Senior Client Analyst, Wealth & Asset Management Solutions
Your Opportunity
Your opportunity
Your Opportunity
At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.
About the Team
The Wealth & Asset Management Solutions (WAMS) team is part of Wealth Advisory, Banking & Trust (WABT) enterprise. The WAMS team is responsible for the distribution and support of proprietary, and third-party asset management (SMAs) and wealth management (SWA and SAN) products and services to Financial Consultants and Wealth Advisors. The team also supports the marketing efforts of the solutions, working closely with Offer Management, Product and Marketing teams.
Role Summary
The Senior Client Analyst is responsible for expanding field coverage, FC and WA success, and improving execution of strategic initiatives. This role combines FC & WA coverage, training, events, and project leadership to increase consultant & advisor touchpoints, accelerate product adoption, and enhance overall field effectiveness.
Key Responsibilities
Support growth of SWA and SMA solutions
- Increase FC and/or WA solutions adoption through outreach, branch meetings, and follow-up engagement
- Participate in FC/WA and client calls/Webex as an education-focused product SME
- Drive consistent event execution, including idea generation, invitations, branch preparation, and post-event follow-up
- May provide proactive coverage for assigned FC/WA relationships with the goal of increasing SMA/SWA adoption
- Partner with SWA BDO to help prepare for and execute at prospective client meetings and follow-up
- Research and communicate portfolio related questions on behalf of WAMS Regional Directors
- Partner with Regional Directors and BDOs in branch meetings and financial consultant outreach
Strategic Initiatives & Project Contribution
- Lead or contribute to strategic initiatives that improve field execution, FC/WA experience, and product adoption
- Translate field insights into actionable feedback for Product, Marketing, Field Enablement, and leadership teams
Training SME & FC/WA Development
- Deliver and support training programs, including new Financial Consultant onboarding, product education, and ongoing advisor enablement
- Facilitate sessions such as WMU/FCA, office hours, and follow-up coaching
- Maintain expertise in WAMS solutions, tools, and resources
Required Qualifications & Experience
- Active and valid FINRA Series 7 & 66 licenses
- Bachelor’s degree
- 5-7 years of relevant experience in financial services, wealth management, or advisor support
- Strong knowledge of investment products, managed solutions, and advisor workflows
- Demonstrated ability to manage multiple responsibilities across coverage, projects, and initiatives
- Strong communication and presentation skills, with the ability to translate complex concepts into actionable insights
What you have
Preferred Qualifications
- Experience supporting FC training, onboarding, or education programs
- Familiarity with event execution, campaign rollout, and field activation strategies
- Experience leveraging CRM tools (e.g., Salesforce) for activity tracking and engagement management
- Exposure to portfolio analytics, transition services, or advanced investment solutions
- Proven collaboration skills across cross-functional teams including Product, Marketing, and Operations.
- Experience supporting field organizations, including advisors, branches, or client-facing teams
What’s in it for you
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. 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.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
What you are good at
What you have
Preferred Qualifications
- Experience supporting FC training, onboarding, or education programs
- Familiarity with event execution, campaign rollout, and field activation strategies
- Experience leveraging CRM tools (e.g., Salesforce) for activity tracking and engagement management
- Exposure to portfolio analytics, transition services, or advanced investment solutions
- Proven collaboration skills across cross-functional teams including Product, Marketing, and Operations.
- Experience supporting field organizations, including advisors, branches, or client-facing teams
Why Schwab?
At Schwab, “Own Your Tomorrow” embodies everything we do! We are committed to helping our employees unleash their potential and achieve their dreams. Our employees get to play a central role in disrupting a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth. We’re a modern financial services firm that stands apart from the industry, where you can go as far as your ambition takes you.
Hear from employees: What’s it like to work at Schwab!
The benefits of working at Schwab : a package designed to empower your health, wealth, career and life. Schwab is committed to building a diverse and inclusive workplace where everyone feels valued.
As an equal employment opportunity employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. (Please click here to see policy.)
Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace. We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.