Director, Schwab Private Wealth Services - Addepar Consultant, Investor Services (PL)

Your opportunity

The Director, SPWS Complex Reporting Consultant will be an Addepar expert engaging directly with Schwab ultra-high net worth (UHNW) clients to understand personalized needs and execute solutions.  

The Schwab Private Wealth Services (SPWS) Custom Reporting Team will broadly support the adoption and customization of Addepar, a class leading consolidated reporting software, as well as other ad hoc reporting needs for Ultra High Net Worth clients.

The person in this position will have the opportunity to work on requests and/or projects with cross-functional partners including but not limited to branch network, service centers, operations, legal, AML and compliance.

The position is a people leader role that will lead a team of complex reporting specialists.

What you’ll do:

This role will work directly with Ultra High Net Worth clients to identify, explore and develop reporting opportunities for ultra-affluent clients utilizing in house and third-party solutions.

• Act as the in-house expert and relationship owner of Addepar reporting tool, engaging with internal teams and Financial Consultants.
• Lead/manage custom reporting team tasked to build, maintain, and evolve reports for clients. Create and manage reporting templates as well as system/documentation maintenance
• Purpose driven leader driving ownership of segment and firm success.
• Identify, research and look for solutions to resolve the needs of affluent clients
• Identify opportunities to modify existing processes to efficiently manage escalations
• Provide acquisition support on new complex accounts and managing the know your client review conducted during the on-boarding process.
• Document client needs, assess which ones may warrant modifications to existing processes, and lead those changes
• Develop recommendations and a business case to support them

What you have

Required:

• Must have strong knowledge, hands on experience and a deep product expertise of Addepar (Investment Portfolio Management Platform | Asset Aggregation Software | Addepar) reporting capabilities.
• A client-centric focus – keeps clients in forefront of decisions, connects plans and actions to our purpose of serving clients
• Strong financial reporting acumen and technical understanding of associated systems as well as relevant policies/procedures with ability to analyze associated facts to make balanced decisions in the best interest of clients, shareholders, and the firm
• Bachelor’s degree required
• 8+ years of experience with business project management
• 7+ years’ experience in brokerage or financial services industry
• 5+ years direct people leader experience.
• Experience with Ultra High Net Worth client needs
• Ability to influence partners at all levels and demonstrate strong ownership skills.
• Superior analytical, problem-solving skills and business judgment with the ability to identify the root cause of an issue (not explicitly stated) quickly and accurately, efficiently research a complex problem, and apply new information
• Excellent verbal and written communications skills including the ability to distill complex information, develop recommendations and present to senior management
• Ability to manage a diverse set of priorities in a fast-paced, dynamic environment

Preferred:

• Industry specific licensing and/or designations (CFA, CFP, CIPM etc.)