Charles Schwab Manager, Alternative Investment Client Solutions in Orlando, Florida


Orlando - FL, ORL2, 1958 Summit Park Dr, 32810

Larcelia Shells


We believe that , when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.

As a company, we were established by Chuck at over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.

Our Opportunity:

Advisor Services is the leading provider of custodial, trading, technology and practice management to registered independent advisory firms. We provide access to sophisticated wealth-management services that help advisors attract and retain affluent clients, as well as profitably grow, compete and succeed in their business efforts.

Advisor Services Alternative Investments is a new and emerging team supporting Advisor Services as an escalation team that promotes client loyalty by providing high quality subject matter expertise to our clients and internal business partners.

What you’ll do:

As a Team Manager for Advisor Services Alternative Investments, you will help create and develop a new team of 6-8 representatives who will assist internal and external clients with servicing, understanding, and finding flexible solutions for complex investments.

You will lead the team to partner with Advisor Services Sales, Service, Advisor Family Office and RIAs to understand the diverse needs of high net worth advisors and clients, serve as the central point of contact for alternative investments, and manage and address high risk issues in a timely and effective manner.

You will have a keen focus on employee engagement, while inspiring them to understand the value of relationships and empowering confidence through exceptional service; balancing productivity and a memorable service experience while managing client expectations and resolving client issues.

What you have:

  • Series 7, 63 or 66, 9 & 10 licenses required

  • 3- 5 years of people leadership experience preferably within financial services

  • Bachelor’s degree or equivalent experience

  • Strong leadership, motivational, and coaching skills with ability to drive results and develop employees

  • Working experience of Alternative Investments (types, structures, and associated documentation)

  • Solid communication skills, both verbal and written, including the ability to condense policies and concepts into clear, concise language

  • Problem resolution skills as well as the ability to build a consensus and persuade others in a matrixed organization

  • Exercise business judgment including the ability to identify business risks and articulate those risks to business partners and all levels of management

  • The ability to embrace change and innovation

  • Exceptional attention to detail and analytical skills

  • Demonstrated ability to build collaborative relationships with business partners

  • Excellent time and resource management skills

  • Knowledge of Advisor Services business policies and procedures, products and services

What you’ll get:

  • Comprehensive Compensation and Benefits package

  • Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts

  • Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program

  • Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions

  • Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships

  • Not just a job, but a career, with an opportunity to do the best work of your life

Learn more about Life@Schwab at" .

Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law. Schwab also does not discriminate against applicants or employees because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. At Schwab, we believe that every employee, through their diverse abilities and experiences, can contribute to our growth, innovation and client loyalty. We embrace diversity and are committed to providing equal opportunity to all employees and applicants. If you have a disability, and require reasonable accommodations in the application process, call Human Resources at 800-725-3535. We will be happy to assist you. Schwab will only share your accommodation request with those individuals who have a specific need to know. The request for an accommodation will not affect Schwab's hiring decisions. All other submissions should be performed online.

Job Specifications

Relocation Offered?: No

Work Schedule: Days

Languages: English - spoken

Current Licenses / Certifications: FINRA Series 66, FINRA Series 63, FINRA Series 10, FINRA Series 7, FINRA Series 9

Relevant Work Experience: Trading-2-5 yrs, Customer Service-2-5 yrs, Financial Services-2-5 yrs, Compliance

Position Located In: FL - Orlando

Education: BA/BS

Job Type: Full Time


Activation Date: Monday, June 11, 2018

Expiration Date: Tuesday, July 31, 2018

Apply Here