Sr Manager, Advisor Services Fixed Income Service (PL)

At Schwab, you are 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. 

As a Senior Team Manager, AS Fixed Income Service, you will lead a team of Fixed Income Service professionals supporting advisors with education, guidance, trade facilitation, and complex fixed income service needs. Our specialists provide one-on-one service and market perspective while helping clients navigate Schwab’s fixed income platform, products, tools, and processes. The team works closely with Fixed Income Sales, Trading, Operations, Risk, Supervision, Product, and other business partners to deliver a consistent, high-quality client experience.

In this role, you will coach and develop team members, set clear expectations, inspect progress against service and risk outcomes, and create consistent leadership practices through one-on-ones, team meetings, call reviews, performance conversations, and development planning. You will also help team members support client conversations involving fixed income products, trading, portfolio needs, liquidity needs, time horizon, and risk tolerance.  

Required qualifications: 

• Leadership: Ability to set expectations, guide execution, and create a high-performing, accountable, inclusive and client-first culture. 
• Developing Others: Proven ability to coach employees, support development planning, and build team capability. 
• Fixed Income: Apply knowledge of fixed income markets, products, and solutions to support service outcomes. 
• Risk Management: Reinforce procedures, documentation standards, supervision expectations, and risk controls. 
• Communication: Ability to lead through change, align with partners, and translate strategy into practical team execution. 

Additional Requirements:  

• Active FINRA Series 7, 63 or 66, and 9/10 licenses 
• Leadership experience in financial services, preferably fixed income, trading, service, wealth management, or a specialized client-facing environment 

Preferred Qualifications: 

• Bachelor’s degree  
• CFA, CFP, CIMA, or familiarity with Schwab BondSource, Salesforce, Bloomberg, FactSet, Nexidia, or related reporting and workflow tools