Schwab Wealth Advisory, Concierge Team Manager

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: Ability to lead, coach, and develop teams, with a focus on clear expectations, feedback, and performance growth
• Managing Performance: Managing performance through goals, metrics, and observations to improve service quality and productivity
• Developing Others: PCaching 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.

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