- Location
- Orlando, FL, US
- Type
- Full-time
- Department
- Sales
- Seniority
- Manager
- Closing date
- Today
- Source
- iCIMS
Description
Your Opportunity
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 Senior Manager, Fixed Income Service, you will lead a team of professionals supporting clients with fixed income education, guidance, trade facilitation, and complex service needs. Your work will directly influence client experience, service execution, operational discipline, risk management, employee development, and cross-functional partnership across Fixed Income Sales, Trading, Operations, Risk, Supervision, Compliance, Product, and technology partners.
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.
What you have
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
