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Senior Team Manager, Advisor Family Office

Company: Charles Schwab
Location: Bonita
Posted on: January 25, 2023

Job Description:

Position Type: Regular Your Opportunity In Advisor Services we have built our business on serving the needs of RIAs and advancing an industry that helps the advisor and their clients thrive. We understand their needs, and work side by side providing them the support to help them manage their firm and meet their goals. While we already serve many Single Family Offices, Multi Family Offices and the Ultra High Net Worth clients of wealth managers today, it is evident that building a more specialized offer is critical to our growth strategy. We are excited to launch a new Family office service team segment dedicated to championing and serving the unique needs of these advisors and their clients. The Team Manager will play a vital role in the creation and launch of the Advisor Family Office Service Team, including but not limited to development of the service model, hiring staff, training, and supporting efforts to expand and evolve the offer. What you are good at

  • Leading a team of 10-15 representatives who provide dedicated premier, 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
    • A valid and active FINRA Series 7, 63 or 66, 9 & 10 licenses required
    • Bachelor's degree in finance, economics, business administration, or related area
    • 3- 5 years of people leadership experience preferably within financial services
    • Demonstrated experience mentoring and coaching employees to achieve and exceed performance standards
    • Excellent communication and strong interpersonal skills
    • The ability to embrace change and innovation
    • Strong team orientation
    • Good organizational skills with the ability to prioritize and handle multiple competing priorities within the established deadlines
    • Proven project management experience
    • Strong analytical and organizational skills
    • Demonstrated ability to prioritize business needs and manage time effectively In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Why work for us? Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home-today and in the future. Explore further .Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an Equal Opportunity Employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. Please click here to see the policy. Schwab is an affirmative action employer, focused on advancing women, racial and ethnic minorities, veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at or call .TD Ameritrade, a subsidiary of Charles Schwab, is an Equal Opportunity Employer. At TD Ameritrade we believe People Matter. We value diversity and believe that it goes beyond all protected classes, thoughts, ideas, and perspectives.

Keywords: Charles Schwab, San Diego , Senior Team Manager, Advisor Family Office, Accounting, Auditing , Bonita, California

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