Charles Schwab seeks a Senior Client Analyst to expand field coverage for SWA/SMA solutions and enhance advisor engagement. The role blends FC/WA coverage with training, events, and project leadership to boost adoption and field effectiveness.
The candidate will collaborate across Product, Marketing, and Field Enablement, driving insights to leadership and supporting branch outreach and client meetings.
#J-18808-LjbffrSenior Wealth Solutions Field Enablement Lead in phoenix at Unknown Company
This position is listed as full time and onsite.