SWA Concierge Team Manager (PL)

The Charles Schwab Corporation; Phoenix (AZ); On-site; USD 100,000 - 130,000; Full time

Benefits offered by this job

401(k) match

Employee stock purchase plan

Vacation & sabbatical

Parental leave

Tuition reimbursement

Health insurance

Job summary

The Charles Schwab Corporation is seeking a Concierge Team Manager to lead a team of registered professionals who support high-net-worth, fee-paying clients as dedicated operational support for Schwab Wealth Advisors and Financial Consultants.

You will coach and develop talent, manage day-to-day operations, and drive service improvements through data-driven insights while maintaining a client-first mindset. This role requires in-office collaboration and will be on-site in Phoenix, AZ.

Qualifications

• Bachelor’s degree required.
• Active FINRA Series 7 license.
• Active FINRA Series 66 license (may be conditional).
• Active FINRA Series 9/10 license (may be conditional).

Responsibilities

• Lead a team of registered professionals supporting Wealth Advisors and Financial Consultants.
• Coach and develop staff through feedback and performance conversations.
• Manage day-to-day operations and optimize service delivery.
• Collaborate with SWA service teams and stakeholders to ensure client satisfaction.

Skills

Leadership

Managing Performance

Developing Others

Interpersonal Effectiveness

Problem Solving

Workplace Collaboration

Education

Bachelor's degree

Job description

Your Opportunity

At Schwab, we're committed to helping investors reach their financial goals through innovative thinking, trusted advice, and exceptional service. Schwab Wealth Advisory, Inc. (SWAI) is a premier, fee-based, non-discretionary investment advisory solution that provides clients with personalized relationships, specialized service, and ongoing guidance built on Schwab's approach to investing.

As a Concierge Team Manager, you'll lead a team of registered professionals who support high-net-worth, fee-paying clients as dedicated operational support for Wealth Advisors and Financial Consultants. You will play a critical role in delivering a consistent, responsive, and world-class service experience while building strong client relationships and long-term loyalty.

This role combines people leadership, operational management, and a strong client-first mindset. You will coach and develop talent, manage day-to-day business operations, and continuously improve service delivery through data-driven insights and process optimization.

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 location.

What you have

• Leadership: Proven experience leading, coaching, and developing teams, with a focus on clear expectations, feedback, and performance growth
• Managing Performance: Experience managing performance through goals, metrics, and observations to improve service quality and productivity
• Developing Others: Proven experience coaching and developing employees through feedback and career conversations
• Interpersonal Effectiveness: Ability to build trust and communicate with empathy across clients, employees, and partners
• Problem Solving: Analytical and problem-solving skills used to make sound decisions in a regulated environment. The ability to identify and implement process or workflow improvements that enhance client and employee experience.
• Workplace Collaboration: This includes support of SWA's CST Service team when needed and other stakeholders Schwab Wealth Advisory is involved with.

Additional Requirements

• Bachelor's degree
• Active and valid FINRA Series 7 license
• Active and valid FINRA Series 66 license (may consider a 120-day Conditional Offer of Employment)
• Active and valid FINRA Series 9/10 license (may consider a 120-day Conditional Offer of Employment)

Preferred Qualifications

• CFP® or CFA® designation
• Knowledge of investment advisory products and wealth management service models

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