Information Technology Jobs in Kannapolis
151 positions found — Page 2
In the Role
- Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service
- Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals
- Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs
- Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations
- Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems
- Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude
- Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options
Requirements:
- High School Diploma or GED
Preferred:
- Sales, Collections or Customer Service experience
Location: On site
The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday.
Who we Are
A career with OneMain offers you the potential to earn an annual salary plus incentives. You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance. Other team member benefits include:
- Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances
- Up to 4% matching 401(k)
- Employee Stock Purchase Plan (10% share discount)
- Tuition reimbursement
- Paid time off (15 days’ vacation per year, prorated based on start date)
- Paid sick leave as determined by state or local ordinance (prorated based on start date)
- 11 Paid holidays (4 floating holidays, prorated based on start date)
- Paid volunteer time (3 days per year, prorated based on start date)
OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we’ve looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future.
In our more than 1,300 community branches and across the U.S., team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets. We meet customers where they want to be -- in person, by phone and online.
At every level, we’re committed to an inclusive culture, career development and impacting the communities where we live and work. Getting people to a better place has made us a better company for over a century. There’s never been a better time to shine with OneMain.
Key Word Tags
Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee
As a Key Account Executive supporting State, Local, and Education (SLED) clients, you will be at the forefront of driving growth and delivering exceptional value to our customers across the U.This position is a vital part of our world-class sales organization, connecting businesses with the products and solutions they need to thrive. We're seeking passionate professionals ready to leverage cutting-edge tools, collaborate across functions, and build lasting customer relationships. Utilize prescribed selling tools to prioritize activities and drive efficiency, as well as to document customer engagement and information (ex: Prioritized Insights and SFDC)
Profitably grow book of business by hunting programming and all opportunities across the full account hierarchy.
Partner with Outside Developers to drive sales through program compliance at all account sites
Lead Key Account selling team (i.e. category experts, site development, CSM, sales engineers, etc.) to execute account growth plan
Collaborate with Revenue Management Team on specific opportunities to make discretionary pricing decisions based on knowledge of the account and assessment of future spend potential, as well as pass BPIs based on contract language
Exhibit high level of business acumen and sales methodologies to discover incremental opportunities and align with the customers' vision and initiatives (ex: Expertise of customer industry buying process and ability to support product selection and standardization of products assortments.
Engage CSM to manage customer experience and complete customer maintenance requests.
Establishes and maintains business management relationships with the senior executive team members within customer base.
Experience in Education, State & Local Government beneficial but not a requirement
Experience and proven track record of managing programs or business development
Ability to interface at customer's most senior levels
Consultative selling, solutions selling, insight selling, negotiation and advanced client management skills
Ability to set targets, design customer growth plans and work with product category sales team members
Strong business, financial, operations and technology acumen
Ability to analyze customer data, business and industry trends to create tailored solutions for customers based upon Staples value proposition
Ability to function independently with minimal daily supervision
Experience and proven track record of managing programs or business development
Solid knowledge of Office Supplies including facility and breakroom, technology products, business furniture, print and promotional products
Ability to interface at customer's most senior levels
Consultative selling, solutions selling, insight selling, negotiation and advanced client management skills
Ability design strategic customer growth plans and work with product category sales team members
Strong business, financial, operations and technology acumen
Ability to analyze customer data, business and industry trends to create tailored solutions for customers based upon Staples value proposition
Ability to function independently with minimal daily supervision
Individual will oversee pricing negotiations for specific sales opportunities.
Individual will be responsible for coordinating and executing account planning processes in conjunction with category experts and customer experience teams.
Bachelor's degree or relevant experience
Proficient in Microsoft Office and other basic software tools
Prior account management and prospective experience with Fortune 1000 accounts
Had responsibility for a sales budget and track record of exceeding quota
Managed a complex deal shaping from start to finish
Experience with business-to-business sales process
Had responsibility to retain and grow accounts
Flexible PTO (22 days) and Holiday Schedule (7 observed paid holidays)
Online and Retail Discounts, Company Match 401(k), Physical and Mental Health Wellness programs, and more!
Staples is an Equal Opportunity Employer who values the diversity of our people, products, and services.
The specific base pay may be influenced by a variety of factors to include the candidate's experience, skill set, education, geography, business considerations, and internal equity. In addition to base pay, this role may be eligible for bonuses, or other forms of variable compensation.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, disability, or any other basis protected by federal, state, or local law
At Staples, "inclusion" is an action word. It represents what we do to ensure that all employees feel valued and supported to contribute to their fullest potential. When we operate inclusively, diversity naturally follows. The result is a better workplace and innovative thinking that helps us exceed our customers' expectations – through the power of the people behind our iconic brand. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, or any other basis protected by federal, state, or local law.
Remote working/work at home options are available for this role.
As a Key Account Executive supporting State, Local, and Education (SLED) clients, you will be at the forefront of driving growth and delivering exceptional value to our customers across the U.This position is a vital part of our world-class sales organization, connecting businesses with the products and solutions they need to thrive. We're seeking passionate professionals ready to leverage cutting-edge tools, collaborate across functions, and build lasting customer relationships. Utilize prescribed selling tools to prioritize activities and drive efficiency, as well as to document customer engagement and information (ex: Prioritized Insights and SFDC)
Profitably grow book of business by hunting programming and all opportunities across the full account hierarchy.
Partner with Outside Developers to drive sales through program compliance at all account sites
Lead Key Account selling team (i.e. category experts, site development, CSM, sales engineers, etc.) to execute account growth plan
Collaborate with Revenue Management Team on specific opportunities to make discretionary pricing decisions based on knowledge of the account and assessment of future spend potential, as well as pass BPIs based on contract language
Exhibit high level of business acumen and sales methodologies to discover incremental opportunities and align with the customers' vision and initiatives (ex: Expertise of customer industry buying process and ability to support product selection and standardization of products assortments.
Engage CSM to manage customer experience and complete customer maintenance requests.
Establishes and maintains business management relationships with the senior executive team members within customer base.
Experience in Education, State & Local Government beneficial but not a requirement
Experience and proven track record of managing programs or business development
Ability to interface at customer's most senior levels
Consultative selling, solutions selling, insight selling, negotiation and advanced client management skills
Ability to set targets, design customer growth plans and work with product category sales team members
Strong business, financial, operations and technology acumen
Ability to analyze customer data, business and industry trends to create tailored solutions for customers based upon Staples value proposition
Ability to function independently with minimal daily supervision
Experience and proven track record of managing programs or business development
Solid knowledge of Office Supplies including facility and breakroom, technology products, business furniture, print and promotional products
Ability to interface at customer's most senior levels
Consultative selling, solutions selling, insight selling, negotiation and advanced client management skills
Ability design strategic customer growth plans and work with product category sales team members
Strong business, financial, operations and technology acumen
Ability to analyze customer data, business and industry trends to create tailored solutions for customers based upon Staples value proposition
Ability to function independently with minimal daily supervision
Individual will oversee pricing negotiations for specific sales opportunities.
Individual will be responsible for coordinating and executing account planning processes in conjunction with category experts and customer experience teams.
Bachelor's degree or relevant experience
Proficient in Microsoft Office and other basic software tools
Prior account management and prospective experience with Fortune 1000 accounts
Had responsibility for a sales budget and track record of exceeding quota
Managed a complex deal shaping from start to finish
Experience with business-to-business sales process
Had responsibility to retain and grow accounts
Flexible PTO (22 days) and Holiday Schedule (7 observed paid holidays)
Online and Retail Discounts, Company Match 401(k), Physical and Mental Health Wellness programs, and more!
Staples is an Equal Opportunity Employer who values the diversity of our people, products, and services.
The specific base pay may be influenced by a variety of factors to include the candidate's experience, skill set, education, geography, business considerations, and internal equity. In addition to base pay, this role may be eligible for bonuses, or other forms of variable compensation.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, disability, or any other basis protected by federal, state, or local law
At Staples, "inclusion" is an action word. It represents what we do to ensure that all employees feel valued and supported to contribute to their fullest potential. When we operate inclusively, diversity naturally follows. The result is a better workplace and innovative thinking that helps us exceed our customers' expectations – through the power of the people behind our iconic brand. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, or any other basis protected by federal, state, or local law.
Remote working/work at home options are available for this role.
The Nothing Bundt Cakes (NbC) Guest Service Representative creates a warm, welcoming environment for our guests, offers creative solutions for unique celebratory occasions and sells our delicious cakes. The Guest Service Representative is the first point of brand contact in our bakery and serves in an essential role to engage and bring joy to our guests, create a memorable experience and leave a positive, lasting impression. The Guest Service Representative embodies NbC core values and demonstrates a strong commitment to guest satisfaction as well as excellence and efficiency in the workplace.
Accountabilities/Duties:
* Promptly greets walk-in and phone guests with genuine warmth and helpful enthusiasm to determine interests and needs, and follows NbC Sweet Steps of Service to create a superior guest experience.
* Maintains strong product knowledge to educate guests on NbC cake distinction, size and flavor profile options, pricing, special promotions, and complimentary retail merchandise.
* Suggests additional merchandise, including balloons, candles, and cards, to complete a unique celebration.
* Processes guest orders efficiently and accurately utilizing the point-of-sale system and invite guests to join NbC Email Club to benefit from special promotions and remain connected.
* Upholds a clean and organized bakery presentation, which may include routine sweeping/mopping of the floor, and dusting/cleaning of countertops, windows, and other surfaces.
* Replenishes retail merchandise and cake display case to ensure a strong visual presentation.
* Assists the Crafter in preparing cake decorations and packaging supplies as needed.
* Complies with all health and safety guidelines and NbC policies and procedures, including strict adherence to dress code and personal hygiene.
* Maintains a consistent work attendance and punctuality record.
Core Values and Competencies:
* Servant's Heart
* Goes above and beyond to support the team or guest, and is reliable, trustworthy and responsive.
* Keeps the good of the team or guest ahead of personal interests or gain.
* Displays humility and empathy in interactions with others.
* Spirit of a Champion
* Demonstrates pride in responsibilities, an intense drive and a passion to succeed.
* Takes initiative and 100% ownership of responsibilities, with zero excuses for issues within direct control.
* Operates with a strong sense of urgency and adheres to NbC brand standards.
* Genuine Connections
* Projects warmth, enthusiasm, and optimism that attracts others.
* Builds positive, productive relationships with all team members.
* Listens actively and communicates openly, clearly and respectfully.
Knowledge, Skills, and Abilities:
* Exhibits high energy and strong interpersonal skills; is friendly, helpful, positive, patient, socially confident and communicative.
* Enjoys interacting with diverse people and excels at providing a superior guest experience.
* Can perform multiple tasks simultaneously while maintaining meticulous attention to detail.
* Is diligent, organized and self-motivated.
* Has the ability to understand and carry out oral and written instructions and request clarification when needed.
* Is comfortable with new technology and has the ability to operate a point-of-sale system.
* Understands basic arithmetic; can perform calculations when needed and provide monetary change using U.S. currency.
* Has the capacity to stand for extended periods of time and work in a fast-paced environment.
Education, Certifications and Work Experience Requirements:
* Applicants must be 16 years of age or older.
* While no formal education or work experience is required, previous guest service experience at a bakery, restaurant or retail store is a plus.
Work Availability:
Must have the flexibility to work various shifts, including early mornings, evenings, weekends and holidays, based on changing business demands.
Compensation: $9.00 - $13.00 per hour
Join Our Growing Family
From \"Happy Birthday\" to \"Just Because,\" Nothing Bundt Cakes is committed to bringing joy to our guests and our communities and helping make every celebration sweeter! Each bakery offers a warm and welcoming work environment with team members who embody this joy-filled brand and possess a Servant's Heart, the Spirit of a Champion and the ability to make Genuine Connections.
With over 500 bakery locations in 40+ U.S states and in Canada, there's plenty of opportunity to join our family!
Click here to learn more about Nothing Bundt Cakes.
Employees at a franchised Nothing Bundt Cakes bakery location are employed by the franchise owner/operator and are not employees of Nothing Bundt Cakes Corporate (the franchisor). All inquiries about employment should be directed to the franchise owner/operator and not to Nothing Bundt Cakes Corporate. Each franchise owner/operator is responsible for ensuring compliance with local, state and federal law.
California Applicant Privacy Policy
- Earn $100,000 - $110,000 annually
- Annual wage increases until maxed
- $5,000 sign-on bonus in 10 monthly payments for experienced drivers
- Paid training
- Late-model trucks
- Unlimited driver referral program ($2,000 - $3,000 per referral, paid out over 180 days)
- Paid time off after 1 year, plus 6 paid holidays after 90 days
- Medical, dental, vision, life insurance, & 401(k)
- Paid online orientation
- Dedicated account
- OTR - car haul
- Steady freight
See where the road can take you when you drive for Hogan!
Hogan is family-owned and operated with over 100 years of experience in the Transportation Industry. We continue a tradition of unparalleled, personalized service to clients and drivers. Hogan utilizes first-class equipment and advanced technology to help our drivers be successful. Drivers can expect a career embodied by safety, teamwork, professionalism, integrity, and the constant pursuit of excellence.
Our nationwide network of dedicated opportunities allows drivers the opportunity to find predictable home time, competitive pay rates, and stable customer freight that best suits their needs. Our goal is to attract, recruit, and retain excellent employees that are passionately motivated to represent Hogans core values. If this sounds like you, apply today to join the Hogan team!
- Valid Class A CDL
- 1 year of Car Hauling experience preferred OR Minimum 2 years of recent tractor-trailer experience that includes 1 year of specialized trailer experience to qualify for our Car Haul training program!
(*Speak to a recruiter today for more details!)
As an Account Executive, you’ll play a critical role in expanding access to respiratory products and services by building trusted partnerships across hospitals, health systems, and community providers. This is a senior, visible role for someone who enjoys ownership, mentorship, and driving measurable growth in a complex healthcare landscape.
What You’ll Own
- Drive referral growth by developing and strengthening relationships with physicians, case managers, respiratory therapy departments, payors, and managed care organizations
- Support and mentor clinical respiratory sales team members, helping elevate performance and consistency across the market
- Identify new business opportunities and execute focused initiatives to meet and exceed revenue goals
- Partner closely with sales leadership to implement clinical programs and best practices within the assigned territory
- Deliver a “white-glove” experience to referral sources, patients, and families
- Ensure compliance with all applicable laws, regulations, and internal policies
What Success Looks Like
- Increased referrals and sustained revenue growth within your assigned market
- Strong, long-term relationships with high-expectation referral sources
- A collaborative, well-supported clinical sales team that benefits from your leadership and guidance
- Consistent execution of operational standards and service excellence
What You Bring
- Experience selling respiratory services within health systems (required)
- Medical sales background (required)
- Respiratory Therapist with active RCP licensure (strong plus)
- Proven ability to manage multiple priorities and work independently
- Strong communication, presentation, and relationship-building skills
- Comfort using electronic documentation systems and standard office technology
- Valid driver’s license and clean driving record
Company Description
Adams Robinson is a General & Mechanical contractor specializing in Water and Wastewater Treatment Plant construction. Founded in 1983, the company operates in thirteen states with over 180 employees. With offices in Dayton, OH, Altamonte Springs, FL, and Mooresville, NC. Adams Robinson has a dedicated team with over 900 years of collective experience in the industry.
Role Description
The ideal candidate will be responsible for assisting the Sr. Project Manager, Superintendent, and Project Team with overall project leadership, documentation and control, job cost accounting, scheduling, and construction supervision efforts. In order to be successful, this candidate should feel comfortable taking on many tasks that require various skills, and appropriately prioritizing those tasks' completion. The Project Manager must be experienced and knowledgeable with all aspects of Water/Wastewater construction and have a steadfast commitment to the ownership of the work it entails.
Responsibilities
- Lead office staff and on-site management to ensure project success
- Ensure project plan is moving forward to meet anticipated deadlines
- Create and update Project Schedules using P6
- Responsible for RFI & Submittal process and all material procurement
- Perform detailed technical reviews of shop drawings and product data
- Develop Schedule of Values and compile monthly Owner billings on time
- Process project related accounting including subcontractor payments
- Create and maintain accurate updated logs for weekly progress tracking and audits
- Train and develop Project Engineers understanding of industry best practices
- Ability to resolve disputes and negotiate change items to mitigate schedule and cost impacts
- Develop and maintain positive Owner and Engineer relationships throughout the duration of the project
Qualifications
- Bachelor's degree in Mech/Civil Engineering, Construction Management, or equivalent experience
- 5-15 years' of experience as a Project Manager, Assistant Project Manager, Senior Project Engineer
- Strong construction technology familiarity with Bluebeam, Procore, P6, and Microsoft Office
- Familiarity with safety rules, regulations, best practices and QA/QC performance standards
- Prior Water & Wastewater knowledge or relevant work experience required
- Demonstrated professional communication and technical writing skills
- Prior success in completing complex multimillion dollar projects
- This is a fast paced environment where attention to detail is crucial. Communication and organization skills are essential in the completion of assigned responsibilities for this position. Adams Robinson is an equal opportunity employer, accommodates ADA and operates a drug free workplace.
Driven by a unique Purpose, Culture, and Value Delivery Model, we enable meaningful connections between talented professionals and forward-thinking organizations.
Since our formation in 2002, organizations across commercial and public sectors have been trusting us to help build their teams with exceptional temporary and permanent talent.
Visit us at to learn more and view our open positions.
Please apply or call one of us to learn more For further inquiries about this opportunity, please contact our Talent Specialist, Hari, at (224) 507-1278 .
Title
- Mechanical Drafting/CAD Technician II Duration: 12 Months (with potential for contract extension based on performance and CAD team needs) Location: On-site at Concord, NC (Hybrid schedule possible after fully trained) Work Environment: A hybrid work schedule is available, although significant time will be required to set it up (approx.
1 2 days onsite weekly depending on project needs).
Monday
- Friday, 8 am-5 pm base schedule High in-plant presence during the first 1 2 months (approx.
4 days/week).
Work Mode Onsite Hybrid o Heavy onsite work at the beginning (hands-on measurement and equipment familiarization).
o Hybrid flexibility later during modeling phases.
Only W2 candidates are eligible for this position.
Third-party or C2C candidates will not be considered.
Description: Summary: As a member of the Downstream Platforms and Technology department, you will lead the drafting activities for a development program, creating, documenting, and managing electronic drawing files (Autodesk Inventor and AutoCAD) for custom-designed process equipment located in numerous worldwide Client Optical Fiber and Cable manufacturing locations.
In this role, you will take ownership of preliminary mechanical drawing packages from Engineering/Development and integrate them across multiple equipment configurations while maintaining equipment standardization and company drafting standards.
Complete all drafting work required for each drawing set before release into Autodesk Vault.
Drafting tasks include creating 3D models and associated drawings, as well as revising existing models and drawings, in accordance with company drafting standards.
Typical deliverables include detail, sheet metal, weldment, and assembly drawings.
Design mounting systems and layouts for mechanical, electrical, and pneumatic components, ensuring proper serviceability, usability, and integration within the overall system.
On-site presence is required to document existing system configurations on the production floor.
Hands on skills are desired to capture measurements, identify components, and develop an understanding of basic system functions Key Responsibilities: Create 2D drawings from existing 3D models.
Create 3D models of new components.
Collect data from engineering teams and incorporate information into appropriate drawings Collect measurements/information from the production floor to incorporate into drawings Submit drawing packages to be released through the Engineering Change Request (ECR) process.
Ensure all drawing packages comply with industry standards and safety regulations.
Required Education: Candidates should possess one of the following, but other technical degrees with demonstrated skills in drafting will be considered: A.A.S.
Mechanical Engineering Technology degree A.O.S.
Drafting/CAD degree Drafting Certificate/Certification Candidates without degrees must demonstrate proficiency in 2D and 3D drafting.
Required Experience and Skills: Minimum of 2 years of professional experience in the mechanical drafting field Working knowledge of ASME/ANSI drafting standards General Windows-based computer skills Proficient in the use of Autodesk Inventor and Autodesk Vault software Able to adapt to company standards and guidelines Ability to use basic measurement tools Strong work ethic Strong attention to detail Creative thinking Ability to safely operate and perform assigned tasks within a production environment Top 3 Required Skills 1.
Strong 2D Mechanical Drafting Experience o AutoCAD or Autodesk Inventor preferred.
o Must follow rigid industry and internal drafting standards.
2.
3D Modeling Experience o Any platform acceptable (SolidWorks, Inventor, etc.).
o Must model new components, modify brackets, hole spacing, layouts, etc.
3.
Hands-On Production Floor Experience o Ability to work safely on the production floor.
o Must use calipers, micrometers, tape measures to capture measurements directly from equipment.
o Confident interacting with technicians and operators.
Nice-to-Have Skills Experience with equipment teardown, mechanical troubleshooting, or hands-on mechanical hobby work (e.g., 3D printing).
Familiarity with Autodesk Vault or similar drawing release systems.
Creative technical thinking and ability to work independently.
Portfolio of start-to-finish drafting packages.
Interview Process Round 1: 30 minute phone/video screen with: o Hiring Manager o Possibly with supervisor o CAD Technician leader (to assess CAD capability) Round 2: Quick in person meeting (onsite or lunch).
About us: DivIHN, the 'IT Asset Performance Services' organization, provides Professional Consulting, Custom Projects, and Professional Resource Augmentation services to clients in the Mid-West and beyond.
The strategic characteristics of the organization are Standardization, Specialization, and Collaboration.
DivIHN is an equal opportunity employer.
DivIHN does not and shall not discriminate against any employee or qualified applicant on the basis of race, color, religion (creed), gender, gender expression, age, national origin (ancestry), disability, marital status, sexual orientation, or military status.
Autodesk Inventor, Autodesk Vault software, 2D drafting, ASME/ANSI, 3D drafting
Your opportunity
Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and Wealth Strategies Consulting Group. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab’s approach to investing. The Centralized Service & Operations group supports Fixed Income and Schwab Wealth Advisory clients as the client facing phone teams. The Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and Wealth Strategy teams. Additionally, they provide specialized products to meet income generation, risk mitigation, and liquidity needs.
As a Senior Regional Manager you will coach and counsel a team of 10-12 Wealth Advisors and Associate Wealth Advisors in a collaborative environment designed to both grow and support the client base they support.
We value integrity, open communication, strong market knowledge, and a passion for client service. If you want to work with a firm that is dynamic, client focused, invests in your growth, and values your contributions, consider a career as a Senior Regional Manager.
What you are good at-
Motivating – As a leader you will inspire your team by providing support and championing the collaborative Schwab culture.
Building collaborative relationships- You will build and foster relationships with internal partners as well as clients. Internal partners will include Branch Managers, Regional Branch Executives and Directors within the Investor Advice Solutions division.
Developing others - We are seeking an individual with extensive financial services experience to share with their team of CFP® or CFA® investment professionals.
Managing change- The Senior Regional Manager will establish strategies and design plans to ensure that asset and service targets are met.
Managing performance- Part of this role includes the monitoring of client interactions and coaching to improve service and advice quality. You will coach to daily planning and execution that is being provided to SWAI clients. This includes performing the compliance and administrative tasks inherent in our industry.
We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.
What you have
We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include:
- CFP® designation, CFA® designation required (may consider 24 month condition of employment)
- Bachelor’s Degree required
- Active and valid FINRA Series 7 license required
- Active and valid FINRA 66 license required (may consider a 120-day COE)
- Active and valid FINRA 9/10 required (may consider a 120-day COE)
- Five plus years’ experience in the financial services industry
- Minimum of 2 years supervisory experience strongly preferred
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What’s in it for you
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 plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
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.
We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.
As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab’s approach to investing. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA’s advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage their more complex portfolios and achieve their goals. You’ll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. You’ll also have the opportunity to mentor junior SWA team members. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you.
What you haveRequired Qualifications:
- CFP® designation or CFA® designation
- Bachelor’s degree
- Active and valid FINRA Series 7 license
- May be obtained with a 120-day condition of employment
- Active and valid FINRA Series 66 license required
- May be obtained with a 120-day condition of employment
- Five or more years of advisory experience, including creating and customizing financial plans and portfolios for clients.
- Five or more years working directly with clients in the financial services industry highly preferred
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What’s in it for you
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 plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
