Senior Client Analyst, Wealth & Asset Management Solutions

Your Opportunity Your Opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. About the Team The Wealth & Asset Management Solutions (WAMS) team is part of Wealth Advisory, Banking & Trust (WABT) enterprise.  The WAMS team is responsible for the distribution and support of proprietary, and third-party asset management (SMAs) and wealth management (SWA and SAN) products and services to Financial Consultants and Wealth Advisors.

The team also supports the marketing efforts of the solutions, working closely with Offer Management, Product and Marketing teams.

Role Summary The Senior Client Analyst is responsible for expanding field coverage, FC and WA success, and improving execution of strategic initiatives. This role combines FC & WA coverage, training, events, and project leadership to increase consultant & advisor touchpoints, accelerate product adoption, and enhance overall field effectiveness.

Key Responsibilities Support growth of SWA and SMA solutions  Increase FC and/or WA solutions adoption through outreach, branch meetings, and follow-up engagement

Participate in FC/WA and client calls/Webex as an education-focused product SMEDrive consistent event execution, including idea generation, invitations, branch preparation, and post-event follow-upMay provide proactive coverage for assigned FC/WA relationships with the goal of increasing SMA/SWA adoption Partner with SWA BDO to help prepare for and execute at prospective client meetings and follow-up Research and communicate portfolio related questions on behalf of WAMS Regional Directors Partner with Regional Directors and BDOs in branch meetings and financial consultant outreach

Strategic Initiatives & Project Contribution Lead or contribute to strategic initiatives that improve field execution, FC/WA experience, and product adoption

Translate field insights into actionable feedback for Product, Marketing, Field Enablement, and leadership teams

Training SME & FC/WA Development Deliver and support training programs, including new Financial Consultant onboarding, product education, and ongoing advisor enablement

Facilitate sessions such as WMU/FCA, office hours, and follow-up coaching

Maintain expertise in WAMS solutions, tools, and resources

Required Qualifications & Experience Active and valid FINRA Series 7 & 66 licenses

Bachelor’s degree5-7 years of relevant experience in financial services, wealth management, or advisor support

Strong knowledge of investment products, managed solutions, and advisor workflows

Demonstrated ability to manage multiple responsibilities across coverage, projects, and initiatives

Strong communication and presentation skills, with the ability to translate complex concepts into actionable insights

What you have

Preferred Qualifications Experience supporting FC training, onboarding, or education programs

Familiarity with event execution, campaign rollout, and field activation strategies

Experience leveraging CRM tools (e.g., Salesforce) for activity tracking and engagement management

Exposure to portfolio analytics, transition services, or advanced investment solutions

Proven collaboration skills across cross-functional teams including Product, Marketing, and Operations. Experience supporting field organizations, including advisors, branches, or client-facing teams

Job Summary

Requisition d Date: 19 hours ago(10/6/2026 11:28 AM)
Category:
Sales & Relationship Management Salary Range: USD $85,500.00 - $ / Year Application deadline: 10/12/2026

Position Type:
Full time