Job Details

Your opportunity

At Schwab, we're committed to helping investors reach their financial goals through innovative thinking, trusted advice, and exceptional service. SchwabWealth Advisory, Inc. (SWAI) is a premier, fee-based, non-discretionary investment advisory solution that provides clients with personalized relationships, specialized service, and ongoing guidance built on Schwab's approach to investing.

As a Service Team Manager, you will lead a team of registered professionals who support high-net-worth, fee-paying clients through inbound phone calls. You will play a critical role in delivering a consistent, responsive, and world-class service experience while building strong client relationships and long-term loyalty.

This role combines people leadership, operational management, and a strong client-first mindset. You will coach and develop talent, manage day-to-day business operations, and continuously improve service delivery through data-driven insights and process optimization.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location.

What you have

• Leadership: Proven experience leading, coaching, and developing teams, with a focus on clear expectations, feedback, and performance growth
• Managing Performance: Experience managing performance through goals, metrics, and observations to improve service quality and productivity
• Developing Others: Proven experience coaching and developing employees through feedback and career conversations
• Interpersonal Effectiveness: Ability to build trust and communicate with empathy across clients, employees, and partners
• Problem Solving: Analytical and problem‑solving skills used to make sound decisions in a regulated environment. The ability to identify and implement process or workflow improvements that enhance client and employee experience.
• Workplace Collaboration: This includes support of SWA's CST Concierge team when needed and other stakeholders Schwab Wealth Advisory is involved with.

Additional Requirements

• Bachelor's degree
• Active and valid FINRA Series 7 license
• Active and valid FINRA Series 66 license (may consider a 120-day Conditional Offer of Employment)
• Active and valid FINRA Series 9/10 license (may consider a 120-day Conditional Offer of Employment)

Preferred Qualifications

• CFP® or CFA® designation
• Knowledge of investment advisory products and wealth management service models