Jobs in Southlake

Position Type: RegularAt 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 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.

What you are good at: 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.

We gTo 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 .

Excellent communicative skills, both oral and written, and can succinctly explain complex topics with proper positioning, context, and accuracy.3+ years of experience servicing clients and an equivalent level of knowledge of securities industry.

Ability to educate clients and colleagues on complex concepts and to varying levels of expertise while displaying 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.

PREFERRED QUALIFICATIONS: Bachelor's Degree or equivalent experience Minimum two years of equity trading experience, derivatives trading, or other equivalent experience is preferred.

Bachelor's Degree or equivalent experience preferred.

Strong knowledge of industry, product availability, policies and procedures involving international client relationships.

9/10 License also preferred.

In addition to the salary range, this role is eligible for bonus or incentive opportunities.At Schwab, you're empowered to shape your future.

We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.

Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

401(k) with company match and Employee stock purchase planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance

Position Type: RegularApplicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.

Senior Client Service Manager, Relationship Management plays the critical role of primary relationship owner and interface between our plan sponsors and Schwab.

You would be responsible for oversight of all aspects of retirement plan recordkeeping and administration.

In this capacity, you will consistently explore and discover client and consultant needs by engaging in face-to-face meetings, asking well-defined, open-ended questions to clearly uncover new business opportunities and identify relationship challenges.

As a part of this ongoing process, you will utilize your personal knowledge and expertise as well as identify and engage the appropriate subject matter experts within Charles Schwab to assist with presentations and discussions to ensure client understanding of available solution sets to achieve successful outcomes.

Senior Client Service Manager, Relationship Management will work together, as a team, with their Client Relationship Practice Leader and Client Relationship Administrators to provide a coordinated approach of client service delivery in support of plan administration requirements and unique client needs.

The goal of these team-based efforts will be to drive higher levels of client retention, client satisfaction, and expansion of the overall Schwab relationship with assigned practice clients.

In meeting and exceeding these duties, you are expected to understand and adhere to Schwab policies and practices and will play a key role in the mitigation of operational and financial risk to Schwab.

The Senior Client Service Manager, Relationship Management will typically provide comprehensive client relationship support for clients that have enhanced complexity and assets totaling $500 M to What you're responsible forLeading approximately 5-8 sizable growing client relationships.Understand assigned practice plans to ensure administration is completed in accordance with plan provisions.Collaboration with business partners to delegate and lead client issues to successful resolution is key in your position.Approaching every client interaction holistically by being aware of all issues and events related to the client and collaborate with peers to build a precise client experience is a major part of your role.Consistently explore and discover client and consultant needs by engaging in face-to-face meetings asking well-defined, open-ended questions to clearly uncover new business opportunities and relationship challenges.

Identify andEngage the appropriate subject matter experts within Charles Schwab to assist with appropriate client discussions to accomplish client understanding of solution sets to achieve successful outcomes.Ensure client satisfaction, improve client promoter scores, and actively communicate plan administration activities with your internal teams.Identify and adapt to clients' and consultants' diverse backgrounds and roles (executives, human resources, and finance) and maintain investment-related expertise to effectively sell and deliver product, service, and platform solutions.Support Sales efforts, as needed,Deliver client education and training by developing appropriate awareness of investment offerings, fiduciary responsibilities and procedures when presenting opportunities for clients to contract investment products, services, and platforms.Work reciprocally within the organization, share standard methodologies, and aid in the continuous improvement of the services provided by Schwab to ensure your success.Execute client and regulatory changes.Effectively and authentically communicate Schwab's value to clients.Apply specialized knowledge within all aspects of qualified and non-qualified retirement plan recordkeeping and understand the broader impact on the company.Build and sustain positive relationships with clients and partnerships with internal associates as well as key contacts within the industry to stay results oriented.

Required Qualifications:10 + years of experience working with large, complex employer sponsored Retirement Plans.Bachelor's degree or equivalent experience.High degree of integrated benefit services experience with comprehensive knowledge of equity compensation plan (stock options, restricted stock, SARs, ESPP), administration and plan design and administration for qualified retirement and non-qualified executive deferred compensation plans.Thorough understanding of retirement and benefit plan industry trends, ongoing regulatory and legislative processes impacting the client base and ERISA related regulations.Thorough knowledge of investment products and platforms including passive and active Mutual Funds, ETFs, CTFs, Money Market Funds, Charles Schwab Bank investment products, in-plan advice and guidance, and managed account services.High energy, confidence, accountability, and professionalism, while also demonstrating personal integrity, resilience, and respect for othersAbility to develop and implement client strategies, retirement plan design, compliance, IRS reporting, as well as a proven understanding of mutual funds and other investments.Ability to work independently with minimal oversight by your manager.Excellent written and oral communication skills.Ability to communicate effectively, problem seek, and influence and build consensus among team members, leadership, and clients through presentations.Ability to identify client issues that pose a risk to the firm, handle them appropriately and recommend solutions to address future issues effectively ensures your growth as a Relationship Manager.Effectively service plans with varying level of complexity.Excellent project management and time management skills and ability to handle multiple assignments that have a long and short duration over a given time with attention to detailsThe ability to inspire and support those around you to challenge the status quo; effect small and large changes to continue to elevate the teams' effectiveness and level of service provided to our clients.Meet deadlines within a fast-paced environment.Collaborate effectively in teams and influence outcomes.Flexibility to travel for client visits and sales presentations as needed.

Preferred Qualifications:ASPPA, CEBS and/or NIPA designation.

QPA, CPC or equivalent certification/designations.At Schwab, you're empowered to shape your future.

We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.

Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

401(k) with company match and Employee stock purchase planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance

Position Type: RegularApplicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship now or in the future. We believe in the importance of in-office collaboration and intend for the selected candidate to work on site 4 days per week in one of the specified locations. Client Service Manager, Relationship Management in the Mega Market segment ($1 B plus AUM), plays the critical role of relationship management and interface between our largest plan sponsors and Schwab. You will work as a team, with the Director level Client Service Manager, their Client Relationship Practice Leader and Client Service Specialist to provide a coordinated approach of client service delivery in support of plan administration requirements and unique client needs. The goal of these team-based efforts will be to drive higher levels of client retention, client satisfaction, and expansion of the overall Schwab relationship with assigned practice clients. In addition, the goal of the Client Service Manager, Relationship Management will be to learn and develop under more tenured Director Level Client Service Managers to pursue a thoughtful succession plan for SRPS's largest client relationships. In meeting and exceeding these duties, the Manager, Client Service Manager is expected to understand and adhere to Schwab policies and practices and will play a key role in the mitigation of operational and financial risk to Schwab. You will typically provide comprehensive client relationship support for clients that have enhanced complexity and assets totaling more than $5 B. What you're responsible for

Support 1-3 Mega Market client relationships in a team-based fashion.Understand assigned practice plans to ensure administration is completed in accordance with plan provisions.Collaboration with business partners to delegate and lead client issues to successful resolution is key in your position.Approach every client interaction holistically by being aware of all issues and events related to the client and collaborating with peers to build a precise client experience.Consistently explore and discover client and consultant needs by engaging in face-to-face meetings asking well-defined, open-ended questions to clearly uncover new business opportunities and relationship challenges.Identify and engage the appropriate subject matter experts within Charles Schwab to assist with appropriate client discussions to accomplish client understanding of solution sets to achieve successful outcomes.Ensure client satisfaction, improve client promoter scores, and actively communicate plan administration activities with your internal teams.Identify and adapt to clients' and consultants' diverse backgrounds and roles (executives, human resources, and finance).Support sales efforts.Deliver client education and training by developing appropriate awareness of procedures and sponsor reporting solutions.Work reciprocally within the organization, share standard methodologies, and aid in the continuous improvement of the services provided by Schwab to ensure your success.Execute client and regulatory changes.Effectively and authentically communicate Schwab's value to clients.Apply specialized knowledge of qualified and non-qualified retirement plan recordkeeping and understand the broader impact on the company.Build and sustain positive relationships with clients and partnerships with internal associates as well as key contacts within the industry to deliver results. Required Qualifications:3+ years of experience working with large, complex employer sponsored Retirement Plans.Bachelor's degree or equivalent experience.Understanding of ERISA, industry rules and regulations, and non-qualified plan design.High energy, confidence, accountability, and professionalism with each interaction while also demonstrating personal integrity, resilience, and respect for others.Self-motivated, enthusiastic, and take initiative.Ability to implement client strategies, retirement plan design, compliance, and IRS reporting.Ability to work independently.Excellent written and oral communication skills.Ability to communicate effectively, problem solve, influence and build consensus among team members, leadership, and clients through presentations.Ability to identify client issues that pose a risk to the firm, handle them appropriately and recommend solutions to address future issues effectively.Effectively service plans with a high-level of complexity.Excellent project management and time management skills and ability to handle multiple assignments that have a long and short duration over a given time with attention to details.Ability to inspire and support those around you to challenge the status quo; effect small and large changes to continue to elevate the teams' effectiveness and level of service provided to our clients.Ability to meet deadlines within a fast-paced environment.Ability to collaborate effectively in teams and influence outcomes.Flexibility to travel for client visits and sales presentations as needed. Preferred Qualifications:

5+ years of client and/or participant service experience.ASPPA, CEBS and/or NIPA designation or in process.QPA, CPC or equivalent certification/designations.Integrated benefit services experience with general knowledge of equity compensation plans (stock options, restricted stock, SARs, ESPP), administration and plan design and administration for qualified retirement and non-qualified executive deferred compensation plans.At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you – both today and in the future:

401(k) with company match and Employee stock purchase planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance

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Registered Nurse provides direct patient care services in accordance with legal, ethical and institution standards. Provides nursing care of a general nature to inmates in the institution hospital/clinic, and may be provided to patients in specific areas, e.g., psychiatric, operating room, orthopedics, geriatrics, etc. Develops a nursing assessment for each patient, to include planning, implementing, and evaluating nursing care. May assess and identify high risk symptoms/behaviors in patients, to include suicidal risk, homicidal risk and risk for verbal and/or physical abuse. Completes nutritional screening as part of the assessment and refers patient to a dietitian for a nutritional assessment if necessary. Monitors, evaluates and revises the plan of care as needed. May also assess and document the discharge planning needs of a patient. Delegates and coordinates care based on assessments. Along with all other correctional institution employees, incumbent is charged with responsibility for maintaining security of the institution. The staff correctional responsibilities precede all others required by this position and is performed on a regular and recurring basis.