Institutional Trading Services, Manager

s, educate on platform features and order complexities, and provide seamless execution through Schwab's advanced trading infrastructure. As a central hub, we deliver scalable and dependable trading solutions that help drive Advisors' growth and success.

What you'll do:

In this role, you will serve as a key partner to advisors by helping them navigate trading allocations and questions, order strategies, and platform capabilities via phone and email. By leveraging Schwab's Advisors trading tools and market access, you will play a critical role in delivering a seamless trading experience that enables Advisor's success and confidence supporting the entire order lifecycle, execute trades in various securities, resolve discrepancies, and uphold service standards. You'll resolve issues, communicate trade status and platform capabilities, train Advisors on Schwab systems, implement workflow improvements, and offer strategic insights on trading and order management.

What you have

To ensure that we fulfill our promise of ' challenging the status quo ' this role has specific qualifications that successful candidates should have.

Required Qualifications:

• Series 7 and Series 63 required

• 3-5 years of relevant industry experience; exposure to trading platforms and execution environments

• Proven experience utilizing Order Management and Execution Management Systems

• Solid knowledge of equity and option trading, including complex and multi-leg strategies, ie securities regulations, corporate actions, risk and market mechanics

Preferred Qualifications:

• Bachelor's degree or equivalent experience; background in finance or related fields preferred.

• Series 24 or 9/10 preferred.

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

What's in it for you

At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. 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