Senior Team Manager

Your Opportunity

Advisor Services (AS) is the industry leader in providing custody, trading, technology, and practice management services to independent advisory firms. The AS Premier Wealth Group seeks to add value to industry-leading advisory firms across the country by providing exceptional client service and support.

We have built our business on serving the needs of Registered Investment Advisors (RIAs) and advancing an industry that helps them and their clients thrive. We understand their needs and work side by side providing the support they need to help them manage their firm and meet their goals. RIAs and their clients are at the center of everything we do.

This Sr Team Manager position involves managing a team that represents Schwab Advisor Services to some of the largest leading RIAs in the industry, and personally being their go-to contact for leadership escalations.

Job Responsibilities:

• Manage a team of 10-15 tenured service professionals who provide relationship-based service to about 20 Premier Wealth advisors.
• Develop direct relationships with peer-level leaders at your assigned advisor firms.
• Provide escalation assistance directly to the leaders at your assigned RIA firms when complex needs arise.
• Have a strong brand with internal business partners, including AS Sales, AS Workflow Solutions, and Operational Services to monitor and resolve the needs, concerns and opportunities for your assigned relationships.
• Manage positive change in digital adoption, NIGO reduction and operational practices for your relationships.. and have a plan for the team to communicate policy changes to them.
• Demonstrate strong understanding of features and benefits of Schwab digital tools, products and services in order to encourage adoption while offering solution-based service.
• Anticipate and take appropriate actions for potential risk issues pertaining to all facets of the operation while presenting and implementing proactive solutions.
• Partner with all departments within Advisor Services to provide creative ideas and solutions that will benefit the business.

What you have

The Ideal Candidate Offers:

• 2+ years of people management experience.
• Demonstrable ability to take ownership of impactful client relationships, provide excellent client service, and resolve problems under your own initiative. 
• Existing positive working relationships with internal Schwab departments.
• Communication, presentation, interpersonal and listening skills. 
• Passion for service, professionalism, positivity and strong work ethic with a high level of integrity and teamwork.
• In-depth knowledge of RIA industry as well as demonstrated brokerage industry knowledge. 
• Excellent relationship management skills including collaborating, influencing and negotiating. Demonstrated ability to problem solve, interact with individuals at various levels, and think on your feet. 
• Initiative to create change through process improvements, training and streamlining functions.
• Strong analytical and organizational skills. Demonstrated ability to prioritize business needs and manage time effectively.
• Ability to identify potential risk situations and mitigate timely and effectively.
• Advanced technical skills with knowledge of Microsoft Outlook, Word, Excel and PowerPoint.
• Travel for client visits/events required.
• FINRA Series 7, 63, and 9/10 or 24 licenses required.
• Preference for prior management experience in dedicated service relationship model
• Bachelor’s degree or equivalent work experience