Sr Manager - Banking Operations and Charitable Support

Charles Schwab • Westlake, TX • 4h ago

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).

At Schwab, you're empowered to make an impact on your career. Here, innovative thinking meets creative problem solving to challenge the status quo and transform the finance industry together.

The Move Money / Charitable Operations Senior Team Manager is a people-focused leader responsible for driving a high-performing team dedicated to delivering exceptional client experiences while ensuring the accurate and timely execution of high-risk, time-sensitive money movement transactions. This role plays a critical part in safeguarding client assets, mitigating operational risk, and supporting Schwab's mission to champion every client's financial journey.

This team works closely with our Donor Advised Funds group, DAFGiving360. This role/team facilitates move money transactions and operational support for our advisors, donors, and clients. Building and enhancing a foundation between the two groups is essential for the success of this role.

This leader will foster a culture of accountability, continuous improvement, and employee development while partnering cross-functionally to enhance processes, strengthen controls, and deliver operational excellence in a fast-paced, high-volume environment.

What You Will Do

Lead, coach, and develop a diverse team responsible for client servicing and execution of complex money movement transactions

Drive a strong client-first culture focused on accuracy, timeliness, and risk mitigation

Ensure adherence to regulatory requirements, internal controls, and firm policies to effectively manage operational risk

Partner with cross-functional stakeholders (DAFGiving360, Risk, Compliance, Technology, and Operations) to resolve issues and improve end-to-end processes

Monitor performance through key metrics, identifying trends and implementing solutions to improve efficiency and quality

Create an inclusive, engaging team environment that supports employee growth, career progression, and retention

Lead and contribute to departmental and enterprise-wide initiatives, including process improvements and change management efforts

Communicate effectively with senior leadership, providing insights, updates, and strategic recommendations

Balance strategic thinking with day-to-day operational execution in a dynamic, deadline-driven environment

What you have

Required Qualifications:

Demonstrated leadership experience with a proven ability to motivate, develop, and retain high-performing teams

Strong operational expertise within financial services, brokerage, or banking environments

Ability to manage risk by applying sound judgment and adhering to policies, procedures, and regulatory requirements

Excellent interpersonal, communication, and influencing skills

Strong analytical and problem-solving capabilities with a focus on continuous improvement

Proven ability to lead through change in a fast-paced environment

FINRA Series 7, 63, and 9/10 licenses (or ability to obtain within a specified timeframe)

Preferred Qualifications:

Bachelor's degree or equivalent experience

5+ years of leadership experience in an operations or client service environment

Experience leading cross-functional projects and initiatives

Experience developing and delivering presentations to senior leadership

Strong proficiency in Microsoft Office tools and operational systems

What's in it for you

At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you - both today and in the future:

401(k) with company match and Employee stock purchase plan

Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions

Paid parental leave and family building benefits

Tuition reimbursement

Health, dental, and vision insurance

What's in it for you:

At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you - both today and in the future:

401(k) with company match and Employee stock purchase plan

Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions

Paid parental leave and family building benefits

Tuition reimbursement

Health, dental, and vision insurance

Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected 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.

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