Description

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.

Your Opportunity:

Schwab's Workplace Branch organization is at the heart of our firm's commitment to helping Workplace (SPS, RPS, DBS) participants own their financial futures. In this exciting role, you'll introduce plan participants to the breadth of Schwab's Retail and Workplace offerings through a planning-led approach.

This position is part of the Employee Services team, within the Workplace Education & Support organization and will report to the Director. Employee Services is primarily responsible for supporting financial needs and services for Schwab's employees and their families. In this role, the Team Manager will lead a team of Sr. Specialists through the ongoing evolution of the Workplace Branch organization.

As a Team Manager in Employee Services you will lead a team of Sr. Specialists (including registered brokers and customer service reps) to deliver value and memorable service experiences that promote client and employee loyalty . The Team Manager will be tasked with helping Charles Schwab fulfill its purpose of financial fitness for all employees.

If you're looking to bring your expertise and passion for leadership to a new role with a firm that will value your contributions and champion your growth, this may be the opportunity for you.

What you have

• A valid and active Series 7 and 63 license is required
• A valid and active Series 9/10 license is required (license(s) may be obtained under a condition of employment)
• 1 year of supervisory/management experience
• 3 years of financial services experience

• A desire to lead and a deep commitment to client service
• Ability to provide ongoing employee coaching, development, and recognition
• Passion to focus on retention and development of top talent through coaching, performance management, and employee engagement.
• Strong industry knowledge and ability to develop internal and external partnerships

Requisition #: 2025-116942

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Requirements

2025-116942