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 Do

• Drive new business growth by outbound prospecting, networking, qualifying, and closing UHNW client relationships

• Serve as a subject matter resource on SPWS and UHNW client needs

• Align clients to the most appropriate Schwab solutions

• Connect clients to relationship structures across Private Wealth Services, Family Office, and Separate Account Network

• Build strong partnerships with Wealth Consultants, Financial Consultants, and internal teams

• Support SPWS growth through referrals, asset consolidation, and network development

• Maintain focus on developing new UHNW opportunities

What you have

What You Bring

• Experience advising UHNW clients and family offices

• Entrepreneurial mindset with ability to drive new business independently and collaboratively

• Knowledge and experience of UHNW planning (estate, tax, trusts, lending, complex assets)

• Commitment to staying current on capabilities and industry trends

• Ability to build trust with clients and stakeholders

• Collaborative, team-oriented mindset

• Strong executive presence and communication skills

• High professionalism and integrity

• Drive for results and continuous improvement

• Network of centers of influence (e.g., CPAs, attorneys)

Required Qualifications

• 10+ years of UHNW or family office/business development experience

• 2+ years of prospecting and building UHNW relationships

• Series 7 and 66 licenses

• Bachelor's degree in finance, economics, business, or related field

Preferred Qualifications

• MBA, CFP, CFA, CPA/PFS, or JD

• Experience with complex UHNW needs

• Established network of centers of influence

What's in It for You

• Competitive compensation and benefits

• 401(k) and stock purchase plan

• Paid parental leave, sabbatical, tuition reimbursement

• Wellness programs and employee resource groups

• Career growth opportunities

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 plan

• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions

• Paid parental leave and family building benefits

• Tuition reimbursement

• Health, dental, and vision insurance

What'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 plan

Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions

Paid parental leave and family building benefits

Tuition reimbursement

Health, dental, and vision insurance

Schwab 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 View email address on click.appcast.io or call View phone number on click.appcast.io.