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Organizational Objective/Purpose:
Advisor Services is the leading
provider of custodial, trading, technology and practice management to
registered independent advisory firms. We provide access to
sophisticated wealth-management services that help advisors attract and
retain affluent clients, as well as profitably grow, compete and succeed
in their business efforts.
We provide dedicated service to these
advisory firms. The focus is on building relationships and a more
personalized approach to service. They build strong rapport with
Investment Advisors, know them on a first name basis and provide that
one on one service that Schwab is known for.
Brief Description of Role:
Advisor
Services Equity/Option Relationship Trading Desk is a team of
self-motivated trading professionals who differentiates themselves by
combining a passion for service with an ability to instill confidence in
our executions. This position requires each individual to provide
value-added service to institutional clients, making proactive calls
with news, order flow, and intelligent market information, as well as
managing and coordinating order flow across multiple platforms.
In building relationships with our clients, as an Equity/Option Trader you will:
-
Takes ownership over the entire trading process, beginning with
understanding macro- and microeconomic factors impacting the market,
- Establish client objectives through active listening, clear communication of special handling instructions,
- Provide recommendations on order handling where appropriate, timely trade reports,
-
Proactive calls with market color and intelligence from the center of
execution, trade allocation, and post trade date follow-up.
-
Execute Institutional block order flow in both the equity and option
markets while being conversant in multiple execution strategies and
order routing tools.
The role requires the ability to manage
multiple block orders via a sophisticated trading platform while
providing superior service.
Technical/Functional Qualifications:
The successful candidate will demonstrate a
-
Strong ability to multitask, handle complex trading strategies, and
manage the heightened risk profile associated with large block order
handling.
-Ability to cultivate relationships with our Institutional Clients as well as our Sales and Service business partners.
- Excellent verbal and written communication skills.
- Strong interpersonal and communication skills, and must exemplify the vision and values of Schwab.
- At least 5 years institutional equity/option trading experience.
- Series 7, 63 brokerage licenses are required.
- Series 9/10 preferred
Representatives work
in small, highly collaborative teams of 10-15 professionals, are paid a
salary. In addition, Schwab's bonus program rewards high performance
and profitable company growth.
We invest in our employees through
several weeks of paid training every year and through an extensive
benefits program. Schwab employees also have the opportunity to take
part in community service projects and other company events.
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