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About the Role

At Schwab, you’ll be part of a company driven by purpose—to champion every client’s goals with passion and integrity. We believe investing has the power to transform lives, and we are committed to making it more accessible, understandable, and effective for all. Schwab Private Wealth Services (SPWS) delivers a highly personalized experience for ultra-high-net-worth (UHNW) clients with $10M+ in assets. As a Director, SPWS Business Development Officer, you will play a key role in growing this business by building meaningful relationships and connecting clients to Schwab’s full range of capabilities.

Responsibilities

Drive new business growth by outbound prospecting, networking, qualifying, and closing UHNW client relationships
Serve as a subject matter resource on SPWS and UHNW client needs
Align clients to the most appropriate Schwab solutions
Connect clients to relationship structures across Private Wealth Services, Family Office, and Separate Account Network
Build strong partnerships with Wealth Consultants, Financial Consultants, and internal teams
Support SPWS growth through referrals, asset consolidation, and network development
Maintain focus on developing new UHNW opportunities

Requirements

Experience advising UHNW clients and family offices
Entrepreneurial mindset with ability to drive new business independently and collaboratively
Knowledge and experience of UHNW planning (estate, tax, trusts, lending, complex assets)
Commitment to staying current on capabilities and industry trends
Ability to build trust with clients and stakeholders
Collaborative, team-oriented mindset
Strong executive presence and communication skills
High professionalism and integrity
Drive for results and continuous improvement
Network of centers of influence (e.g., CPAs, attorneys)
10+ years of UHNW or family office/business development experience
2+ years of prospecting and building UHNW relationships
Series 7 and 66 licenses
Bachelor’s degree in finance, economics, business, or related field
MBA, CFP, CFA, CPA/PFS, or JD
Experience with complex UHNW needs
Established network of centers of influence

Skills

Sales incentive opportunities
Business development
Client relationship management
Financial planning
Networking
Communication skills
Executive presence

Experience Level

10+ years of UHNW or family office/business development experience
2+ years of prospecting and building UHNW relationships

Education Level

Bachelor’s degree in finance, economics, business, or related field
MBA, CFP, CFA, CPA/PFS, or JD

Salary/Compensations

base salary (posted)
eligible for sales incentive opportunities

Benefits

401(k) and stock purchase plan
Paid parental leave, sabbatical, tuition reimbursement
Wellness programs and employee resource groups
Career growth opportunities

About the Company

At Schwab, you’ll be part of a company driven by purpose—to champion every client’s goals with passion and integrity.
We believe investing has the power to transform lives, and we are committed to making it more accessible, understandable, and effective for all.
Schwab Private Wealth Services (SPWS) delivers a highly personalized experience for ultra-high-net-worth (UHNW) clients with $10M+ in assets.