Director, SPWS Business Development Officer

Your Opportunity *In addition to a base salary (posted), this role is also eligible for sales incentive opportunities* At Schwab, you’ll be part of a company driven by purpose—to champion every client’s goals with passion and integrity. We believe investing has the power to transform lives, and we are committed to making it more accessible, understandable, and effective for all.Schwab Private Wealth Services (SPWS) delivers a highly personalized experience for ultra-high-net-worth (UHNW) clients with $10M+ in assets. As a Director, SPWS Business Development Officer, you will play a key role in growing this business by building meaningful relationships and connecting clients to Schwab’s full range of capabilities.What You’ll DoDrive new business growth by outbound prospecting, networking, qualifying, and closing UHNW client relationshipsServe as a subject matter resource on SPWS and UHNW client needsAlign clients to the most appropriate Schwab solutionsConnect clients to relationship structures across Private Wealth Services, Family Office, and Separate Account NetworkBuild strong partnerships with Wealth Consultants, Financial Consultants, and internal teamsSupport SPWS growth through referrals, asset consolidation, and network developmentMaintain focus on developing new UHNW opportunities What you have What You BringExperience advising UHNW clients and family officesEntrepreneurial mindset with ability to drive new business independently and collaborativelyKnowledge and experience of UHNW planning (estate, tax, trusts, lending, complex assets)Commitment to staying current on capabilities and industry trendsAbility to build trust with clients and stakeholdersCollaborative, team-oriented mindsetStrong executive presence and communication skillsHigh professionalism and integrityDrive for results and continuous improvementNetwork of centers of influence (e.g., CPAs, attorneys)Required Qualifications10+ years of UHNW or family office/business development experience2+ years of prospecting and building UHNW relationshipsSeries 7 and 66 licenses Bachelor’s degree in finance, economics, business, or related fieldPreferred QualificationsMBA, CFP, CFA, CPA/PFS, or JDExperience with complex UHNW needsEstablished network of centers of influenceWhat’s in It for YouCompetitive compensation and benefits401(k) and stock purchase planPaid parental leave, sabbatical, tuition reimbursementWellness programs and employee resource groupsCareer growth opportunitiesJob SummaryRequisition ID: 2026-122303Posted Date: 3 weeks ago(8/6/2026 2:14 PM)Category: Sales & Relationship ManagementSalary Range: USD $200,000.00 - $200,000.00 / YearApplication deadline: 9/5/2026Position Type: Full time