Sr. Manager, Operations (PL)

At Schwab, youre 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.

The Banking Operations Move Money Solutions division within Operational Services is responsible for moving assets into, out of, and between Schwab accounts. We play a critical role for the firm in our efforts of delivering service and an elite client experience for both retail investors and independent advisors, while providing a controlled and disciplined environment that allows our employees to feel valued and engaged. 

The Banking Operations Hotline Senior Team Manager position requires a dynamic leader who can motivate, inspire, and develop a diverse team responsible for performing and executing on our organizations purpose and mission. In this role, you will manage a multi-facet team that provides client servicing, as well as processing time sensitive high risk client money movement transactions. This is a fast paced, detail-oriented, high volume, and deadline-driven environment requiring the ability to build and foster relationships across the firm in order to be successful. In addition to a background in Brokerage/Banking Operations, the ideal candidate should possess experience effectively managing people at different stages in their career and professional development. 

In this role you will work with business partners and the Banking Operations Infrastructure team on system changes and enhancements. Candidates will assist in the development, implementation and management of procedural changes and provide operational and business support to diverse teams within Operational Services. This position is responsible for reviewing and approving clients and business partners transactions in a high-paced risk environment. The Banking Operations Hotline Senior Team Manager will develop team members through coaching, career development mentoring, and motivational techniques and work with the Managing Director to create and implement individualized coaching plans centered on a professionals growth and development. Through one-on-one meetings, our managers take time to focus on each professional as an individual with unique goals and aspirations.

Required Qualifications:

• 5 + years of experience in the financial services industry preferred and prior supervisory experience required.
• Bachelors degree or equivalent business experience required.
• Series 7, 63, and 9/10 licenses required. A condition of employment may be considered for highly qualified candidates to obtain licensing.

Preferred Qualifications:

• Proficient technical skills, including knowledge of Microsoft applications.
• Flexible with regard to both schedule and role as both may change with little notice in response to business demand.
• Proven experience with formal efficiency or quality programs a plus (Six Sigma, etc.) preferred.
• Excellent analytical and influencing skills with the ability to think creatively and offer solutions that benefit the employees, clients, and firm.
• Demonstrated ability to build, sustain and lead in an engaging, team-oriented environment.
• Positive attitude, enthusiasm, professionalism and strong work ethic with high level of integrity and ethics.
• Ability to identify and mitigate risk by adhering to department and firm policies and procedures.
• Experience in training and developing team members and comfortable with providing feedback
• Aptitude to identify process improvement opportunities and inspire others to embrace new ideas in a rapidly changing environment.
• Strategically think beyond day-to-day operations and analyze a variety of factors and metrics when making global decisions for the department.
• Exemplary verbal and written communication skills to influence, build consensus and integrate complex information.
• Must be team oriented, great at problem solving, able to juggle multiple priorities and excel in a dynamic and fast-moving regulated environment.

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

At Schwab, youre 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

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