Sr Manager - FC Academy, Investor Development

Charles Schwab
Westlake, TXFULL_TIME$93.5k–$144kPosted Jul 18, 2026

Role responsibilities

Lead and inspire FC Academy participants through effective communication, coaching, and performance accountability. Collaborate with various departments to ensure participants successfully transition into post-graduation roles.

Requirements

Candidates must have an active FINRA Series 7 license and a minimum of 5 years of financial services experience. A bachelor's degree or equivalent experience is required, along with strong leadership and coaching skills.

Key skills

Leadership, Coaching, Communication, Sales Management, Client Service, Risk Management, Employee Engagement, Business Development, Cross-Functional Collaboration, Performance Accountability, Talent Acquisition, Operational Discipline, Adaptability, Quantitative Analysis, Qualitative Analysis, Motivational Skills

Keywords

FINRA, Series 7, Series 66, Series 9, Series 10, Financial Services, Sales, Advisory, Relationship Management, Business Development, Coaching, Risk Management, Client Service, Talent Acquisition, Wealth Management, Compliance, Training, Development Program, Employee Engagement, Performance Accountability, Operational Discipline

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