Sr. Team Manager, Centralized Planning Group
At Charles Schwab, we strive to make financial planning and management accessible and effective for all of our clients. As a Sr. Team Manager in our Centralized Planning Group, you will play a crucial role in overseeing and supporting a team of talented financial planning professionals. We are seeking a highly motivated individual with a passion for leading and developing others, as well as a deep understanding of financial planning strategies. If you are a natural leader with a strong background in financial planning, we invite you to consider joining our dynamic and mission-driven team.
- Oversee and manage a team of financial planning professionals, ensuring high-quality service delivery to clients.
- Provide guidance and support to team members in developing and implementing financial planning strategies.
- Foster a positive and collaborative team environment, promoting open communication and professional growth.
- Set clear performance expectations and hold team members accountable for meeting goals and objectives.
- Continuously evaluate team performance and provide coaching and feedback to drive improvement.
- Stay updated on industry trends and regulations to ensure compliance and enhance team's knowledge and skills.
- Collaborate with other departments to identify opportunities for process improvements and enhance client experience.
- Handle escalated client issues and provide timely and effective resolution.
- Develop and maintain relationships with clients to understand their needs and provide personalized financial advice.
- Participate in recruiting and onboarding processes to grow and develop the team.
- Conduct regular performance reviews and identify training and development needs for team members.
- Promote company values and culture by leading by example.
Extensive Experience In Financial Planning And Investment Management: A Sr. Team Manager In The Centralized Planning Group At Charles Schwab Should Have A Minimum Of 8-10 Years Of Experience In Financial Planning And Investment Management. This Includes A Deep Understanding Of Various Financial Products, Market Trends, And Portfolio Management Strategies.
Strong Leadership Skills: As A Senior Manager, The Individual Should Possess Excellent Leadership Skills, Including The Ability To Motivate And Inspire Team Members, Delegate Tasks Effectively, And Foster A Positive And Collaborative Work Environment. Experience In Managing A Team Of Financial Advisors Or Planners Would Be Preferred.
In-Depth Knowledge Of Charles Schwab Products And Services: The Sr. Team Manager Should Have A Thorough Understanding Of Charles Schwab's Products And Services, Including Brokerage, Advisory, And Banking Offerings. This Knowledge Will Enable Them To Guide Their Team In Providing Comprehensive Financial Planning Solutions To Clients.
Exceptional Communication And Interpersonal Skills: The Role Of A Sr. Team Manager In The Centralized Planning Group Requires Regular Communication With Clients, Team Members, And Other Departments Within Charles Schwab. Therefore, Strong Verbal And Written Communication Skills, As Well As The Ability To Build And Maintain Relationships, Are Essential For Success In This Role.
Proven Track Record Of Meeting And Exceeding Goals: Charles Schwab Is A Results-Driven Organization, And The Sr. Team Manager Should Have A Track Record Of Consistently Meeting And Exceeding Performance Goals. This Includes Driving Business Growth, Maintaining High Levels Of Client Satisfaction, And Ensuring Compliance With Company Policies And Regulatory Requirements.
Risk Management
Financial Analysis
Process Improvement
Strategic Planning
Project Management
Communication
Time Management
Leadership
Relationship Management
Team development
Decision-Making
Resource allocation
Communication
Conflict Resolution
Emotional Intelligence
Leadership
Time management
creativity
Critical thinking
Teamwork
Adaptability
Problem-Solving
According to JobzMall, the average salary range for a Sr. Team Manager, Centralized Planning Group in Chicago, IL, USA is between $90,000 and $120,000 per year. However, this can vary depending on factors such as experience, industry, and company size.
Apply with Video Cover Letter Add a warm greeting to your application and stand out!
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.
Get interviewed today!
JobzMall is the world‘ s largest video talent marketplace.It‘s ultrafast, fun, and human.
Get Started