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Career Schwab Icims ComInvestment Research & Management

Central Coast & East Bay Regional Director, Wealth and Asset Management

Otheronsitedirector

Posted 3w ago · via Icims

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About this role

Your Opportunity At Schwab, you are empowered to make an impact on your career. Innovative thinking meets practical problem-solving as we challenge the status quo and help transform the finance industry together. The Wealth & Asset Management Solutions (WAMS) team, part of Wealth & Advice Solutions (WAS), distributes and supports proprietary and selected third-party asset management products and services across multiple channels. The team also partners with Offer Management, Product and Marketing to bring investment solutions, education and resources to consultants and advisors.…

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What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

1

Skills match

For this role: tableau, salesforce, outreach

2

Level fit

This role is director-level. We check your trajectory against it.

3

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

4

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

5

Location fit

This role is based in Other. We weight your proximity and willingness to relocate.

Score yourself on this role.
Free · no card · written explanation included
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Skills in this role

Pulled from the job description. These are the keywords we'll weight when scoring your fit.

tableausalesforceoutreach

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