Charles Schwab Corporation

Team Lead- Estate Services

Job Locations US-AZ-Phoenix
Requisition ID
Posted Date
5 days ago(11/30/2021 1:51 PM)
Position Type
Full time

Your Opportunity

Remote Opportunities


About our Workplace Flexibility Program: We're proud to support our employees in a working approach that allows you to bring your best self to work – whether that’s in the office or remote.

  • Most Schwabbies have the opportunity to voluntarily work in the office or at home based on their preference, through the remainder of 2021.*
  • When the firm is ready to fully return to the office, employees will have the flexibility of a hybrid work environment, spending some time working remote and some time in the office.
  • Employees and managers can discuss and decide what works best for them, with additional flexibility available based on their role, business needs, and individual circumstances.

*Subject to change as Schwab is continually evaluating the current environment in order to best care for the safety and well-being of our employees.”


Estate Services is a specialized organization within the broader Schwab Operational Services Enterprise providing high-touch service to our clients and to the advisors that serve them. Estate Services fulfills our purpose of championing every client’s goals with passion and integrity. We inspire client loyalty by providing expert Estate guidance to our clients and advisors, and exhibit Schwab value in all interactions.   


What you are good at

As a Schwab Estate Services Team Lead, you will be responsible for supporting Estate Services Team Managers and a team of 8 – 10 Estates Professionals with a goal of creating outstanding client experiences. 


Your responsibilities will include: 

  • Support team development through peer coaching of team members to promote excellence in delivering proactive, purpose-driven interactions with internal and external clients
  • Support team managers in delivering optimal business results, including coaching employees on effective case and call management
  • Support team development by promoting and reinforcing training activities
  • Collaborate with the Team Leads across locations to support change, drive consistency and share information, best practices, and other relevant topics
  • Support a team environment that fosters engagement and an achievement-oriented culture
  • Adapt proactively to the needs of the business by acting as a Subject Matter Expert and flexing assignments when needed
  • Build a brand of leadership and influence across business segments and locations
  • Passion for the client experience due to the sensitive nature of the clients we are servicing   

What you have

  • 2+ years’ experience in brokerage, banking, compliance or operations
  • Bachelor’s degree or equivalent experience (4+years) in finance, economics, business administration, or related area
  • Active FINRA Series 7, 63 and 9/10 licenses required (Condition of employment for the 9/10 only will be considered for highly qualified candidates)
  • Must enjoy a detail-oriented position in a fast paced, continuously changing environment
  • Genuine desire to advance to a Team Manager position
  • Outstanding written and verbal communication skills  


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Why work for us?

Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.


Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future. Explore further. 


Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an Equal Opportunity Employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. Please click here to see the policy.


Schwab is an affirmative action employer, focused on advancing women, racial and ethnic minorities, veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at or call 800-275-1281.


TD Ameritrade, a subsidiary of Charles Schwab, is an Equal Opportunity Employer. At TD Ameritrade we believe People Matter. We value diversity and believe that it goes beyond all protected classes, thoughts, ideas, and perspectives.