Team Manager – ACT

Local Jobs Charles Schwab Inc.
  • United States, Orlando, FL 32810 View on Map
  • Post Date : September 16, 2020
  • Apply Before : October 16, 2020
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Job Description

Your Opportunity:
Charles Schwab Advisor Custody & Trading is the industry leader in providing custodial, trading, technology and practice management to independent advisory firms. Our outstanding service coupled with access to sophisticated wealth-management tools help advisors attract and retain affluent clients, as well as profitably grow, compete and succeed in their business efforts.

What you are good at:

As a Team Manager in Advisor Custody and Trading, you will pursue our mission and values through:
  • Leading a team of 10-15 representatives who provide a consultative service to meet the needs of our clients and employees
  • Developing team members through coaching, career development mentoring, and motivational techniques
  • Assessing and resolving escalated client issues at a moment’s notice, helping them navigate Schwab products and services
  • Providing creative ideas and solutions that will benefit the business and set the strategic direction of the segment
  • Anticipating potential risk issues pertaining to all facets of the operation while presenting and implementing proactive solutions
  • Working collaboratively with other managers and leadership in cross-departmental projects and initiatives

What you have:

  • Series 7, 63 or 66, 9 & 10 licenses required
  • Bachelor’s degree preferred
  • 3-5 years of people leadership experience, preferably within financial services
  • Demonstrated experience mentoring and coaching employees to achieve and exceed performance standards
  • Strong interpersonal, verbal, and written communication skills
  • Ability to embrace change and innovation
  • Positive attitude, team orientation, enthusiasm, professionalism and strong work ethic with high level of integrity and ethics
  • Good organizational skills with the ability to prioritize and handle multiple competing priorities within established deadlines
  • Proven project management experience

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