Senior Manager, Participant Services — Equity & Communications

The Charles Schwab Corporation; Westlake (TX); On-site; USD 75,000 - 100,000; Full time

Job summary

The Charles Schwab Corporation in Westlake, TX seeks an experienced Participant Services specialist to support Stock Plan Services. You will hold FINRA licenses and drive client-centric solutions, with leadership responsibilities and a flexible shift.

This on-site role emphasizes in-depth brokerage knowledge and strong communication to guide employees of corporate clients. Join Schwab to contribute to a trusted, education-focused service culture and grow with a company that values integrity and

Qualifications

• Active FINRA Series 7 & 63 licenses required.
• Active FINRA Series 9 and 10 licenses required.
• Minimum five years in brokerage/financial services with equity compensation knowledge.
• Strong communication and leadership capabilities.

Skills

FINRA Series 7 & 63 licenses

FINRA Series 9 & 10 licenses

Brokerage/financial services knowledge

Client-centric solutions

Verbal & written communication

Leadership & coaching

Flexible shift

Education

Bachelor’s degree

Job description

The Charles Schwab Corporation in Westlake, TX seeks an experienced Participant Services specialist to support Stock Plan Services. You will hold FINRA licenses and drive client-centric solutions, with leadership responsibilities and a flexible shift.

This on-site role emphasizes in-depth brokerage knowledge and strong communication to guide employees of corporate clients. Join Schwab to contribute to a trusted, education-focused service culture and grow with a company that values integrity and