Director, Wealth Strategy & Specialist Programs

Charles Schwab seeks a Director to oversee SWA Fixed Income Consulting, SWA Options Consulting, and emerging Specialist capabilities. You will lead multiple people leaders and client-facing teams, shaping long-term vision and service models across wealth advisory.

This role partners with Wealth and Advice Solutions, Schwab Wealth Advisory Portfolio Strategist, Schwab Wealth Advisory Leadership, Product Management, and Retail to drive growth, deep client relationships, and expansion of specialist