Charles Schwab Team Lead (Sr. Specialist), ACT Organizational Readiness in Westlake, Texas


Westlake - TX, TX2050R, 2050 Roanoke Road, 76262-9616

Monica Michele Cauley


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:

In Advisor Services we have built our business on serving the needs of RIAs and advancing an industry that helps the advisor and their clients thrive. We understand their needs, and work side by side providing them the support to help them manage their firm and meet their goals. We are the premier custodian in the RIA industry and we want to ensure new firms joining Advisor Services receive the support they need to be successful and efficient.

As a Team Lead on the Act Orgniazational Readiness team, you will partner with the team Resource Managers to onboard new hires and manage their development to ensure they are set-up for success and ready to start their career on an ACT Service team.

What you’ll do:

  • Coach and mentor new employees throughout their onboarding experience to ensure their engagement, overall development and Service team readiness

  • Assist team manager with daily schedule, logistics, classroom facilitation and other program management, as needed

  • Maintain a strong band of communication between team managers, cross-site team members, internal business partners and ACT leadership

  • Manage OJL and call readiness training and provide feedback, direction, and respond to questions to ensure new hire comprehension

  • Prepare ACT Service managers for new hires transitioning to their team by providing new hire snapshots that include metrics and areas in need of focus

  • Identify potential program opportunities and challenges, and work collaboratively with team members to proactively enhance program and resolve challenges

What you have:

  • In-depth knowledge of the ACT organization with the passion and proven capacity to sucessfully develop others

  • Strong understanding of ACT processes and procedures with the expert ability to navigate Schwab systems

  • Ability to anticipate and resolve problems under your own intitiative while also working in a collaborative team environment

  • Capacity to pivot and constantly shift focus based on changing priorities and/or the business environment

  • Superior communication, presentation, interpersonal and listening skills

  • Experience in facilitating formal classroom training and group presentations

  • Professionalism, positivity and strong work ethic with a high level of integrity and teamwork

  • Expertise in Microsoft Office, ie Excel, Word and Powerpoint

  • FINRA Series 7 and 63 licenses required

  • Minimum of 3 years in Advisor Services preferred

  • Bachelor degree preferred.

This is a summary only – duties and responsibilities may change.

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 63, FINRA Series 7

Relevant Work Experience: Project Management-2-5 yrs, Training-2-5 yrs

Position Located In: TX - Westlake

Education: BA/BS

Job Type: Full Time

Category:Project/Program Management

Activation Date: Thursday, May 3, 2018

Expiration Date: Sunday, July 1, 2018

Apply Here