Team Lead, Alliance Services - Hybrid Client Experience

The Charles Schwab Corporation; Orlando (FL); On-site; USD 110,000 - 150,000; Full time

Job summary

The Charles Schwab Corporation in Orlando, FL is seeking a Team Lead within Schwab Alliance to guide a team of service professionals delivering a high-touch, solution-oriented experience for RIAs and their clients.

You will collaborate with the Team Manager and Alliance leadership to drive operational consistency, elevate client experiences, and reinforce accountability, risk awareness, and continuous improvement. Schwab supports growth, teamwork, and client focus in a hybrid work environment.

Qualifications

• Active license: Series 7, 63/66, 9&10, or 24 required.
• People-leadership oriented with coaching mindset.
• Proven ability to deliver outstanding client service and resolve issues.
• Strong relationship-management across multiple levels.

Responsibilities

• Lead a team of service professionals delivering a high-touch, solution-oriented experience.
• Collaborate with Team Manager and Alliance leadership to drive operational consistency.
• Model Schwab standards of professionalism and integrity while guiding continuous improvement.

Skills

People leadership

Client service excellence

Relationship management

Communication & collaboration

Process improvement

Analytical thinking

Policy & risk awareness

Job description

The Charles Schwab Corporation in Orlando, FL is seeking a Team Lead within Schwab Alliance to guide a team of service professionals delivering a high-touch, solution-oriented experience for RIAs and their clients.

You will collaborate with the Team Manager and Alliance leadership to drive operational consistency, elevate client experiences, and reinforce accountability, risk awareness, and continuous improvement. Schwab supports growth, teamwork, and client focus in a hybrid work environment.