Senior Regional Manager, Schwab Wealth Advisory

4 weeks ago

Greenwood Village, United States Charles Schwab Full time

Position Type: RegularYour opportunityInvestor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and Wealth Strategies Consulting Group. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab’s approach to investing. The Centralized Service & Operations group supports Fixed Income and Schwab Wealth Advisory clients as the client facing phone teams. The Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and Wealth Strategy teams. Additionally, they provide specialized products to meet income generation, risk mitigation, and liquidity needs. As a Senior Regional Manager you will coach and counsel a team of 10-12 Wealth Advisors and Associate Wealth Advisors in a collaborative environment designed to both grow and support the client base they support. We value integrity, open communication, strong market knowledge, and a passion for client service. If you want to work with a firm that is dynamic, client focused, invests in your growth, and values your contributions, consider a career as a Senior Regional Manager.What you have What you are good at-Motivating – As a leader you will inspire your team by providing support and championing the collaborative Schwab culture. Building collaborative relationships- You will build and foster relationships with internal partners as well as clients. Internal partners will include Branch Managers, Regional Branch Executives and Directors within the Investor Advice Solutions division. Developing others - We are seeking an individual with extensive financial services experience to share with their team of CFP® or CFA® investment professionals. Managing change- The Senior Regional Manager will establish strategies and design plans to ensure that asset and service targets are met. Managing performance- Part of this role includes the monitoring of client interactions and coaching to improve service and advice quality. You will coach to daily planning and execution that is being provided to SWAI clients. This includes performing the compliance and administrative tasks inherent in our industry.We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include:CFP® designation, CFA® designation, or a Master’s Degree in Personal Financial Planning required (may consider 24 month condition of employment)Bachelor’s Degree requiredActive and valid FINRA Series 7 license requiredActive and valid FINRA 66 license required (may consider a 120-day COE)Active and valid FINRA 9/10 required (may consider a 120-day COE)Five plus years’ experience in the financial services industryMinimum of 2 years supervisory experience strongly preferredIn addition to the salary range, this role is also eligible for bonus or incentive opportunities.What’s in it for youAt Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.We offer a competitive benefits package that takes care of the whole you – both today and in the future:401(k) with company match and Employee stock purchase planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance

  • Financial Services Representative

    1 month ago

    Greenwood Village, Colorado, United States Wealth Strategies Full time

    Unlock Your Potential as a Financial RepresentativeWealth Strategies is seeking a talented and driven individual to join our team as a Financial Representative. In this role, you will have the opportunity to make a meaningful impact on the financial futures of individuals and businesses in your community.As a Financial Representative, you will work closely...

  • Financial Services Professional

    1 month ago

    Greenwood Village, Colorado, United States Wealth Strategies Full time

    Unlock Your Potential as a Financial RepresentativeWealth Strategies is seeking a dynamic and ambitious Financial Representative to join our team. As a Financial Representative, you will play a critical role in helping individuals and businesses achieve their financial goals.Key Responsibilities:Work closely with clients to understand their financial...

  • Operations Director

    4 weeks ago

    Greenwood Village, Colorado, United States Denver Wealth Management, Inc. Full time

    Operations DirectorWe are seeking an experienced Operations Director to join our team at Denver Wealth Management, Inc. As an Operations Director, you will be responsible for managing the day-to-day operations of our financial services firm, ensuring accuracy and efficiency in all aspects of our business.Key Responsibilities:Manage and train operations team...

  • Senior Corporate Counsel

    3 weeks ago

    Greenwood Village, Colorado, United States NBH Bank Full time

    At NBH Bank, we are seeking a highly skilled and experienced Associate General Counsel to join our team. As a key member of our legal department, you will play a critical role in advising our senior management and other leaders on various legal issues that arise from our day-to-day operations.The ideal candidate will have a Juris Doctorate degree from an ABA...

  • Tax Manager/Director

    1 month ago

    Greenwood Village, Colorado, United States CliftonLarsonAllen Full time

    Job Title: Manager/Director - Sales & Use TaxCLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services.We are dedicated to building a culture that invites...

  • Senior Living Implementation Specialist

    4 weeks ago

    Greenwood Village, Colorado, United States Engrain Full time

    Implementation Specialist for Senior Living AccountsEngrain is revolutionizing the way people find, lease, and manage properties. Our holistic suite of mapping solutions, built specifically for the real estate industry, provides stunning unit-level map visualizations that integrate with countless websites and property tech applications.As an Implementation...

  • Senior Mechanical Engineer

    3 weeks ago

    Greenwood Village, Colorado, United States Jacobs Full time

    Job SummaryAt Jacobs, we are seeking a seasoned Mechanical Engineer to lead our Energy & Power Solutions team in Cary, NC. This senior-level position will provide an opportunity to mentor and manage junior technical staff while working closely with clients to deliver exceptional services in the energy sector.This role will involve strategy formation,...

  • Regional Sales Manager

    2 weeks ago

    Greenwood Village, United States PulteGroup Full time

    This position is located in Englewood, CO, a suburb of Denver.This position is hybrid requiring two days per week in office.This position will be posted for 45 days through the end of November 29, 2024.JOB SUMMARYThe Regional Sales Manager's role is to lead, motivate, and develop in-house Loan Originators. The Regional Sales Manager creates an exciting...

  • Region CIO-NW

    2 weeks ago

    Greenwood Village, United States Chi Full time

    Overview CommonSpirit Health was formed by the alignment of Catholic Health Initiatives (CHI) and Dignity Health. With more than 700 care sites across the U.S. from clinics and hospitals to home-based care and virtual care services CommonSpirit is accessible to nearly one out of every four U.S. residents. Our world needs compassion like never before. Our...

  • Client Service Associate

    1 month ago

    Westlake Village, United States Stratos Wealth Partners Full time

    Client Service AssociateWestlake Village, CAStratos Wealth Advisors provides advisors and their clients with a diverse wealth management experience, offering a personalized, concierge-level service that elevates all aspects of financial and investment management. Our advisors have access to a wide range of financial products and strategies without the...

  • Senior Software Engineer

    3 months ago

    GREENWOOD VILLAGE, United States Empower Full time

    Grow your career with a growing organizationWhether they’re helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that’s hard to beat. And from a personal satisfaction perspective,...

  • Regional Sales Director

    2 weeks ago

    Greenwood Village, United States oXya Full time

    ROLE PURPOSE oXya is a prominent provider of management services, consulting, and advising solutions that empower organizations to achieve operational excellence. With a strong commitment to enhancing efficiency and flexibility, we assist midsize and global enterprises in streamlining their infrastructure and support operations. Our comprehensive range of...

  • Regional Sales Director

    1 week ago

    Greenwood Village, United States oXya Full time

    ROLE PURPOSE oXya is a prominent provider of management services, consulting, and advising solutions that empower organizations to achieve operational excellence. With a strong commitment to enhancing efficiency and flexibility, we assist midsize and global enterprises in streamlining their infrastructure and support operations. Our comprehensive range of...

  • Regional Sales Director

    1 week ago

    Greenwood Village, United States oXya Full time

    ROLE PURPOSE oXya is a prominent provider of management services, consulting, and advising solutions that empower organizations to achieve operational excellence. With a strong commitment to enhancing efficiency and flexibility, we assist midsize and global enterprises in streamlining their infrastructure and support operations. Our comprehensive range of...

  • Regional Sales Director

    2 weeks ago

    Greenwood Village, United States oXya Full time

    ROLE PURPOSE oXya is a prominent provider of management services, consulting, and advising solutions that empower organizations to achieve operational excellence. With a strong commitment to enhancing efficiency and flexibility, we assist midsize and global enterprises in streamlining their infrastructure and support operations. Our comprehensive range of...

  • Quality Management RN Supervisor

    4 weeks ago

    Greenwood Village, Colorado, United States Brookdale Senior Living Full time

    We are a leading provider of senior living solutions, and we are seeking a highly skilled RN to join our team as a Quality Management RN Supervisor. In this role, you will be responsible for supervising the day-to-day operations of our clinical services department, ensuring the highest degree of quality care for our residents.As a Quality Management RN...

  • Senior Financial Manager

    3 weeks ago

    Greenwood Village, Colorado, United States Creative Financial Staffing Full time

    About the RoleCreative Financial Staffing is seeking a highly skilled Senior Financial Manager to join our team. As a key member of our financial department, you will be responsible for leading our accounting team and overseeing all financial-related transactions, including monthly close, account reconciliations, cash management, AP, and financial...

  • Senior Manager of Software Development

    3 weeks ago

    Greenwood Village, Colorado, United States Spectrum Full time

    Lead a Team of Talented DevelopersSpectrum Enterprise is seeking a seasoned Senior Manager, Software Development, to lead a team of talented developers building an enterprise-wide application.As a Senior Manager of Software Development, you will guide a team responsible for quality and timely execution of delivery, presenting proposed solutions and reporting...

  • Client Service Associate

    4 weeks ago

    Westlake Village, United States Stratos Wealth Partners Full time

    Client Service AssociateWestlake Village, CA Stratos Wealth Advisors provides advisors and their clients with a diverse wealth management experience, offering a personalized, concierge-level service that elevates all aspects of financial and investment management. Our advisors have access to a wide range of financial products and strategies without the...

  • Senior Release Manager

    1 month ago

    Greenwood Village, Colorado, United States Charter CommunicationsSpectrum Full time

    Job SummaryThe Senior Release Manager will oversee the end-to-end release process, ensuring timely and efficient deployment of CPE releases into production. This role will focus on improving release management processes, minimizing risk, and delivering high-quality results.Key ResponsibilitiesManage the release planning process, ensuring accurate tracking of...