Charles Schwab Sr. Team Manager, Fixed Income National Bond Desk 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 at http://www.aboutschwab.com/about/leadership/charles_schwab 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.
Schwab takes an innovative approach to investing in Fixed Income. We search more than 200 dealers to provide our clients with broad access to bonds at the best price available on our platform. We provide transparency in pricing for our clients by automatically providing price comparisons and showing the best prices available.
Our dedicated analysts and specialists provide market insight and one on one service to help our clients research the right bonds for their portfolios. There is no substitute for one-on-one guidance with an experienced professional. Additionally, we provide online research and commentary on a variety of current market conditions and investing fundamentals. We help clients at all stages of investing. Whether they are looking to diversify their portfolios, or ready to start drawing income from their savings we are here to help them find the right products to meet their needs and investing goals.
What you’ll do:
As Sr. Team Manager of the Fixed Income National Bond Desk, you will lead a team of 10 to 12 bond investment specialists focused on client relationships, investment solutions, and the personalized approach to service that Schwab is known for. Additional responsibilities will include:
Leading an outstanding environment of teamwork, integrity, open communication, transparency, and client loyalty.
Developing team members through coaching, career planning, and mentoring. A strong coaching background is highly desired.
Working directly with clients and other business partners to identify business development opportunities, platform enhancements, and continuously improving the client experience.
Leading business development focus for the department, focusing on collaboration with partner groups and coaching team members on lead flow process.
What you have:
Bachelor's degree required
Active FINRA Series 7, 63, and 9/10 preferred.
Five years experience in brokerage/financial services industry, including a minimum of three years experience managing registered representatives.
Strong leadership and coaching skills with demonstrated success leading employee development.
Thorough knowledge of brokerage/financial services industry and fixed income investment products.
Strong coordination, relationship, teamwork, and partnership skills with ability to evaluate opportunities and challenges from clients’ perspective.
Strong presentation, written and verbal communication skills.
Strong MS Office skills, including Word, Excel and PowerPoint.
Experience with Bloomberg is a plus.
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 http://www.aboutschwab.com/careers/lifeatschwab/%22 .
Charles Schwab & Co., Inc. is an equal opportunity/affirmative action employer committed to diversifying its workforce. All applications are considered without regard to race, color, religion, sex, sexual orientation, national origin, age, disability, protected veteran status (disabled veterans, recently separated veterans, active duty wartime or campaign badge veterans, Armed Forces service medal veterans), or based on any individual's status in any group or class protected by applicable federal, state or local law.
Position Located In: AZ - Phoenix