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Director, Schwab Asset Management Solutions

Location Orlando, Florida, United States; Chicago, Illinois, United States; San Francisco, California, United States; Naples, Florida, United States Requisition ID 2021-69195 Category Investment Management Position Type Regular
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Your Opportunity

Schwab Asset Management Solutions (SAMS) is the asset management arm of the Charles Schwab Corporation.  The SAMS team is passionately committed to helping investors achieve their financial goals.  Our organization provides clients guidance and education through investment research and financial planning support.  Next, we manage a $2.6 trillion platform that allows investors to implement that guidance by selecting among thousands of investment products from hundreds of asset managers, including over $600 billion in Schwab managed mutual funds, ETFs and managed accounts. Finally, we offer advisory services, discretionary portfolio management and decision-making tools, as well as Schwab’s private wealth management offering. At SAMS, we live an inclusive culture that drives increased diversity, builds a stronger community, creates high employee engagement, and provides professional growth for all employees, making us a top employer in the money management business.

SAMS has a growing team of dedicated investment professionals with backgrounds ranging from financial research and due diligence, portfolio management, trading and operations, and client relationships.  Each member of SAMS is committed to serving the needs of the investor.  We are looking to add a Director to our talented client facing team.

What you are good at

The Director will help promote, retain and delight clients of Schwab’s wealth management solution, Schwab Private Client (SPC). The successful candidate will build trusting relationships with local Financial Consultants and centralized Portfolio Consultant Advisors, providing education and support to their clients and those investors interested in the offer.  The Director will need to be an exceptional communicator, both in one-on-one interactions and group presentations, effectively communicating the value SPC provides clients.  They will also need to be well versed in all aspects of effective wealth management, Schwab’s broader solutions, and industry trends.  This is a regionally based role, where most of the director’s time will be engaging potential investors of the offer, internal partners, and clients of SPC as we seek to meet each investor’s needs with the best-in-class services of Charles Schwab.  

What you have

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

Why work for us?

Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.

Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future. Explore further.

Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an Equal Opportunity Employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. Please click here to see the policy.

Schwab is an affirmative action employer, focused on advancing women, racial and ethnic minorities, veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at or call 800-275-1281.

TD Ameritrade, a subsidiary of Charles Schwab, is an Equal Opportunity Employer. At TD Ameritrade we believe People Matter. We value diversity and believe that it goes beyond all protected classes, thoughts, ideas, and perspectives.

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