Your Opportunity

Head of Institutional Distribution, Wealth & Asset Management Solutions

Our Opportunity

 

At Schwab, innovative thinking and creative problem-solving come together to challenge the status quo and transform the financial services industry. Wealth & Asset Management Solutions (WAMS), part of Wealth Advisory, Banking & Trust (WABT), leads the distribution and support of Schwab Asset Management (SAM) and Schwab Investment Platforms, Products and Strategy (SIPPS) offerings. WAMS delivers proprietary and select third-party wealth and asset management solutions to consultants and advisors across multiple channels in partnership with Offer Management, Product, and Marketing.

 

This role can be based in Boston, New York City, Charlotte, NC, Chicago, San Francisco or Dallas/Fort Worth or other markets where Schwab has corporate presence..  The leader will be expected to be in the office four days a week.    

Key Outcomes:

The Head of Institutional Distribution leads WAMS’ institutional distribution organization, unifying Advisory Distribution, Intermediary Distribution, and Consultant Relations across on- and off-platform markets.

This executive will help set, and drive the distribution strategy, lead National and Strategic Accounts, Field Sales, and Hybrid Sales, and align coverage, resources, and capabilities to priority client opportunities.

Operating within a One Schwab framework, the leader will balance enterprise, client, channel, and product priorities across SAM, SIPPS, and WABT while driving growth across proprietary and third-party solutions.

Success requires strategic judgment, disciplined execution, rigorous investment decisions, and a high-performing leadership team equipped to lead through change.

Additional Responsibilities

• Define client segmentation, coverage, and engagement strategies across institutional and intermediary markets.
• Drive sustainable net flows, product and platform adoption, client retention, and growth across priority relationships.
• Partner across Product, Offer Management, Marketing, Finance, Operations, Technology, Compliance, Risk, and Distribution Strategy to deliver enterprise priorities.
• Allocate resources and investment based on strategic value, client impact, risk, and measurable return.
• Represent Institutional Distribution in senior strategy, planning, governance, and policy forums.
• Build leadership capability and succession depth while fostering collaboration, accountability, and high performance.
• Establish metrics for sales effectiveness, client outcomes, productivity, and organizational health.
• Lead through change while sustaining client service, operational discipline, and compliance with regulatory requirements, Schwab policies, and risk appetite.

What you have

Required Experience

• 15+ years of experience in financial services, asset management, wealth management, retirement services, or institutional distribution, including leadership of large, complex teams.
• Deep knowledge of institutional and intermediary markets, end-client needs, industry trends, and the competitive landscape.
• Expertise distributing investment platforms, SMAs, mutual funds, ETFs, collective trusts, alternatives, model portfolios, and wealth management solutions.
• Demonstrated success translating strategy into measurable results and leading through transformation, ambiguity, and evolving market and regulatory conditions.
• Strong business and financial acumen, including resource prioritization, budgeting, performance measurement, and return-on-investment evaluation.
• Demonstrated track record of building high-performing teams, developing leaders, strengthening succession depth, and driving accountability.
• Exceptional executive communication, influence, and stakeholder management in a large, matrixed organization.
• Bachelor’s degree (BA or BS).
• Active Series 7, Series 66, and Series 24 licenses, or applicable equivalents.

Preferred Experience

• Experience leading multiple distribution channels and client segments.
• Credibility with senior leaders, strategic clients, consultants, and external partners.
• CFA, CIMA, CFP, MBA, or equivalent advanced credentials.