Jason Smith
Director - Head of Content Development | Wealth Management Learning & Coaching
- Role
- Director - Head of Content Developement Wealth Management Learning & Coaching at Charles Schwab
- Location
- Omaha, NE, US
- LinkedIn followers
- 500 followers
About Jason Smith
As a learning and development leader with over 13 years of experience in financial services, I’m passionate about empowering professionals to deliver exceptional client experiences.I thrive in collaborative environments where I can partner cross-functionally, anticipate change, and create strategic, engaging, and measurable learning programs. I’m also experienced in managing teams, building leadership pipelines, and navigating complex integrations and acquisitions.My approach blends strategic thinking, creativity, and a deep understanding of advisor craft and client-centricity. As our industry evolves, I’m energized by helping financial professionals grow, adapt, and lead with confidence — and by building learning cultures where people, ideas, and potential thrive.
Experience
Director - Head of Content Developement Wealth Management Learning & Coaching
Feb 2026 — Present · Omaha, NE, US
Education
Rockhurst University
Bachelor of Arts (B.A.), Psychology
1991 — 1995
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