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.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location.

Our goal in Clearing Mutual Fund Operations is to be the most admired and respected group within the industry. We are known for our spectacular customer service and flawless execution; the quality and breadth of our product offering; and the unparalleled professionalism of our employees.

Our Mutual Funds Clearing team has built a cross-functional team that will handle multiple functions within Mutual Fund Operations. We provide a back office mutual fund processing and execution solution for external banks, broker dealers and trust companies. Mutual Funds Clearing is looking for a Senior Team Manager to manage the relationships of our external Clearing correspondents and sub-accounting vendors as well as provide support to the operations teams as a key piece of our leadership team.

What you have

Required Qualifications:

• Series 7 & 63 licenses
• Experience managing a client engagement model that includes multiple touchpoints with high-net-worth clients, ensuring they are receiving the support and service required.
• 5+ years' experience leading multi-faceted operations teams that process multiple types of high-risk transactions while adhering to Service Level Agreements.
• Extensive understanding of pooled asset products such as mutual funds and CIT's.
• Familiarity of how different financial services firms are structured in terms of clientele offerings, which drives their unique goals and needs.
• Proficient technical skills, including Microsoft applications and presentation material creation.
• Flexible with schedule and role, adapting to business demand.
• Strong interpersonal skills for developing relationships with internal and external clients.
• Excellent analytical and influencing skills, with creative problem-solving abilities.
• Ability to maintain a positive attitude during high volume or change.
• Risk mitigation skills, adhering to department and firm policies.
• Experience in training and developing team members, providing feedback.

Preferred Qualifications:

• Bachelor's degree
• Experience with vendor relations or sub-accounting for mutual funds.

Requisition #: 2025-115754

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Requirements

2025-115754