Charles Schwab

Sr Manager – Retirement Plans Operations (PL)

Charles Schwab$100K — $130K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years of leadership experience and proficiency
  • 10+ years of work experience in financial services, operations, or client service
  • Experience with efficiency or quality programs is a plus
  • Ability to coach and develop employees at all performance levels
  • Positive attitude and strong work ethic; high integrity and ethics
  • Expertise in change management with a transformational mindset
  • Strong critical thinking and decision-making skills; ability to analyze metrics
  • Sound judgment in ambiguous situations

Responsibilities

  • Lead and supervise a team of 7+ direct reports
  • Ensure timely and accurate completion of functions within company policies
  • Identify opportunities for process improvement and operational efficiency
  • Develop team capabilities through coaching and performance evaluations
  • Participate in planning and direction setting for teams and services
  • Establish a dedicated support model for beneficiaries
  • Cultivate a strong Schwab culture and team engagement

Benefits

  • Eligibility for bonuses and incentives
  • Focus on employee development and performance feedback
  • Engaging team environment promoting partnership and teamwork
  • Opportunities for professional growth in a high-volume environment
  • Access to Schwab's operational excellence initiatives
Full Job Description
Your Opportunity

Flexibility and change management is a key aspect of the Sr Operations Manager role.  The ideal candidate will need to be equally able to adapt and lead in high-volume environments and be comfortable with direct interaction with clients and service team members, networking internally to research and resolve client operational issues, all while moving the team forward to new opportunities. To be effective in this role, the ideal candidate will demonstrate the ability to build and sustain strong relationships with internal partners across multiple locations; ensure service levels and client needs are met or exceeded daily; continuously identify opportunities for efficiency and operational excellence.  Developing operational specialists to ensure all goals and objectives are met while cultivating the Schwab culture.   Partnership and teamwork are crucial skills for success in this position. 

 

The Sr Operations Manager has direct supervisory responsibilities over 7+ direct reports, and must maintain an engaging team approach.   The manager ensures that all functions are performed in a timely and accurate manner within Schwab policies and procedures while proactively identifying opportunities for process improvement and efficiency.  Providing appropriate levels of employee development is an important aspect of this role, including providing feedback, coaching, oversight and supervision as well as employee performance evaluations.  As a member of the management team, responsibilities also include participating in the ongoing planning and direction of the teams and service offer.  This also includes helping with working on establishing a dedicated support model for beneficiaries.

What you have

To ensure that we fulfill our promise of " challenging the status quo " this role has specific qualifications that successful candidates should have. 

 

Required Qualifications

  • 5+ years of leadership experience and proficiency
  • 10 + years of work experience preferable in financial services, operations or client service
  • Proven experience with formal efficiency or quality programs a plus
  • Skills in coaching and developing people at all performance levels via established performance objectives, consistent feedback, and appropriate recognition
  • Positive attitude, enthusiasm, professionalism, and strong work ethic with high level of integrity and ethics
  • Change management expertise and a transformational mindset
  • Strong critical thinking and decision making skills in order to apply sound judgment on a daily basis; ability to think strategically and analyze a variety of factors and metrics when making global decisions for the department
  • Sound judgment in ambiguous situations

 

 Preferred Qualifications

  • Excellent verbal and written communication skills
  • Proven engagement and followership, with clear evidence of sustained success in dynamic teams
  • Prior experience working in an environment requiring multi-tasking and effective prioritization

 

 In addition to the salary range, this role is also eligible for bonus and 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
Net Income
$3.2 billion
Founded
1973
5 Year Trend
+20%
Revenue
$12.1 billion
NASDAQ

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