Manager, CS&S Core Service (PL) - Lone Tree, CO

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).

Available shifts: 

Saturday/Sunday/Monday 6:00am-7:00pm MST (3x12)

Tuesday - Friday 7:30am – 6:00pm MST (4x10)

Monday-Friday 12:30pm/1:30pm - 9:00pm/10:00pm (5x8)

Client Service & Support (CS&S) is the primary service and trading arm for Schwab Investor Services.  CS&S provides service to our retail clients to fulfill our purpose of championing every client’s goals with passion and integrity. The vision for CS&S is being engaged financial service professionals who inspire client loyalty by providing guidance and solutions to fulfill clients' needs.  With a focus on employee development and collaboration, we help clients and employees reach their goals. CS&S builds loyalty with clients and employees one interaction at a time.

What you are good at:

• Leading a team of 12+ financial services professionals (including registered brokers, broker trainees, and customer service reps) to deliver world class service  that promote client loyalty
• Developing team members through coaching, career development mentoring, and motivational techniques
• Building your team’s market expertise and Schwab product knowledge
• Assessing and resolving escalated client issues at a moment’s notice, helping them navigate Schwab products and services 
• Effectively recognizing strategic business opportunities and seizing them
• Working collaboratively with other managers and leadership in cross departmental projects and initiatives

What you have

• Active FINRA Series 7 & 63 licenses
• Active FINRA Series 8, or 9 &10 licenses
• Thorough knowledge of brokerage/financial services industry, including business development and trading operations
• At least one year supervisory/management experience; two years preferred
• Demonstrated  passion for providing client-centric solutions
• Positive attitude, enthusiasm, professionalism and strong work ethic with high level of integrity and ethics
• Excellent  verbal and written communication skills to influence and build consensus as well as proven presentation skills
• Strong leadership, motivational, and coaching skills with ability to drive results and develop employees
• Proven experience working collaboratively, improving productivity, and implementing ideas
• Ability to work a flexible shift, which may include early morning hours, late night hours, or weekend hours

In addition, ideal candidates will also have the followed preferred qualifications: 

• Bachelor’s degree in finance, economics, business administration, or related area
• Prior experience with staffing, capacity planning and traffic management

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