Charles Schwab Sr. Team Manager-SPC in San Francisco, California
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.
Schwab Private Client is a premier, fee based and non discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab’s approach to investing. Portfolio Consultants work for Schwab Private Client Investment Advisory, Inc. ("SPCIA"), a registered investment advisor and an affiliate of Charles Schwab & Co., Inc.
What you’ll do:
The Sr. Team Manager will coach and counsel a team of 10 +/- Portfolio Consultants and Associate Portfolio Consultants in a collaborative environment designed to both grow and support the client base they support. Each Portfolio Consultant is assigned an existing practice of High Net Worth clients, constructing customized portfolios and providing advice specific to the needs of each client. The Portfolio Consultant will also partner with a team of financial planners, attorneys and CPA’s to offer comprehensive solutions. The Sr. Team Manager will establish strategies and plans designed to ensure that asset, revenue and service targets are met. Your general management and leadership skills will be vital in providing direction and delivering results. Ideally, we are seeking an individual with extensive financial services experience, current or previous management experience, the CFP or CFA designation, and a strong desire to lead and coach investment professionals.
Typical daily activities include, but are not limited to: staying abreast of current industry news, events and market research; Connecting with clients and internal partners including Branch Managers and Regional Branch Executives; Monitoring of client interactions and coaching to improve service and advice quality; Daily planning and execution on providing superior client service and advice to clients; and performing the compliance and administrative tasks inherent in our industry.
We believe that our values have helped us to build Schwab Private Client into both a successful business model and an outstanding work environment. We value teamwork, integrity, service, open communication, and perseverance. If you want to work at a firm that truly values your contributions, consider a career with SPCIA.
To learn more about the culture at Schwab, click here to meet our people at http://www.aboutschwab.com/careers/people/ .
What you have:
We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include:
Undergraduate Degree required
Series 7, 66, and 9/10 required (may consider Condition of Employment for Series 66 and 9/10)
Bilingual English/Mandarin or English/Cantonese is required
Five plus years experience in the financial services industry, including a minimum of 2 years supervisory experience
Desire to lead and coach investment professionals; while possessing strong mentoring and employee development skills
Strong leadership, partnership and collaboration skills
Excellent communication skills
CFP and/or CFA required
This is a summary only and duties and responsibilities may be changed from time to time, or over time
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/" .
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: CA - San Francisco