Sr. Team Manager - Participant Education (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.

Workplace Financial Services (WFS) is a growing enterprise at Charles Schwab. Workplace Retail Extension supports the WFS enterprise in unlocking growth across their three primary business lines: Retirement Plan Services, Stock Plan Services, and Designated Brokerage Services. The Participant Education and Events Teams are experienced at delivering financial education to groups and individuals, having mastered the art of engaging audiences, whether in-person or virtual, with an emphasis on inspiring positive action. The team drives top-line growth by helping participants engage with their workplace benefits while bridging them to solutions across Schwab in our “Seeing through clients’ eyes approach”.

As a seasoned professional in the Financial Services industry, your leadership experience is built on a foundation of coaching and development, with an emphasis on accountability for driving results.

Fostering a culture of growth -  Leading by example, you’re a growth-oriented leader with a focus on personal/professional development, championing new ideas for yourself and your team.

Building collaborative relationships - You naturally build and foster relationships with other department leaders, your team, and internal business partners. Internal partners include WFS Client Service teams, Marketing, Workplace Retail Extension (and other Workplace and Centralized Solutions teams) and the Branch Network.

Developing others - We are seeking an individual with strong financial services experience (Retirement/Financial planning, ERISA regulations & workplace benefit offerings and an understanding of Schwab’s retail offer) to develop and lead a team of investment professionals who are often the face of Schwab to our corporate clients and their employees.

Managing change - The Senior Team Manager will actively seek opportunities to evolve our service model for greater business impact, while developing strategies and communicating expectations to drive necessary change.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work onsite in specified location.

What you have

We place a premium on leaders with a coaching and growth-oriented mindset that are able to drive strong results. Essential skills/experiences include:

Required:

• Demonstrated success leading client facing teams in Qualified Retirement Plans, Financial Services, or similar.
• 10+ years Financial Services industry experience; ideally with 6+ years specific Retirement Plan
• Bachelor’s degree required; Master’s Degree (or equivalent business experience) preferred
• Active and valid FINRA Series 7, 66 and 9/10 (May consider 120-day COE for 9/10)
• Superior coaching mentality with emphasis on mentoring, training, and performance management

Preferred:

• Experience with remote teams preferred
• Strong strategic communication skills, able to influence partners and stakeholders
• Proven relationship building skills - ability to develop internal and external partnerships and successfully collaborate on projects
• Strong organization and time management skills with proven ability to prioritize
• High achievement orientation, measures success through quantitative and qualitative results
• CFP® or other industry designations highly desired

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