Sr Manager, CS&S Trader Electronic Communications (PL) - 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).

As a Senior Manager (PL) in our Client Service & Support (CS&S) Trader Electronic Communications (Trader ECG) organization, you’ll inspire and model behaviors that enhance client relationships and drive personalized service, with a specialized focus on Schwab Trader API support and strategy.

In this role, you’ll lead and develop a team of Trader ECG professionals who provide advanced service and support to Active Trader clients and Schwab Trader API users across email & chat channels. You’ll set a shared vision that balances exceptional client experience, regulatory excellence, and Trader API growth, while empowering professionals to make mature business decisions and deepen relationships within the Active Trader and API-enabled client base.

You’ll leverage your passion for leadership to coach proactive behaviors that enrich the client experience through deep market knowledge, Trader API expertise, and platform education. In addition to overseeing core trading and service activities—including technical analysis, platform guidance, and API-related support—you’ll play a key leadership role in advancing Schwab’s Trader API capabilities through collaboration with product, risk, and technology partners.

Your focus on building a strong and scalable team foundation will be demonstrated through timely supervision, Trader lifecycle training, audit and compliance activities, performance management, and a strong risk mindset. You’ll also utilize your advanced leadership experience to drive organizational progress, continuous improvement, and cross-functional alignment within the Trader ECG leadership team. 

If you’re a leader seeking an opportunity to mentor tenured professionals, elevate Trader API subject-matter expertise, and positively impact client satisfaction, quality assurance metrics, and API adoption and growth, this could be the role for you.

What you have

Required Qualifications:

• Active FINRA Series 7, 63, 9, and 10 licenses
• Bachelor’s degree or equivalent work experience

Preferred Qualifications:

• Demonstrated leadership and coaching experience, preferably leading licensed trading professionals
• Series 3 and 34 (or ability to obtain post-hire)
• Strong understanding of Communication with the Public (CWTP) policies and procedures
• Exceptional leadership, motivational, and coaching skills that develop high-performing professionals who drive results
• Robust knowledge of trading, margins, derivatives, and risk management, with a strong understanding of regulatory requirements and compliance responsibilities
• Proven ability to lead teams through complex client escalations, including advanced trading and Trader API-related discussions
• Experience developing professionals through structured career pathways and upskilling initiatives, including Trader API education and enablement
• Ability to build and strengthen leadership teams within and across departments while consistently delivering results in a dynamic environment
• Strong experience leading and supporting change initiatives that enhance both the client and professional experience
• Ability to deliver world-class service while managing complex discussions with affluent and highly engaged trading clients
• Applies emotional intelligence, strategic thinking, analytical skills, tactical execution, attention to detail, and mature business judgment
• Ability to impact the business through creation of scale and simplicity, and to partner effectively on strategic Trader API initiatives
• Strong written communication skills, with the ability to coach professionals to provide clarity, display empathy, and deliver education-focused, API-specific client interactions
• Ability to manage trade-off decisions with a focus on win-win outcomes for clients and the firm
• Prior experience with staffing, workforce management, and capacity planning

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