Sr Manager, Fixed Income Service (PL)

Charles Schwab Corporation; Orlando (FL); On-site; USD 120,000 - 170,000; Full time

Job summary

Charles Schwab Corporation in Orlando seeks a Senior Manager, Fixed Income Service to lead a team delivering fixed income education, trade facilitation, and responsive service to clients.

You will coach, set expectations, manage risk, and partner with Fixed Income Sales, Trading, Operations, Risk, Supervision, Compliance, Product and technology to improve client experience.

Qualifications

• Leadership experience to set expectations, guide execution and foster a client‑first culture.
• Developing others: coach employees and build team capability.
• Fixed Income knowledge to support service outcomes.
• Risk management: reinforce procedures, documentation standards and risk controls.
• Strong communication to lead through change and align with partners.

Responsibilities

• Lead a team delivering fixed income education, guidance, trade facilitation, and complex service needs.
• Coach members, set clear expectations, and monitor progress against service and risk goals.
• Foster consistent leadership practices through one‑on‑ones, team meetings and performance conversations.
• Support client conversations around fixed income products, trading, and liquidity needs.
• Partner with Fixed Income Sales, Trading, Operations, Risk, Supervision, Compliance, Product and technology teams.

Skills

Leadership

Developing Others

Fixed Income

Risk Management

Communication

Education

Bachelor's degree

Tools

Salesforce

Bloomberg

FactSet

Nexidia

SchwabBondSource

Job description

Your Opportunity

At Schwab, you are 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.

As Senior Manager, Fixed Income Service, you will lead a team of professionals supporting clients with fixed income education, guidance, trade facilitation, and complex service needs. Your work will directly influence client experience, service execution, operational discipline, risk management, employee development, and cross-functional partnership across Fixed Income Sales, Trading, Operations, Risk, Supervision, Compliance, Product, and technology partners.

In this role, you will coach and develop team members, set clear expectations, inspect progress against service and risk outcomes, and create consistent leadership practices through one‑on‑ones, team meetings, call reviews, performance conversations, and development planning. You will also help team members support client conversations involving fixed income products, trading, portfolio needs, liquidity needs, time horizon, and risk tolerance.

What you have

Required qualifications:

• Leadership:Ability to set expectations, guide execution, and create a high‑performing, accountable,inclusiveandclient‑first culture.
• Developing Others:Proven ability to coach employees, support development planning, and build team capability.
• Fixed Income:Apply knowledge of fixed income markets, products, and solutions to support service outcomes.
• Risk Management:Reinforce procedures, documentation standards, supervision expectations, and risk controls.
• Communication:Ability to lead through change, alignwithpartners, and translate strategy into practical team execution.

Additional Requirements:

• Active FINRA Series 7, 63 or 66, and 9/10 licenses
• Leadership experience in financial services, preferably fixed income, trading, service, wealth management, or a specialized client‑facing environment

PreferredQualifications:

• Bachelor’s degree
• CFA, CFP, CIMA, or familiarity with SchwabBondSource, Salesforce, Bloomberg, FactSet,Nexidia, or related reporting and workflow tools