Senior Manager, Institutional
Position Type:
Regular Your Opportunity Charles Schwab Advisor Custody & Trading (ACT) is the industry leader in providing custodial, trading, technology, and practice management to independent advisory firms.
As an integral part of ACT, the Alliance Team functions as a liaison for the Financial Advisor with the end client, enhancing their client product and service offering by bringing to bear the scale of Schwab.
Alliance's unique position as a differentiator in the industry coupled with our superior service helps advisors attract and retain affluent clients, which helps them compete and succeed in their business efforts.
We are expanding our team and are looking for a Sr.
Team Manager in Alliance! The Alliance Department serves as a primary point of contact for the clients of independent advisors who custody assets with Schwab and provide best in class service.
What you have As a Sr.
Team Manager in Alliance, you will pursue our mission and values through:
Leading a team of 12-15 representatives who provide a consultative service to meet the needs of our clients and employees Developing team members through coaching, career development mentoring, and motivational techniques Assessing and resolving escalated client issues at a moment's notice, helping them navigate Schwab products and services Anticipate potential risk issues pertaining to all facets of the team while presenting and implementing proactive solutions.
Providing creative ideas and solutions that will benefit the business and set the strategic direction of the segment Anticipating potential risk issues pertaining to all facets of the operation while presenting and implementing proactive solutions Working collaboratively with other managers and leadership in cross-departmental projects and initiatives A valid and active FINRA Series 7, 63 or 66, 9 & 10 or 24 licenses required Bachelor's degree or relevant experience 3-5 years of people leadership experience, preferably within financial services Demonstrated experience mentoring and coaching employees to achieve and exceed performance standards Superior interpersonal, verbal, and written communication Ability to embrace change and innovation Positive attitude, team orientation, enthusiasm, professionalism, and strong work ethic with high level of integrity and ethics Good organizational skills with the ability to prioritize and handle multiple competing priorities within established deadlines Proven project management experience In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
Recommended Skills Communication Coordinating Ethics Finance Hardworking And Dedicated Innovation Estimated Salary: $20 to $28 per hour based on qualifications.
Regular Your Opportunity Charles Schwab Advisor Custody & Trading (ACT) is the industry leader in providing custodial, trading, technology, and practice management to independent advisory firms.
As an integral part of ACT, the Alliance Team functions as a liaison for the Financial Advisor with the end client, enhancing their client product and service offering by bringing to bear the scale of Schwab.
Alliance's unique position as a differentiator in the industry coupled with our superior service helps advisors attract and retain affluent clients, which helps them compete and succeed in their business efforts.
We are expanding our team and are looking for a Sr.
Team Manager in Alliance! The Alliance Department serves as a primary point of contact for the clients of independent advisors who custody assets with Schwab and provide best in class service.
What you have As a Sr.
Team Manager in Alliance, you will pursue our mission and values through:
Leading a team of 12-15 representatives who provide a consultative service to meet the needs of our clients and employees Developing team members through coaching, career development mentoring, and motivational techniques Assessing and resolving escalated client issues at a moment's notice, helping them navigate Schwab products and services Anticipate potential risk issues pertaining to all facets of the team while presenting and implementing proactive solutions.
Providing creative ideas and solutions that will benefit the business and set the strategic direction of the segment Anticipating potential risk issues pertaining to all facets of the operation while presenting and implementing proactive solutions Working collaboratively with other managers and leadership in cross-departmental projects and initiatives A valid and active FINRA Series 7, 63 or 66, 9 & 10 or 24 licenses required Bachelor's degree or relevant experience 3-5 years of people leadership experience, preferably within financial services Demonstrated experience mentoring and coaching employees to achieve and exceed performance standards Superior interpersonal, verbal, and written communication Ability to embrace change and innovation Positive attitude, team orientation, enthusiasm, professionalism, and strong work ethic with high level of integrity and ethics Good organizational skills with the ability to prioritize and handle multiple competing priorities within established deadlines Proven project management experience In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
Recommended Skills Communication Coordinating Ethics Finance Hardworking And Dedicated Innovation Estimated Salary: $20 to $28 per hour based on qualifications.
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