Charles Schwab Manager, Participant Services in Phoenix, Arizona

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 Participant Services Manager leads a team of individuals who provide a consultative service for our retirement plan participants. Reinforcing and promoting our personal service model as a framework, this role helps to serve Schwab’s greater purpose to help everyone become financially fit and create loyal client relationships.

What you’ll do:

As a Team Manager in Participant Services, you will pursue our mission and values through:

  • Leading a team of 10-14 representatives who provide a consultative service to meet the needs of our participants.

  • Developing team members through coaching, career development mentoring, and motivational techniques.

  • Assessing and resolving escalated participant issues at a moment’s notice.

  • Providing creative ideas and solutions that will benefit the business and set the strategic direction of the department.

  • Anticipating potential risk issues while presenting and implementing proactive solutions.

  • Working collaboratively with other managers and leadership in cross-departmental projects and initiatives.

What you have:

An ideal candidate will have the following qualifications:

  • Series 7 & Series 66.

  • 9 & 10 licenses COE.

  • 5+ years of people leadership experience in a customer service focused financial services inbound center is preferred.

  • 5+ years in qualified retirement plans and/or brokerage environment is preferred.

  • Experience mentoring and coaching employees to achieve and exceed performance standards required.

  • Excellent communication and strong interpersonal skills required.

  • The ability to embrace change and innovate Proficient/Mastery skills within the Personal Service Model preferred.

  • Strong team orientation, fostering recognition and engagement required.

  • Good organizational skills with the ability to prioritize and handle multiple competing priorities within the established deadlines required.

  • Flexibility with regard to shift is required.

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: AZ - Phoenix