Manager, Alternative Investment Custody Services
Your Opportunity
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
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
- 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
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.