Charles Schwab

Managing Director, Divisional Leader_SWA

Charles Schwab • $160K — $200K *
Orlando, FL 32828In-Person
Finance & Insurance
8 - 10 years of experience
Reposted Today
Be an Early Applicant
Job Overview by Ladders

Qualifications

  • Bachelor’s degree required.
  • Active FINRA Series 7 certification.
  • Active FINRA Series 66 and 9/10 certifications, with a 120-day employment condition considered.
  • CFP® or CFA® designation, with a 24-month employment condition considered.
  • 10+ years of experience in securities or financial services, including leadership roles.
  • Proven ability to influence and build consensus across various levels of an organization.
  • Recognized leadership success, particularly in coaching people leaders.

Responsibilities

  • Lead teams to promote growth, client retention, and enhanced financial planning.
  • Drive operational excellence through innovation and process improvement.
  • Define and execute a multi-year roadmap to bolster Schwab’s competitive position.
  • Develop high-performing leaders through coaching and mentoring.
  • Translate strategy for senior leaders while managing risks and delivering results.
  • Build partnerships across the organization to enhance the advisory value proposition.
  • Anticipate business needs and devise scalable plans and strategies.

Benefits

  • Access to professional development opportunities.
  • Comprehensive health and wellness programs.
  • Collaborative work environment that encourages innovation.
  • Flexible work arrangements to promote work-life balance.
Full Job Description
Your Opportunity

Managing Director & Divisional Leader_Schwab Wealth Advisory

 

Role Overview: 

 

Schwab Wealth Advisory is Schwab’s premier fee-based wealth management offering that provides clients with a personal relationship, specialized service, and ongoing advice grounded in Schwab’s approach to core wealth management topics. 

Schwab Wealth Advisory helps clients achieve their financial goals through proactive wealth management solutions built on a financial plan and a disciplined investment methodology. The Divisional Leader plays a key role in scaling the business, deepening client relationships, and making it easier to do business with Schwab. 

 

This leader oversees multiple geographies within the region and partners with Regional Leaders to strengthen Schwab’s presence in local markets. As a leader of leaders, the Divisional Leader aligns teams around growth and client outcomes while building capability through coaching, performance management, and employee engagement. Strong virtual leadership is essential to support geographically dispersed teams.

 

 Key Outcomes:

 

  • Lead with strong organizational, people leadership, and wealth management expertise to align teams and deliver growth, retention, financial planning penetration, and CPS results.
  • Drive operational excellence through process improvement, innovation, and continuous improvement that increase efficiency and enhance the client experience.
  • Define and execute a multi-year roadmap of capabilities and experiences that strengthen Schwab’s competitive position and meet evolving client needs.
  • Build high-performing leaders-of-leaders through coaching, mentoring, and development in practice management, wealth management, relationship management, communication, influence, and change leadership.
  • Translate strategy for senior leaders, proactively manage risks and issues, and deliver results with integrity and clarity.
  • Build strong partnerships across the firm, especially with branch leaders and cross-functional teams, to advance the Schwab Wealth Advisory value proposition and improve efficiency, productivity, and scale.
  • Represent Schwab Wealth Advisory’s needs and perspectives and provide leaders with clear updates and support for their organizations.
  • Anticipate business needs and shape plans and deployment strategies that elevate priorities and support scalable execution.

 

What you have

Required Skills & Experience:

 

  • Bachelor’s degree.
  • Active FINRA Series 7.
  • Active FINRA Series 66 and 9/10; 120-day condition of employment may be considered.
  • CFP® or CFA®; 24-month condition of employment may be considered.
  • 10+ years in securities or financial services, including leading people leaders; business development preferred.
  • Ability to influence, engage, and build consensus across executives, peers, and frontline employees.
  • Recognized leader with a strong performance record and success leading and coaching people leaders.
  • Strong problem-solving, critical thinking, and attention to detail.
  • Strong public speaking and presentation skills.
  • Drives accountability for teamwork, collaboration, and results.
  • Strong organizational skills and ability to manage multiple priorities.
  • Comfortable with ambiguity and leading change.
  • Strong discernment and understanding of the Branch Network, Client Service & Support, and Investor Development Team.
  • Ability to travel 25–30% and be based in-region or a central supporting location.

 

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
Finance & Insurance
Net Income
$3.2 billion
Founded
1973
5 Year Trend
+20%
Revenue
$12.1 billion
NASDAQ
SCHW
* Ladders Estimates

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