Charles Schwab · 1 day ago
Senior Team Manager – Participant Education Delivery- (Westlake/Austin, TX)
US-TX-Austin
Full-time
Hybrid
Senior Level, Lead/Staff
$92K/yr - $130K/yr
10+ years expCharles Schwab is a leader in the financial services industry, dedicated to transforming the finance landscape. They are seeking a Senior Team Manager for Participant Education Delivery to lead and develop a team focused on delivering financial education and enhancing client engagement with workplace benefits.
Financial Services
Responsibilities
Leading by example, you’re a growth-oriented leader with a focus on personal/professional development, championing new ideas for yourself and your team
You naturally build and foster relationships with other department leaders, your team, and internal business partners
We are seeking an individual with strong financial services experience (Retirement/Financial planning, ERISA regulations & workplace benefit offerings and an understanding of Schwab’s retail offer) to develop, coach, and lead a team of investment professionals who are the face of Schwab to our corporate clients and their employees
The Senior Team Manager will actively seek opportunities to evolve our service model for greater business impact, while developing strategies and communicating expectations to drive necessary change
Qualification
Required
Demonstrated success leading client facing teams in Qualified Retirement Plans, Financial Services, or similar
Superior coaching mentality with emphasis on mentoring, training, and performance management
Strong strategic communication skills, able to influence partners and stakeholders
Proven relationship building skills - ability to develop internal and external partnerships and successfully collaborate on projects
Strong organization and time management skills with proven ability to prioritize
High achievement orientation, measures success through quantitative and qualitative results
Bachelor's degree required
Active and valid FINRA Series 7, 66 and 9/10 (May consider 120-day COE for 9/10)
10+ years Financial Services industry experience; ideally with 6+ years specific Retirement Plan
Preferred
Experience with remote teams preferred
Master's Degree (or equivalent business experience) preferred
CFP® or other industry designations highly desired
Benefits
Bonus or incentive opportunities
Company
Charles Schwab
We have plans for every turn you take.
10001+ employees
H1B Sponsorship
Charles Schwab has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (579)
2024 (468)
2023 (455)
2022 (705)
2021 (483)
2020 (282)
Funding
Current Stage
Late StageLeadership Team
J
Jim McGreevy
Senior Project Manager
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