Manager, CS&S Participant Services - RPS

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 CS&S Participant Services (RPS) Manager leads a team of individuals who provide a consultative service for our retirement plan participants. Reinforcing and promoting our edge model as a framework, this role helps to serve Schwab’s greater purpose to help everyone become financially fit and create loyal client relationships.

As a Team Manager in CS&S Participant Services - RPS, you will pursue our mission and values through: 

• Leading a team of approximately 12 professionals who provide a consultative service to meet the needs of our participants.
• Developing team members through coaching, career development mentoring, and motivational techniques.
• Assessing and resolving escalated participant issues at a moment’s notice.
• Providing creative ideas and solutions that will benefit the business and set the strategic direction of the department.
• Anticipating potential risk issues while presenting and implementing proactive solutions.
• Working collaboratively with other managers and leadership in cross-departmental projects and initiatives.

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.

• Series 7 & Series 63 required.
• 9 & 10 licenses required.
• Experience mentoring and coaching employees to achieve and exceed performance standards required.
• Excellent communication and strong interpersonal skills required.
• Strong team orientation, fostering recognition and engagement required.
• Good organizational skills with the ability to prioritize and handle multiple competing priorities within the established deadlines required.
• Flexibility with regard to shift is required.

Preferred:

• 1+ years of people leadership experience in a customer service focused financial services inbound center is preferred.
• 1+ years in qualified retirement plans and/or brokerage environment is preferred.
• The ability to embrace change and innovate Proficient/Mastery skills within the Personal Service Model preferred.

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