Sr. Team Manager, Banking Operations
Full Time
San Diego, CA
$89,300 - $137,000 a year
Posted
Job description
Your Opportunity
The Banking Operations division within Operational Services is responsible for moving assets into, out of, and between Schwab accounts. We play a critical role for the firm in our efforts of delivering service and an elite client experience for both retail investors and independent advisors, while providing a controlled and focused environment that allows our employees to feel valued and engaged.
What you are good at
The Banking Operations Sr. Team Manager position requires a strong leader who can empower, inspire and develop a diverse team responsible for performing and completing our Organization’s purpose and mission. In this role, you will lead a multi-facet team that provides client servicing, as well as processing time sensitive high risk client transactions. This is a fast paced, thorough, high volume, and deadline-driven environment requiring the ability to build and foster relationships across the firm in order to be successful. In addition to a background in Brokerage/Banking Operations, the ideal candidate should possess experience effectively leading people at different stages in their career and professional development.
In this role you will work with business partners and the Banking Operations Infrastructure team on system changes and enhancements. Candidates will assist in the development, implementation and management of procedural changes and provide operational and business support to diverse teams within Operational Services. This position is responsible for reviewing and approving clients and business partners transactions in a high paced risk environment.
The Banking Operations Sr. Team Manager will develop team members through coaching, career development mentoring, and motivational techniques and work with the Managing Director to create and implement individualized coaching plans centered on a professional’s growth and development. Through one-on-one meetings, our Managers take time to focus on each professional as an individual with unique goals and aspirations.
What you have
5 + years of experience in the financial services industry preferred and/or prior supervisory experience required.- Bachelor’s degree or equivalent business experience required.
- A valid and active FINRA Series 7, 63, and 9/10 license required (A condition of employment may be considered for highly qualified candidates to obtain licensing).
- Proficient technical skills, including knowledge of Microsoft applications.
- Flexible with regard to both schedule and role as both may change with little notice in response to business demand.
- Strong analytical and influencing skills with the ability to think creatively and offer solutions that benefit the employees, clients, and firm.
- Demonstrated ability to build, sustain and lead in an engaging, team oriented environment.
- Positive attitude, passion, professionalism, and strong work ethic with a high level of integrity and ethics.
- Ability to identify and mitigate risk by adhering to department and firm policies and procedures.
- Experience in training and developing team members and comfortable with providing feedback.
- Ability to identify process improvement opportunities and inspire others to embrace new insights in a rapidly changing environment.
- Strategically think beyond day to day operations and analyze a variety of factors and metrics when making global decisions for the department.
- Strong verbal and written communication skills to influence, build consensus and integrate sophisticated information.
- Must be team oriented, great at problem solving, able to juggle multiple priorities and excel in a dynamic and fast moving regulated environment.
You demonstrate these behaviors:
- Fostering Teamwork: As a team member, the ability and desire to work cooperatively with others on a team; as a team leader, interest, skill, and success in getting groups to learn to work together cooperatively.
- Managing Performance: Taking ownership for one’s own or one’s employees’ performance, by setting clear goals and expectations, tracking progress, creating feedback loops, and addressing developmental opportunities promptly. Proactively seeks feedback, develops action plans, supports team members in their efforts to achieve goals, and takes significant action to develop their skills and the skills of their team members.
- Results Orientation: Focusing on the desired end result of one’s own or one’s unit’s work; setting challenging goals, focusing effort on the goals, and meeting or exceeding them.
- Flexibility: Willingness to different and new ways of doing things; willingness to modify one’s preferred way of doing things.
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
gatheringourvoice.org is the go-to platform for job seekers looking for the best job postings from around the web. With a focus on quality, the platform guarantees that all job postings are from reliable sources and are up-to-date. It also offers a variety of tools to help users find the perfect job for them, such as searching by location and filtering by industry. Furthermore, gatheringourvoice.org provides helpful resources like resume tips and career advice to give job seekers an edge in their search. With its commitment to quality and user-friendliness, gatheringourvoice.org is the ideal place to find your next job.