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Director, Managed Investing —Wealth Services
Job in
Orlando, Orange County, Florida, 32885, USA
Listed on 2026-01-12
Listing for:
Charles Schwab
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
A prominent financial services firm seeks a Director for Managed Investing in Orlando. This role involves collaboration across teams to manage and enhance the client experience with wealth management products. Candidates should have over 10 years of experience working with investment advisors, particularly RIAs, along with strong analytical and communication skills. Additionally, the company promotes a hybrid work model and offers various employee benefits including a 401(k) plan, paid time off, and tuition reimbursement.
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