Sr Manager, CS&S Employee Onboarding (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.

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 CS&S Nesting Team Manager focuses on coaching to Operational Excellence and EDGE Service skills with new hires. Guiding professionals through basic/advanced service abilities to becoming a confident and competent licensed professional, continually providing actionable feedback while reinforcing practical application of classroom curriculum.  Once the duration of nesting is completed, the Nesting Manager will transition professionals to their destination Team Managers.

As a mentor, you will have the opportunity to:

• Assisting Nesting Manager with cohort huddles, debriefs and at times facilitating.
• Lead, train, and support a cohort of 15 or more professionals during Nesting phases (SE, TIE, AB)
• Coach daily and provide actionable feedback on client interactions, live and via chat.
• Coaching sessions: Live monitoring , conduct side-by-sides, listen to recorded calls documented in MyCareer.
• Identifying HR and operational risk concerns - elevating to Nesting Manager.
• Ensure consistency in all client interactions through coaching and feedback.
• Evaluate data and present trend analysis to Nesting Team Manager.
• Train, support, and review Career Building Opportunities professional’s (CBOer’s) work.
• Serve CS&S clients to ensure that mentors maintain World Class Service skill sets during new hire professional’s classroom and licensing phases.
• Take escalations and complete post call survey client call outs for trainees.
• Responsible for training, onboarding, and coaching of new Nesting Mentors and CBO participants.
• Motivate, inspire, and instill confidence for licensed professional to develop their career.
• Other duties as assigned.

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:

• FINRA Series 7 and 63 licenses required. FINRA Series 9/10 preferred.
• Excellent verbal and written communication skills, including strong facilitation skills.

Preferred:

• Two or more years in a CS&S Front-line experiencee and previous coaching experience preferred.
• Strong knowledge of the securities industry and investment vehicles (e.g., IRA, brokerage accounts, etc.).
• Self-directed, self-motivated, comfortable being supported virtually and able to work independently on a variety of tasks.
• Excellent time management and organizational skills.
• Excellent analytical abilities as demonstrated by gathering, analyzing, and delivering information in both verbal and written formats.
• Exhibited success in creating a “through the client’s eyes” experience with a focus on proactive and productive conversations.
• Passion in mentoring others in teaching processes, coaching processes, and employee development skills for future leadership success.

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