Senior Manager- Institutional Trading Relationship
Your Opportunity
Your opportunity
At Charles Schwab, we believe our people make a meaningful impact every day. The Retail Block Trading team combines deep market expertise with a passion for client service, helping sophisticated clients navigate complex Equity, ETF, and Options trading strategies.
In this role, you'll serve as a trusted trading partner to institutional and high-value clients, executing block orders while delivering exceptional service and market insight. You'll evaluate market conditions, understand client objectives, and apply a range of execution strategies to help clients achieve their desired outcomes.
You'll work in a fast-paced environment where critical thinking, relationship management, and trading expertise come together. Every day brings new opportunities to analyze market dynamics, manage complex orders, and educate clients on trading approaches that support quality execution.
As an Equity, ETF, and Options Trader, you'll:
- Execute institutional block order flow using multiple execution strategies, including trading algorithms, ETF request-for-quote processes, and complex multi-leg options strategies.
- Assess market conditions and apply macroeconomic and market structure knowledge to support trading decisions.
- Manage multiple complex orders simultaneously while maintaining accuracy, urgency, and attention to client needs.
- Build trusted relationships by actively listening to clients, understanding their objectives, and communicating special handling instructions clearly.
- Educate clients and internal partners on trading strategies, execution options, and order handling considerations.
- Collaborate across teams to deliver an exceptional client experience while maintaining a strong focus on risk management and regulatory requirements.
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.
- Chicago: 150 S. Wacker Dr., Chicago, IL 60606
- Lone Tree: 9800 Schwab Way, Lone Tree, CO 80124
What you have
Required Qualifications
- Active FINRA Series 7 and 63 licenses
- Minimum of 10 years in Equity, ETF and Options trading
- Expert knowledge of institutional trading, market structure, and the regulatory landscape impacting the Financial Services Industry
- Expertise in trading technology used by both the trading team and clients, including external and internal applications such as Bloomberg, Trafix, thinkorswim®, or similar trading technologies
- Ability to articulate complex trading strategies to sophisticated clients and internal business partners with the purpose of educating and delivering on superior trade execution quality
- Advanced understanding of portfolio margin and the impact of trading strategies
- Excellent relationship management skills, including collaborating, influencing, and negotiating. Ability to solve complex problems, interact effectively with individuals at various levels, adapt to changing environments, and think creatively
- Exceptional communication, interpersonal, and active listening skills
Preferred Qualifications
- Previous or active FINRA Series 9/10 or 24 licenses
In addition to a base salary, this role is also eligible for bonus or incentive opportunities.
What’s in it for you
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. 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
- Active FINRA Series 7 and 63 licenses
- Minimum of 10 years in Equity, ETF and Options trading
- Expert knowledge of institutional trading, market structure, and the regulatory landscape impacting the Financial Services Industry
- Expertise in trading technology used by both the trading team and clients, including external and internal applications such as Bloomberg, Trafix, thinkorswim®, or similar trading technologies
- Ability to articulate complex trading strategies to sophisticated clients and internal business partners with the purpose of educating and delivering on superior trade execution quality
- Advanced understanding of portfolio margin and the impact of trading strategies
- Excellent relationship management skills, including collaborating, influencing, and negotiating. Ability to solve complex problems, interact effectively with individuals at various levels, adapt to changing environments, and think creatively
- Exceptional communication, interpersonal, and active listening skills
Preferred Qualifications
- Previous or active FINRA Series 9/10 or 24 licenses
In addition to a base salary, 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.