Regional Director, Wealth and Asset Management Solutions – Northwest

Regional Director, Wealth and Asset Management Solutions – Northwest

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

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 Wealth & Advice Solutions (WAS) enterprise. The WAMS team is responsible for the distribution and support of proprietary and certain third‑party asset management products and services to consultants and advisors across multiple distribution channels. The team also supports marketing efforts for the solutions, working closely with Offer Management, Product and Marketing teams.

This position will support the Northwest region and must be located in the Seattle, WA or Portland, OR area. The role allows for 100% remote work with required travel within the territory.

Responsibilities

• Build trusting relationships with Schwab financial consultants in the defined territory to facilitate growth of Schwab Asset Management (SAM) and Third Party SMA offerings.
• Develop a deep understanding of SAM investment solutions and philosophies.
• Partner with an internal team of professionals to provide financial consultants and clients / prospects with ongoing education about investment products and strategy, with a primary focus on proprietary, and third‑party SMAs and wrap accounts.
• Lead education and rollouts for new products and enhancements.
• Act as a thought partner to financial consultants to help identify prospective clients and position investment offers.
• Present at internal and client / prospect events.
• Travel within territory for client meetings, branch meetings and Schwab‑sponsored events.

Required Qualifications

Preferred Qualifications

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. 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 :

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