Managing Director, Workplace Executive Advisor

About the Role

The Managing Director role leads the development of thought leadership within the Schwab Center for Financial Research (SCFR) for topics related to Workplace Services. Schwab's Workplace Services (WS) enterprise supports employers who sponsor workplace financial programs and the employees who participate in them.

Responsibilities

• Serve as an enterprise-level advisor to senior executives (CFO, CHRO, investment committee members) at Schwab's largest and most complex WS clients.
• Represent Schwab in high‑stakes external forums including C‑suite engagements, consultant briefings, industry conferences, and media interactions.
• Establish Schwab as a proactive strategic partner within the WS ecosystem.
• Set enterprise priorities for WS thought leadership and retain decision authority over narratives and positioning.
• Develop original perspectives that are research-driven, forward looking, and practical.
• Topics coverage includes improving participant outcomes, plan design, investment selection, portfolio construction, withdrawals, and regulation.
• Ensure consistency, quality, and executive relevance across all external outputs.
• Integrate insights from Workplace client data, consulting, sponsor coverage, asset management, and participant engagement functions.
• Apply SCFR research rigor to ensure analytical defensibility and credibility.
• Provide governance to ensure alignment with Schwab risk, regulatory, and brand standards.
• Provide functional leadership to a virtual team that draws in resources from a variety of Schwab business units (e.g., rest of SCFR, SAM, WS, Marketing).
• Drive outcomes by integrating research findings throughout Workplace Services, Marketing, and Schwab Asset Management.
• Operate in a leverage-based model that scales impact using existing Schwab capabilities.

Requirements

• 15+ years of progressively responsible experience in investment, retirement, or wealth management domains.
• Demonstrated success operating at the Managing Director or equivalent senior leadership level.
• Proven ability to build relationships with and influence the decision making of senior executive leaders.
• Exceptional executive communication, judgment, and presence.
• Ability to influence industry-wide discourse.
• Deep expertise in retirement strategy, participant behavior, investments, regulatory policy, equity compensation plans, and related wellness topics
• Established external thought leadership through publications, speaking, or advisory roles.
• Advanced degree or comparable designations.

Compensation

• USD $225,000.00 - $375,000.00 / Year

Benefits

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance