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Senior Team Manager, Institutional

Location Phoenix, Arizona, United States Requisition ID 2022-85354 Category Customer Service / Client Service Position Type Regular
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Your Opportunity


Charles Schwab Advisor Services is the industry leader in providing custodial, trading, technology and practice management to independent advisory firms. Our outstanding service coupled with access to sophisticated wealth-management tools help advisors attract and retain affluent clients, as well as profitably grow, compete and succeed in their business efforts.

What you are good at


As a Team Manager in Advisor Services, you will pursue our mission and values through:

  • Leading a team of 10-15 service professionals who provide world-class service to meet the needs of our Advisors and their employees
  • Developing team members through coaching, career development mentoring, and motivational techniques
  • Strong ability to hold individuals accountable to stated performance standards, as well as the ability to improve performance when needed
  • Assessing and resolving escalated Advisors issues at a moment’s notice through conflict resolution and platform education
  • Providing creative ideas and solutions that will benefit the business and set the strategic direction of the segment
  • Anticipating potential risk issues pertaining to all facets of the business while presenting and implementing proactive solutions
  • Working collaboratively with relationship management and other managers and leadership in cross-departmental projects and initiatives

What you have


  • Series 7, 63 or 66, 9 & 10 licenses required
  • Bachelor’s degree preferred
  • 3-5 years of people leadership experience, preferably within financial services
  • Demonstrated experience mentoring and coaching employees to achieve and exceed performance standards
  • Strong interpersonal, verbal, and written communication skills
  • Ability to embrace change and effectively lead your teams through it
  • Positive attitude, team orientation, enthusiasm, professionalism and strong work ethic with high level of integrity and ethics
  • Good organizational skills with the ability to prioritize and handle multiple competing priorities within established deadlines

Why work for us?

Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.

Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future. Explore further.

Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an Equal 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. Please click here to see the policy.

Schwab is an affirmative action employer, focused on advancing women, racial and ethnic minorities, veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281.

TD Ameritrade, a subsidiary of Charles Schwab, is an Equal Opportunity Employer. At TD Ameritrade we believe People Matter. We value diversity and believe that it goes beyond all protected classes, thoughts, ideas, and perspectives.

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