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Senior Team Manager, Institutional

Company: Charles Schwab
Location: Euless
Posted on: May 14, 2022

Job Description:

Position Type: Regular
Your Opportunity
Charles Schwab Advisor Custody & Trading is the industry leader in providing custodial, trading, technology and practice management to independent advisory firms. Our outstanding service coupled with access to sophisticated wealth-management tools help advisors attract and retain affluent clients, as well as profitably grow, compete and succeed in their business efforts.What you are good at
As a Team Manager in Advisor Custody and Trading, you will pursue our mission and values through:

  • Leading a team of 10-15 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
  • 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 initiativesWhat you have
    • Bachelor s degree preferred
    • Active and valid FINRA Series 7 and 63 or 66 licenses required
    • Active and valid FINRA 9/10 license required
    • 3-5 years of people leadership experience, preferably within financial services
    • Demonstrated experience mentoring and coaching employees to achieve and exceed performance standards
    • Strong interpersonal, verbal, and written communication skills
    • Ability to embrace change and innovation
    • Positive demeanor, team orientation, passion, 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 time limits
    • Proven project management experienceWhy work for us?Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home today and in the future. Explore .Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an Equal Opportunity Employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. Please click to see the policy. Schwab is an affirmative action employer, focused on advancing women, racial and ethnic minorities, veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at or call .TD Ameritrade, a subsidiary of Charles Schwab, is an Equal Opportunity Employer. At TD Ameritrade we believe People Matter. We value diversity and believe that it goes beyond all protected classes, thoughts, ideas, and perspectives.

Keywords: Charles Schwab, Euless , Senior Team Manager, Institutional, Executive , Euless, Texas

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