Senior Client Analyst, Wealth & Asset Management Solutions

Your opportunity 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. About The Team The Wealth & Asset Management Solutions (WAMS) team is part of Wealth Advisory, Banking & Trust (WABT) enterprise. The WAMS team is responsible for the distribution and support of proprietary, and third-party asset management (SMAs) and wealth management (SWA and SAN) products and services to Financial Consultants and Wealth Advisors. The team also supports the marketing efforts of the solutions, working closely with Offer Management, Product and Marketing teams. Role Summary The Senior Client Analyst is responsible for expanding field coverage, FC and WA success, and improving execution of strategic initiatives. This role combines FC & WA coverage, training, events, and project leadership to increase consultant & advisor touchpoints, accelerate product adoption, and enhance overall field effectiveness. Key Responsibilities Support growth of SWA and SMA solutions Increase FC and/or WA solutions adoption through outreach, branch meetings, and follow-up engagementParticipate in FC/WA and client calls/Webex as an education-focused product SMEDrive consistent event execution, including idea generation, invitations, branch preparation, and post-event follow-upMay provide proactive coverage for assigned FC/WA relationships with the goal of increasing SMA/SWA adoption Partner with SWA BDO to help prepare for and execute at prospective client meetings and follow-upResearch and communicate portfolio related questions on behalf of WAMS Regional DirectorsPartner with Regional Directors and BDOs in branch meetings and financial consultant outreach Strategic Initiatives & Project Contribution Lead or contribute to strategic initiatives that improve field execution, FC/WA experience, and product adoptionTranslate field insights into actionable feedback for Product, Marketing, Field Enablement, and leadership teams Training SME & FC/WA Development Deliver and support training programs, including new Financial Consultant onboarding, product education, and ongoing advisor enablementFacilitate sessions such as WMU/FCA, office hours, and follow-up coachingMaintain expertise in WAMS solutions, tools, and resources Required Qualifications & Experience Active and valid FINRA Series 7 & 66 licensesBachelor’s degree5-7 years of relevant experience in financial services, wealth management, or advisor supportStrong knowledge of investment products, managed solutions, and advisor workflowsDemonstrated ability to manage multiple responsibilities across coverage, projects, and initiativesStrong communication and presentation skills, with the ability to translate complex concepts into actionable insights What you have Preferred Qualifications Experience supporting FC training, onboarding, or education programsFamiliarity with event execution, campaign rollout, and field activation strategiesExperience leveraging CRM tools (e.g., Salesforce) for activity tracking and engagement managementExposure to portfolio analytics, transition services, or advanced investment solutionsProven collaboration skills across cross-functional teams including Product, Marketing, and Operations. Experience supporting field organizations, including advisors, branches, or client-facing teams 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