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Senior Team Manager, Retirement Services Coaching

Job in Westlake, Tarrant County, Texas, USA
Listing for: Charles Schwab Corporation
Full Time position
Listed on 2026-01-16
Job specializations:
  • Finance & Banking
    Financial Manager, Wealth Management
  • Management
    Financial Manager, Wealth Management
Job Description & How to Apply Below
Location: Westlake

A leading financial services firm is seeking a Senior Team Manager for its Workplace Services Division. The role involves leading client-facing teams specializing in Qualified Retirement Plans and financial education. Ideal candidates will have over 10 years of experience in the Financial Services industry, strong coaching skills, and a Bachelor’s degree, with a preference for further qualifications. The position emphasizes fostering growth, managing change, and building collaborative relationships within a fast-paced environment.
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Position Requirements
10+ Years work experience
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