Managing Director, Regional Market Executive_Mid Atlantic

Managing Director, Regional Market Executive - Mid-Atlantic

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Managing Director, Regional Market Executive (RME) – Mid-Atlantic

The Managing Director, Regional Market Executive (RME) – Mid-Atlantic is responsible for leading a territory of ~20 branches across DC, VA, MD and NJ. This includes direct oversight of 12 Branch Managers and their teams, who deliver Wealth Management services to individuals and families to meet their financial needs. As a senior leader, the RME is accountable for driving sales and relationship management excellence, fostering a culture of compliance and supervision, and executing Schwab’s strategic priorities for accelerated growth and operational excellence. The RME partners with Branch Managers to develop and execute effective local business plans aligned with Schwab’s broader strategic goals and growth initiatives. Additional responsibilities include advancing Schwab’s Branch Network priorities, supporting the Branch Network real estate strategy, and representing the Schwab brand across the Mid-Atlantic territory. Working in close partnership with their team, the RME inspires a shared vision for success and growth across the branch network. This leader is responsible for guiding multiple, diverse geographies within the region and partnering with Branch Managers to elevate Schwab’s brand presence and reputation in local markets. As a coach to a team of coaches, the RME ensures consistent focus on client acquisition, retention, and growth, while fostering staff development through performance management, coaching, and employee engagement. The role requires strong virtual leadership capabilities to effectively support geographically dispersed teams. This leader can be based anywhere in the Region.

Key Responsibilities

Leadership & Culture

• Serve as a visible ambassador of the Schwab brand, consistently representing its values in all interactions.
• Champion enterprise-wide initiatives by leading change management efforts across the region, ensuring alignment and adoption at all levels.
• Translate corporate-led initiatives into localized leadership messages that resonate with teams and drive engagement.
• Deliver consistent execution of internal and external sales activities and strategies including design, implementation, training, communication and assessment of initiatives, contests, incentives in support of retail and organizational sales goals.
• Inspire and motivate teams through transparent communication and coaching, fostering a culture rooted in trust, accountability, and success.
• Model Schwab’s core values through actions and decisions that earn and uphold client trust.
• Drive employee engagement within the assigned market by promoting positive outcomes and implementing actionable plans to address areas of opportunity.
• Facilitate active participation in all communications, including Area sales meetings, to ensure alignment and collaboration.
• Lead authentically, make tough decisions and think beyond the immediate issue at hand.
• Through collaboration, effective communication and partnership, network with employees within the region and externally across regions / departments to resolve issues, gain needed information and influence action taken and outcomes.
• Adapt leadership style to connect meaningfully with staff, peers, leaders, and clients.
• Cultivate a high-performing, diverse team with complementary skills and abilities. Foster a sense of community across the area, resulting in sharing standard methodologies.

Business Strategy & Execution

Talent Development & Management

Risk & Compliance Management

Required Experience

Preferred Experience

Benefits

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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