Director, Schwab Wealth Advisory - Regional Leader

A macro researcher who synthesizes global economic trends, political developments, and market dynamics into clear investment insights. You will shape our international equity strategies by guiding country, sector, and thematic positioning from a top‑down perspective—not stock picking. As part of the research team, you’ll collaborate with portfolio managers to assess global risks and opportunities, identify secular growth trends, and translate research into actionable recommendations that inform portfolio construction and articulate our investment narrative internally and externally. This role suits a systems thinker who can cut through complexity and communicate clearly. Responsibilities Generate top‑down insights on global markets via macroeconomic, thematic, and geopolitical research. Evaluate country, sector, and thematic opportunities across non‑U.S. equities. Present findings and recommendations to the investment team, aiding portfolio positioning. Monitor global developments—economic data, policy shifts, market changes—and deliver timely, actionable insights. Contribute to internal research publications and investment communications. Collaborate across research, trading, client service, and quantitative teams to support implementation. Qualifications 5–10 years in macro research, global strategy, or thematic investing. Deep understanding of economic, political, and financial drivers of global markets. Strong written and verbal communication skills, able to distill complex ideas into clear research and presentations. Collaborative mindset with the ability to contribute to team discussions and portfolio decisions. Advanced Excel skills; experience with Bloomberg, FactSet, or similar platforms. Bachelor’s degree required. Completion of a written and verbal assessment as part of the interview process. Preferred Experience with international equity investing, global macro investing, sell‑side strategy, or cross‑country/cross‑sector equity research. Familiarity with programming/data tools (R, Python, SQL). Knowledge of equity valuation, quantitative factors, or portfolio construction. CFA designation or progress toward it. Master’s degree in finance, economics, or related field. Location & Travel Hybrid position based in the San Francisco Bay Area. Travel as required. JPMorganChase Confidential #J-18808-Ljbffr CFA Institute