Senior Regional Manager — Investor Advisory Solutions
Charles Schwab
Charles Schwab is seeking a Senior Regional Manager to oversee a team of Wealth Advisors in Phoenix, Arizona. This role involves coaching, motivating, and building relationships within the firm while ensuring high service quality and compliance. The ideal candidate will have significant experience in the financial services industry, hold a CFP® and CFA®, and possess strong supervisory skills. Beneficial perks include a 401(k) match, paid time off, and comprehensive health benefits. #J-18808-Ljbffr Charles Schwab
- Senior Regional Manager - Investor Advisory Solutions Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations, and Wealth Strategies Consulting Group. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment...SeniorWork at office
- Overview Principal or Senior Principal, Anthropic AI Solutions - AI Systems & Platforms, Anthropic... ...travel to support the region between 25-35%. As a... ...practitioners (AI engineers, change management leads, data architects)... ...-facing technical or advisory role at a consulting firm...SeniorTemporary workWork at officeLocal area
$70 - $90 per hour
Allegis Global Solutions is seeking a Senior Consultant for Extended Workforce Advisory in Phoenix, Arizona. This consulting-led role offers a chance to work with senior leaders advising on Extended Workforce strategies and optimizing programs. Key responsibilities include...SeniorHourly pay- ...impact today! POSITION PURPOSE: The Investor Operations team is seeking a Senior Associate to support the day-to-... ...and external service providers to manage time-sensitive and confidential... ...causes and implementing sustainable solutions. Drive cross-functional...Senior16 hoursWork at officeLocal area
- POSITION PURPOSE The Investor Operations team is seeking a Senior Associate to support the day‑to‑day execution of... ...and external service providers to manage time‑sensitive and confidential... ...causes and implementing sustainable solutions. Drive cross‑functional coordination...Senior16 hoursWork at officeLocal area
- Baker Tilly US in Phoenix, AZ is seeking a Tax Senior Associate to join a growing firm delivering industry-focused tax advisory and compliance services to a broad client... ...teams, offer insights, and help mold client solutions while advancing your career. You will contribute...Senior
$70 - $90 per hour
Allegis Global Solutions is seeking a Senior Consultant in HR Advisory to drive talent acquisition strategies. This client-facing role emphasizes advisory outcomes... .... The ideal candidate will have over 6 years of management consulting experience, strong advisory skills, and...Senior$176.2k - $255k
The Senior Director, Department of War (DoW) Solutions will serve as a driving force and champion for building solutions and capabilities within SMX. In this... ...solutions environment: Software life-cycle management (requirements analysis, development/engineering, integration...SeniorContract workFor contractorsWork experience placementH1b- WSP in the U.S. is seeking a Property & Buildings Digital Advisory Lead to manage digital solutions and guide project phases from strategy to implementation. You will lead multidisciplinary teams and ensure high-quality outcomes aligned with client goals. This role requires...Senior
- Honeywell Aerospace US LLC is looking for a Director of IT - SAP Solution Architecture in Phoenix, Arizona, to lead enterprise SAP solution architecture and governance. The ideal candidate has 15+ years in enterprise technology solutions, particularly in complex Aerospace...Senior
- ...seeking an experienced Financial Advisor to build and maintain wealth management relationships. The ideal candidate will cultivate client relationships, prospect for new business, and provide advisory services to meet clients' needs. Applicants should have a Bachelor's...Senior
- ...strategic vision for product operations across the Investment Solutions platform. This role is critical to the bank's performance, ensuring... ...with financial performance and business objectives. Risk Management & Control Leadership - Deep expertise in the three lines of...SeniorShift work
- ASSA ABLOY Global Solutions is seeking a Business Development Manager for the Mid-Atlantic region. The role covers US national and global responsibilities with a focus on generating new sales opportunities in the assigned territory. The ideal candidate will engage with...Relocation
- ...what matters most. Schwab Wealth Advisory is a fee‑based, non‑discretionary investment advisory solution built on trust, personalized... ...to our clients. As a Sr. Manager, Wealth Advisor , you’ll manage... ...Coachability: Demonstrates a senior learning mindset by seeking input...SeniorWork at office
- Medium, located in Phoenix, Arizona, is seeking a detail-oriented Senior Accountant to join their Infrastructure Accounting team. This role emphasizes day-to-day accounting, financial reporting, and collaboration with cross-functional teams. Applicants should hold a degree...Senior
$70 - $90 per hour
...Quantum Work Advisory, a dynamic and innovative subsidiary of Allegis... .... Job Description The Senior Consultant – HR Advisory is a... ...emphasizing problem definition, solution design, and executive decision... ...Qualifications 6+ years of experience in management consulting, HR advisory,...SeniorContract work$163k - $322.1k
..., you'll deliver innovative, market-driven solutions that modernize finance functions, elevate performance... ...to become strategic business partners, manage risk, and unlock new levels of financial and operational excellence. As a Senior Manager and Solution Portfolio Manager...SeniorVisa sponsorship$140k - $160k
...A leading advisory firm in Phoenix seeks an experienced Tax Senior Manager or Director to provide expert guidance to high-net-worth clients. This role focuses on complex tax planning and supports a collaborative environment. The ideal candidate has over 6 years of experience...SeniorRemote work- ...in Santa Rosa, CA, seeks an experienced executive assistant for Investor Relations support. The role requires coordinating calendars,... ..., and complex logistics while communicating with investors and senior executives. Strong judgement, discretion, and tech fluency are...Senior
- A leading technology solutions provider in Arizona is looking for a Sr. Director to lead sales growth of advanced technology solutions... ...requires a strong leader with at least 15 years of experience in managing cross-functional teams, strategic initiative development, and...Senior
- Medium is seeking a Senior Associate in Phoenix, Arizona, to support investor operations, ensuring accurate and timely processing of transactions. The ideal candidate will have over 5 years of relevant experience and excel in collaboration across teams. This role demands...Senior
- Baker Tilly US is seeking a Manager for their Transaction Advisory Service team in Phoenix, Arizona. This role focuses on providing due diligence and transaction advisory services to clients, contributing to their complex financial needs. The Manager will collaborate closely...Senior
- Siemens is seeking a Senior Solutions Consultant to lead BFSI engagements from discovery through technical validation in Phoenix. You will architect solutions using Graph Studio, AI Studio, Mendix, and client systems, and deliver tailored demonstrations and proofs of concept...Senior
- Slalom is seeking a Principal or Senior Principal in Phoenix, AZ to lead AI solutions leveraging Anthropic technologies for enterprise clients. You will guide architecture decisions, ensure scalable implementations, and drive measurable outcomes through innovative solutions...Senior
- Western Governors University is seeking a Senior Solutions Architect to design, implement, maintain, and optimize complex Salesforce-based solutions across enterprise systems. You will lead architecture discussions, identify pain points, and collaborate with executives...Senior
$150k - $180k
A global IT solutions provider is seeking a Sr. Solutions Consultant to assist customers with data center automation initiatives. This role involves low-level design and hands-on deployment of enterprise infrastructure, requiring proficiency in VMware and automation technologies...SeniorRemote work- ...Senior Vice President of Sales, Workforce Solutions Staffing About the Company Respected provider of AOR, EOR, payroll & contingent workforce solutions... ..., go-to-market strategy execution, pipeline management, and relationship building. A Bachelor's degree is...Senior
- A leading Managed Services Provider is seeking a Senior Solutions Architect / L3 Managed Services Engineer. This remote position requires expertise in designing IT solutions, managing cybersecurity, and providing technical guidance to clients. The ideal candidate has 7-...SeniorRemote work
- WinsAbove is seeking a Senior Solutions Engineer to support the Cloudflare solution portfolio. This role involves partnering with the sales team to provide technical solutions and customer support through presentations and demonstrations. Applicants should have at least...Senior
- ...recruitment firm is seeking an experienced Data Solutions Architect in Phoenix, Arizona. The... ...and proven expertise in creating and managing data solutions within financial services... ...strong executive presence to interact with senior clients. This role involves implementing...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Regional Manager — Investor Advisory Solutions. Be the first to apply!
- regional business director Phoenix, AZ
- branch manager electrical wholesale Phoenix, AZ
- area director of sales Phoenix, AZ
- area manager Phoenix, AZ
- area supervisor Phoenix, AZ
- regional ehs manager Phoenix, AZ
- regional operations director Phoenix, AZ
- regional development director Phoenix, AZ
- regional facilities director Phoenix, AZ
- area business manager Phoenix, AZ


