Manager, Client Account Operations (PL)

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

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(s).

The Asset Transfer Services (ATS) Department balances incoming and outgoing transfer requests for Schwab clients. ATS strives to lead the industry by crafting the best transfer experience for our clients, internal business partners, and contra/brokerage firms.

As a Team Manager in ATS, you will lead a diverse group of 8-15 individuals who assist clients with their transfer requests. The ideal candidate is a self-driven and proven leader who can inspire, motivate, and effectively manage people at different stages in their career or professional development. You will lead the team through exciting and transformational initiatives in line with the business and firm objectives, provide supervision and oversight, hold individuals accountable through coaching and feedback, and apply sound business judgement when handling complex and/or highly sensitive situations.

What you have

To ensure that we fulfill our promise of 'challenging the status quo,' this role has specific qualifications that successful candidates should have.

Required Qualifications:

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

Preferred Qualifications:

• Experience working with multiple systems in a dual monitor environment, and basic computer skills (including Microsoft Office products) are required.
• Be a self-starter, proactive to identify and implement innovative solutions to drive efficiency, scalability, and operational excellence.
• Experience managing the day-to-day business activities of the team and deliver on business results while focusing on risk management.
• Cultivate and foster strong employee engagement on the team and within the department.
• Proven ability to establish and maintain strong, trusted, working relationships within the department, with clients,business partners, senior leadership, and contra firms.

In addition to the salary range, this role is also eligible for bonus or incentive opportunities

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