Your opportunity

The Asset Transfer Services (ATS) Department balances incoming and outgoing transfer requests for Schwab clients. ATS strives to lead the industry by crafting the best transfer experience for our clients, internal business partners, and contra/brokerage firms.

As a Team Manager in ATS, you will lead a diverse group of 8-15 individuals who assist clients with their transfer requests. The ideal candidate is a self-driven and proven leader who can inspire, motivate, and effectively manage people at different stages in their career or professional development. You will lead the team through exciting and transformational initiatives in line with the business and firm objectives, provide supervision and oversight, hold individuals accountable through coaching and feedback, and apply sound business judgement when handling complex and/or highly sensitive situations.

What you have

Required Qualifications:

• 4+ years of experience in the financial services, banking, or operations industry

• 1-2 years of leadership experience

• Active and valid Series 7 & 63 are required

• Active Series 9/10 or 24 are required

• Experience working with multiple systems in a dual monitor environment, and basic computer skills (including Microsoft Office products) are required.

• Be a self-starter, proactive to identify and implement innovative solutions to drive efficiency, scalability, and operational excellence.

• Experience managing the day-to-day business activities of the team and deliver on business results while focusing on risk management.

• Cultivate and foster strong employee engagement on the team and within the department.

• Proven ability to establish and maintain strong, trusted, working relationships within the department, with clients, business partners, senior leadership, and contra firms.

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

What’s in it for you

At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

• 401(k) with company match and Employee stock purchase plan

• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions

• Paid parental leave and family building benefits

• Tuition reimbursement

• Health, dental, and vision insurance

What’s in it for you:

At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

401(k) with company match and Employee stock purchase plan

Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions

Paid parental leave and family building benefits

Tuition reimbursement

Health, dental, and vision insurance

Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected 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.