Charles Schwab · 1 week ago
Senior Team Manager – Participant Education Delivery- (Westlake/Austin, TX)
US-TX-Westlake
Full-time
Onsite
Senior Level, Lead/Staff
$92K/yr - $130K/yr
10+ years expCharles Schwab is a leading financial services firm, and they are seeking a Senior Team Manager to lead the Participant Education Delivery team. This role involves coaching and developing a team of investment professionals, fostering collaborative relationships, and managing change to enhance service delivery and drive business impact.
Financial Services
Responsibilities
Fostering a culture of growth - Leading by example, you’re a growth-oriented leader with a focus on personal/professional development, championing new ideas for yourself and your team
Building collaborative relationships - You naturally build and foster relationships with other department leaders, your team, and internal business partners. Internal partners include WFS Client Service teams, Marketing, Workplace Retail Extension (and other Workplace and Centralized Solutions teams) and the Branch Network
Developing others - 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
Managing change - 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
Experience with remote teams preferred
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
CFP® or other industry designations highly desired
Benefits
This role is also eligible for 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
Recent News
2025-10-04
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