Sr Manager, CS&S Private Client Services

The Charles Schwab Corporation; Lone Tree (CO); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

401(k) match

Employee stock purchase plan

Paid time off for volunteering and sab

Sabbatical after every 5 years

Parental leave and family building

Tuition reimbursement

Health, dental, and vision insurance

Job summary

The Charles Schwab Corporation is seeking a Sr Manager for Schwab Private Client Services in an on-site role in Colorado. The position leads a high-performing team delivering tailored service to High Net Worth clients by phone and email, driving growth and exceptional client experience.

The Sr Manager will model professional behavior, manage client relationships, and ensure compliance with regulatory requirements while fostering a collaborative, results-driven environment.

Qualifications

• Active FINRA Series 7, 63, 9/10 licenses.
• Minimum 2 years leadership experience.
• Background leading in a fast paced/call center environment.
• Bachelor’s degree or equivalent work experience.

Skills

FINRA licenses (Series 7/63/9/10)

Leadership experience

Call center experience

Analytical thinking

Education

Bachelor’s degree or equivalent work experience

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 locations.

The Schwab Private Client Services Sr Manager provides leadership within a dedicated business model. This Senior Manager inspires and models behaviors that enhance each client relationship. This role drives personalized service, which enables team members to build loyal clients by making bold decisions and increases organic growth among the client base. The SPCS Sr Manager inspires a shared vision so all team members provide outstanding service to High Net Worth clients over the telephone and via email.

What you have

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

Required Qualifications

• Active FINRA Series 7, 63, 9/10 licenses
• Minimum 2 years leadership experience
• Background leading in a fast paced/call center environment
• Bachelor’s degree or equivalent work experience

Preferred Qualifications

• Experience working with the High Net Worth client segmentation
• Demonstrates critical thinking, analytical skills, problem solving, attention to detail, and business acumen
• Passion for service, positive attitude, enthusiasm, professionalism, strong client focus and desire to assist individuals in developing their career
• An awareness of risk and an understanding of regulatory requirements and compliance responsibilities
• Excellent interpersonal skills, including confirmed listening skills and the ability to communicate in a clear, well-organized manner
• High degree of decision making and demonstrate the ability to work effectively on a fast paced and dynamic team with ability to quickly organize and handle multiple priorities
• Ability to communicate and collaborate effectively and build strong partnerships with varying levels across the firm
• Positive attitude, enthusiasm, professionalism, and strong work ethic with high level of integrity and ethics
• Strong leadership with a proven ability to build and develop high performing and highly engaged team

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