Manager, Operations (PL)

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).

The Operational Services Account Solutions 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 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 and service support to both internal and external clients. This is a fast paced, detail-oriented, high volume environment requiring the ability to build and foster relationships across the firm in order to be successful.  In addition to a background in brokerage/banking operations, the ideal candidate should possess experience effectively managing people at different stages in their career and professional development. 

Key responsibilities may include:

• Creating a work environment that promotes employee engagement by setting clear expectations and consistently providing information, resources, feedback, coaching and recognition that helps employees maintain a high level of performance.
• Ensuring client service level agreements are met and maintaining a balance between quality and efficiency.
• Understanding of industry regulations in order to ensure team compliance with firm’s policies and procedures.
• Driving business results by acting as a subject matter expert, fostering an environment that creates process efficiencies, leading project initiatives, and ensuring the implementation of projects within the department.
• Identifying & selecting talent for Operational Services Account Solutions. 

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 24 required.
• Strong leadership, partnership and collaboration skills
• Bachelor’s degree or equivalent business experience

Preferred Qualifications: 

• 5 + years of work experience preferably in Financial Services, Operations or Client Service
• Proven experience with formal efficiency or quality programs a plus (Six Sigma, etc.)
• Prior experience working in an environment requiring multi-tasking and effective prioritization
• 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
• 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

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