Managing Director, Wealth Management Research

**Managing Director, Head of Wealth Management Research** Reporting to the Head of the Schwab Center for Financial Research (SCFR), the Managing Director (MD) will create the vision and execute our industry leading wealth management research strategy driving a measurable thought leadership agenda across client, advisor and enterprise channels. The MD will be a member of the SCFR leadership team and will be key part of representing Schwab externally including media, conferences and industry forums and growing the firm’s reputation in Wealth Management. He/she will work closely with key business partners such as Wealth & Advice Solutions, Schwab Wealth Advisory, Schwab Asset Management, Insights & Education, and Field Enablement. The role will be based in Denver, CO or Austin, TX. Key Outcomes:

• Lead a small team of experienced and engaged analysts and strategists. Enable the success of our clients by developing Schwab’s point of view on the best practices and action steps for individuals in the following areas: - Estate planning, Tax planning, Education & Family Support, Personal finance, Retirement planning, - Concentrated positions, Goals-Based Investing, Insurance & Risk Management, and Banking & Credit Management. Effectively communicate our point of view through: - Written reports (directed to both advisors and individuals of various levels of wealth and sophistication), - Media activities (traditional and social), - Videos (both internal and external), and - Speaking events (in person, virtual). Support our business partners by working with them to incorporate our point of view in: - Analytical tools (including AI) used by clients and employees, - Educational materials (both employees and clients), - Advice policies, and - Investment products, offers, and solutions. Additional Responsibilities: - Set and maintain a multi-year wealth management research agenda aligned to client needs, business priorities, and the firm’s strategic narrative. - Establish clear research standards and governance (methodology, sourcing, review cadence, and editorial quality) to ensure consistent, defensible, and actionable insights. - Translate market, client, and competitive intelligence into differentiated points of view practical for both advisors and self-directed investors. - Partner with Legal, Risk, and Compliance to ensure external-facing content and media participation meet regulatory and brand requirements. - Create feedback loops with field and client-facing teams to continuously improve relevance, usability, and adoption of research and tools. - Serve as a senior spokesperson and internal subject-matter leader—coaching team members on executive presence, storytelling, and media readiness. - Consult with business partners on scalable content packaging (playbooks, checklists, calculators, training modules) that enables consistent delivery through digital, advisor, and workplace channels.