Estate Services Team Lead — Elevate Client & Growth
Job in
Indianapolis, Hamilton County, Indiana, 46262, USA
Listed on 2026-09-04
Listing for:
The Charles Schwab Corporation
Full Time
position Listed on 2026-09-04
Job specializations:
-
Management
Regulatory Compliance Specialist, Client Relationship Management
Job Description & How to Apply Below
Location: Indianapolis
The Charles Schwab Corporation in Indianapolis is seeking a Team Manager for Estate Services to lead a 10–12 person team, coaching staff to deliver proactive client interactions and innovative service. You will drive best practices in asset retention, client experience, and risk management, while aligning team goals with Schwab's strategic objectives.
This role emphasizes leadership, strategic planning, and cross‑functional collaboration in a fast‑paced financial services environment.
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