Manager, CS&S Trader Electronic Communications

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.

As a Team Manager in our Client Service & Support (CS&S) Trader Electronic Communications Manager organization you’ll inspire and model behaviors that enhance client relationships and drive personalized service, enabling Trader ECG professionals to enhance client loyalty by making mature business decisions while deepening relationships within the Active Trader client base. You’ll inspire a shared vision, supporting team members providing outstanding service to Active Trader clients via chat/email, via telephone, or across both channels. Client channels supported include S.com chat, TOS Admin chat and secure messaging/email.

You’ll leverage your passion for leadership to drive results by coaching proactive behaviors that enrich the client experience through market knowledge and education. Additionally, you’ll facilitate team trading and service activities, including technical analysis/guidance and trading platform support. Your focus on building a strong team foundation will be demonstrated through timely supervision, training through the Trader lifecycle, audit/compliance activities, total performance management, and risk mindset. If you’re a leader seeking a role where you can mentor tenured professionals, as well as positively impact satisfaction and loyalty scores, quality assurance metrics and appropriate client solutions, this could be the opportunity for you. 

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.

Required Qualifications:

• Prior leadership experience
• Active FINRA Series 7, 63, 9, 10 licenses
• Bachelor's degree or equivalent work experience
• 2+ years related experience in the financial services and/or brokerage services

Preferred Qualifications:

• Experience within Trader or electronic communications
• Series 3 and 34 (or ability to obtain post-hire) preferred.
• Solid understanding of Communication with the Public (CWTP) policies and procedures.
• Strong leadership, motivational, and coaching skills resulting in professionals that drive results.
• Strong knowledge of trading, margins, and risk skills; an excellent understanding of regulatory requirements and compliance responsibilities; strong handling of client escalations.
• The ability to deliver world class service while managing complex discussions with affluent clients.
• Demonstrated emotional intelligence, strategic thinking, tactical execution, analytical skills, problem-solving, attention to detail, and mature business judgement.
• Ability to manage trade-off decision with a focus on providing win-win solutions.
• Excellent written and verbal communication skills to influence and build consensus as well as proven presentation skills.
• Prior experience with staffing and workforce management.

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