Manager, AS Fixed Income Advisor Support

The Charles Schwab Corporation; Westlake (TX); Hybrid; USD 90,000 - 150,000; Full time

Benefits offered by this job

Hybrid work model

Health, dental, and vision insurance

401(k) match

Sabbatical after 5 years

Tuition reimbursement

Job summary

The Charles Schwab Corporation seeks an Advisor Bond Specialist to deepen advisor relationships within a defined region. You will guide bond portfolios, analyze portfolios, and collaborate with sales and trading teams to promote Schwab's fixed income offerings.

Key requirements include a Bachelor's degree, FINRA Series 7 & 63, 5+ years in financial services, and knowledge of fixed income products and trading strategies. Hybrid work flexibility is offered.

Qualifications

• Bachelor's degree or equivalent experience preferred.
• Active FINRA Series 7 and 63 required.
• 5+ years in financial services.
• Fixed income exposure is a plus.
• Strong interpersonal and relationship skills.
• Ability to establish rapport with advisors and partners.
• Strong organizational and time management skills.
• Knowledge of fixed income products and trading strategies preferred.
• Portfolio analysis comprehension preferred.
• Bloomberg and Factset experience a plus.

Responsibilities

• Represent Schwab brand and promote fixed income offerings.
• Work closely within a team of Advisor Bond Specialists.
• Provide proactive solutions meeting advisor needs.
• Collaborate with business partners to resolve fixed income issues.
• Partner with Relationship Managers in regional offices to promote fixed income.
• Adhere to industry, corporate and fixed income policies; mitigate risk.

Skills

Interpersonal skills

Relationship management

Time management

Portfolio analysis

Education

Bachelor's degree or equivalent experience

Tools

Bloomberg

Factset

Job description

Your Opportunity

Fixed Income is a strategic priority for Schwab and Advisor Services - the Advisor Bond Specialist role provides an exciting opportunity to be a driver in continuing the growth, innovation and partnerships of this effort. With over $200 billion in Fixed Income assets, an industry leading product platform and a large team of sales & service professionals, this team plays a meaningful role in driving asset growth for both our Advisor and Retail channels. The Advisor Services Fixed Income team supports independent Registered Investment Advisor firms that custody and trade their client assets at Schwab. We partner with Fixed Income trading, Advisor Services Sales, and the Advisor Custody & Trading organization to foster advisors' needs, growth, and success.

As an Advisor Bond Specialist you will be responsible for developing and deepening advisor relationships within a specified region. Our specialists work with our advisors providing guidance across their bond portfolios and fixed income needs with a focus on growing and deepening relationships. Typical advisor interactions range from portfolio analysis and discussions to general bond information and trade execution. In addition, you will have the opportunity to partner with the sales organization to promote our offering with current advisors and prospects. These objectives are accomplished by:

• Representing the Schwab brand and promoting our fixed income offering
• Performing closely within and across a team of Advisor Bond Specialists
• Providing proactive solutions which meet our advisors needs
• Collaborating with business partners to resolve fixed income related issues
• Partnering closely with Relationship Managers and Business Development Officers in our Regional Field offices to promote our fixed Income offering
• Abiding by all industry, corporate and fixed income policies and procedures; mitigating risk to the firm, our advisors and their clients

What you have

• Bachelor's degree or equivalent experience preferred
• Active and valid FINRA Series 7 & 63 required
• 5+ years of financial services experience
• Previous exposure to fixed income a plus
• Strong interpersonal and relationship skills
• Ability to establish rapport with advisors, business partners and peers
• Strong organizational and time management skills
• Knowledge of fixed income products (Treasuries, CD's, GSE's, MBS's, Municipals, Corporates, Preferred Securities, Bond Funds, etc.), yield curve analysis, convexity and duration, bond swaps, laddering techniques, and general trading strategies preferred
• Portfolio analysis comprehension preferred
• Bloomberg and Factset experience a plus

What's in it for you

At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration - so you can build the skills to make a lasting impact. 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