Charles Schwab

Director, SPWS Business Development Officer

Charles Schwab$150K — $200K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • 10+ years of UHNW or family office/business development experience
  • 2+ years of prospecting and building UHNW relationships
  • Series 7 and 66 licenses
  • Bachelor’s degree in finance, economics, business, or related field
  • Knowledge of UHNW planning (estate, tax, trusts, lending, complex assets)
  • Strong executive presence and communication skills
  • Established network of centers of influence (e.g., CPAs, attorneys)

Responsibilities

  • Drive new business growth through outbound prospecting and networking
  • Serve as a subject matter resource on SPWS and UHNW client needs
  • Align clients with appropriate Schwab solutions
  • Connect clients to relationship structures across Private Wealth Services
  • Build partnerships with Wealth Consultants and internal teams
  • Support SPWS growth through referrals and asset consolidation
  • Maintain focus on developing new UHNW opportunities

Benefits

  • Competitive compensation and benefits
  • 401(k) and stock purchase plan
  • Paid parental leave and sabbatical
  • Tuition reimbursement
  • Wellness programs and employee resource groups
  • Career growth opportunities
Full Job Description
Your Opportunity

*In addition to a base salary (posted), this role is also eligible for sales incentive opportunities* 

 

 

What You’ll Do

  • Drive new business growth by outbound prospecting, networking, qualifying, and closing UHNW client relationships
  • Serve as a subject matter resource on SPWS and UHNW client needs
  • Align clients to the most appropriate Schwab solutions
  • Connect clients to relationship structures across Private Wealth Services, Family Office, and Separate Account Network
  • Build strong partnerships with Wealth Consultants, Financial Consultants, and internal teams
  • Support SPWS growth through referrals, asset consolidation, and network development
  • Maintain focus on developing new UHNW opportunities
What you have

What You Bring

  • Experience advising UHNW clients and family offices
  • Entrepreneurial mindset with ability to drive new business independently and collaboratively
  • Knowledge and experience of UHNW planning (estate, tax, trusts, lending, complex assets)
  • Commitment to staying current on capabilities and industry trends
  • Ability to build trust with clients and stakeholders
  • Collaborative, team-oriented mindset
  • Strong executive presence and communication skills
  • High professionalism and integrity
  • Drive for results and continuous improvement
  • Network of centers of influence (e.g., CPAs, attorneys)

Required Qualifications

  • 10+ years of UHNW or family office/business development experience
  • 2+ years of prospecting and building UHNW relationships
  • Series 7 and 66 licenses
  • Bachelors degree in finance, economics, business, or related field

Preferred Qualifications

  • MBA, CFP, CFA, CPA/PFS, or JD
  • Experience with complex UHNW needs
  • Established network of centers of influence

Whats in It for You

  • Competitive compensation and benefits
  • 401(k) and stock purchase plan
  • Paid parental leave, sabbatical, tuition reimbursement
  • Wellness programs and employee resource groups
  • Career growth opportunities

About Charles Schwab

Charles Schwab is a financial services company that provides a full range of securities, brokerage, banking, money management, financial advisory, investor, and retirement plan services. It operates in four main divisions; investing, wealth management, banking, and trading. Charles Schwab provides a full-service brokerage platform that serves individual investors who invest on their own or through a workplace-sponsored retirement or equity plan, as well as banking through Schwab Bank. The firm was founded in 1973 and is headquartered in San Francisco, California.

Charles Schwab Careers

Join the vibrant team at Charles Schwab, a leader in global finance, where your career is propelled by innovation, leadership, and a commitment to diversity and professional growth. At Charles Schwab, we offer more than just job opportunities; we provide a platform for you to make a significant impact on the industry and our clients' lives.

Work You’ll Do

At Charles Schwab, we are dedicated to helping our clients manage their financial futures. Being part of our team means you'll work alongside some of the most skilled professionals in the financial services industry. Our culture thrives on teamwork, integrity, and relentless dedication to our clients. Whether you're looking for a position in financial consulting, technology, or administrative support, Charles Schwab offers a dynamic work environment where your skills will be honed and your achievements recognized.

Innovate and Lead

Embrace the opportunity to lead through innovation. Charles Schwab’s commitment to technology and innovation is fundamental to our service delivery. By joining our team, you will be at the forefront of developing new solutions that redefine the future of finance. Your leadership can guide significant projects that impact our company and the industry.

Grow Your Career

Charles Schwab believes in fostering the growth of its employees. Whether through professional development programs, diversity training, or leadership workshops, we ensure that our team members receive the support and training they need to advance their careers. With a variety of career paths available, your job at Schwab can evolve with your interests and expertise.

Internship and Employment Opportunities

Start your professional journey with Charles Schwab through our internship programs or full-time employment opportunities. We seek individuals who are passionate, curious, and ready to drive change. A career at Schwab is not just about having a job; it's about building a lasting relationship with a company that values your potential.

Benefits and Culture

Charles Schwab is renowned for its employee-friendly culture. We offer a comprehensive benefits package that supports the health, financial stability, and work-life balance of our team members. From competitive salaries and bonuses to health insurance and retirement plans, Schwab ensures that your career is as rewarding as it is enriching.

Networking and Professional Development

Expand your professional network and enhance your skills through our various networking events, mentorship programs, and training sessions. At Charles Schwab, we believe in leveraging collective expertise to foster learning and innovation. Engage with leaders, gain insights from experienced professionals, and build relationships that will aid your career trajectory.

Join Our Team

Explore the numerous career paths available at Charles Schwab and discover how your talents can be utilized to their fullest potential. Search open positions that match your skills and interests. We are continuously hiring across various disciplines and look forward to adding innovative, driven individuals to our team.

Stay Connected

Keep up to date with the latest from Charles Schwab Careers by subscribing to our job alert emails. Tailor your subscription to receive updates that align with your career preferences and be the first to know about new openings, company news, and professional tips.

Explore Charles Schwab Jobs

Ready to take the next step in your career? Visit our careers page to review current job openings, submit your resume, and prepare for your interview. At Charles Schwab, your future is waiting. [SEARCH CHARLES SCHWAB JOBS] Join Charles Schwab today and be part of a team that values diversity, innovation, and leadership—where your career can thrive in the exciting world of finance.
Learn more about Charles Schwab
Size
34,200 employees
Market Cap
$151.6 billion
Industry
Net Income
$3.2 billion
Founded
1973
5 Year Trend
+20%
Revenue
$12.1 billion
NASDAQ

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