Charles Schwab

Senior Manager, Lending Solutions (Ultra High Net Worth)

Charles Schwab

Phoenix, AZ, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Are you a seasoned finance professional with a passion for providing exceptional lending solutions to ultra high net worth clients? Look no further! Charles Schwab is seeking a dynamic Senior Manager to lead our Lending Solutions team for our most affluent clients. In this role, you will have the opportunity to utilize your extensive knowledge and experience to drive growth and innovation in our lending business. We are looking for a results-driven leader with a strong background in lending and a deep understanding of the unique needs of ultra high net worth individuals. If you are a strategic thinker with a customer-centric mindset and a track record of delivering exceptional results, we want to hear from you!

  1. Develop and implement strategies to drive growth and innovation in the lending business for ultra high net worth clients.
  2. Lead and manage a team of lending professionals to ensure exceptional service delivery and achieve business objectives.
  3. Utilize extensive knowledge and experience in lending to evaluate and improve existing lending solutions and develop new ones.
  4. Collaborate with other departments and stakeholders to ensure alignment and integration of lending solutions with overall business strategy.
  5. Monitor market trends and competition to identify opportunities for improvement and differentiation of lending solutions.
  6. Ensure compliance with all relevant regulations and internal policies in the development and delivery of lending solutions.
  7. Build and maintain relationships with ultra high net worth clients to understand their unique needs and provide tailored lending solutions.
  8. Develop and manage lending budgets and forecasts to achieve financial targets.
  9. Act as a subject matter expert and provide guidance and support to team members and other departments as needed.
  10. Continuously evaluate and improve processes and systems to increase efficiency and effectiveness of the lending business.
Where is this job?
This job is located at Phoenix, AZ, USA
Job Qualifications
  • Extensive Experience In The Financial Industry, With A Strong Background In Lending And Wealth Management For High Net Worth Individuals.

  • Proven Track Record Of Success In Developing And Implementing Lending Strategies For Ultra High Net Worth Clients, Resulting In Increased Revenue And Client Satisfaction.

  • In-Depth Knowledge Of Lending Products And Services, Including Mortgages, Lines Of Credit, And Other Customized Solutions For High Net Worth Clients.

  • Strong Leadership Skills And Ability To Manage A Team Of Lending Professionals, Providing Guidance, Coaching, And Support To Drive Performance And Meet Business Goals.

  • Excellent Communication And Interpersonal Skills, With The Ability To Build And Maintain Relationships With Ultra High Net Worth Clients, As Well As Internal Stakeholders And Industry Partners.

Required Skills
  • Financial Planning

  • Negotiation

  • Relationship Management

  • Credit Analysis

  • Investment Strategy

  • Portfolio Management

  • Team Leadership

  • Risk assessment

  • wealth management

  • Market trends

  • Performance evaluation

  • Client Acquisition

Soft Skills
  • Communication

  • Conflict Resolution

  • Emotional Intelligence

  • Leadership

  • Time management

  • Interpersonal Skills

  • creativity

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Senior Manager, Lending Solutions (Ultra High Net Worth) in Phoenix, AZ, USA is $125,000 to $175,000 per year. However, this can vary depending on the specific company, experience level, and qualifications of the individual. Some companies may offer higher salaries or bonuses for this position.

Additional Information
Charles Schwab is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedAugust 29th, 2024
Apply BeforeMay 22nd, 2025
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About Charles Schwab

Through its operating subsidiaries, The Charles Schwab Corporation (NYSE: SCHW) provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC, www.sipc.org), and affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; compliance and trade monitoring solutions; referrals to independent fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through Schwab Advisor Services.

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