Charles Schwab

Senior Manager- Institutional Trading Relationship

Charles Schwab • $120K — $150K *
Chicago, IL 60629In-Person
Finance & Insurance
8 - 10 years of experience
Today
Be an Early Applicant
Job Overview by Ladders

Qualifications

  • Active FINRA Series 7 and 63 licenses required
  • Minimum of 10 years in Equity, ETF, and Options trading needed
  • Expert knowledge of institutional trading and market structure essential
  • Proficient in trading technology like Bloomberg and thinkorswim
  • Ability to communicate complex trading strategies clearly
  • Advanced understanding of portfolio margin and its trading impacts
  • Exceptional relationship management and communication skills required

Responsibilities

  • Execute institutional block orders using various trading strategies
  • Assess market conditions and apply macroeconomic knowledge for trading decisions
  • Manage multiple complex orders with accuracy and attention to clients
  • Build trusted relationships through active listening to client needs
  • Educate clients on trading strategies and execution options
  • Collaborate across teams to enhance client experience and risk management

Benefits

  • Emphasis on in-office collaboration
  • Opportunities for bonus or incentives based on performance
  • Engagement in a fast-paced and dynamic work environment
Full Job Description
Your Opportunity

In this role, you'll serve as a trusted trading partner to institutional and high-value clients, executing block orders while delivering exceptional service and market insight. You'll evaluate market conditions, understand client objectives, and apply a range of execution strategies to help clients achieve their desired outcomes.

 

You'll work in a fast-paced environment where critical thinking, relationship management, and trading expertise come together. Every day brings new opportunities to analyze market dynamics, manage complex orders, and educate clients on trading approaches that support quality execution.

 

As an Equity, ETF, and Options Trader, you'll:

  • Execute institutional block order flow using multiple execution strategies, including trading algorithms, ETF request-for-quote processes, and complex multi-leg options strategies.
  • Assess market conditions and apply macroeconomic and market structure knowledge to support trading decisions.
  • Manage multiple complex orders simultaneously while maintaining accuracy, urgency, and attention to client needs.
  • Build trusted relationships by actively listening to clients, understanding their objectives, and communicating special handling instructions clearly.
  • Educate clients and internal partners on trading strategies, execution options, and order handling considerations.
  • Collaborate across teams to deliver an exceptional client experience while maintaining a strong focus on risk management and regulatory requirements.

 

We believe in the importance of in-office collaboration and fully intend for the selectedcandidate for this role to work on site in the specified location.

  • Chicago: 150 S. Wacker Dr., Chicago, IL 60606
  • Lone Tree: 9800 Schwab Way, Lone Tree, CO 80124
What you have

 

To be successful in this role, you'll bring a combination of trading expertise, relationship management capabilities, and the ability to navigate rapidly changing market environments.

Required Qualifications

  • Active FINRA Series 7 and 63 licenses
  • Minimum of 10 years in Equity, ETF and Options trading
  • Expert knowledge of institutional trading, market structure, and the regulatory landscape impacting the Financial Services Industry
  • Expertise in trading technology used by both the trading team and clients, including external and internal applications such as Bloomberg, Trafix, thinkorswim, or similar trading technologies
  • Ability to articulate complex trading strategies to sophisticated clients and internal business partners with the purpose of educating and delivering on superior trade execution quality
  • Advanced understanding of portfolio margin and the impact of trading strategies
  • Excellent relationship management skills, including collaborating, influencing, and negotiating. Ability to solve complex problems, interact effectively with individuals at various levels, adapt to changing environments, and think creatively
  • Exceptional communication, interpersonal, and active listening skills

 

Preferred Qualifications

  • Previous or active FINRA Series 9/10 or 24 licenses

 

In addition to a base salary, this role is also eligible for bonus or incentive opportunities.

 

About Charles Schwab

Charles Schwab is a financial services company that provides a full range of securities, brokerage, banking, money management, financial advisory, investor, and retirement plan services. It operates in four main divisions; investing, wealth management, banking, and trading. Charles Schwab provides a full-service brokerage platform that serves individual investors who invest on their own or through a workplace-sponsored retirement or equity plan, as well as banking through Schwab Bank. The firm was founded in 1973 and is headquartered in San Francisco, California.

Charles Schwab Careers

Join the vibrant team at Charles Schwab, a leader in global finance, where your career is propelled by innovation, leadership, and a commitment to diversity and professional growth. At Charles Schwab, we offer more than just job opportunities; we provide a platform for you to make a significant impact on the industry and our clients' lives.

Work You’ll Do

At Charles Schwab, we are dedicated to helping our clients manage their financial futures. Being part of our team means you'll work alongside some of the most skilled professionals in the financial services industry. Our culture thrives on teamwork, integrity, and relentless dedication to our clients. Whether you're looking for a position in financial consulting, technology, or administrative support, Charles Schwab offers a dynamic work environment where your skills will be honed and your achievements recognized.

Innovate and Lead

Embrace the opportunity to lead through innovation. Charles Schwab’s commitment to technology and innovation is fundamental to our service delivery. By joining our team, you will be at the forefront of developing new solutions that redefine the future of finance. Your leadership can guide significant projects that impact our company and the industry.

Grow Your Career

Charles Schwab believes in fostering the growth of its employees. Whether through professional development programs, diversity training, or leadership workshops, we ensure that our team members receive the support and training they need to advance their careers. With a variety of career paths available, your job at Schwab can evolve with your interests and expertise.

Internship and Employment Opportunities

Start your professional journey with Charles Schwab through our internship programs or full-time employment opportunities. We seek individuals who are passionate, curious, and ready to drive change. A career at Schwab is not just about having a job; it's about building a lasting relationship with a company that values your potential.

Benefits and Culture

Charles Schwab is renowned for its employee-friendly culture. We offer a comprehensive benefits package that supports the health, financial stability, and work-life balance of our team members. From competitive salaries and bonuses to health insurance and retirement plans, Schwab ensures that your career is as rewarding as it is enriching.

Networking and Professional Development

Expand your professional network and enhance your skills through our various networking events, mentorship programs, and training sessions. At Charles Schwab, we believe in leveraging collective expertise to foster learning and innovation. Engage with leaders, gain insights from experienced professionals, and build relationships that will aid your career trajectory.

Join Our Team

Explore the numerous career paths available at Charles Schwab and discover how your talents can be utilized to their fullest potential. Search open positions that match your skills and interests. We are continuously hiring across various disciplines and look forward to adding innovative, driven individuals to our team.

Stay Connected

Keep up to date with the latest from Charles Schwab Careers by subscribing to our job alert emails. Tailor your subscription to receive updates that align with your career preferences and be the first to know about new openings, company news, and professional tips.

Explore Charles Schwab Jobs

Ready to take the next step in your career? Visit our careers page to review current job openings, submit your resume, and prepare for your interview. At Charles Schwab, your future is waiting. [SEARCH CHARLES SCHWAB JOBS] Join Charles Schwab today and be part of a team that values diversity, innovation, and leadership—where your career can thrive in the exciting world of finance.
Learn more about Charles Schwab
Size
34,200 employees
Market Cap
$151.6 billion
Industry
Finance & Insurance
Net Income
$3.2 billion
Founded
1973
5 Year Trend
+20%
Revenue
$12.1 billion
NASDAQ
SCHW
* Ladders Estimates

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