Senior Manager, Institutional

3 weeks ago

Roanoke, United States Charles Schwab Full time
Position Type: Regular Your opportunity

Charles Schwab Advisor Services is the industry leader in providing custodial, trading, technology, and practice management to independent advisory firms. Our superior service coupled with access to sophisticated wealth-management tools help advisors attract and retain affluent clients, as well as increase profitably, compete in the marketplace, and succeed in their business efforts.

As a division of the Advisor Services, our goal is to provide world class service that promotes the firm’s Purpose to “champion every client’s goals with passion and integrity.” We foster an environment of engaged professionals, who inspire client loyalty through understanding and addressing client needs, personalizing every interaction, and valuing all clients and their time.  Day-to-day, a Service Team Manager invests a majority of their time into the coaching and development of their professionals.  By focusing on driving engagement and behavioral based coaching validated by performance metrics, AS leaders strive to empower their professionals to own their careers and provide World Class Service.

What you are good at

As a Service Team Senior Manager, you will provide leadership, management, and general oversight in Advisor Services.  You will be responsible for direct leadership of 10 - 15 financial service professionals.  You will pursue our mission and values by:

  • Working collaboratively with other AS managers, business partners, and leadership across the network to deepen client relationships and drive key business results. Teamwork is a critical to the success of our business.
  • Developing AS Service Professionals to help them become world class service professionals.  People leadership that drives performance in a culture of accountability focused on key results.
  • Partnering effectively across site locations. Embracing an ownership mentality is essential.
  • Continually evaluating the operating environment and business model to identify opportunities for innovation and improve business processes. Service, simplicity, and scale are core operating principles. Embracing “can-if” thinking is vital.
  • Representing Schwab to advisors and end clients, and Advisor Services to business partners and vendors.
  • Consistently interacting with professionals to build employee loyalty, knowledge, and skills.
What you have
  • Active FINRA Series 7, 63 (or 66) licenses
  • Active FINRA Series 8, or 9 & 10 licenses
  • Bachelor’s degree is preferred, Associates degree or equivalent experience considered
  • Knowledge of financial services industry with minimum three years prior industry experience preferred, including service delivery, and coaching and development
  • At least one year of supervisory/management experience required with demonstrated ability to drive engagement while also delivering performance against key business objectives
  • Demonstrated passion for providing client-centric solutions
  • Positive attitude, enthusiasm, professionalism, and strong work ethic with high level of integrity and ethics
  • Excellent verbal and written communication skills to influence, build consensus, and effectively drive accountability.
  • Strong organizational skills with the ability to prioritize, delegate, and handle multiple competing priorities within established deadlines.
  • The successful candidate must be fully committed to serving and balancing the needs of clients, employees, and shareholders. The individual must possess strong conceptual, planning, organizational, and communication skills. The candidate will need to be effective at establishing and obtaining commitment to business goals and motivating the team to implement strategies to achieve key business results. The ideal candidate will have proven experience working collaboratively with various groups with potentially disparate objectives.
What’s in it for you

At 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 plan
  • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
  • Paid parental leave and family building benefits
  • Tuition reimbursement
  • Health, dental, and vision insurance

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