MD, Digital Wealth Management

Your Opportunity

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Managing Director, Digital Wealth Solutions

We believe investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day.

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 financial services industry together.

The Managing Director, Digital Wealth Solutions, is a pivotal digital leadership role, directly responsible for shaping the future of our wealth management business. The Managing Director and their team will have responsibility for leading efforts to modernize, monetize and grow digital wealth management. They will partner with advisors, clients, and partners to incept best-in-class digital feature sets and build key products.

Key Outcomes :

• Define and execute the innovative digital wealth management strategy and ensure investments are future-proof and scalable for Schwab’s long-term success, with a particular emphasis on serving as the integration point across several modernization efforts.
• Lead execution efforts across ETFs, Alternatives and Wealth Advisory and other Managed Investing products including delivering front-end experience and operational capabilities.
• Independently lead and navigate the complexities of current data, capabilities, and platforms, collaborating closely with other MDs, technical, and data leaders.
• Partner with advisors, clients, and cross-functional leaders at the highest levels, ensuring our digital offerings anticipate and exceed evolving client needs.
• Lead product development lifecycle, ensuring at every stage—from ideation to launch— the work aligns with the organization’s strategic objectives and risk management standards.
• Champions cross-functional collaboration, influencing senior leaders across technology, operations, compliance, and client services to align strategic priorities and execution.
• Provides decisive business direction, making key decisions further establishing our position as the leading digital wealth management platform.
• Translates high-level strategy into actionable roadmaps, holding accountability for delivering results on time and within budget.
• Work closely with risk management and governance teams to integrate solutions quickly and effectively into the broader ecosystem including installing risk mitigants and driving accountability to ensure timely and flawless delivery of strategic objectives.
• Drive a culture of innovation and continuous improvement, proactively identifying emerging trends and technologies to maintain the firm’s leadership in digital wealth solutions.
• Establishes and safeguards the integrity of our data foundation, recognizing that robust data management is essential for regulatory compliance, error detection, and unlocking new growth opportunities.
• Serves as the final escalation point for critical issues, ensuring that risks are identified and mitigated before they impact clients or the business.

What you have

Required Experience :

Preferred experience :

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