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Director, Wealth Management Product Experience

4 months ago

Orlando, Florida, United States Charles Schwab & Co, Inc Full time
Your opportunity

Schwab Advisor Services (AS), a division of Charles Schwab & Co., Inc. (Schwab) is the leading provider of custody, trading, technology, and practice management to registered independent advisory firms (RIAs). It provides access to sophisticated wealth-management services that help advisors attract and retain affluent clients, as well as profitably grow, compete, and succeed in their business efforts. Schwab Advisor Services' approximately 15,000 registered independent advisors manage approximately $4.3 trillion of assets in over 9.5 million accounts at Schwab.

The Advisor Services Wealth Management Product Experience Team is responsible for supporting, influencing, and advocating for our portfolio of wealth-management related products and offers, including but not limited to bank, trust, cash, margin, charitable, and Ultra High Net Worth offer. Our goal is to ensure the products and offers developed and integrated by the core Schwab product teams align with the strategic objectives of the Advisor Services' business and addresses the needs of the RIAs we serve as well as their end-clients. The team is responsible for developing and maintaining a strategic vision and roadmap for wealth management related products and offers on behalf of the Advisor Services' organization.

The Director of Advisor Services' Wealth Management Product Experience will lead a team to effectively partner with and influence product development and strategy teams outside of the Advisor Services' organization, as well as work within the Advisor Services' Business to navigate various support teams. You will seek to partner with these teams to deliver client experience related initiatives and overall product support. For these products, you will play an active role in defining the roadmap to launch and a plan drive adoption of each offer, support ongoing enhancements, and demonstrate ownership over the Advisor Services' client experience with these products.

Key Outcomes:

  • Lead a team of Advisor Services' product and offer owners, who are subject matter experts, to effectively partner with and influence product development and strategy teams outside of the Advisor Services' organization, as well as work within the Advisor Services' Business to navigate various support teams.
  • Coach, mentor, and educate the members of the Advisor Services' Wealth Management Product Experience Team to help them to learn, grow, and drive product & offer initiatives
  • Help to develop a foundational understanding and long-term strategic view of potential product and offer development opportunities.
  • Work with key business partners outside of Advisor Services' Business to ensure the Advisor Services' business is represented in Wealth Management product related initiatives associated with bank, trust, cash, margin, charitable, and Ultra High Net Worth offer.
  • Communicate Advisor Services' business goals and product related strategic viewpoints to business partners across the Schwab organization.
  • Lead the team to participate in or drive client / market research initiatives related to specific product and offer development opportunities to bring the voice of the client closer to the business
  • Work with third parties and vendors who may be currently partnering with Schwab to provide capabilities our clients desire and that could drive economic benefit to Schwab.
  • Deeply understand the needs of Advisor Services' clients and champion those needs across the broader organization.
  • Develop a well-informed and trusted point of view to help facilitate the business and product investment planning processes within Schwab Advisor Services.
  • Work directly with senior leaders within the Advisor Services' business in addition to partner organizations.
What you have

Ideal Profile:

Required Experience:

  • 10+ years direct experience in working with investment advisors, preferably RIAs, with a deep understanding of the intersection between wealth management products and the advisors offering to end-clients.
  • Proven experience leading, developing, coaching, and driving engagement of a team of product / offer experts.
  • Strong written and verbal communication skills, including ability to synthesize data, develop recommendations, influence partners and report on status.
  • Deep understanding of the current bank, trust, cash, margin, charitable, and Ultra High Net Worth industry landscaCollaborative mindset and team first focus.

Preferred Experience:

  • Strong ability to present to senior level audiences and executive forums, with a strength in distilling complicated topics into succinct, meaningful executive briefings.
  • Demonstrable analytical and problem-solving skills, but also the ability to manage trade-offs and make decisions with less than perfect information.
  • Proven success executing on multiple initiatives at the same time, autonomously, quickly, despite challenges, and with a high sense of urgency and great attention to detail.
  • The ability to work in both a strategic and executional capacity with ability to prioritize effectively and manage stakeholders in a fast-paced and matrixed environment.
  • A passion for understanding what it takes to deliver an industry leading client experience.
  • Strong knowledge of Microsoft suite of products including Excel, Word, and PowerPoint.

What's in it for you

At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. 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 plan
  • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
  • Paid parental leave and family building benefits
  • Tuition reimbursement
  • Health, dental, and vision insurance