Charles Schwab Team Manager - Move Money Hotlines Orlando, FL in Orlando, Florida

We believe that , when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.

As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.

Our Opportunity:

The Move Money Hotlines division within Operational Services is responsible for communicating with Schwab clients via telephone and resolving inquiries regarding moving assets into, out of, and between Schwab accounts. We provide service to both retail investors and clients of independent advisors.

What you’ll do:

The Move Money Manager is a leader with passion towards executing as an elite member of a team of experts committed to the highest level of client satisfaction. The position requires a dynamic leader who can motivate, inspire and develop a diverse team responsible for performing and executing on our Organization’s 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 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.

Key responsibilities may include:

  • Creating a work environment that promotes employee engagement by setting clear expectations and consistently providing information, resources, feedback, coaching and recognition that helps employees maintain a high level of performance

  • Ensuring client service level agreements are met and maintaining a balance between quality and efficiency

  • Understanding of industry regulations in order to ensure team compliance with firm’s policies and procedures

  • Driving business results by acting as a subject matter expert, fostering an environment that creates process efficiencies, leading project initiatives, and ensuring the implementation of projects within the department

  • Identifying & selecting talent for the Move Money Hotlines division

What you have:

  • 5+ years of experience in the financial services industry preferred and/or prior supervisory experience required.

  • Series 7, 63, and 9/10 licenses required or a condition of employment of earning licensures within 18 months of employment

  • 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.

  • Strong interpersonal skills with the ability to develop and grow working relationships with internal and external clients.

  • Excellent analytical and influencing skills with the ability to think creatively and offer solutions that benefit the employees, clients, and firm.

  • 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.

  • Ability to think strategically beyond day to day operations.

You demonstrate these behaviors:

  • Identifies and proposes solutions that benefit all parties involved in a situation.

  • Develops other indirect strategies to influence others.

  • Recognizes and reinforces people’s developmental efforts and improvements.

  • Provides opportunities for people to learn to work together as a team.

  • Has a strong sense of urgency about solving problems and getting work done

What you’ll get:

  • Everyday Wellness: Healthy Rewards, Onsite Fitness Classes, Healthy Choices, Wellness Champions

  • Financial Fitness: 401k Match, Employee Discounts, Personalized advice, Brokerage discounts

  • Work/Life Balance: Sabbatical, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer

  • Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships

  • Not just a job, but a career, with an opportunity to do the best work of your life

Learn more about Life@Schwab at" .

Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law.

Position Located In: FL - Orlando