Managing Director (Washoe Valley)


: $120,020.00 - $197,940.00 /year *

Employment Type

: Full-Time


: Executive Management

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Client Service & Support (CS&S) is the primary service and trading arm for Schwab Investor Services. CS&S provides service to our retail clients to fulfill our purpose of championing every clients goals with passion and integrity. The vision for CS&S is being engaged financial service professionals who inspire client loyalty by providing guidance and solutions to fulfill clients' needs. With a focus on employee development and collaboration, we help clients and employees reach their goals. CS&S builds loyalty with clients and employees one interaction at a time.

What youre good at

As a Managing Director in Investor Services at Charles Schwab, you will provide leadership, people management and general oversight for Client Service & Support teams. With direct leadership of 7 - 10 managers with total oversight of approximately 80 - 100 employees.

You will pursue our mission and values by:

  • Working collaboratively with other CS&S Managing Directors and leadership across the network to deepen client relationships and drive key business results. Agility is a premium.
  • Developing CS&S Team Managers to help them become effective leaders, coaches, and mentors for their professionals. Priority: People leadership that drives performance in a culture of accountability focused on key results.
  • Driving modernization through the implementation of new systems and business processes designed to enhance the client experience.
  • Identifying and taking responsibility for addressing technical, operational and organizational challenges
  • Partnering effectively across functional roles and Site locations. Embracing an ownership mentality is essential.
  • Continually evaluating the operating environment and business model to identify opportunities for innovation and improve business processes. Service, simplicity, and scale are core operating principles. Embracing u201ccan-ifu201d thinking is vital.
  • Representing Schwab Investor Services to clients, business partners and vendors.
  • Consistently interacting with professionals to build employee loyalty, knowledge, and skills.
What you have
  • Active FINRA Series 7, 63 (or 66) licenses required
  • Active FINRA Series 8, or 9 & 10 licenses required
  • Thorough knowledge of financial services industry with minimum five years prior industry experience preferred, including service delivery and business development
  • At least five years supervisory/management experience required with demonstrated ability to develop leadership and management skills in coaching and developing people at all performance levels via established performance objectives, regular feedback, and appropriate recognition
  • Experience leading large groups of employees
  • Demonstrated passion for providing client-centric solutions
  • Positive attitude, enthusiasm, professionalism and strong work ethic with high level of integrity and ethics
  • Excellent verbal and written communication skills to influence, build consensus, and integrate complex information
  • Proven presentation skills and experience working collaboratively and implementing ideas
  • The successful candidate must be fully committed to serving and balancing the needs of clients, employees, and shareholders. The individual must possess strong conceptual, planning, organizational, and communication skills. The candidate will need to be effective at establishing and obtaining commitment to business goals and motivating the team to implement strategies to achieve key business results. The ideal candidate will have proven experience working collaboratively with various groups with potentially disparate objectives. Strong knowledge and demonstrated success with staffing, capacity planning, and traffic management are necessary.
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Associated topics: accounting, bank, banking, budget, corporate banking, expense, finance, financial services, investment banking, tax * The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.

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