Lead, Client Transfer Operations (Hybrid Role)

The Charles Schwab Corporation; El Paso (TX); On-site; USD 85,000 - 120,000; Full time

Job summary

The Charles Schwab Corporation in El Paso, TX, is seeking a Team Manager within the Asset Transfer Services department. You will lead a diverse team of 8-15 professionals, coach and motivate staff, ensure operational excellence, and align activities with firm objectives.

The role requires Series 7 and 63, Series 9/10 or 24, and 4+ years in financial services, with 1-2 years in leadership. On-site collaboration and a strong risk-aware mindset are essential.

Qualifications

• Requires Series 7 and 63
• Requires Series 9/10 or 24
• 4+ years of experience in financial services, banking, or operations
• 1-2 years of leadership experience

Responsibilities

• Lead a diverse team of 8-15 individuals who assist clients with transfer requests.
• Provide supervision, coaching, and accountability, applying sound business judgment.
• Drive transformational initiatives aligned with firm objectives and manage risk.

Skills

Leadership

Financial regulatory knowledge

Series 7

Series 63

Series 9/10 or 24

Team management

Client service experience

Microsoft Office

Tools

Microsoft Office

Job description

The Charles Schwab Corporation in El Paso, TX, is seeking a Team Manager within the Asset Transfer Services department. You will lead a diverse team of 8-15 professionals, coach and motivate staff, ensure operational excellence, and align activities with firm objectives.

The role requires Series 7 and 63, Series 9/10 or 24, and 4+ years in financial services, with 1-2 years in leadership. On-site collaboration and a strong risk-aware mindset are essential.