Strategic Account Leader (Charles Schwab)

Key Responsibilities:

• Strategic Account Leadership: Deepen relationships, anticipate needs, and own adoption and value realization with Charles Schwab.
• Strategy & Execution: Translate client goals into actionable plans, lead zero-to-one initiatives, and balance long-term vision with near-term deliverables.
• Cross-functional Leadership: Serve as the voice of the customer in product roadmap discussions, navigate data sharing and legacy constraints, and influence internal priorities.

Required Qualifications:

• 7+ years in financial services or AI-powered wealth tech, with a mix of strategic account management, business strategy, and program/product leadership.
• Direct experience working with or within a multi-entity financial institution.
• Strong project and program management skills with ability to manage multiple workstreams simultaneously.
• Exceptional communication skills, including executive-level presentation development.

Preferred Qualifications:

• MBA, CFPⓇ or related master's degree strongly preferred.
• Experience designing or implementing tax planning or financial planning workflows.
• Familiarity with AI-enabled solutions within financial services.

Benefits:

• Competitive salary, excellent medical/dental/vision insurance, 100% company-paid life and disability insurance.
• 100% paid parental leave, company equity, 401k with match and 100% vesting upon hire.
• Flexible PTO with encouragement to take time off, plus birthday holiday.