Sr Manager, CS&S Private Client Services

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).

The Schwab Private Client Services Sr Team Manager leads within the dedicated High Net Worth business model. This role builds and develops a high-performing team that delivers exceptional client experiences, grows talent, manages risk, and drives business success. By promoting personalized service, the Sr Team Manager empowers team members to make bold decisions, collaborate across the firm to create holistic client experiences, strengthen client loyalty, and increase organic growth. The role inspires a shared vision and contributes as part of an interconnected team within the High Net Worth organization.

As a Schwab Private Client Services Sr Team Manager, your responsibilities include coaching to proactive behaviors that enrich the client experience utilizing Through Clients Eyes Service. Accountabilities include strong satisfaction scores, quality assurance metrics and appropriate client solutions. Additional responsibilities include timely supervision, training, audit/compliance activities and total performance management. A strong coaching background with an emphasis on tenured and experienced employees is highly desired.

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:

• Active FINRA Series 7, 63, 9/10 (or S24 &4) licenses  
• Minimum 2 years' experience as a Team Manager
• Bachelor’s degree or equivalent work experience 
• Passion for service, positive attitude, enthusiasm, professionalism, strong client focus and desire to assist individuals in developing their career 
• An awareness of Risk and an understanding of regulatory requirements and compliance responsibilities 
• Strong leadership with a proven ability to build and develop high performing and highly engaged team 
• Passion for and proven ability to coach and develop financial service professional behaviors to pre-determined business outcomes 
• Ability to communicate and collaborate effectively and build strong partnerships with varying levels across the firm 
• Positive attitude, enthusiasm, professionalism, and strong work ethic with high level of integrity and ethics 

Preferred:

• Working with the High-Net-Worth organization

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