Sr Manager, CS&S Partner Support

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.

The Partner Support team (PS) plays a critical role in partnering with the Retail Branch Network, Independent Branches, and Schwab Wealth Advisory to deliver exceptional outcomes for clients. Partner Support manages a broad range of operational and service needs, from routine requests to complex and highly escalated situations. The team serves as the end-to-end owner for branch requests, bringing a high level of accountability, follow-through, and communication to each interaction. Through Salesforce cases, internal hotline support, chat, and direct client contact, the team helps drive timely resolution and confidence in the support model. This is a high-impact environment where strong partnership, sound judgment, and exceptional communication directly influence the client and partner experience.

As a Partner Support Senior Manager, you will lead at the intersection of people, performance, partnership and client impact. This role is about building an engaged and high-performing team while delivering an exceptional experience for clients and internal partners. You will set clear priorities, coach and develop talent, manage performance and capacity, and create a culture rooted in accountability and continuous improvement. You will use data, business insight and sound judgment to assess performance, identify risks, and turn insights into action. This role also requires strong cross-functional leadership. You will work closely with teams across service, operations, risk and the branch network while building trusted relationships with peer leaders and senior leadership. Success requires the ability to balance people leadership, service delivery, operational risk and changing business priorities in a fast-moving environment.

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:

• Active FINRA Series 7, 63, 9 & 10 licenses required (or 9/10 equivalent)
• Current people leader with 3+ years of experience driving engagement, coaching talent, and delivering performance against business objectives.
• 5+ years of securities industry experience with 3+ years of Schwab experience required
• Experience with Client Central, Salesforce, Nexidia, PBS and a strong understanding of Schwab policies, procedures, and service organizations
• Proven ability to build, develop, and lead high-performing teams through coaching, feedback, recognition, and accountability.
• Demonstrated success managing performance, operational capacity, and competing business priorities in a fast-paced environment.
• Strong business acumen with the ability to analyze data, identify trends, assess risk, and translate insights into action.
• Excellent verbal and written communication skills with the ability to influence, build consensus, and drive accountability across all levels of the organization.
• Proven ability to build trusted partnerships and collaborate effectively across departments, leadership teams, and support organizations.
• Strong planning, prioritization, and organizational skills with the ability to balance strategic initiatives and day-to-day operational needs.
• Demonstrated ability to exercise sound judgment and make effective decisions in complex or escalated situations.
• Experience leading teams through change, ambiguity, and evolving business priorities while maintaining engagement and performance.
• Passion for developing people and fostering an inclusive, collaborative, and growth-oriented team culture.
• Continuous improvement mindset with a demonstrated ability to identify opportunities, implement solutions, and improve operational effectiveness and partner experience.

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