Manager, CS&S Trader Electronic Communications - ToS

Your Opportunity

Schwab remains committed to providing increased visibility to career growth opportunities and job requirements. This posting announcement is part of increased transparency and while all qualified applicants will be reviewed and considered, this organization has a preferred candidate identified for this role.

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.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).

Our Trader Service organization has been recognized as the best online broker for the last 10 years. We are client-focused with a vision to be the most trusted trade desk on the street. As champions of investors, we are looking for other advocates to join our team as a Manager, Trader ECG (IC) where you will work with brokerage clients as the subject matter expert in equities, foreign exchange, and derivatives (options & futures). We’re seeking professionals who enjoy assisting others as they trade in the financial markets and want to grow their career with a top financial services firm.

Our team consists of a diverse workforce in all different stages of their careers, including career changers and individuals re-entering the workforce. If you enjoy providing an outstanding level of service to others around you, have a passion for continuous learning, and enjoy working with like-minded individuals with whom you can learn and grow -- this is the role for you. 

What you have

Required Qualifications:

• Series 7, 63, and 3 licenses 
• 3 years of experience in Client Service, Financial Services and/or Brokerage Services, preferably trading, interacting with clients in a proactive and consultative manner
• Passion for trading and market knowledge; ability to proactively discuss advanced and complex trading topics and appropriate solutions with clients.
• Provide expert trader support, specializing in advanced trading strategies and Schwab Trading platforms.
• Exceptional written communication skills which provide a high level of accuracy, clarity, and education, display empathy and a depth of market knowledge, and incorporate positive language.
• Proven expertise in deescalating upset clients effectively turning challenging situations into opportunities for resolution and building positive client relationships within a dynamic trade desk chat team.
• Educate clients around margin rules and calculations on equity, complex option positions, and risk management.
• Serve as a knowledgeable resource and consultant to various Trader and CS&S teams, addressing market-related matters, resolving training issues, and providing single-point contact for clients

Preferred qualifications: 

• Series 34, 9, 10 (or 24/4 equivalent)
• Be able to be designated as a department mentor and point of contact for Trader Service professionals to help educate and upskill in Schwab Trading products and services.
• Excellent analytical skills with the ability to effectively mitigate risk and adhere to trading accuracy while adhering to policies, procedures, and guidelines.
• Collaborative and relationship-focused work style with demonstrated success in a team environment.
• Practical time management & communication skills, positive demeanor, enthusiasm, professionalism, a strong work ethic with a high integrity level.

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.