Charles Schwab

Sr Manager, Advisor Services Fixed Income Service (PL)

Charles Schwab$110K — $130K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Strong leadership skills to foster a client-first culture.
  • Experience coaching teams and supporting individual development.
  • In-depth knowledge of fixed income markets and products.
  • Proficient in risk management processes and compliance standards.
  • Effective communication skills for leading teams and aligning with partners.
  • Active FINRA licenses (Series 7, 63 or 66, 9/10) required.
  • Previous leadership role in financial services, particularly in fixed income or trading.

Responsibilities

  • Lead and develop a team of Fixed Income Service professionals.
  • Set clear performance expectations and monitor progress.
  • Coach team members on client interactions regarding fixed income.
  • Collaborate with various departments to enhance client service.
  • Implement leadership practices through regular one-on-ones and team meetings.
  • Drive development planning and performance evaluations for team members.

Benefits

  • Comprehensive health, dental, and vision insurance.
  • Retirement savings plan with employer match.
  • Opportunities for professional development and certifications.
  • Employee wellness programs and resources.
  • Flexible work arrangements and paid time off.
Full Job Description
As a Senior Team Manager, AS Fixed Income Service, you will lead a team of Fixed Income Service professionals supporting advisors with education, guidance, trade facilitation, and complex fixed income service needs. Our specialists provide one-on-one service and market perspective while helping clients navigate Schwab’s fixed income platform, products, tools, and processes. The team works closely with Fixed Income Sales, Trading, Operations, Risk, Supervision, Product, and other business partners to deliver a consistent, high-quality client experience.

In this role, you will coach and develop team members, set clear expectations, inspect progress against service and risk outcomes, and create consistent leadership practices through one-on-ones, team meetings, call reviews, performance conversations, and development planning. You will also help team members support client conversations involving fixed income products, trading, portfolio needs, liquidity needs, time horizon, and risk tolerance.

What you have

Required qualifications:

  • Leadership: Ability to set expectations, guide execution, and create a high-performing, accountable, inclusive and client-first culture.
  • Developing Others: Proven ability to coach employees, support development planning, and build team capability.
  • Fixed Income: Apply knowledge of fixed income markets, products, and solutions to support service outcomes.
  • Risk Management: Reinforce procedures, documentation standards, supervision expectations, and risk controls.
  • Communication: Ability to lead through change, align with partners, and translate strategy into practical team execution.

Additional Requirements:

  • Active FINRA Series 7, 63 or 66, and 9/10 licenses
  • Leadership experience in financial services, preferably fixed income, trading, service, wealth management, or a specialized client-facing environment

Preferred Qualifications:

  • Bachelor’s degree
  • CFA, CFP, CIMA, or familiarity with Schwab BondSource, Salesforce, Bloomberg, FactSet, Nexidia, or related reporting and workflow tools

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
Net Income
$3.2 billion
Founded
1973
5 Year Trend
+20%
Revenue
$12.1 billion
NASDAQ

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