Managing Director, Wealth Management Research

Your opportunityManaging Director, Head of Wealth Management ResearchReporting to the Head of the Schwab Center for Financial Research (SCFR), the Managing Director (MD) will create the vision and execute our industry leading wealth management research strategy driving a measurable thought leadership agenda across client, advisor and enterprise channels.The MD will be a member of the SCFR leadership team and will be key part of representing Schwab externally including media, conferences and industry forums and growing the firm's reputation in Wealth Management. He/she will work closely with key business partners such as Wealth & Advice Solutions, Schwab Wealth Advisory, Schwab Asset Management, Insights & Education, and Field Enablement.The role will be based in Denver, CO or Austin, TX.Key Outcomes:Lead a small team of experienced and engaged analysts and strategists.Enable the success of our clients by developing Schwab's point of view on the best practices and action steps for individuals in the following areas:Estate planning, Tax planning, Education & Family Support, Personal finance, Retirement planning,Concentrated positions, Goals-Based Investing, Insurance & Risk Management, and Banking & Credit Management.Effectively communicate our point of view through:Written reports (directed to both advisors and individuals of various levels of wealth and sophistication),Media activities (traditional and social),Videos (both internal and external), andSpeaking events (in person, virtual).Support our business partners by working with them to incorporate our point of view in:Analytical tools (including AI) used by clients and employees,Educational materials (both employees and clients),Advice policies, andInvestment products, offers, and solutions.Additional Responsibilities:Set and maintain a multi-year wealth management research agenda aligned to client needs, business priorities, and the firm's strategic narrative.Establish clear research standards and governance (methodology, sourcing, review cadence, and editorial quality) to ensure consistent, defensible, and actionable insights.Translate market, client, and competitive intelligence into differentiated points of view practical for both advisors and self-directed investors.Partner with Legal, Risk, and Compliance to ensure external-facing content and media participation meet regulatory and brand requirements.Create feedback loops with field and client-facing teams to continuously improve relevance, usability, and adoption of research and tools.Serve as a senior spokesperson and internal subject-matter leader-coaching team members on executive presence, storytelling, and media readiness.Consult with business partners on scalable content packaging (playbooks, checklists, calculators, training modules) that enables consistent delivery through digital, advisor, and workplace channels.What you haveRequired Experience:15+ years of experience in the wealth management industry encompassing leading research planning, execution and delivery.Demonstrated ability to set research standards and governance (methodology, sourcing, editorial oversight) and ensure high-quality, consistent output at scaleExperience defining success metrics and using analytics to improve content strategy, distribution, and adoption (e.g., engagement, reach, advisor usage, client outcomes)Proven ability to translate research into scalable tools, educational experiences, and digital journeys (including AI-enabled capabilities) in partnership with product and technology teamsExecutive presence and credibility as an external spokesperson, including comfort with live Q&A, press interviews, and conference speaking engagementsStrong operating discipline, including prioritization, roadmap management, and budget/vendor oversight to deliver high-impact work on timeStrong people leader who enables and develops a high-performing teamEffective relationship builder with an ability to partner cross-functionally, cross-enterprise and work effectively with various levels of the organization, as well as various personality typesProven ability to effectively communicate complex subject matter in a variety of media and to a variety of audiences (both internal and external)Experience in articulating and managing a multi-year thought leadership programAn advanced degree or relevant designations and certificationsDemonstrated ability to set research standards and governance (methodology, sourcing, editorial oversight) and ensure high-quality, consistent output at scaleTrack record of partnering with Legal, Risk, and Compliance to produce external-facing research and communications in a regulated environmentProven ability to translate research into scalable tools, educational experiences, and digital journeys (including AI-enabled capabilities) in partnership with product and technology teamsExecutive presence and credibility as an external spokesperson, including comfort with live Q&A, press interviews, and conference speaking engagementsWhat's in it for youAt 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 planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insuranceCO Salary Range: USD $225,000.00 - $375,000.00 / YearWhat'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 planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insuranceSchwab 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 applicantaccessibility@schwab.com or call 800-275-1281.