Director, WAMS Institutional Strategy

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 Wealth & Asset Management Solutions (WAMS) team is part of the Wealth, Advice, Bank and Trust (WABT) enterprise. The WAMS team is responsible for the distribution and support of proprietary and select third-party asset management products and services across multiple channels. The team also supports the marketing of these solutions in partnership with Offer Management, Product, and Marketing.

We are looking for an experienced strategic leader to serve as Director, WAMS Institutional Strategy. This senior individual-contributor role will shape strategy for the Institutional business, define goals and priorities, develop the strategic roadmap, and identify opportunities to strengthen distribution effectiveness and support sustainable growth. Reporting to the Head of Distribution Strategy, the Director will be responsible for strategy across the RIA and Intermediary channels while connecting those priorities to the broader WAMS and enterprise strategy.

The Director will draw on industry expertise, evolving client needs, product and offer availability, and competitive insights to identify opportunities and influence strategic decisions. The role will build alignment among WAMS leaders and partners across Schwab while collaborating closely with the Director, WAMS Institutional Enablement to translate strategic priorities into adoption and measurable business outcomes.

• 5+ years of experience in financial services, including relevant experience in wealth management, asset management, or a related field.
• Undergraduate degree required.
• Demonstrated experience shaping strategy, defining priorities and roadmaps, developing business cases, and influencing complex decisions.
• Ability to synthesize industry, client, product, competitive, and business insights into clear strategic recommendations and actionable priorities.
• Demonstrated ability to solve complex, multifaceted problems, navigate ambiguity, and balance long-term strategic objectives with near-term business needs.
• Proven ability to build trusted relationships and align senior stakeholders across functions, business units, and organizational levels without direct authority.
• Strong qualitative and quantitative analytical skills, including the ability to define success measures and evaluate business impact and return on investment.
• Excellent written, verbal, and presentation skills, with the ability to communicate clearly and credibly with senior leaders and cross-functional partners.
• Strong organizational skills, sound judgment, and demonstrated commitment to collaboration, accountability, and continuous improvement.

• Experience in institutional asset management distribution, with knowledge of the RIA and Intermediary channels.
• Experience partnering across product and offer management, marketing, finance, field enablement, business intelligence, and related enterprise functions.

At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. 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:

• Base salary + bonus opportunity for eligible positions
• 401(k) with company match and Employee Stock Purchase Plan
• Paid time for vacation, volunteering, and a 4-week sabbatical after 5 years of service for eligible positions
• Paid parental leave and family-building benefits
• Tuition reimbursement
• Health, dental, and vision insurance