We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).
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 Director of Portfolio Transition Offer Management plays a critical leadership role within Schwab’s Investment & Offer Solutions (IOS) organization, part of the Wealth and Advice Solutions (WAS) enterprise. IOS is responsible for Schwab’s investment solution marketplaces, including Mutual Funds, ETFs, 529 Plans, SMAs, Alternatives, Fixed Income, Structured Products, Annuities, and Insurance.
In this role, you will lead cross-functional initiatives to support clients facing complex portfolio transition needs, including managing concentrated equity positions and enrolling in managed investing offers. As a senior leader on the IOS team, you will collaborate with business partners across Schwab to design and implement seamless, tax-aware solutions that help clients move confidently into advice-driven portfolios.
Key Outcomes:
Lead critical cross-enterprise initiatives to deliver a cohesive, client-centric experience for transitioning investment portfoliosDesign and develop Schwab’s portfolio transition capabilities in partnership with Asset Management, Digital, Technology, and field organizationsOrchestrate efforts across product, offer, trading, marketing, and client-facing teams to build a robust solution set for clients with concentrated equity positionsMonitor industry trends, technology, and competitor offerings to inform Schwab’s transition strategy and innovation roadmapManage and develop a small, high-performing team of individual contributorsServe as a key member of the IOS leadership team, influencing strategy and driving alignment across key business lines What you haveRequired Experience:
10+ years of financial services experience, with deep expertise in wealth management and investment products—particularly models, SMAs, and tax-optimized investingDemonstrated ability to design and build scalable solutions that support complex wealth transition needs across diverse client segmentsStrong working knowledge of portfolio transition mechanics, tax-aware liquidation, and solutions for concentrated equity positionsProven success collaborating across product, investment, legal, technology, and distribution teams to shape and launch enterprise capabilitiesExperience managing or significantly influencing offer development or platform strategy in a complex financial services environmentExcellent communication, presentation, and executive engagement skills; able to influence across a matrixed organizationStrong problem-solving ability with a bias for action and innovationBachelor’s degree required
Preferred Experience:
MBA, CFA, CFP, or other advanced credentials strongly preferredHigh degree of comfort dealing with ambiguity in a dynamic and fast paced work environmentDemonstrated ability to influence and drive outcomes in a highly matrixed organizationExcellent writing and storytelling skills, particularly when crafting materials for senior leadership or external stakeholdersStrong emotional intelligence/maturitySenior level executive presenceComfortable with debate and willing to challenge the status quo
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
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