Move Money Solutions Sr. Team Manager at Charles Schwab

| Orlando, FL
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Your Opportunity
The Move Money Solutions Sr. Team Manager is a leader with passion towards executing as an elite member of a team of experts committed to the highest level of client happiness. The position requires a dynamic leader who can motivate, inspire and develop a diverse team responsible for performing and executing on Schwab's purpose and mission. In this role, you will lead a multi-faceted team that provides client servicing, as well as processing time sensitive high risk client transactions. This is a dynamic, detail-oriented, high volume, and deadline-driven environment requiring the ability to build and cultivate relationships across the firm in order to be successful. In addition to a background in brokerage/banking operations, the ideal individual should possess experience effectively leading people at different stages in their career and professional development.

Workplace Flexibility Program: We're proud to support our employees in a working approach that allows you to bring your best self to work - whether that's in the office or remote.
  • Most Schwabbies have the opportunity to voluntarily work in the office or at home based on their preference*
  • When the firm is ready to fully return to the office, employees will have the flexibility of a hybrid work environment, spending some time working remote and some time in the office.
  • Employees and managers can discuss and decide what works best for them, with additional flexibility available based on their role, business needs, and individual circumstances.
*Subject to change as Schwab is continually evaluating the current environment in order to best care for the safety and well-being of our employees.

What you are good at
  • Building a work environment that promotes employee engagement by setting clear expectations and consistently providing information, resources, feedback, mentorship 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, while leading project initiatives, and ensuring the implementation of projects within the department.
  • Identifying & selecting talent for Move Money Solutions


What you have
  • Demonstrated leadership experience or proven capabilities in current role
  • Bachelor's degree preferred.
  • 5+ years of experience leading a team in Operations environment preferred.
  • Series 7, 63, and 9/10 licenses required. A condition of employment will be considered for all licenses for highly qualified individuals.
  • 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.
  • Proven leadership of departmental or cross functional projects and/or initiatives.
  • Prior experience developing content and presenting to communications with senior leadership.
More Information on Charles Schwab
Charles Schwab operates in the Fintech industry. The company is located in San Francisco, CA and Lone Tree, CO. Charles Schwab was founded in 1973. It has 22335 total employees. It offers perks and benefits such as Flexible Spending Account (FSA), Disability Insurance, Dental Benefits, Vision Benefits, Health Insurance Benefits and Life Insurance. To see all 588 open jobs at Charles Schwab, click here.
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