Charles Schwab

60 Charles Schwab Senior Risk Manager Jobs Hiring Near You

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Charles Schwab Corporation's Trading and Markets Operations Digital Assets legal team seeks a ... This role reports to the Managing Director of the Digital Assets legal team. Based in Wisconsin ...

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Charles Schwab Jobs Information

What is it like to work at Charles Schwab?

Charles Schwab is a company that values a collaborative and inclusive work environment, prioritizing employee growth and well-being alongside its commitment to innovation and customer satisfaction.

The company's organizational structure is designed to foster teamwork and open communication, with various departments and teams working together to achieve common goals. Charles Schwab's headquarters in San Francisco features a modern and dynamic workspace, offering amenities such as on-site fitness centers, cafes, and collaborative meeting spaces.

Working at Charles Schwab may appeal to individuals who are passionate about the financial services industry and are looking for a company that prioritizes employee development, offers a range of career opportunities, and provides a comprehensive benefits package.

What makes Charles Schwab an attractive place to work?

Charles Schwab is a well-established and respected leader in the financial services industry, known for its commitment to innovation and customer-centric approach. The company offers a dynamic work environment that values collaboration, diversity, and employee growth, with opportunities for professional development and advancement in a stable and secure setting. As a result, Charles Schwab is an attractive place to work for individuals seeking a challenging and rewarding career in finance, with opportunities to make a meaningful impact and contribute to the company's continued success.
Infographic showing various Senior Risk Manager job openings at Charles Schwab in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 99% Physical, and 1% Hybrid job distribution.

Senior Regional Manager, Schwab Wealth Advisory

Charles Schwab

Lone Tree, CO

$203K - $270K/yr

Full-time

Medical, Dental, Vision, Retirement

Re-posted 23 days ago


Job description

Position Type: Regular
Your opportunity

Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and Wealth Strategies Consulting Group. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab’s approach to investing. The Centralized Service & Operations group supports Fixed Income and Schwab Wealth Advisory clients as the client facing phone teams. The Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and Wealth Strategy teams. Additionally, they provide specialized products to meet income generation, risk mitigation, and liquidity needs.

As a Senior Regional Manager you will coach and counsel a team of 10-12 Wealth Advisors and Associate Wealth Advisors in a collaborative environment designed to both grow and support the client base they support.

We value integrity, open communication, strong market knowledge, and a passion for client service. If you want to work with a firm that is dynamic, client focused, invests in your growth, and values your contributions, consider a career as a Senior Regional Manager.

What you are good at-


Motivating – As a leader you will inspire your team by providing support and championing the collaborative Schwab culture.

Building collaborative relationships- You will build and foster relationships with internal partners as well as clients. Internal partners will include Branch Managers, Regional Branch Executives and Directors within the Investor Advice Solutions division.

Developing others - We are seeking an individual with extensive financial services experience to share with their team of CFP® or CFA® investment professionals. 

Managing change- The Senior Regional Manager will establish strategies and design plans to ensure that asset and service targets are met. 

Managing performance- Part of this role includes the monitoring of client interactions and coaching to improve service and advice quality. You will coach to daily planning and execution that is being provided to SWAI clients. This includes performing the compliance and administrative tasks inherent in our industry.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.

What you have

We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include:

  • CFP® designation or CFA® designation required (may consider 24 month condition of employment)
  • Bachelor’s Degree required
  • Active and valid FINRA Series 7 license required
  • Active and valid FINRA 66 license required (may consider a 120-day COE)
  • Active and valid FINRA 9/10 required (may consider a 120-day COE)
  • Five plus years’ experience in the financial services industry
  • Minimum of 2 years supervisory experience strongly preferred

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.


What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

  • 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