Your opportunity

The WAMS RIA Distribution Team, part of the WAS organization, is looking to add an Enterprise Sales Director to the team. The team plays a critical role in supporting Registered Investment Advisor (RIA) firms by increasing awareness, understanding, and adoption of Schwab’s Wealth & Asset Management solutions. The team serves as an education‑focused, consultative resource, helping RIAs navigate Schwab platforms and investment capabilities that support practice growth. WAMS RIA Distribution partners closely with Advisor Services, as well as internal solution, platform, and product teams across the enterprise.

WAMS RIA Distribution is a growing team of dedicated investment professionals supporting the distribution of Managed Investing offers (i.e., Wasmer, SPI, TPI, etc.), Schwab Funds and ETFs, Model Market Center, SMA and Alternative Investment platforms with RIA firms that custody at CS&Co and with other custodians outside of Schwab if applicable. Additionally, RIA Distribution supports the awareness, collaboration, and introduction of other wealth and asset management capabilities to CS&Co platform RIAs.  Each member of WAMS RIA Distribution is committed to serving the needs of client investors. Leveraging not only Schwab products, insights, and research, but Schwab’s educational resources as well.

What you are good at:

The Director will drive and facilitate RIA sales initiatives through a consultative sales and relationship management approach. The ideal candidate must be able to: 

Develop a deep understanding of SAM investment solutions and Schwab platform solutionsArticulate the firm’s value-proposition and specifics of SAM investment strategies to registered investment advisors, retirement plan consultants/advisors, and other financial professionals.Provide consultative suggestions on appropriate product type, asset class, and use of our strategies to advisors using and considering our strategies.Have proactive on-going communication with clients and prospects and maintaining support throughout the relationship cycle.Travel for client meetings, Schwab sponsored events, industry conferencesEffectively partner with other internal business groups & partners that support our WAMS effortsWhat you have
Series 7, 63 and 65/66 are requiredBachelor’s degree required7-10 years in financial services / Asset Mgmt. with 3-5 RIA channel sales experienceETF, Mutual Fund and SMA sales experience in RIA channelExisting RIA and Schwab Advisor Services client & prospect relationshipsAbility to articulate investment product features and benefits and speak knowledgeably about philosophy, process, portfolio holdings, and the rationale behind portfolio constructionKnowledge of the capital markets, asset allocation concepts, and the asset management industryHave a Holistic understanding of traditional investment styles and vehicles (i.e., separately managed accounts, ETFs, mutual funds, fixed income assets)Excellent communication skills (oral and written) requiredExcellent prioritization skillsExperience with CRM’s such as Salesforce & Tableau
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 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 insurance Apply Save job