Director, MA Sales- WAMS Platform Consultant
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.
The WAMS Platform Consultant will help serve the needs of prospective and established RIA clients at Schwab by providing in-depth subject matter expertise related to select Schwab investment platforms and their associated capabilities. The Platform Consultant will partner closely with key groups within Advisor Services (i.e., Relationship Management, Business Development, Client Service) as well as Wealth and Advice Solutions (i.e., Investment Offers and Solutions, WAMS RIA Distribution).
Key aspects of the role include educating AS counterparts and RIA clients on Schwab’s platform capabilities, growing the investment platforms and capabilities they support, and managing critical relationships both internally within AS and among the advisory firms they support. This is a highly collaborative and impactful field and client facing role within the WAMS team in our collective efforts to best serve Schwab’s RIA clients and grow the AS business.
What you have
Required qualifications:
• Knowledge of asset management distribution platforms and associated capabilities
• Expertise with model portfolios, funds, managed accounts and alternatives
• Deep industry and competitive knowledge of associated products and platforms
• Client/field facing experience with history engaging with RIAs and/or asset managers
• Strong track record of dedicated relationship management
• Minimum 7-10 years of asset management or wealth management experience
• Active and valid FINRA Series 7, 63 and 66 licenses
• Bachelor’s degree required; advanced degree preferred
Preferred qualifications:
• Understanding of Schwab’s Advisor Services (AS) structure and the platforms, offerings, systems and support teams associated with AS
• Familiarity with applicable systems and tools (i.e., Salesforce, Tableau, etc.)
• Proven strategic approach to frame up communications and summaries to share insights and results with stakeholders
• Ability to manage multiple initiatives and drive efficient prioritization through effective collaboration and relationship management
• Expertise in public speaking in a variety of settings and audiences
Please note: Duties and responsibilities may be changed from time to time, or over time.
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
Required qualifications:
• Knowledge of asset management distribution platforms and associated capabilities
• Expertise with model portfolios, funds, managed accounts and alternatives
• Deep industry and competitive knowledge of associated products and platforms
• Client/field facing experience with history engaging with RIAs and/or asset managers
• Strong track record of dedicated relationship management
• Minimum 7-10 years of asset management or wealth management experience
• Active and valid FINRA Series 7, 63 and 66 licenses
• Bachelor’s degree required; advanced degree preferred
Preferred qualifications:
• Understanding of Schwab’s Advisor Services (AS) structure and the platforms, offerings, systems and support teams associated with AS
• Familiarity with applicable systems and tools (i.e., Salesforce, Tableau, etc.)
• Proven strategic approach to frame up communications and summaries to share insights and results with stakeholders
• Ability to manage multiple initiatives and drive efficient prioritization through effective collaboration and relationship management
• Expertise in public speaking in a variety of settings and audiences
Please note: Duties and responsibilities may be changed from time to time, or over time.
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.