Manager, Client Account Operations

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.

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).

OSAS Manager is a leader with passion towards executing as a member of a team committed to the highest level of client satisfaction. The position requires a dynamic leader who can hire, motivate, inspire and develop a diverse team responsible for performing and executing on our organization’s purpose and mission. In this role, you will manage a multi-faceted team that provides operational support for our high net worth clients. This is a fast paced, detail-oriented environment requiring the ability to build and foster relationships across the firm in order to be successful.

What you'll do:

• Supporting the direction of the organization by developing a clear and compelling vision of what is needed for success
• Building strong partnerships within and across the broader organization that bridge support for ideas, proposals, projects and solutions
• Understanding and managing risk and ability to coach team members accordingly. Effectively makes difficult decisions in a timely manner.
• Delivering results that align with the organization’s strategic objectives and that achieve balance between operational excellence and the client experience
• Creating a team environment that fosters engagement and an achievement-oriented culture
• Coaching employees to excellence. Willingly accepts ownership for the leadership and effectiveness of both their team and the organization.
• Leading peer managers by proactively taking lead to collaborate with colleagues to develop innovative approaches and methods for accomplishing work that support the leadership vision

What you have

To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.

Required Qualifications:

• Active and valid FINRA Series 7, 63, & 9/10 (or 4/24) required.
• 5 + years of work experience preferably in Financial Services, Operations or Client Service
• Bachelor’s degree or equivalent business experience

Preferred Qualifications: 

• Demonstrated ability to build, sustain and lead in an engaging, team oriented environment
• Skills in coaching and developing people at all performance levels via established performance objectives, consistent feedback, and appropriate recognition
• Positive demeanor, passion, professionalism, and strong work ethic with high level of integrity and ethics
• Strong leadership, partnership and collaboration skills
• Must enjoy a detail-oriented position in a fast paced, constantly evolving environment
• Excellent verbal and written communication skills
• Solid negotiation skills to influence and build consensus with peers and business partners; experience working collaboratively in a multi-team environment
• Generate and implement new insights and processes to make the department more efficient; and seamlessly manage all aspects of projects
• Strong critical thinking and decision making skills in order to apply sound judgment daily; ability to think strategically and analyze a variety of factors and metrics when making global decisions for the department
• Able to multitask and succeed in a dynamic and fast moving environment
• Proven experience with formal efficiency or quality programs a plus (Six Sigma, etc.)

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