Team Lead, AS Specialty Services

Your Opportunity

At Schwab, we believe investing-done right-d empower people to create their own future. Guided by our commitment to integrity, service, and seeing through our clients' eyes, we champion the goals of every person we serve. This role is part of that mission.

As a Team Lead within
Schwab Alliance
, you'll support the unique partnership between Registered Investment Advisors (RIAs) and their clients by guiding a team of service professionals who deliver a high-touch, solution-oriented service experience. You'll play a key role in executing the Alliance strategy by providing day-to-day leadership, strengthening team capability, and modeling the standards of excellence and stewardship expected across Schwab.

In this role, you'll collaborate closely with your Team Manager and Alliance leadership to drive operational consistency, elevate the client experience, and reinforce a culture of accountability, risk awareness, and continuous improvement. You'll also maintain strong relationships across internal partners - acting as an ambassador for the Alliance model and championing adoption of Schwab tools, technology, and best-in-class service practices. Your work ensures we continue to deliver exceptional experiences and live our promise to
own your tomorrow
through personal leadership, teamwork, and service.

Required Qualifications:

• Active and valid
  Series 7,
  63/66
  ,9 & 10
  , or
  24
  licenses (COE for 9/10 may be considered).
• A people-leadership orientation grounded in curiosity, growth, and continuous development, supported by a strong commitment to coaching and building others.
• Demonstrated ability to deliver outstanding client service - anticipating needs, resolving issues, and maintaining composure in a dynamic environment.
• Strong relationship-management skills with the ability to collaborate, influence, negotiate, and adapt across multiple levels of the organization.
• Initiative to drive process improvements, enable team learning, and streamline workflows that enhance the Alliance client and advisor experience.
• A strong ability to support team effectiveness by contributing to shared workflows, assisting with task coordination, and modeling the Schwab standards of professionalism and integrity.
• Clear, confident communication skills paired with strong organizational, analytical, and prioritization abilities, enabling you to navigate a dynamic environment with accuracy and poise.
• A deep understanding of Schwab products, tools, and policies, along with a proven ability to identify potential risks early and implement effective mitigation strategies.

Preferred Qualifications:

• Minimum3 years of AWS/Alliance experience preferred.

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.

We offer a competitive benefits package that takes care of the whole you - both today and in the future:

• 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