Team Lead, Operations Control

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.

Our Opportunity:

Charles Schwab Trust Bank (Retirement Business Services) provides trust and custody services for qualified retirement plans, primarily 401(k) plans. Schwab Trust Bank serves Schwab’s bundled retirement product and is the industry leader in providing trading and custody services through Independent Record Keepers. Our goal is to provide

excellent service in a rapidly growing business. As a member of the Ops Control department’s Reconciliation and

Reporting team, you will be responsible for performing detailed reconciliations and researching complex trading and

distributions related activities while contributing to a collaborative team environment.

What you’ll do:

The Senior Operations Team Lead will utilize various applications for reconciling trading and distribution related

activities through multiple trading platforms and across numerous banking vendors. Additional responsibilities include

reviewing the work of team members to ensure issues are researched accurately and documented in a clear and

concise fashion, devising and executing process improvement initiatives, consulting with business partners to identify

emerging risks and providing thorough training to create widespread functional knowledge on the team. Successful

candidate would have extensive experience performing bank or trading reconciliations, ability to quickly cross-train on

functions to back up co-workers, and proven history of exhibiting ownership over assigned functions to ensure

unwavering accuracy and effective risk mitigation. Candidate will also need to display strong communication skills

when working with department leaders, teammates, internal Client Service Managers, and other support business

partners.

What you have

To ensure that we have fulfilled our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.

Required Qualifications:

•  5+ years brokerage, bank, transfer agent or trust operations experience required.
•  Ability to work in a fast paced environment, both independently and as part of a team.
•  Excels in prioritizing daily functions and dealing with multiple deadlines and high volumes of work.
•  Must be detail oriented, with strong analytic, research and communication skills.
•  Must possess advanced working knowledge of Microsoft Office applications.
•  Excels in training and mentoring other team members.
•  Has the ability to work with management on team objectives, meeting agenda items, and focus points.

Preferred Qualifications:

• College Degree strongly preferred

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