Join Charles Schwab as a Director in the Schwab Private Wealth Services team, where you will lead a team of complex reporting specialists and engage directly with ultra-high net worth clients. Utilize your expertise in Addepar to provide tailored reporting solutions, driving client satisfaction and business success.
Key Responsibilities
Act as the in-house expert and relationship owner of Addepar reporting tool
Lead/manage custom reporting team
Drive ownership of segment and firm success
Identify, research and resolve needs of affluent clients
Modify existing processes to efficiently manage escalations
Provide acquisition support on new complex accounts
Document client needs and lead process modifications
Develop recommendations and business cases
Required Qualifications
Strong knowledge and hands-on experience with Addepar reporting capabilities
Client-centric focus
Strong financial reporting acumen and technical understanding
Bachelor’s degree
8+ years of business project management experience
7+ years in brokerage or financial services industry
5+ years direct people leader experience
Experience with Ultra High Net Worth client needs
Ability to influence partners at all levels
Superior analytical and problem-solving skills
Excellent verbal and written communication skills
Ability to manage diverse priorities in a fast-paced environment
Preferred Qualifications
Industry specific licensing and/or designations (CFA, CFP, CIPM etc.)
Benefits & Perks
401(k) with company matchEmployee stock purchase planPaid time for vacation and volunteering28-day sabbatical after every 5 years of servicePaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance