Sr. Accommodations Manager, Investment Services

Your OpportunityAs part of the Specialty Support and Service organization, the Accommodation Team is responsible forrisk management, complex problem solving and process improvement for Schwab’s retail business.Our mandate is to deliver an intuitive, innovative and differentiated wealth management experience that drives growth and builds meaningful relationships with clients. We advocate on behalf of our clients and financial professionals, and we work with the field and other partners to ensure key processes / interactions are designed and executed smoothly.Affluent clients may have unique needs that are not satisfactorily met by Schwab’s standard “in-the-box” offers and processes. This role will lead a function focused on more effectively addressing complex requests from affluent clients. This function will manage an accommodations process that will properly analyze, vet, and ultimately reach timely decisions on these requests.The Sr. Accommodations Manager, Investor Services will have the opportunity to work on projects and/or requests with cross-functional partners including but not limited to branch network, service centers, operations, legal, AML and compliance.The position is an individual contributor role that reports to the Sr. Team Manager.What you’re good at

Support client retention opportunities and prospect opportunities for affluent clients by navigating complex client escalations/accommodations and collaborate with internal partners to help prioritize these requests

Identify, research and look for solutions to resolve the needs of affluent clients

Collaborate with partners at all levels throughout the organization (including but not limited to the Branch Network, Supervision & Controls, Legal, Compliance, Corporate Risk, Schwab Bank, Asset Management Client Solutions and Operations)

Analyze client requests of diverse scope and work closely with partners to resolve them

Facilitate the IS decision-making process by ensuring that we appropriately balance risk and reward

Identify opportunities to modify existing processes to efficiently manage escalations

Document client needs, assess which ones may warrant modifications to existing processes, and lead those changesDemonstrate strong ability to collaborate with team members to develop solutions, champion the Schwab Challenger Brand and foster employee engagementDevelop recommendations and a business case to support themWhat you have

A client-centric focus – keeps clients in forefront of decisions, connects plans and actions to our purpose of serving clients

Bachelor’s degree required; 8+ years of experience with Investment and Financial Consulting or business project management

5 to 7 years of Financial Services experience

Strong knowledge of Investor Services as well as Schwab’s operations processes and product/service offers

Ability to influence partners at all levels and demonstrate strong ownership skills

Superior analytical, problem-solving skills and business judgment with the ability to find solutions for complex client requests

Excellent verbal and written communications skills including the ability to distill complex information, develop recommendations and present to senior management

Ability to manage a diverse set of priorities in a fast-paced, dynamic environment

Comfort with ambiguity and an ability to create a clear path forward in such situations

Attention to detail and the ability to work efficiently to meet tight deadlines with little supervision

Curiosity, a “can-do” attitude and the ability to learn quickly and thrive in a complex, dynamic environment

Outstanding “soft” skills - including the ability to work well with a divers

Apply for this jobRefer a friendWhy Schwab?At Schwab, “Own Your Tomorrow” embodies everything we do! We are committed to helping our employees unleash their potential and achieve their dreams. Our employees get to play a central role in disrupting a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth. We’re a modern financial services firm that stands apart from the industry, where you can go as far as your ambition takes you.Hear from employees:: a package designed to empower your health, wealth, career and life.Schwab is committed to building a diverse and inclusive workplace where everyone feels valued.As an equal employment 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.Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace.We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.Job Locations US-TX-Westlake | US-FL-OrlandoRequisition ID 2020-51560Posted Date 8 hours ago (2/25/2020 2:58 PM)Category Risk & RegulatoryPosition Type Full time