Senior Leader, Private Markets Asset Servicing (Hybrid)

Charles Schwab; Westlake (TX); On-site; USD 110,000 - 150,000; Full time

Benefits offered by this job

401(k) with company match

Paid vacation & volunteering leave

Parental leave & family benefits

Tuition reimbursement

Health, dental & vision insurance

Job summary

Charles Schwab is seeking an experienced leader to oversee Alternative Investments operations within Private Markets. You will guide teams responsible for asset servicing, including reconciliations, valuations, distributions and corporate actions, while partnering across operations, technology, product, compliance and service teams to strengthen controls and client experience.

This role requires hands-on leadership, strong operational judgment, and a passion for continuous improvement in a

Qualifications

• Seven or more years of financial services experience.
• Three or more years of experience in alternative investment operations, asset management, custody, fund administration or a related field.
• Three or more years of people leadership experience, including experience leading multiple operational teams.
• Strong knowledge of alternative investment structures and servicing events, including reconciliations, valuations, distributions and corporate actions.

Responsibilities

• Lead multiple teams of asset servicing professionals.
• Oversee reconciliation, corporate actions, pricing, distributions and security master processes within the assigned area.
• Establish clear priorities, service expectations, controls and escalation paths; use data and business judgment to address risk and improve outcomes.
• Provide leadership across the full operations floor when other managers are not present, including coordinating coverage and timely decisions.
• Coach managers and team members, build succession strength and foster accountability and engagement.
• Partner with Schwab Technology, Product Management, Risk, Compliance and service teams to deliver modernization of Alternative Investments.
• Oversee vendor performance and strengthen end-to-end accountability for client requests and asset-servicing activities.
• Sponsor process improvements that simplify work, improve controls, and strengthen client experience.
• Support asset valuation and annual fair market value processing and communications with stakeholders.

Skills

People leadership

Operations management

Data analysis

Communication

Education

Bachelor's degree

Tools

FINRA Series 7

FINRA Series 63

Job description

Charles Schwab is seeking an experienced leader to oversee Alternative Investments operations within Private Markets. You will guide teams responsible for asset servicing, including reconciliations, valuations, distributions and corporate actions, while partnering across operations, technology, product, compliance and service teams to strengthen controls and client experience.

This role requires hands-on leadership, strong operational judgment, and a passion for continuous improvement in a