Director, Wealth Advisory Services Business Strategy
Charles Schwab • Lone Tree, CO • Posted June 15, 2026
About the Role
**Your opportunity**
Schwab’s Wealth Advisory Services (WAS) organization delivers industry-leading wealth management experiences, through solutions like Schwab Wealth Advisory (SWA) and Schwab Advisor Network (SAN), along with a team of dedicated wealth services specialists. Within WAS, the Strategy team (part of the Strategy, Planning and Operations, and Data (SPOD) organization) helps shape the future of the business—defining strategic priorities, informing decisions through fact-based insights, and directing resources toward the highest-value opportunities. This is an unparalleled opportunity to define and work on the business’s major strategic opportunities while gaining visibility among the firm's senior leadership.
What You’ll Do:
· Drive Strategy & Structured Problem Solving: Lead high-priority strategic initiatives by defining opportunities, structuring work, conducting fact-based analysis, and developing strategic frameworks to guide decisions
...
Schwab’s Wealth Advisory Services (WAS) organization delivers industry-leading wealth management experiences, through solutions like Schwab Wealth Advisory (SWA) and Schwab Advisor Network (SAN), along with a team of dedicated wealth services specialists. Within WAS, the Strategy team (part of the Strategy, Planning and Operations, and Data (SPOD) organization) helps shape the future of the business—defining strategic priorities, informing decisions through fact-based insights, and directing resources toward the highest-value opportunities. This is an unparalleled opportunity to define and work on the business’s major strategic opportunities while gaining visibility among the firm's senior leadership.
What You’ll Do:
· Drive Strategy & Structured Problem Solving: Lead high-priority strategic initiatives by defining opportunities, structuring work, conducting fact-based analysis, and developing strategic frameworks to guide decisions
...