Charles Schwab
Licensed Mutual Funds Clearing Operations, Team Manager
Charles Schwab, Westlake, Texas, United States
Licensed Mutual Funds Clearing Operations, Team Manager
Be among the first 25 applicants. Posted 2 days 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.
Clearing Mutual Fund Operations (CMFO) aims to lead the industry through excellent customer service, a wide range of products, and professional staff. CMFO oversees key Mutual Fund Operations functions such as Trading, Dividends, Trade Corrections, Contracts, Sub‑Accounting, and Vendor Relations. Team members must collaborate well with external and internal partners, adapt to change, and work effectively across locations.
The Team Manager will be responsible for strategy building, project management, and leading a functional team within Mutual Fund Operations. The primary priority is directing the day‑to‑day operations of the Clearing Mutual Fund Trading team and leading them through change and modernization.
Key Responsibilities
Leading by example
Reviewing existing processes to identify opportunities
Ensuring day‑to‑day operational efficiency
Providing direction and strategy
Coaching and mentoring team members
Assessing staff training needs
Team‑building and motivating staff
What you bring Required Qualifications
Series 7 and Series 63 licenses
5+ years mutual fund industry experience
5+ years Clearing Operations experience
5+ years financial services experience
Preferred Qualifications
Strong leadership and problem‑solving skills
Excellent analytical and decision‑making acumen
Ability to work under pressure and manage multiple tasks simultaneously
Excellent verbal and written communication skills, including with external partners
Self‑starter and proven ability to work independently with little supervision
Benefits & Compensation In addition to the salary range, this role is eligible for bonus or incentive opportunities.
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.
Benefits
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
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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.
Clearing Mutual Fund Operations (CMFO) aims to lead the industry through excellent customer service, a wide range of products, and professional staff. CMFO oversees key Mutual Fund Operations functions such as Trading, Dividends, Trade Corrections, Contracts, Sub‑Accounting, and Vendor Relations. Team members must collaborate well with external and internal partners, adapt to change, and work effectively across locations.
The Team Manager will be responsible for strategy building, project management, and leading a functional team within Mutual Fund Operations. The primary priority is directing the day‑to‑day operations of the Clearing Mutual Fund Trading team and leading them through change and modernization.
Key Responsibilities
Leading by example
Reviewing existing processes to identify opportunities
Ensuring day‑to‑day operational efficiency
Providing direction and strategy
Coaching and mentoring team members
Assessing staff training needs
Team‑building and motivating staff
What you bring Required Qualifications
Series 7 and Series 63 licenses
5+ years mutual fund industry experience
5+ years Clearing Operations experience
5+ years financial services experience
Preferred Qualifications
Strong leadership and problem‑solving skills
Excellent analytical and decision‑making acumen
Ability to work under pressure and manage multiple tasks simultaneously
Excellent verbal and written communication skills, including with external partners
Self‑starter and proven ability to work independently with little supervision
Benefits & Compensation In addition to the salary range, this role is eligible for bonus or incentive opportunities.
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.
Benefits
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
#J-18808-Ljbffr