Sr Team Manager, Schwab Advisor Family Office(PL)

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). 

Schwab Advisor Services supports independent financial advisors by providing the resources, expertise, and service they need to grow their businesses and help their clients thrive. Within Advisor Services, the Advisor Family Office team delivers specialized support for single-family offices, multi-family offices, and wealth managers serving ultra-high-net-worth clients. 

As a Senior Service Team Manager, you will lead a team of approximately 10 to 15 professionals who provide dedicated, consultative service to advisors and their clients. You will build a high-performing and inclusive team through coaching, mentoring, career development, and clear performance expectations. You will also help resolve complex and escalated client needs, applying sound judgment and a strong understanding of financial services to deliver thoughtful solutions. 

Working collaboratively with leaders and partners across the organization, you will help develop and evolve the service model, support team hiring and training, and contribute to cross-functional projects that strengthen the Advisor Family Office offering. You will anticipate operational and client risks, balance competing priorities, and introduce practical solutions that support responsible growth. Your leadership will directly influence the client experience, employee development, and the continued expansion of Schwab’s specialized family office capabilities. 

• Active FINRA Series 7, 63 or 66, and 9 and 10 licenses 

• Bachelor’s degree in finance, economics, business administration, or a related field 

• Demonstrated ability to coach, mentor, and develop employees to achieve performance expectations and career goals 

• Ability to assess complex or escalated client situations, identify potential risks, and implement appropriate solutions 

• Strong written and verbal communication skills, with the ability to build trusted relationships with employees, clients, and business partners 

• Ability to prioritize business needs, manage multiple competing demands, and deliver results within established deadlines 

• 3-5 years of people leadership experience within financial services  

• Experience supporting financial advisors, family offices, wealth managers, or ultra-high-net-worth client relationships 

• Demonstrated project management experience, including coordinating cross-functional initiatives and moving work from planning through implementation 

• Ability to identify opportunities for service improvement and translate ideas into practical, scalable solutions 

• Strong analytical and organizational skills with the ability to make informed decisions in a dynamic service environment 

• Experience leading teams through change while maintaining employee engagement, service quality, and accountability 

• Collaborative leadership approach with a commitment to shared goals, open communication, and continuous improvement