Sr Team Manager, Schwab Private Client- Westlake, TX

Your OpportunitySchwab 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. Private Client Advisors work for Schwab Private Client Investment Advisory, Inc. ("SPCIA"), a registered investment advisor and an affiliate of Charles Schwab & Co., Inc.What you’re good atThe Sr. Team Manager, will coach and counsel a team of 10 +/- Private Client Advisors and Associate Private Client Advisors in a collaborative environment designed to both grow and support the client base they support. Each Private Client Advisor builds and serves a practice of High Net Worth clients, constructing customized portfolios and providing advice specific to the needs of each client. In this role, you will 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, and service targets are met. Your team building, 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 passion lead and guide investment professionals.Typical daily activities include, but are not limited to: Designing strategies and annual business plans appropriate to achieve team goals, 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 https://www.aboutschwab.com/financial-consultants . at https://www.aboutschwab.com/financial-consultantsWhat you haveWe 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)

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

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-WestlakeRequisition ID 2020-63095Posted Date 12 hours ago (5/8/2020 11:22 AM)Category Sales & Relationship ManagementPosition Type Full time