Sr. Manager, Operations (PL)

Your opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

The Banking Operations Move Money Solutions division within Operational Services is responsible for moving assets into, out of, and between Schwab accounts. We play a critical role for the firm in our efforts of delivering service and an elite client experience for both retail investors and independent advisors, while providing a controlled and disciplined environment that allows our employees to feel valued and engaged. 

The Banking Operations Hotline Senior Team Manager position requires a dynamic leader who can motivate, inspire, and develop a diverse team responsible for performing and executing on our organization’s purpose and mission. In this role, you will manage a multi-facet team that provides client servicing, as well as processing time sensitive high risk client money movement transactions. This is a fast paced, detail-oriented, high volume, and deadline-driven environment requiring the ability to build and foster relationships across the firm in order to be successful. In addition to a background in Brokerage/Banking Operations, the ideal candidate should possess experience effectively managing people at different stages in their career and professional development. 

In this role you will work with business partners and the Banking Operations Infrastructure team on system changes and enhancements. Candidates will assist in the development, implementation and management of procedural changes and provide operational and business support to diverse teams within Operational Services. This position is responsible for reviewing and approving clients and business partners transactions in a high-paced risk environment. The Banking Operations Hotline Senior Team Manager will develop team members through coaching, career development mentoring, and motivational techniques and work with the Managing Director to create and implement individualized coaching plans centered on a professional’s growth and development. Through one-on-one meetings, our managers take time to focus on each professional as an individual with unique goals and aspirations.

What you have

Required Qualifications:

• 5 + years of experience in the financial services industry preferred and prior supervisory experience required.
• Bachelor’s degree or equivalent business experience required.
• Series 7, 63, and 9/10 licenses required. A condition of employment may be considered for highly qualified candidates to obtain licensing.

Preferred Qualifications:

• Proficient technical skills, including knowledge of Microsoft applications.
• Flexible with regard to both schedule and role as both may change with little notice in response to business demand.
• Proven experience with formal efficiency or quality programs a plus (Six Sigma, etc.) preferred.
• Excellent analytical and influencing skills with the ability to think creatively and offer solutions that benefit the employees, clients, and firm.
• Demonstrated ability to build, sustain and lead in an engaging, team-oriented environment.
• Positive attitude, enthusiasm, professionalism and strong work ethic with high level of integrity and ethics.
• Ability to identify and mitigate risk by adhering to department and firm policies and procedures.
• Experience in training and developing team members and comfortable with providing feedback
• Aptitude to identify process improvement opportunities and inspire others to embrace new ideas in a rapidly changing environment.
• Strategically think beyond day-to-day operations and analyze a variety of factors and metrics when making global decisions for the department.
• Exemplary verbal and written communication skills to influence, build consensus and integrate complex information.
• Must be team oriented, great at problem solving, able to juggle multiple priorities and excel in a dynamic and fast-moving regulated environment.

  In addition to the salary range, this role is also eligible for bonus or incentive opportunities