Fixed Income is a strategic priority for Schwab and Advisor Services – the Post Execution Specialist role provides an exciting opportunity to be a driver in continuing the growth, innovation and partnerships of this effort. With over $200 billion in Fixed Income assets, an industry leading product platform and a large team of sales & service professionals, the Fixed Income team plays a significant role in driving asset growth for both our Advisor and Retail channels. The Advisor Services Fixed Income team supports independent Registered Investment Advisor firms that custody and trade their client assets at Schwab. We partner with Fixed Income trading, Advisor Services Sales and the Advisor Custody & Trading organization to champion advisors’ fixed income needs, growth and success.
Typical advisor interactions range from discussions about general bond information to supporting advisors after their trade execution. In addition, Post Execution Specialists will answer general account inquiries while maintaining an understanding of other income solutions offered by the company.
As a Post Execution Specialist you will be responsible for research and reconciliation of trades after they have been placed by advisors. Our specialists work with our advisors providing support for their fixed income needs with a focus on timely resolution of complex post trade issues. Our specialists are also expected to work closely with teammates, to ensure the best experience possible for all our clients.
What you have Active FINRA Series 7 & 63 or equivalent requiredFINRA Series 9/10 highly preferred3+ years of financial services experience; exposure to Fixed Income a plusStrong interpersonal and relationship skills. Ability to establish rapport with advisors, business partners and peersInterest to learn all fixed income products and how they add value to client portfoliosStrong organizational and time management skillsBloomberg or Factset experience preferredBachelor’s degree or equivalent experience preferred Options Apply for this jobApplyShareRefer a friendRefer Sorry the Share function is not working properly at this moment. Please refresh the page and try again later. Share on your newsfeed Why work for us?Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.
Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future. Application FAQs
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