Manager, Advisor Wealth Services Trading Services

directly covering existing advisors and clients via inbound/outbound calls and e-mails on a real time basis with the trading and technology issues that they encounter.

Responsibilities:

• Direct client interface through the reception of inbound calls from RIAs and end clients

• Process equity and option trades via phone

• Review and resolve any trade and/or allocation issues that result from Schwab Advisor Center

• Cover trades for advisor errors

• Reviews and process liquidate and transfer instructions, faxed trades, and worthless security removals

• Process foreign, complex option orders, and not held trades for advisors and work directly with market centers to ensure proper execution

• Educate, acclimate and support advisors on entering trades and allocating through our proprietary trading software (Schwab Advisor Center, iRebal, thinkpipes and FIX) enabling them to become self-sufficient in these areas

What you have

Required minimum skills and qualifications include:

• Bachelor's degree or equivalent professional experience

• 2-3 years of financial services and client service experience

• Active Series 7 and Series 63 licenses

• Proficiency with Microsoft Word, Excel, and Outlook

• Hands-on experience with equity, stock, and options trading

• Exceptional communication and active listening skills

• Ability to quickly build rapport with advisors and clients, accurately assess needs, and clearly articulate solutions

• Demonstrated ability to work independently with strong attention to detail, urgency, and accuracy

• Proven capability to prioritize tasks and perform effectively under pressure

• Highly self-motivated and committed to delivering excellent client service

• Working knowledge of risk management concepts and the ability to assess exposure for large or complex trades

• Understanding of securities regulations, basic corporate actions, reorganizations, and general market mechanic

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