Senior Regional Manager, Global Team - Schwab Wealth Advisory (Mandarin Fluency Required)
The Charles Schwab Corporation
Your OpportunityInvestor 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 advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab’s approach to investing. The Centralized Service & Operations group supports Fixed Income and Schwab Wealth Advisory clients as the client facing phone teams. The Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and Wealth Strategy teams. Additionally, they provide specialized products to meet income generation, risk mitigation, and liquidity needs. As a Senior Regional Manager you will coach and counsel a team of 10-12 Wealth Advisors and Associate Wealth Advisors in a collaborative environment designed to both grow and support the client base they support. This team is unique because it leads our international team. Because of this, it is required that you speak fluent Mandarin. It is also strongly preferred that you speak Cantonese. This will allow you to coach and develop your team as well as complete the compliance duties of your position. We value integrity, open communication, strong market knowledge, and a passion for client service. If you want to work with a firm that is dynamic, client focused, invests in your growth, and values your contributions, consider a career as a Senior Regional Manager. To learn more about the culture at Schwab, click here to meet our people. What you haveWe place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include: Fluent in Mandarin Fluent in Cantonese strongly preferred Bachelor’s Degree required Active and valid FINRA Series 7 license required Active and valid FINRA 66 license required (may consider a 120-day COE) Active and valid FINRA 9/10 required (may consider a 120-day COE) CFP or CFA required (may consider an 18-month COE) Five plus years’ experience in the financial services industry Minimum of 2 years supervisory experience strongly preferred In addition to the salary range, this role is also eligible for bonus or incentive opportunities.Job SummaryRequisition ID: 2026-128501Posted Date: 2 days ago(10/26/2026 1:25 PM)Category: Financial Planning/AdviceSalary Range: USD $203,000.00 - $270,000.00 / YearApplication deadline: 11/13/2026Position Type: Full time
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- Your OpportunityAt Schwab, you’re empowered to make an... ...design, deliver, and manage products across Schwab... ...Clients’ Eyes approach, the team connects enterprise... ...recommendations. Success requires strong analytical... ...financial services, banking, wealth management, or asset...SeniorFull timeWork at office
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- Your OpportunityAt Schwab, you’re empowered to... ...The Schwab Private Wealth Services (SPWS) Client Experience team designs and... ...offer design, product management, and process improvement... ...exposure to senior leadership.As a Senior... ...initiatives.This role requires a client-centered,...SeniorFull timeWork at office
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$130k - $160k
Your OpportunityAt Schwab, you're empowered to make an impact on... ...without employer sponsorshipAs a Senior Manager, Business Strategy within... ...Compliance, Technology, and Product teams to assess existing... ...outcomes. Success in this role requires the ability to influence without...SeniorFull time$70k - $90k
...Description Tax Senior Associate Tax Advisory | Career Growth... ...its expanding tax team in Westlake.... ...Supervisor and Tax Manager ~ Exposure to... ...~ Fast-growing regional CPA and advisory... ...Trusts, and Family Wealth Groups The... ...and compliance requirements Tax Research...SeniorInternshipWork at officeLocal area- ...a growing Top 100 business advisory & accounting firm providing... ...a work-life balance for our team. We also provide competitive... ...robust benefits plan. The Senior Manager – Government Audit will be... ...billings and collections Requirements Education: ~ Bachelor's...SeniorTemporary workWork experience placementWork at officeLocal area
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$115k - $145k
...Senior Tax ManagerLocation: Greater Cleveland area... ...well-established regional CPA and advisory firm in the Greater Cleveland... ...for a Senior Tax Manager to lead complex... ...families, lead and develop teams, and have a real path... ...CPA license (required)Deep technical knowledge...SeniorFlexible hours- ...Description:The RoleAs a Senior Analyst,... ...to the Derivatives Manager. You will support... ...products managed by the team. You will use your... ...unit within Global Middle Office. We... ...phased rollout across regions and roles. Currently... ...and locations require 100% onsite presence...SeniorFull timeWork experience placementWork at office
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- Your OpportunityAt Schwab, you’re empowered to make an impact on your career... ..., collaborative, and adaptable Senior UX Designer to join the Digital Retail PILLAR team within the User Experience team.... ...sure to include any passwords required. Your portfolio should show how...SeniorFull timeWork at office
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- ...this position.Job Description:Senior Manager, Treasury OperationsFidelity... ...Manager to lead the Westlake team as part of a dual-site operation... ...-performing teams. This role requires close partnership with... ...through a phased rollout across regions and roles. Currently, some roles...SeniorFull time
- Your OpportunityAt Schwab, you’re empowered to make an impact on your... ...Private Markets Operations team and play a critical role in delivering... ...operations floor when other managers are not present, including... ...candidates should have.Required Qualifications:Seven or more years...SeniorFull timeWork at office
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$96k - $181k
...KeyBank by providing client advisory services to high-net-... ...(KPB) relationship management team, they represent the... ...complexity and service required. Actively participate... ...closely with Sales Leader, Regional Trust Director and... ...tax, and other related wealth issues by keeping...SeniorFull timeWork experience placementWork at officeLocal areaFlexible hours
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