Sr Manager, AWS Post Execution, Reconciliation & Trade Error

Your Opportunity

Schwab remains committed to providing increased visibility to career growth opportunities and job requirements. This posting announcement is part of increased transparency and while all qualified applicants will be reviewed and considered, this organization has a preferred candidate identified for this role.

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).

Charles Schwab has been a leader in financial services for over four decades, working to make investing more affordable, accessible, and understandable to all. Driven by our purpose to champion every client’s goals with passion and integrity, we’re committed to providing an environment that respects and appreciates the diversity of our employees, our clients, and the communities we serve. Our goal, as seen through clients' eyes, is that Schwab continuously improves on being a premier financial service provider through best-in-class service, technology, products, people and advice.

Advisor Wealth Services is the leading provider of custodial, trading, technology, and practice management to registered independent advisory firms. We provide access to sophisticated wealth-management services that help advisors attract and retain affluent clients, as well as compete and succeed in their business efforts. We provide dedicated service to these advisory firms. The focus is on building relationships and a more personalized approach to service.

We build strong rapport with Investment Advisors, know them on a first name basis and provide one-on-one service that Schwab is known for.

We are seeking a highly motivated and experienced professional with a passion for trading, financial technology, client service, and operational excellence. This role serves as a senior individual contributor responsible for supporting, enhancing, and driving strategic improvements across critical trading platforms and advisor-facing technologies.

The successful candidate embraces innovation and understands how emerging technologies, including Artificial Intelligence (AI), can improve operational efficiency, decision-making, client experience, and employee productivity. They are a self-starter who thrives in complex environments, takes ownership of challenging issues, and drives meaningful business outcomes through influence, expertise, and collaboration.

Advisor Services Post Execution - is a team of institutional trading professionals who differentiate themselves by combining a passion for service with a deep understanding of trading, post execution, and trade reconciliation activities.

Key Responsibilities for the role include, but not limited to:

• Determine how to use resources to meet schedules and goals.
• Applies broad range of knowledge, skills, and experiences within an area of expertise to assignments that are received in the form of tactical plans and objectives.
• Provide guidance to subordinates and/or peers within the latitude of established company policies.
• Participate in identification of possible policy and procedural changes within immediate organization to improve the business.
• Work on complex problems where analysis of situations or data requires an in-depth knowledge of the company and evaluation of intangibles.
• Working collaboratively with other managers and leadership in cross-departmental projects and initiatives.
• Ability to frequently interact with leaders, managers and/or customers normally involving matters between functional areas,…