Manager, CS&S Trader Electronic Communications – Trader API

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).

Our Trader Service organization has been recognized as the best online broker for the last 10 years. We are client-focused with a vision to be the most trusted trade desk on the street. As champions of investors, we are looking for other advocates to join our team as a Manager, Trader ECG (IC) – Trader API where you will work with Schwab and third-party API users as the subject-matter expert in equities, foreign exchange, derivatives (options & futures) as well as the Schwab Trader API. We’re seeking professionals who enjoy assisting others as they trade in the financial markets and want to develop their careers with a top financial services firm.

Our organization consists of a diverse workforce at all different stages of their careers, including career changers and individuals re-entering the workforce. If you enjoy providing an outstanding level of service to others around you, have a passion for continuous learning, and enjoy working with like-minded individuals with whom you can learn and grow – this is the role for you.

What you have

Required qualifications:

• Series 7, 63, and 3 licenses
• We will consider candidates with 5+ years of experience with derivatives products, API/coding, or other relevant experience in lieu of certifications. Licensure will be done as a condition of employment
• Passion for trading, market, and systems knowledge; ability to proactively discuss complex trading, API specific topics, and appropriate solutions with clients
• Provide expert trader API support, specializing in advanced trading strategies, API utilization, and various connected Schwab trading platforms
• Exceptional written communication skills that provide a high level of accuracy, clarity, and education; display empathy, depth of market and API knowledge; as well as incorporate positive language
• Proven expertise in deescalating upset clients, effectively turning challenging situations into opportunities for resolution and building positive client relationships within a dynamic API support team
• Educate clients around margin rules and calculations on equity, complex option positions, and risk management
• Educate clients around the Schwab Trader API enrollment, support, processes and procedures to ensure proper use of the Schwab Trader API for qualified clients
• Serve as a knowledgeable resource and consultant to various Trader and CS&S teams, addressing API-related matters, resolving training issues, and providing single-point contact for clients
• Be a department mentor and point of contact for Trader Service professionals to help educate and upskill in Schwab API tools and services
• Regularly collaborate with Trader Product API partners to provide client feedback, improve the Trader API experience and help support the growth and expansion of the Trader API
• Excellent analytical skills with the ability to effectively mitigate risk and adhere to trading accuracy while adhering to policies, procedures, and guidelines
• Collaborative and relationship-focused work style with demonstrated success in a team environment
• Practical time management and communication skills, positive demeanor, enthusiasm, professionalism, and a strong work ethic with a high integrity
• Ability to research independently, troubleshoot, and solve problems when there are limited Schwab-owned resources available

Preferred qualifications:

• Series 34 and 9/10 (or 24/4 equivalent)
• 3 years of experience in client services, financial services or brokerage services, preferably trading & interacting with clients in a proactive and consultative manner
• Experience in app development, design, coding and programming languages

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