Sr. Team Manager, Schwab Private Client - Indianapolis Job Listing at Charles Schwab in Indianapolis, IN (Job ID schwabcorp-233992)
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. The Sr. Team Manager and the Portfolio Consultants he or she manages, work for Schwab Private Client Investment Advisory, Inc. ("SPCIA"), a registered investment advisor and an affiliate of Charles Schwab & Co., Inc.
As a Sr. Team Manager of SPCIA, you will coach and counsel a team of Portfolio Consultants as you work together to both grow and service the client base you support. You will establish strategies and plans designed to insure that asset, revenue and service targets are met. Your general management and leadership skills will be vital in providing direction and delivering results.
Brief Description of Role:
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.
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)
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 highly preferred
Relocation Offered?: Yes
Work Schedule: Days
Languages: English - spoken
Current Licenses / Certifications: FINRA Series 66, FINRA Series 10, FINRA Series 7, FINRA Series 9
Relevant Work Experience: Financial Services-6+ yrs
Position Located In: IN - Indianapolis
Job Type: Full Time
Activation Date: Wednesday, June 19, 2013
Expiration Date: Saturday, April 12, 2014
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