Manager - Institutional Trading Details

Manager - Institutional Trading

Charles Schwab - Phoenix, AZ

Employment Type : Full-Time

Your Opportunity
As a member of AS Trading Reconciliation, you will work with the other team members to provide outstanding service to our clients and business partners. It's this level of service that differentiates us from our competitors and serves as a sustainable competitive advantage.What you are good at

• 
  Work in a team environment, respond to partner concerns, and resolve issues within scope of knowledge and authority. Monitor risk associated with balances and positions in inventory and master accounts, raising when appropriate.
• Assist team members and managers in day to day managerial tasks.
• Responsible for accuracy and timeliness of own work within established time frames.
• Work in a collaborative team environment.
• Ability to coordinate with other departments, such as Settlements, to assist in settling AS DVP trades in a timely manner.

• 
  Excellent operational and customer contact skills with the ability to handle and process complex operational work.
• Experience or willingness to learn Schwab’s products, services, trading and electronic platforms, and policies and procedures.
• Experience or willingness to learn basic and advanced Schwab.com and Trading Platforms for utility, usability, and troubleshooting.
• Experience or willingness to learn systems used to post and correct transactions including Mercury, Legacy, Jupiter, MyQ, and GenTran.
• Emotional intelligence: Demonstrates outstanding professionalism, interpersonal skills, client focused and leadership-based relationship skills.
• Experience working in a team environment, including sharing feedback and knowledge with peers.
• Desire to grow and develop leadership skills.
• Ability to coordinate and complete projects.
• Strong knowledge and support of company initiatives/products.
• PC literacy with solid understanding of MS Office.
• The ability to quickly master other related business systems.
• Two to five plus years Advisor Services experience is preferred.
• Series 7, 9, 10 & 63 required or may be obtained via a condition of employment.

Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.

Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future. Explore further.

Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an Equal Opportunity Employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. Please click here to see the policy.

Schwab is an affirmative action employer, focused on advancing women, racial and ethnic minorities, veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281.

TD Ameritrade, a subsidiary of Charles Schwab, is an Equal Opportunity Employer. At TD Ameritrade we believe People Matter. We value diversity and believe that it goes beyond all protected classes, thoughts, ideas, and perspectives.