Manager, Brokerage Service Rep

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Organization Objective/Purpose:

optionsXpress is a leading online options and futures brokerage and is now a subsidiary of The Charles Schwab Corporation.  optionsXpress believes options and futures trading tools should be powerful and easy-to-use.  The team at optionsXpress studies traders and trading, developing many innovations over the years for customers, including the All-in-One Trader Ticket that coaches traders through orders.  Dedicated to delivering powerful, easy-to-use trading tools and technology every day, optionsXpress is proud of its success at providing a great trading experience to individual investors. Now, as part of The Charles Schwab Corporation, optionsXpress is proud to offer access to financial advice and additional brokerage services through Charles Schwab & Co., Inc. as well as banking services through Schwab Bank.
Brief Description of Role:
As a Brokerage Services Rep Manager at optionsXpress, you will provide leadership, people management, and general oversight for the optionsXpress Brokerage Services phone teams.  You will directly manage 12-15 brokers, pursuing the optionsXpress and Charles Schwab mission and values through:

• Foreseeing changes in the business environment and developing plans to proactively address them
• Conducting extensive interaction with employees at all levels to identify issues and opportunities
• Assisting online customers by answering phone calls and by responding to emails
• Placing and facilitating execution of customer orders
• Resolving complex customer trading issues, or those escalated by team members
• Assisting in the development of applications to improve accuracy and efficiency

Skills and Qualifications:

• Active FINRA Series 7 and 63 licenses
• Bachelor’s degree preferred
• Minimum 5 years brokerage/financial services experience
• Minimum 2 years supervisory/management experience required with demonstrated ability to develop leadership and management skills in coaching and developing people at all performance levels via establishes performance objectives, regular feedback, and appropriate recognition
• Demonstrated passion for providing client-centric solutions
• Positive attitude, enthusiasm and strong work ethic with high level of integrity and ethics
• Excellent verbal and written communications skills to influence and integrate complex information
• High-level expertise in multiple job processes and extensive knowledge of related regulatory requirements
• Experience with options and futures trading industry preferred

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