Why you should apply for a job to Charles Schwab:
#2023-92613
Position summary
Your Opportunity
Advisor Services Block Desk Team is a team that is a subgroup of institutional trading professionals who differentiate themselves by combining a passion for service with a deep understanding of Internal and external trading tools, market mechanics and complex execution strategies along with ability to assist clients in the execution of equity block trades.
What you are good at
This position requires proven leadership skills with an extensive knowledge of institutional trading as well as a deep understanding of our various internal and external trading platforms. Excellent communication skills are a must. Expert level understanding of various types of order flow and the ability to educate clients on execution strategies, and our various trading platforms.
What you have
Equity/ETF Block desk Team Sr Manager you will need:
- At least 10 years of financial services industry experience
- Experience leading or managing fast paced detail-oriented teams
- Providing creative trading ideas and solutions that will benefit our clients
- Leader with the ability to handle second level escalations
- Deep understanding of internal and external trading tools, market structure and the post execution process and systems
- Remain abreast of new developments and opportunities, and explore new ways of modifying existing processes and procedures to increase the proficiency of the department
- Ability to solve complex trading and settlement issues.
- Actively monitor daily volumes and staffing levels to adjust personnel activities according to departmental needs
- Ability to effectively delegate
- Ability to educate junior members of the team
- Establish objectives through active listening and clear communication
- The successful candidate will demonstrate an expert level understanding of institutional equity/ETF technologies, including the back office and allocation processes
- The candidate will have a track record of leadership skills. (required)
- Strong customer contact skills, along with excellent interpersonal, verbal, and written communication skills (required)
- Must work well in a collaborative team environment, including cross locations
- Series 7,63, (required)
- Series 9,10 & 57 (preferred)
What are Charles Schwab perks and benefits
Lactation facilities
Maternity leave coaching
Fertility
Care-taking PTO
Backup child care
Sabbatical
Remote work policy
Paid maternity
Unpaid maternity
Paid paternity
Unpaid paternity
Paid adoptive
Short term disability
About the company
Charles Schwab was founded on the idea that everyone should have the opportunity to own their future – and that principle still guides our firm today. As an industry innovator recognized for excellence in service, our clients trust us to provide the guidance needed to help them reach their unique financial goals. Working at Schwab means joining a team where everyone is empowered to build a diverse, rewarding career. We succeed together through our inclusive, collaborative culture that’s focused on one common goal: to make a difference in the lives of the people we serve.