Skip to main contentA logo with &quat;the muse&quat; in dark blue text.

Manager, AS Fixed Income Post Execution Specialist

AT Charles Schwab
Charles Schwab

Manager, AS Fixed Income Post Execution Specialist

Phoenix, AZ

Salary: USD $65,300 - $133,500 / Year

Your opportunity

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.

Want more jobs like this?

Get jobs in Phoenix, AZ delivered to your inbox every week.

By signing up, you agree to our Terms of Service & Privacy Policy.


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 required
  • FINRA Series 9/10 highly preferred
  • 3+ years of financial services experience; exposure to Fixed Income a plus
  • Strong interpersonal and relationship skills. Ability to establish rapport with advisors, business partners and peers
  • Interest to learn all fixed income products and how they add value to client portfolios
  • Strong organizational and time management skills
  • Bloomberg or Factset experience preferred
  • Bachelor's degree or equivalent experience preferred

What's in it for you

At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. 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

Client-provided location(s): Phoenix, AZ, USA
Job ID: CharlesSchwab-2024-103632
Employment Type: Other

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • FSA
    • FSA With Employer Contribution
    • HSA
    • HSA With Employer Contribution
    • Pet Insurance
    • Mental Health Benefits
  • Parental Benefits

    • Birth Parent or Maternity Leave
    • Non-Birth Parent or Paternity Leave
    • Fertility Benefits
    • Adoption Assistance Program
    • Family Support Resources
    • Adoption Leave
  • Work Flexibility

    • Hybrid Work Opportunities
  • Office Life and Perks

    • Commuter Benefits Program
    • Snacks
    • Company Outings
    • On-Site Cafeteria
    • Holiday Events
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Personal/Sick Days
    • Sabbatical
    • Leave of Absence
    • Volunteer Time Off
  • Financial and Retirement

    • 401(K) With Company Matching
    • Stock Purchase Program
    • Performance Bonus
    • Financial Counseling
  • Professional Development

    • Tuition Reimbursement
    • Promote From Within
    • Shadowing Opportunities
    • Access to Online Courses
    • Internship Program
    • Work Visa Sponsorship
    • Leadership Training Program
    • Associate or Rotational Training Program
  • Diversity and Inclusion

    • Employee Resource Groups (ERG)
    • Diversity, Equity, and Inclusion Program