Senior Regional Manager, Schwab Wealth Advisory

3 weeks ago

Vienna VA, United States Charles Schwab Full time

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.
 
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 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.
 
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.
 
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 place a premium on high performance, quality service and the ability to execute the Schwab strategy. Bachelor’s Degree required
Five plus years’ experience in the financial services industry
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
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.
401(k) with company match and Employee stock purchase plan
~ Paid parental leave and family building benefits
~ Tuition reimbursement
~ Health, dental, and vision insurance

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