Join Charles Schwab as a Director in Schwab Private Wealth Services, where you'll lead a team to deliver tailored reporting solutions for ultra-high net worth clients. Leverage your expertise in Addepar and collaborate with cross-functional teams to enhance client experiences and drive service excellence.
Key Responsibilities
Engage directly with Ultra High Net Worth clients to identify reporting opportunities
Act as the in-house expert and relationship owner of Addepar reporting tool
Lead/manage the custom reporting team
Identify and research solutions for affluent clients
Modify existing processes to manage escalations
Support acquisition 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 of associated systems
Bachelor’s degree required
8+ years of business project management experience
7+ years’ experience in brokerage or financial services industry
5+ years of 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 match and Employee stock purchase planPaid time for vacation, volunteering, and a 28-day sabbatical after 5 years of servicePaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance