Sr. Specialist, Global Investing Services

Your opportunity

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.

Global Investing Services (GIS) is a specialized group that serves the trading, customer service and operational needs of both domestic and international clients interested in trading stocks that trade on exchanges outside the U.S. as well as foreign currencies. GIS has daily interactions from virtually every customer contact area of Schwab (Branches, Retail, Advisor Services, Schwab Wealth Advisory, etc.) and works to promote an outstanding client experience as it relates to all facets of their international equity investments.  GIS also has direct-line telephone contact with external market makers as well as the various major market centers in foreign securities. In addition to assisting US clients, GIS regularly serves clients living outside the U.S. that have international accounts with us to provide investment, trading and operational inquiries.

This role is responsible for helping clients develop their trading expertise and grow their portfolios by imparting the knowledge and supporting the tools trader clients use to make them a more sophisticated, successful, and self-directed investor. This position is the subject matter expert in trading equities, derivatives (options, futures), and foreign exchange for not only our clients, but the goal is also to help clients develop their trading expertise and grow their portfolios by imparting the knowledge and supporting the tools these actively engaged clients use to make them a more sophisticated, successful self-directed investor. Representatives in this position will possess an advanced level of knowledge of trading equities, derivatives (options/futures), and foreign exchange.

Grow business through asset gathering and product cross-sell while retaining assets through client confidence and loyalty. Leverage industry knowledge and platform expertise to send well-positioned business leads to our partners in Retail Sales, Education and Trader Business Development. Influence and close business for Retails Sales associates by presenting self-directed active trader clients and prospects with industry standard for market understanding. Attract additional assets and business from our fully engaged clients, by meeting their service, education and trading resource needs.

What you have

To ensure that we fulfill our promise of “challenging the status quo,” this role has specific qualifications that successful candidates should have.

Required Qualifications:

• Active Series 7, 63 licenses required.
• Minimum two years of equity trading experience is required, derivatives trading, or other equivalent experience is required.
• 3+ years of experience servicing clients and an equivalent level of knowledge of securities industry required.
• Strong knowledge of industry and Schwab's internal trading procedures, product availability, policies and procedures involving international client relationships.
• Serves as a resource for other team members and always demonstrates strong productivity.
• Ability to educate clients and colleagues on complex concepts and to varying levels of expertise.
• Displays the confidence, skill, and professionalism to resolve time-sensitive and possibly costly issues in a manner that strengthens the client relationship and mitigates risk for the firm.
• Must have necessary sense of urgency and the ability to multi-task utilizing strong business judgment and prioritization skills.
• Excellent communicative skills, both oral and written, and can succinctly explain complex topics with proper positioning, context, and accuracy.

Preferred Qualifications

• Series 9/10 licenses preferred.
• Prior professional trader level of expertise in equities, futures, market structure and a detailed knowledge of the securities industry and capital markets is preferred.
• Bachelor’s Degree or equivalent experience preferred.
• Knowledge and experience working with Schwab’s retail international client rules, jurisdictional governance, product limitations and nuances with servicing non-US customers is preferred.

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.