Skip to main content

You will need to login before you can apply for a job.

Director, Tax, Trust & Estate - Senior Family Dynamics Specialist

Charles Schwab
Lone Tree, USA
Closing date
Jul 6, 2024

View more

Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Position Type: Regular 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.

Our Family Dynamics team is a fast-growing business unit within the Wealth and Advice Solutions organization. This group facilitates conversations with ultra-high net worth clients and their families regarding the purpose, the values and the stewardship of their wealth by navigating the issues that arise at the intersection of the financial and non-financial aspects of the intergenerational transfer of wealth. As a Senior Family Dynamics Specialist, you will provide resources, facilitate conversations, and provide guidance to enhance the likelihood that multi-generational wealth, family harmony and the family legacy will be sustained.

The Senior Family Dynamics Specialist role is integral to the delivery and success of Schwab's modern wealth management experience and plays a critical role in expanding our support of ultra-high net worth clients and families. The Senior Family Dynamics Specialist will report to the People Leader of the Tax, Trust, and Estate Group.
What you have

Required Qualifications
  • Undergraduate degree
  • 10+ years' total professional experience in the financial services industry
  • 10+ years' experience in family dynamics, family governance, financial therapy, family counseling, life planning, behavioral psychology, or behavioral finance
  • Polished interpersonal, communication and presentation skills, attention to detail
  • Skilled in communicating complex concepts, and solutions in easy-to-understand terms
  • Background and interest in understanding client and family characteristics including family governance, managing family conflict, and dynamics of family wealth
  • Demonstrates interpersonal effectiveness to build trust across all interested parties especially high profile and confidential clients
  • Establishes rapport to gather pertinent information for stated and unstated needs
  • While this role will not initially require securities licensing, the role expectations and associated qualifications may evolve

Preferred Qualifications
  • Master's degree
  • 5+ years' professional tax & strategy experience
  • Certified as a Behavioral Finance Advisor (BFA), Divorce Financial Advisor (DFA), Accredited Behavioral Finance Professional (ABFP), Certified Financial Behavior Specialist (FBS), Certificate in Family Business Advising (CFBA), Advanced Certificate in Family Wealth Advising (ACFWA)
  • Strong ownership and responsibility mindset
  • Collaborative and flexible mindset

What's in it for you
At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our 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 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

Sign in to create job alerts

Sign in or create an account to start creating job alerts and receive personalised job recommendations straight to your inbox.

Create alert