Wealth Advisory Service Team Lead - Hybrid

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

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.