Sr 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 to work on-site in the specified location(s).

The Participant Services Senior Manager leads a team of individuals who provide a consultative service for our retirement plan participants. Reinforcing and promoting our BetterWay to Excellence framework, this role helps to serve Schwab’s greater purpose to help everyone become financially fit and create loyal client relationships. As a Senior Team Manager in Participant Services, you will pursue our mission and values through:

• Leading a team of 10-14 representatives 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.

• Bachelor’s degree.
• Active FINRA Series 7 & 63 licenses required.
• FINRA Series 9 and 10 licenses required.
• 2+ years supervisory/management experience in Retirement Plan Services required.
• Experience mentoring and coaching employees to achieve and exceed performance standards and key performance indicators required.
• Excellent communication and strong interpersonal skills required.
• Proven capability to lead, influence, drive behaviors, produce results, embrace change, and innovate through our BetterWay to Excellence framework required.
• Strong track record of cultivating a positive team culture that emphasizes collaboration, recognition, and engagement.
• Proven ability to prioritize tasks and handle competing deadlines effectively in a fast-paced environment.

Preferred:

• 3+ years of people leadership experience in a customer service focused financial services inbound center (preferred).
• 3+ years prior experience (preferred) with in-depth knowledge of qualified retirement plans and/or the brokerage financial services industry.

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