Overview

  • This position is in Schwab Corporate Real Estate group in support of our Independent Branch Services (IBS) team.
  • The Independent Branch Services (IBS) team is responsible for developing and implementing the strategy and design for a branch model that expands Schwab’s retail branch footprint through independently owned and managed locations. This broader geographic footprint will help Schwab’s high-service, high-value brokerage model reach millions more investors. Having more local points of contact will help Schwab build on our strong national brand, capture a greater share of assets, and come closer to delivering our promise to retail investors.

What you’ll do:

  • Provide general support to the Sr. Portfolio Manager for Independent Branch Services.
  • Build and maintain relationships with client groups, specifically Independent Branch Services Market Leaders, Sales Directors, Program Office staff and Corporate Real Estate staff.
  • Lead conversations with Independent Branch Leaders, Independent Branch Staff and CRE staff to drive consensus on lease agreements and scope of project work.
  • Coordinate internal and external partners to keep projects flowing to timely completion.
  • Track lease expiration dates and option dates to ensure timely decision making for lease renewals.
  • Facilitate and track routing and signature of various documents/forms/lease documents
  • Ensure adherence to Independent Branch Program standards.
  • Create materials that will facilitate site selection decision making.

What you have:

  • Four year college/university degree required
  • 5 years of experience in real estate industry, project management, strategy, or relationship management.
  • Knowledge of commercial office and retail real estate, and familiarity with commercial property leases
  • Strong analytical and problem-solving skills.
  • Relationship focused individual with
  • Excellent interpersonal skills, communication skills, strong sense of ownership,  good judgment, adaptable and ability to thrive in fast moving environment.
  • Experience with franchising a plus.
  • Must be familiar and proficient with personal computer and PC based software such as Microsoft Excel, PowerPoint and Word.  Experience with SalesForce, CoStar and Archibus a plus.

What you’ll get:

  • Comprehensive Compensation and Benefits package
  • Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts
  • Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program
  • Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions
  • Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships
  • Not just a job, but a career, with an opportunity to do the best work of your life.

To apply for this job please visit the following URL: http://schwabjobs.com/ShowJob/Id/1505012/Portfolio Manager →


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