Description

Your Opportunity

Managing Director & Head of Advisor Services Enterprise Solutions

Schwab Advisor Services Enterprise clients represent the firm's most complex, fastest-growing, and strategically important RIAs. As Managing Director, Enterprise Solutions Relationship Management, this leader will shape and execute Schwab's growth strategy for Mega RIA clients-partnering with the industry's largest firms as they scale organically, pursue M&A, and expand globally.

This role plays a leadership role in Schwab's Enterprise Growth Acceleration agenda, positioning Schwab as the indispensable partner to sophisticated advisory firms navigating an increasingly agile and competitive marketplace.

Key Responsibilities

• Set and execute the multi-year growth strategy for Enterprise clients.
• Lead change in a rapidly evolving RIA marketplace, enabling agility, scale, and sustained growth
• Design strategies that influence core economic value drivers (assets, flows, margins, retention, share of wallet)
• Support Enterprise firms in global expansion and increasing operating complexity
• Build next-generation advisor enablement across strategy, leadership development, talent, platform, and AI
• Drive enterprise go-to-market initiatives, including pay-for-service and transition support models
• Serve as a senior executive sponsor to Enterprise clients and represent Schwab at marquee industry events
• Partner across senior leadership, product, digital, and client experience teams to deliver differentiated outcomes

What you have

Required Experience

• 15+ years of experience in the RIA marketplace with deep Enterprise-level expertise
• Extensive leadership experience managing producers and people managers of complex organizations
• Proven success leading transformation, growth acceleration, and change management initiatives
• Strong growth go-to-market and monetization experience in financial services
• Demonstrated comfort engaging CEOs, founders, and Boards as a trusted strategic partner
• Track record of developing leaders, building teams, and driving accountability
• Series 7, 63; BA/BS required

Leadership Profile

• Strategic, results-oriented executive with strong business judgment
• Highly collaborative leader with enterprise influence and executive presence
• Confident communicator with the ability to inform, influence, and lead at the C-suite level
• Passion for building enduring businesses and developing next-generation leaders

Requisition #: 2026-122692

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Requirements

2026-122692