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

Company: Charles Schwab
Location: The Colony
Posted on: April 3, 2024

Job Description:

Position Type: RegularYour 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 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

Keywords: Charles Schwab, The Colony , Director, Tax, Trust & Estate - Senior Family Dynamics Specialist TX, Accounting, Auditing , The Colony, Texas

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