Job Description
Your Opportunity
At Schwab, you are empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together.
As a Senior Team Manager, AS Fixed Income Service, you will lead a team of Fixed Income Service professionals supporting advisors with education, guidance, trade facilitation, and complex fixed income service needs. Our specialists provide one-on-one service and market perspective while helping clients navigate Schwab's fixed income platform, products, tools, and processes. The team works closely with Fixed Income Sales, Trading, Operations, Risk, Supervision, Product, and other business partners to deliver a consistent, high-quality client experience.
In this role, you will coach and develop team members, set clear expectations, inspect progress against service and risk outcomes, and create consistent leadership practices through one-on-ones, team meetings, call reviews, performance conversations, and development planning. You will also help team members support client conversations involving fixed income products, trading, portfolio needs, liquidity needs, time horizon, and risk tolerance.
What you have
Required qualifications:
- Leadership: Ability to set expectations, guide execution, and create a high-performing, accountable, inclusive and client-first culture.
- Developing Others: Proven ability to coach employees, support development planning, and build team capability.
- Fixed Income: Apply knowledge of fixed income markets, products, and solutions to support service outcomes.
- Risk Management: Reinforce procedures, documentation standards, supervision expectations, and risk controls.
- Communication: Ability to lead through change, align with partners, and translate strategy into practical team execution.
Additional Requirements:
- Active FINRA Series 7, 63 or 66, and 9/10 licenses
- Leadership experience in financial services, preferably fixed income, trading, service, wealth management, or a specialized client-facing environment
Preferred Qualifications:
- Bachelor's degree
- CFA, CFP, CIMA, or familiarity with Schwab BondSource, Salesforce, Bloomberg, FactSet, Nexidia, or related reporting and workflow tools
Numbers & Facts
| Location | Phoenix, AZ |
| Industry | Security and Surveillance |
| Company Size | 1,000 to 1,499 employees |
| Year Founded | 1971 |
| Website | http://www.aboutschwab.com/careers |
About Company
The Charles Schwab Corporation is a leading provider of financial services, with more than 300 offices. Through its operating subsidiaries, the company provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors. Named "Highest in Investor Satisfaction with Self-Directed Services" by J.D. Power and Associates in 2009, its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC) affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; referrals to independent fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through Schwab Advisor Services.
The Charles Schwab Bank (member FDIC) provides banking and mortgage services and products. To meet the needs of our clients, we are actively recruiting people with the desire, drive and creativity to find solutions that help meet our clients' needs; who want the chance to learn, grow with the company and explore their career opportunities; who will strive for excellence in achieving our clients' and our company's goals; who have the highest ethical standards - individuals who take pride in making a difference in people's lives.
The Charles Schwab Bank (member FDIC) provides banking and mortgage services and products. To meet the needs of our clients, we are actively recruiting people with the desire, drive and creativity to find solutions that help meet our clients' needs; who want the chance to learn, grow with the company and explore their career opportunities; who will strive for excellence in achieving our clients' and our company's goals; who have the highest ethical standards - individuals who take pride in making a difference in people's lives.
Skills
- Academic Adviceunmatched
- Chartered Financial Analyst (CFA)unmatched
- Chartered Institute of Management Accountants (CIMA)unmatched
- Coachingunmatched
- Customer Experienceunmatched
- Customer Relationsunmatched
- Customer Support/Serviceunmatched
- Documentation Standardsunmatched
- Financeunmatched
- Financial Servicesunmatched
- Fixed Income Investmentsunmatched
- Leadershipunmatched
- Liquidityunmatched
- Problem Solving Skillsunmatched
- Riskunmatched
- Risk Managementunmatched
- Salesunmatched
- Salesforce.comunmatched
- Series 7unmatched
- Team Buildingunmatched
- Team Lead/Managerunmatched
- User Documentationunmatched
- Wealth Managementunmatched
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