Sr Manager, CS&S Core Service (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).

As a division of the Client Service & Support (CS&S) organization, our goal is to deliver world class experiences that promote the firm’s Purpose to “champion every client’s goals with passion and integrity.” We foster an environment of engaged professionals, who inspire client loyalty through understanding and addressing client needs, personalizing every interaction, and valuing all clients and their time.

As a Sr. Team Manager, you will:

• Lead a team of up to 12 client service professionals
• Make decisions that are aligned with “Through Clients’ Eyes” philosophy
• Use available resources to supervise key performance indicators and review outliers
• Diagnose areas of opportunity and provide meaningful feedback that focuses on behavioral changes and results in improved performance
• Improve coaching time with effective planning and execution
• Drive accountability through consistency in messaging, follow up, and reinforcement
• Embrace changing business needs and guide professionals through shifting priorities
• Build an engaging environment that is stimulating, focuses on crafting solutions, and encourages employees to collaborate and build on each other’s strengths
• Take a culture-focused approach to risk management, where risk is considered as a component of serving our clients and building trust
• Focus on strategic objectives that promote ease of doing business for our clients
• Apply our Leadership at Schwab Imperatives: Chart Our Future, Deliver On Our Purpose, and Empower Our People

What you have

Required qualifications:

• Active FINRA Series 7, 63 (or 66), and 9/10 (or 8) licenses 
• 4 years of financial services proven experience
• 2 years of supervisory/management experience in CS&S 
• Excellent verbal and written communication skills
• Proven passion for providing client-centric solutions
• High level of integrity and ethics
• Positive attitude, enthusiasm, professionalism, and strong business acumen

Preferred qualifications:

• Bachelor’s degree
• Additional management or leadership training
• Prior experience with staffing and workforce management

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