Sr Manager, Client Account Operations (PL)
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.
The Asset Transfer Services (ATS) Department balances incoming and outgoing transfer requests for Schwab clients. ATS strives to lead the industry by crafting the best transfer experience for our clients, internal business partners, and contra/brokerage firms.
What you’ll do:
As a Senior Manager in ATS, you will lead a diverse group of 8-15 individuals who assist clients with their transfer requests. The ideal candidate is a self-driven and proven leader who can inspire, motivate, and effectively manage people at different stages in their career or professional development. You will lead the team through exciting and transformational initiatives in line with the business and firm objectives, provide supervision and oversight, hold individuals accountable through coaching and feedback, and apply sound business judgement when handling complex and/or highly sensitive situations.
What you have
- 6+ years of experience in the financial services, banking, or operations industry
- 4+ years of leadership experience
- Experience working in Transfer related systems including DTCC and CITI Bank.
- Be a self-starter, proactive to identify and implement innovative solutions to drive efficiency, scalability, and operational excellence.
- Experience managing the day-to-day business activities of the team and deliver on business results while focusing on risk management.
- Cultivate and foster strong employee engagement on the team and within the department.
- Proven ability to establish and maintain strong, trusted, working relationships within the department, with clients, business partners, senior leadership, and contra firms.
- Serve as a thought partner and mentor to other managers.
- Represent and make decisions on behalf of the business when working on larger firm level initiatives.
- Series 7, 63 required
- Series 9/10 or 24 required (may consider Condition of Employment)
What’s in it for you
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance