Senior Manager, Managed Investing Services: Client Growth

The Charles Schwab Corporation; Phoenix (AZ); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

401(k) with company match

Paid time off

Parental leave

Health insurance

Hybrid work

Job summary

The Charles Schwab Corporation seeks a Senior Manager in Managed Investing to lead front-line professionals serving managed accounts and to drive client loyalty and satisfaction. You will partner with cross-functional teams to ensure operational and risk controls meet client needs.

Strong leadership, FINRA licensure, and financial services experience are essential as you mentor tenured staff and influence strategic initiatives across Schwab.

Qualifications

• Active FINRA Series 7, 63, 9, 10 licenses (or equivalents).
• 2 years of previous managerial experience in financial services.
• Bachelor’s degree or equivalent work experience.

Responsibilities

• Lead front line professionals serving Managed Accounts and drive client satisfaction.
• Collaborate across teams to escalate or resolve operational, risk, and client experience issues.

Skills

FINRA licenses

Leadership experience

Financial services

Education

Bachelor’s degree or equivalent

Job description

The Charles Schwab Corporation seeks a Senior Manager in Managed Investing to lead front-line professionals serving managed accounts and to drive client loyalty and satisfaction. You will partner with cross-functional teams to ensure operational and risk controls meet client needs.

Strong leadership, FINRA licensure, and financial services experience are essential as you mentor tenured staff and influence strategic initiatives across Schwab.