of collaboration and value being together in the office, which is why this role is based on-site in our San Francisco office. Joining Schwab means joining a company committed to transforming the financial industry and putting clients at the center of everything we do.

 

Schwab’s AI Strategy & Transformation team—known as AI.x—is the central hub for Artificial Intelligence at Schwab. We are an integrated product, engineering, strategy and risk team, all based in San Francisco. We help set the enterprise vision for AI, invest in the most promising opportunities, and accelerate delivery across the company. We also build the core platform that powers AI at scale and explore next-generation GenAI efforts that will redefine how we serve our clients.

 

Senior AI Product Managers on AI.x, play an essential role in advancing Schwab’s priorities by driving the development and execution of innovative AI product strategies. This position offers the opportunity to help shape Schwab’s future with AI, create transformative solutions that serve millions of clients, and grow your career in one of the most dynamic areas of technology today.

 

As a Senior AI Risk Product Manager on AI.x, you will help advance Schwab’s risk management and compliance goals by driving the development and execution of innovative AI product & workflow experiences in partnership with our Risk Management, Compliance, and Cyber teams. Your work will focus on identifying and executing on opportunities to leverage GenAI to enhance control testing and risk monitoring across operational, corporate risk oversight, and cyber risk management. Long term, you will help develop agentic tools that reduce manual burden, improve detection, and drive stronger governance outcomes. This is an opportunity to shape the future of AI-driven risk management, create transformative solutions, and grow your career in one of the most dynamic areas of technology today.

 

What You’ll do 

Collaboratively define the GenAI platform vision and roadmap for risk, compliance, and cyber use cases.Partner with R&D and risk stakeholders to identify impactful projects and define evaluation strategies for measuring and monitoring the quality of generative AI output in risk and compliance contexts.Participate in model validation to ensure continued performance, regulatory alignment, and business value of AI tools.Define metrics to estimate hallucination impact, output acceptance, safety concerns, and compliance effectiveness.Communicate key metrics and risk insights to both technical and non-technical stakeholders, highlighting trends, variance, and business impact. Distill MVPs and iterative deliverables from long-term product visions and goals, focusing on risk and compliance transformation.Champion the near-term product vision, ensuring alignment with Schwab’s strategic goals and regulatory requirements.Oversee the product lifecycle from concept to launch, including user research with risk and compliance teams, requirements gathering, and go-to-market strategy.Proactively identify and mitigate risks throughout the product development process, with a focus on regulatory and operational risk.Build enablement and onboarding plans to empower internal risk and compliance teams to leverage platform tools.Rigorously and dynamically prioritize the product roadmap, ensuring the development team is creating value with each iterative delivery.What you have

Required Qualification

BA/BS degree7-10+ years of professional IT or Product development experience5+ years of direct product experience3+ years of experience working closely with software engineersDemonstrable understanding of generative AI technology, architecture, and terminology including LLMs, RAG, system prompts, agentic, etc.Experience using/building generative AI solutions, ideally in risk, compliance, or cyber domains.

Preferred Qualifications: 

MBA, JD or Graduate degree in Computer Science or other field related to AI.Professional experience in engineering, data science, risk management, compliance, or related field.Experience building Agentic workflows (e.g., with Copilot Studio, Vertex AI Agent builder etc.).Outstanding verbal and written communication skills with demonstrated ability to communicate effectively with all levels of the organization.Familiarity with financial services and the regulations that apply to the industry.Strong business influence skills.Ability to distill strategy, analytics and varied sets of input to drive decisions across stakeholder communities.Building credibility with peers and key stakeholders (at all levels of the organization) to be able to drive action.  Ability to develop multiple solutions to the same problem and identify the common failure modes associated with each.Passion for identifying user pain points, generating ideas to relieve them, and acting swiftly to test potential solutions. Self-starter with outstanding organizational skills, attention to detail, and desire to continually reevaluate existing products and processes. Comfort in a dynamic and fast-moving work environment, with a positive attitude and solid work ethic.Curiosity to continually learn and keep up to date with the latest GenAI capabilities.A strong track record of performance.

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 planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance Read Less

Position Type: Regular
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.

As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab’s approach to investing. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA’s advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage their more complex portfolios and achieve their goals. You’ll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. You’ll also have the opportunity to mentor junior SWA team members. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you.

What you have

 

Required Qualifications

CFP® designation or CFA® designationBachelor’s degreeActive and valid FINRA Series 7 license
May be obtained with a 120-day condition of employmentActive and valid FINRA Series 66 license required
May be obtained with a 120-day condition of employmentFive or more years of advisory experience, including creating and customizing financial plans and portfolios for clients.

Preferred Qualifications

Five or more years working directly with clients in the financial services industry highly preferred

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

 

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.

 

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 planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance Read Less

Position Type: Regular
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. Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.

 

The Senior Team Manager is responsible for developing and maintaining relationships with registered investment advisors, trust beneficiaries, and other interested parties for an assigned book of business consisting of large family relationships and key investment advisor relationships utilizing the Charles Schwab Trust Company of Delaware.  In addition, the Senior Team Manager is responsible for the management of a Personal Trust Administrative Team.  The Senior Team Manager assures compliance with all Bank policies and procedures, as well as all applicable state and federal banking regulations in the context of their responsibilities.

 

What you’ll do:

Manage, mentor, and coach a team of Trust Officers and Senior Trust Officers to ensure trust accounts are administered in accordance with applicable laws and regulations and procedures.Personally administer an assigned book of complex and/or high touch personal trust accounts.Interpret legal documents to ensure that each trust either in their assigned book of accounts or in the book assigned to their team members is administered in accordance with the terms of each governing instruments. Maintain high client service levels through prompt research and response to registered investment advisors and trust beneficiaries for their assigned trusts and for escalation from members of their team.Prepare and present discretionary memorandums for review and approval of the Discretionary Distributions Committee as well as mentor team members in their preparation and presentation.Prepare Distribution Memorandum and/or other directed distribution documentation for review by the appropriate authorizing parties (including Tax, Legal, and the Managing Director) as well as mentor team members in their preparation.Provide notice of termination for terminating trusts to the TAC (Trust Administration Committee) and process related termination efforts as well as mentor team members in their notice requirements. Ensure proper administration and accounting for special asset inventory in their assigned book of accounts as well as mentor team members in their administration and accounting efforts. Coordinate efforts with Schwab business partners for purposes of client research and service as well as recommending needed system and procedural enhancements.Respond to initial inquiries from Schwab advisors, third party contacts, and private individuals regarding both current and future trust prospects on their assigned book of accounts or upon escalation from their team members.Perform Post Acceptance and Annual administrative account reviews for assigned accounts.Participate in special projects as needed.Provide training and support to the Administrative Team in coordination with the Managing Director.

 

What you have
10+ years experience in personal trust administrationBachelor’s degree or higher, CTFA preferred, or equivalent work experience Strong knowledge of the principles of trust administration and practical experience in administering trusts governed by Delaware law, a plusSuperior organizational skills and the ability to handle multiple priorities without sacrificing quality or accuracyExcellent interpersonal and communications skills and the ability to deal effectively with a variety of peopleHighly motivated and a self starter

 

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

 

#SchwabBTSJobs

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 planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance Read Less

Position Type: Regular
Your opportunity

Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and Wealth Strategies Consulting Group. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab’s approach to investing. The Centralized Service & Operations group supports Fixed Income and Schwab Wealth Advisory clients as the client facing phone teams. The Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and Wealth Strategy teams. Additionally, they provide specialized products to meet income generation, risk mitigation, and liquidity needs.

 

As a Senior Regional Manager you will coach and counsel a team of 10-12 Wealth Advisors and Associate Wealth Advisors in a collaborative environment designed to both grow and support the client base they support.

 

We value integrity, open communication, strong market knowledge, and a passion for client service. If you want to work with a firm that is dynamic, client focused, invests in your growth, and values your contributions, consider a career as a Senior Regional Manager.

 

What you are good at-

Motivating – As a leader you will inspire your team by providing support and championing the collaborative Schwab culture.

 

Building collaborative relationships- You will build and foster relationships with internal partners as well as clients. Internal partners will include Branch Managers, Regional Branch Executives and Directors within the Investor Advice Solutions division.

 

Developing others - We are seeking an individual with extensive financial services experience to share with their team of CFP® or CFA® investment professionals. 

 

Managing change- The Senior Regional Manager will establish strategies and design plans to ensure that asset and service targets are met. 

 

Managing performance- Part of this role includes the monitoring of client interactions and coaching to improve service and advice quality. You will coach to daily planning and execution that is being provided to SWAI clients. This includes performing the compliance and administrative tasks inherent in our industry.

 

 

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.

What you have

 

We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include:

CFP® designation, CFA® designation required (may consider 24 month condition of employment)Bachelor’s Degree requiredActive and valid FINRA Series 7 license requiredActive and valid FINRA 66 license required (may consider a 120-day COE)Active and valid FINRA 9/10 required (may consider a 120-day COE)Five plus years’ experience in the financial services industryMinimum of 2 years supervisory experience strongly 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 planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance Read Less

Position Type: Regular
Your opportunity

At Schwab, you will build a rewarding career while making a difference in the lives of our millions of clients. Here, innovative thinking meets creative problem solving as we work together to challenge the status quo. We believe in the power of collaboration and value being together in the office, which is why this role is based on-site in our San Francisco office. Joining Schwab means joining a company committed to transforming the financial industry and putting clients at the center of everything we do.

 

Schwab’s AI Strategy & Transformation team—known as AI.x—is the central hub for Artificial Intelligence at Schwab. We are an integrated product, engineering, strategy and risk team, all based in San Francisco. We help set the enterprise vision for AI, invest in the most promising opportunities, and accelerate delivery across the company. We also build the core platform that powers AI at scale and explore next-generation GenAI efforts that will redefine how we serve our clients.

 

Senior AI Product Managers on AI.x, play an essential role in advancing Schwab’s priorities by driving the development and execution of innovative AI product strategies. This position offers the opportunity to help shape Schwab’s future with AI, create transformative solutions that serve millions of clients, and grow your career in one of the most dynamic areas of technology today.

 

As a Senior AI Risk Product Manager on AI.x, you will help advance Schwab’s risk management and compliance goals by driving the development and execution of innovative AI product & workflow experiences in partnership with our Risk Management, Compliance, and Cyber teams. Your work will focus on identifying and executing on opportunities to leverage GenAI to enhance control testing and risk monitoring across operational, corporate risk oversight, and cyber risk management. Long term, you will help develop agentic tools that reduce manual burden, improve detection, and drive stronger governance outcomes. This is an opportunity to shape the future of AI-driven risk management, create transformative solutions, and grow your career in one of the most dynamic areas of technology today.

 

What You’ll do 

Collaboratively define the GenAI platform vision and roadmap for risk, compliance, and cyber use cases.Partner with R&D and risk stakeholders to identify impactful projects and define evaluation strategies for measuring and monitoring the quality of generative AI output in risk and compliance contexts.Participate in model validation to ensure continued performance, regulatory alignment, and business value of AI tools.Define metrics to estimate hallucination impact, output acceptance, safety concerns, and compliance effectiveness.Communicate key metrics and risk insights to both technical and non-technical stakeholders, highlighting trends, variance, and business impact. Distill MVPs and iterative deliverables from long-term product visions and goals, focusing on risk and compliance transformation.Champion the near-term product vision, ensuring alignment with Schwab’s strategic goals and regulatory requirements.Oversee the product lifecycle from concept to launch, including user research with risk and compliance teams, requirements gathering, and go-to-market strategy.Proactively identify and mitigate risks throughout the product development process, with a focus on regulatory and operational risk.Build enablement and onboarding plans to empower internal risk and compliance teams to leverage platform tools.Rigorously and dynamically prioritize the product roadmap, ensuring the development team is creating value with each iterative delivery.What you have

Required Qualification

BA/BS degree7-10+ years of professional IT or Product development experience5+ years of direct product experience3+ years of experience working closely with software engineersDemonstrable understanding of generative AI technology, architecture, and terminology including LLMs, RAG, system prompts, agentic, etc.Experience using/building generative AI solutions, ideally in risk, compliance, or cyber domains.

Preferred Qualifications: 

MBA, JD or Graduate degree in Computer Science or other field related to AI.Professional experience in engineering, data science, risk management, compliance, or related field.Experience building Agentic workflows (e.g., with Copilot Studio, Vertex AI Agent builder etc.).Outstanding verbal and written communication skills with demonstrated ability to communicate effectively with all levels of the organization.Familiarity with financial services and the regulations that apply to the industry.Strong business influence skills.Ability to distill strategy, analytics and varied sets of input to drive decisions across stakeholder communities.Building credibility with peers and key stakeholders (at all levels of the organization) to be able to drive action.  Ability to develop multiple solutions to the same problem and identify the common failure modes associated with each.Passion for identifying user pain points, generating ideas to relieve them, and acting swiftly to test potential solutions. Self-starter with outstanding organizational skills, attention to detail, and desire to continually reevaluate existing products and processes. Comfort in a dynamic and fast-moving work environment, with a positive attitude and solid work ethic.Curiosity to continually learn and keep up to date with the latest GenAI capabilities.A strong track record of performance.

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 planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance Read Less

Position Type: Regular
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.

As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab’s approach to investing. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA’s advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage their more complex portfolios and achieve their goals. You’ll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. You’ll also have the opportunity to mentor junior SWA team members. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you.

What you have

 

Required Qualifications

CFP® designation or CFA® designationBachelor’s degreeActive and valid FINRA Series 7 license
May be obtained with a 120-day condition of employmentActive and valid FINRA Series 66 license required
May be obtained with a 120-day condition of employmentFive or more years of advisory experience, including creating and customizing financial plans and portfolios for clients.

Preferred Qualifications

Five or more years working directly with clients in the financial services industry highly preferred

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

 

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.

 

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 planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance Read Less

Position Type: Regular
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.

As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab’s approach to investing. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA’s advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage their more complex portfolios and achieve their goals. You’ll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. You’ll also have the opportunity to mentor junior SWA team members. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you.

What you have

 

Required Qualifications:

CFP® designation or CFA® designation Bachelor’s degreeActive and valid FINRA Series 7 license May be obtained with a 120-day condition of employmentActive and valid FINRA Series 66 license required May be obtained with a 120-day condition of employmentFive or more years of advisory experience, including creating and customizing financial plans and portfolios for clients. Preferred Qualifications:Five or more years working directly with clients in the financial services industry highly 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 planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance Read Less

Position Type: Regular
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.

As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab’s approach to investing. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA’s advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage their more complex portfolios and achieve their goals. You’ll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. You’ll also have the opportunity to mentor junior SWA team members. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you.

What you have

 

Required Qualifications

CFP® designation or CFA® designationBachelor’s degreeActive and valid FINRA Series 7 license
May be obtained with a 120-day condition of employmentActive and valid FINRA Series 66 license required
May be obtained with a 120-day condition of employmentFive or more years of advisory experience, including creating and customizing financial plans and portfolios for clients.

Preferred Qualifications

Five or more years working directly with clients in the financial services industry highly preferred

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

 

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.

 

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 planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance Read Less

Position Type: Regular
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.

As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab’s approach to investing. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA’s advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage their more complex portfolios and achieve their goals. You’ll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. You’ll also have the opportunity to mentor junior SWA team members. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you.

What you have

 

Required Qualifications

CFP® designation or CFA® designationBachelor’s degreeActive and valid FINRA Series 7 license
May be obtained with a 120-day condition of employmentActive and valid FINRA Series 66 license required
May be obtained with a 120-day condition of employmentFive or more years of advisory experience, including creating and customizing financial plans and portfolios for clients.

Preferred Qualifications

Five or more years working directly with clients in the financial services industry highly preferred

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

 

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.

 

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 planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance Read Less

Position Type: Regular
Your opportunity

Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and Wealth Strategies Consulting Group. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab’s approach to investing. The Centralized Service & Operations group supports Fixed Income and Schwab Wealth Advisory clients as the client facing phone teams. The Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and Wealth Strategy teams. Additionally, they provide specialized products to meet income generation, risk mitigation, and liquidity needs.

 

As a Senior Regional Manager you will coach and counsel a team of 10-12 Wealth Advisors and Associate Wealth Advisors in a collaborative environment designed to both grow and support the client base they support.

 

We value integrity, open communication, strong market knowledge, and a passion for client service. If you want to work with a firm that is dynamic, client focused, invests in your growth, and values your contributions, consider a career as a Senior Regional Manager.

 

What you are good at-

Motivating – As a leader you will inspire your team by providing support and championing the collaborative Schwab culture.

 

Building collaborative relationships- You will build and foster relationships with internal partners as well as clients. Internal partners will include Branch Managers, Regional Branch Executives and Directors within the Investor Advice Solutions division.

 

Developing others - We are seeking an individual with extensive financial services experience to share with their team of CFP® or CFA® investment professionals. 

 

Managing change- The Senior Regional Manager will establish strategies and design plans to ensure that asset and service targets are met. 

 

Managing performance- Part of this role includes the monitoring of client interactions and coaching to improve service and advice quality. You will coach to daily planning and execution that is being provided to SWAI clients. This includes performing the compliance and administrative tasks inherent in our industry.

 

 

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.

What you have

 

We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include:

CFP® designation, CFA® designation required (may consider 24 month condition of employment)Bachelor’s Degree requiredActive and valid FINRA Series 7 license requiredActive and valid FINRA 66 license required (may consider a 120-day COE)Active and valid FINRA 9/10 required (may consider a 120-day COE)Five plus years’ experience in the financial services industryMinimum of 2 years supervisory experience strongly 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 planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance Read Less