Sr Manager – Retirement Plans Operations (PL)

Your Opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

 

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).

  

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.