SWA Service Team Manager (PL)

The Charles Schwab Corporation; Omaha (NE); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid vacation and sabbatical after 5+ 

Parental leave & family building

Tuition reimbursement

Health, dental, and vision insurance

Job summary

The Charles Schwab Corporation is seeking a Service Team Manager to lead a team of registered professionals supporting high-net-worth clients through inbound calls. You will coach staff, manage day-to-day operations, and improve service delivery with data-driven insights.

The role emphasizes leadership, regulatory compliance, and a client-first mindset, with on-site collaboration in Omaha. Bachelor's degree and FINRA licenses are required or in process.

Qualifications

• Bachelor’s degree required; FINRA licenses required or eligible.
• Active FINRA Series 7, 66, and 9/10 preferred or conditional.
• CFP® or CFA® designation is a plus.
• Knowledge of investment advisory products and wealth management.

Responsibilities

• Lead, coach, and develop a team of registered professionals.
• Deliver high-quality client service to high-net-worth clients via inbound calls.
• Drive performance with goals, metrics, and feedback.
• Collaborate with SWA CST Concierge and other stakeholders.

Skills

Leadership

Managing Performance

Developing Others

Interpersonal Effectiveness

Problem Solving

Workplace Collaboration

Education

Bachelor’s degree

FINRA Series 7

FINRA Series 66

FINRA Series 9/10

CFP® or CFA® designation

Tools

FINRA Licenses

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 Service Team Manager, you will lead a team of registered professionals who support high-net-worth, fee-paying clients through inbound phone calls. 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 Concierge 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