Employee Services Team Manager
Your Opportunity
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.
Your Opportunity:
Schwab’s Workplace Branch organization is at the heart of our firm’s commitment tohelping Workplace (SPS, RPS, DBS) participants own their financial futures. In this exciting role, you’ll introduce plan participants to the breadth of Schwab’s Retail and Workplace offerings through a planning-led approach.
This position is part of the Employee Services team, within the Workplace Education & Support organization and will report to the Director. Employee Services is primarily responsible for supporting financial needs and services for Schwab’s employees and their families. In this role, the Team Manager will lead a team of Sr. Specialists through the ongoing evolution of the Workplace Branch organization.
As aTeam Manager in Employee Services you will lead a team of Sr. Specialists (including registered brokers and customer service reps) to deliver value and memorable service experiences that promote client and employee loyalty. The Team Manager will be tasked with helping Charles Schwab fulfill its purpose of financial fitness for all employees.
If you’re looking to bring your expertise and passion for leadership to a new role with a firm that will value your contributions and champion your growth, this may be the opportunity for you.
What you have
- A valid and active Series 7 and 63 license is required
- A valid and active Series 9/10 license is required (license(s) may be obtained under a condition of employment)
- 1 year of supervisory/management experience
- 3 years of financial services experience
- A desire to lead and a deep commitment to client service
- Ability to provide ongoing employee coaching, development, and recognition
- Passion to focus on retention and development of top talent through coaching, performance management, and employee engagement.
- Strong industry knowledgeand ability to develop internal and external partnerships
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.
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
- A valid and active Series 7 and 63 license is required
- A valid and active Series 9/10 license is required (license(s) may be obtained under a condition of employment)
- 1 year of supervisory/management experience
- 3 years of financial services experience
- A desire to lead and a deep commitment to client service
- Ability to provide ongoing employee coaching, development, and recognition
- Passion to focus on retention and development of top talent through coaching, performance management, and employee engagement.
- Strong industry knowledge and ability to develop internal and external partnerships
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.