Operations Team Manager, Asset Transfer Services - El Paso, TX
Your Opportunity
Your opportunity
The Asset Transfer Services (ATS) Department balances incoming and outgoing transfer requests for Schwab clients. ATS strives to lead the industry by crafting the best transfer experience for our clients, internal business partners, and contra/brokerage firms.
As a Team Manager in ATS, you will lead a diverse group of 8-15 individuals who assist clients with their transfer requests. The ideal candidate is a self-driven and proven leader who can inspire, motivate, and effectively manage people at different stages in their career or professional development. You will lead the team through exciting and transformational initiatives in line with the business and firm objectives, provide supervision and oversight, hold individuals accountable through coaching and feedback, and apply sound business judgement when handling complex and/or highly sensitive situations.
What you have
Required Qualifications:
- 4+ years of experience in the financial services, banking, or operations industry
- 1-2 years of leadership experience
- Active and valid Series 7 & 63 are required
- Active Series 9/10 or 24 are required
- Experience working with multiple systems in a dual monitor environment, and basic computer skills (including Microsoft Office products) are required.
- Be a self-starter, proactive to identify and implement innovative solutions to drive efficiency, scalability, and operational excellence.
- Experience managing the day-to-day business activities of the team and deliver on business results while focusing on risk management.
- Cultivate and foster strong employee engagement on the team and within the department.
- Proven ability to establish and maintain strong, trusted, working relationships within the department, with clients, business partners, senior leadership, and contra firms.
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What’s in it for you
At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
What you are good at
What you have
Required Qualifications:
- 4+ years of experience in the financial services, banking, or operations industry
- 1-2 years of leadership experience
- Active and valid Series 7 & 63 are required
- Active Series 9/10 or 24 are required
- Experience working with multiple systems in a dual monitor environment, and basic computer skills (including Microsoft Office products) are required.
- Be a self-starter, proactive to identify and implement innovative solutions to drive efficiency, scalability, and operational excellence.
- Experience managing the day-to-day business activities of the team and deliver on business results while focusing on risk management.
- Cultivate and foster strong employee engagement on the team and within the department.
- Proven ability to establish and maintain strong, trusted, working relationships within the department, with clients, business partners, senior leadership, and contra firms.
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
Why Schwab?
At Schwab, “Own Your Tomorrow” embodies everything we do! We are committed to helping our employees unleash their potential and achieve their dreams. Our employees get to play a central role in disrupting a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth. We’re a modern financial services firm that stands apart from the industry, where you can go as far as your ambition takes you.
Hear from employees: What’s it like to work at Schwab!
The benefits of working at Schwab : a package designed to empower your health, wealth, career and life. Schwab is committed to building a diverse and inclusive workplace where everyone feels valued.
As an equal employment opportunity employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. (Please click here to see policy.)
Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace. We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.