"Alerted.org

Your opportunity

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 WAMS Platform Consultant will help serve the needs of prospective and established RIA clients at Schwab by providing in-depth subject matter expertise related to select Schwab investment platforms and their associated capabilities. The Platform Consultant will partner closely with key groups within Advisor Services (i.e., Relationship Management, Business Development, Client Service) as well as Wealth and Advice Solutions (i.e., Investment Offers and Solutions, WAMS RIA Distribution).

Key aspects of the role include educating AS counterparts and RIA clients on Schwab’s platform capabilities, growing the investment platforms and capabilities they support, and managing critical relationships both internally within AS and among the advisory firms they support. This is a highly collaborative and impactful field and client facing role within the WAMS team in our collective efforts to best serve Schwab’s RIA clients and grow the AS business.

What you have

Required qualifications:

• Knowledge of asset management distribution platforms and associated capabilities

• Expertise with model portfolios, funds, managed accounts and alternatives

• Deep industry and competitive knowledge of associated products and platforms

• Client/field facing experience with history engaging with RIAs and/or asset managers

• Strong track record of dedicated relationship management

• Minimum 7-10 years of asset management or wealth management experience

• Active and valid FINRA Series 7, 63 and 66 licenses

• Bachelor’s degree required; advanced degree preferred

Preferred qualifications:

• Understanding of Schwab’s Advisor Services (AS) structure and the platforms, offerings, systems and support teams associated with AS

• Familiarity with applicable systems and tools (i.e., Salesforce, Tableau, etc.)

• Proven strategic approach to frame up communications and summaries to share insights and results with stakeholders

• Ability to manage multiple initiatives and drive efficient prioritization through effective collaboration and relationship management

• Expertise in public speaking in a variety of settings and audiences

Please note: Duties and responsibilities may be changed from time to time, or over time.

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:

+ 401(k) with company match and Employee stock purchase plan

+ Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions

+ Paid parental leave and family building benefits

+ Tuition reimbursement

+ Health, dental, and vision insurance

What’s in it for you:

At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. 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:

401(k) with company match and Employee stock purchase plan

Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions

Paid parental leave and family building benefits

Tuition reimbursement

Health, dental, and vision insurance

Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at [email protected] or call 800-275-1281.