career-schwab1d ago
New
New
Director, SPWS Business Development Officer
executive
OtherBusiness Development Officer
0 views0 saves0 applied
Quick Summary
Overview
Your Opportunity *In addition to a base salary (posted), this role is also eligible for sales incentive opportunities* At Schwab,
Technical Tools
OtherBusiness Development Officer
Responsibilities
~1 min read- →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
- 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)
Requirements
~1 min read- 10+ years of UHNW or family office/business development experience
- 2+ years of prospecting and building UHNW relationships
- Series 7 and 66 licenses (66 may be obtained with a condition of employment )
- Bachelor’s degree in finance, economics, business, or related field
- MBA, CFP, CFA, CPA/PFS, or JD
- Experience with complex UHNW needs
- Established network of centers of influence
- 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
Location & Eligibility
Where is the job
—
Location terms not specified
Listing Details
- Posted
- June 2, 2026
- First seen
- June 2, 2026
- Last seen
- June 2, 2026
Posting Health
- Days active
- 0
- Repost count
- 0
- Trust Level
- 49%
- Scored at
- June 2, 2026
Signal breakdown
freshnesssource trustcontent trustemployer trust
External application · ~5 min on career-schwab's site
Please let career-schwab know you found this job on Jobera.
4 other jobs at career-schwab
View all →Explore open roles at career-schwab.
Similar Business Development Officer jobs
View all →B2B Business Development Officer - South Pittsburgh Region
B2B Business Development Officer - Central/East Pittsburgh Region
Business Development Officer
Business Development Officer (Partnerships Channel)
Business Development Officer (Direct Business Channel)
BUSINESS DEVELOPMENT OFFICER - MT KENYA REGION
Browse Similar Jobs
Manager6.2kAssistant Manager5.6kTeam Member5.6kEngineer4kDirector3kAssistant2.9kAssociate2.7kConsultant2.7kTechnician2.6kData Collector2.2kCoordinator2.1kFitness & Wellness2.1kSupervisor2kTeam Leader1.7kPart Time1.6kAnalyst1.6kRestaurant General Manager1.5kOperator1.3kSocial Worker1.2kCustomer Service1.2k
Newsletter
Stay ahead of the market
Get the latest job openings, salary trends, and hiring insights delivered to your inbox every week.
A
B
C
D
No spam. Unsubscribe at any time.