Senior Client Analyst, Wealth & Asset Management Solutions

Your OpportunityYour OpportunityAt 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 TeamThe 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 SummaryThe 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 ResponsibilitiesSupport 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 outreachStrategic Initiatives & Project ContributionLead 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 teamsTraining SME & FC/WA DevelopmentDeliver 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 resourcesRequired Qualifications & ExperienceActive 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 insightsWhat you havePreferred QualificationsExperience 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 teamsJob SummaryRequisition ID: 2026-127670Posted Date: 19 hours ago(10/6/2026 11:28 AM)Category: Sales & Relationship ManagementSalary Range: USD $85,500.00 - $174,800.00 / YearApplication deadline: 10/12/2026Position Type: Full time