Charles Schwab Managing Director, Operational Services Account Solutions in Orlando, Florida

We believe that , when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.

As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.

Our Opportunity:

Operational Services is a primary operations dependency for several enterprises across the company (Advisor Services and Investor Services). We deliver on results by ensuring high levels of data entry output while ensuring outstanding quality for our clients. We inspire client loyalty by providing guidance and solutions to fulfill client needs and have a focus on employee development and collaboration.

What you’ll do:

The Orlando Managing Director position requires a dynamic leader who can motivate, inspire and develop a diverse leadership responsible for supporting multiple business enterprises. This is a very fast paced, detail-oriented, and deadline-driven position requiring strategic thinking & planning. It requires an eye for risk and requires a passion for streamlining operational processes and workflow improvements. This position requires the Director to focus on building business relationships across multiple business lines. The Director will play a critical role in upholding Schwab culture in the Orlando location and will need to excel at actively developing managers, creating a high-performing leadership team. This position requires the Director to effectively balance the oversight of our daily deliverables and the active development of managers. The successful candidate will have a track record of success in this type of environment:

  • Continuously coach and develop managers for ongoing growth and development

  • Makes timely and sound risk decisions ensuring department service levels and deadlines are met on a daily basis, within budget

  • Creates a successful partnership with other leaders in multiple sites to ensure objectives are met by creating clear expectations, establishing clear ownership and measuring success

  • Will provide strategic direction on service and project initiatives, sharing vision and scope

  • Establishes a business strategy to enhance effectiveness of core operational and service functions, ensuring consistency across sites

  • Provides the highest level of service to our internal and external clients

  • Foresees changes in the business environment and develops plans to proactively address them

  • Conducts extensive interaction with employees at all levels to identify issues and opportunities

What you have:

  • Bachelor’s degree or equivalent business experience

  • Series 7, 9/10 & 63 required (non-licensed candidates may be considered as a condition of employment for highly qualified candidates).

  • Brokerage experience or comparable operational/process oriented experience preferred

  • 8+ years management experience required demonstrated ability to develop leadership and management skills

You demonstrate these behaviors:

  • Communicates a clear vision that energizes others to accomplish what the organization needs for success in the long term; consistently restates and reinforces that vision and direction

  • Identifies and presents information or data that will have a strong effect on others

  • Is willing to make decisions in difficult or ambiguous situations, when time is critical

  • Develops challenging but achievable goals

  • Shares information, advice and suggestions to help others to be more successful; provides effective coaching

  • Identifies what needs to be done and takes action before being asked or required to

  • Recognizes and encourages the behaviors that contribute to teamwork

  • Offers support for other’s ideas and proposals

  • Involves others in a process or decision, to ensure their support

What you’ll get:

  • Comprehensive Compensation and Benefits package

  • Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts

  • Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program

  • Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions

  • Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships

  • Not just a job, but a career, with an opportunity to do the best work of your life

Learn more about Life@Schwab at" .

Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law.

Position Located In: FL - Orlando