Sr Manager, CS&S Client Banking Services (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).

Client Banking Services (CBS) serves Schwab Bank and Schwab One clients.  As a division of the Client Service & Support (CS&S) organization, our goal is to provide world class service that promotes 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. Day-to-day, a CBS Team Manager invests the majority of their time into the coaching and development of their professionals.  By focusing on driving engagement and behavioral based coaching validated by performance metrics, CBS leaders strive to empower their professionals to own their careers and provide World Class Service.

As a Team Manager in CS&S, you will provide leadership, management, and general oversight in Client Banking Services (CBS). You will be responsible for direct leadership of 10 - 12 financial service professionals.

You will pursue our mission and values by:

• Working collaboratively with other CBS managers and leadership across the network to deepen client relationships and drive key business results. Agility is a premium.
• Developing CBS associates and specialists to help them become world class service professionals. Priority: People leadership that drives performance in a culture of accountability focused on key results.
• Partnering effectively across site locations. Embracing an ownership mentality is essential.
• Continually evaluating the operating environment and business model to identify opportunities for innovation and improve business processes. Service, simplicity, and scale are core operating principles. Embracing “can-if” thinking is vital.
• Representing Schwab to clients and CS&S/CBS to business partners and vendors.
• Consistently interacting with professionals to build employee loyalty, knowledge, and skills.

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:

• Active FINRA Series 7, 63 (or 66) licenses
• Active FINRA Series 8, or 9 & 10 licenses
• Knowledge of financial services industry
• Minimum of 1 year of supervisory/management experience in Client Banking Services with demonstrated ability to drive engagement while also delivering performance against key business objectives
• Demonstrated passion for providing client-centric solutions
• Positive attitude, enthusiasm, professionalism, and strong work ethic with high level of integrity and ethics
• Excellent verbal and written communication skills to influence, build consensus, and effectively drive accountability
• The individual must possess strong conceptual, planning, organizational, and communication skills.
• The candidate will need to be effective at establishing and obtaining commitment to business goals and motivating the team to implement strategies to achieve key business results.

Preferred Qualifications:

• 3 + years of prior industry experience
• Service delivery and coaching/development
• The ideal candidate will have proven experience working collaboratively with various groups with potentially disparate objectives

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