Manager, Alternative Investment Custody Services

Your opportunity

Alternative Investment Custody Services is seeking a manager to lead a team supporting AI Asset Transfers. The manager will be responsible for managing day to operations of AI asset transfers including ACAT, non-ACAT, outgoing transfers, and internal journals. Other responsibilities include partnering with an external vendor in support of executing client requests and performing asset servicing on Alternative Investments held in Charles Schwab & Co., Inc. brokerage accounts.

What You're Good At

The ideal candidate is self-driven and a proven leader.  One who can not only inspire, motivate and effectively manage people at different stages in their career and professional development but also effectively apply the principals of Change Leadership.  This includes building effective teams through awareness, coaching, feedback, reinforcement, oversight, accountability as well as demonstrating sound business judgment.    

Some specific duties of those position include, but not limited to:

• Lead and coach team members to identify challenges and develop future state solutions
• Align team strategy to effectively support the Operations Organizational strategy
• Support and develop a highly engaged and cross-functional team
• Effectively recognize strategic business opportunities
• Partner with the necessary organizations including Schwab Technology, Product Management, external vendors, and other internal business channels to deliver on the organizations AI Modernization strategy
• Work cross-functionally with peers to improve processes, identify best practices and better utilize resources

What you have

• 5+ years of experience in the financial services industry. 
• Demonstrated ability to lead change initiatives
• Strong leadership, motivational and coaching skills that cultivates a strong and engaging environment.
• Excellent time management, organizational skills and ability to set priorities and proactively solve issues in a dynamic multi-tasking environment.
• Excellent customer service skills as well as focus on improving the client experience.
• Ability to identify and mitigate risk by adhering to department and firm policies and procedures.
• Active and valid FINRA Series 7, 63 licenses are preferred

You demonstrate these behaviors:

• Delivers Results – Delivers positive results regardless of circumstances, utilizing the right mix of analysis, judgment, agility, and urgency
• Managing Change - Demonstrating support for innovation and for organizational changes needed to improve the organizations effectiveness; supporting, initiating, sponsoring, and implementing organizational change; helping others to successfully manage organizational change   
• Talent Developer - Actively fosters the growth and development of individuals