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Rob M. is listed as Director at Charles Schwab at Charles Schwab, based in Greater Phoenix Area, United States, United States. AeroLeads shows a work email signal at schwab.com and a matched LinkedIn profile for Rob M..
Rob M. previously worked as Director, Client Experience - Retirement Business Services at Charles Schwab and Site Operations Director | Core Brokerage at Robinhood.
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With over two decades in financial services, I've pioneered client service strategies across the spectrum—from helping RIAs and Family Offices grow their businesses to serving millions of retail investors. My expertise bridges traditional wealth management and modern fintech, with a proven track record of scaling high-performing teams.At Robinhood, I led support operations for 35 million clients, significantly boosting NPS and resolution rates. Currently, as Director of Client Services at Charles Schwab and Charles Schwab Trust Bank, I lead 30 managers and their teams through digital transformation initiatives. Across both organizations, I've leveraged enterprise technology, including Salesforce, Nice, Verint, Zendesk, and Confluence, to drive operational excellence.Key Achievements:Spearheaded service modernization at Charles Schwab Advisor ServicesImplemented data-driven feedback systems using Glint and QualtricsLed initiatives reducing response times by 40% while maintaining 95%+ qualitySuccessfully navigated multiple market cycles with consistent service delivery Leadership Philosophy: I build resilient teams that thrive on innovation. My approach combines rigorous operational metrics with employee development, creating environments where people and processes excel. I deliver superior client experiences through real-time feedback while maintaining high team engagement.Industry Focus:Digital Transformation in Financial ServicesScale-up Operations & Team BuildingClient Experience InnovationRegulatory Compliance & Risk Management Enterprise Technology IntegrationI'm passionate about connecting with forward-thinking professionals in financial services and operations leadership. Let's explore driving innovation and growth together.
Listed skills include Series 7, Fixed Income, Equities, Financial Services, and 29 others.
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Westlake, Texas, US
When I re-joined Charles Schwab, my mission was to scale the client support operations and improve efficiency without sacrificing accuracy, handling rapid growth in demand. As the leader of 30 service managers and their teams, I improved our existing processes and deployed technology where appropriate to drive performance improvements. I also improved.
Menlo Park, California, US
Robinhood's explosive growth required agile leadership and rapid scalability in the client service department. As head of a team of 100+ professionals, I oversaw all facets of service delivery for 35 million clients, transforming a struggling support system into a highly efficient, customer-centric operation.Net Promoter Score: Improved from negative 12 to.
Menlo Park, California, US
At Robinhood, I oversaw the experience of 200+ employees across global operations, ensuring the support organization could scale effectively alongside the company. My role was to anticipate customer needs and resolve high-impact escalations while building a solid operational foundation that would last.Increased customer satisfaction by 400% through.
Westlake, Texas, US
Other employees you can reach at schwab.com. View company contacts →
Ryan Foley
Colleague at Charles Schwab
Greater St. Louis, United States
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FM
Francika Marku
Colleague at Charles Schwab
Orlando, Florida, United States, United States
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Evan Roberts
Colleague at Charles Schwab
Metro Jacksonville, United States
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Tyraine Mabon
Colleague at Charles Schwab
Indianapolis, Indiana, United States, United States
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VK
Vikas Kansal
Colleague at Charles Schwab
Round Rock, Texas, United States, United States
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DB
Dusty Baker
Colleague at Charles Schwab
Austin, Texas, United States, United States
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SD
Sean Dye, Aif®
Colleague at Charles Schwab
Austin, Texas, United States, United States
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WD
Wes Dunham
Colleague at Charles Schwab
Fort Worth, Texas, United States, United States
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DH
David Hurst
Colleague at Charles Schwab
Reston, Virginia, United States, United States
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KF
Kevin Fitz
Colleague at Charles Schwab
North Ridgeville, Ohio, United States, United States
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Quick answers generated from the profile data available on this page.
Rob M. works for Charles Schwab.
Rob M. is listed as Director at Charles Schwab at Charles Schwab.
AeroLeads has found 1 work email signal at @schwab.com for Rob M. at Charles Schwab.
Rob M. is based in Greater Phoenix Area, United States, United States while working with Charles Schwab.
Rob M. has worked for Charles Schwab and Robinhood.
Rob M.'s colleagues at Charles Schwab include Ryan Foley, Francika Marku, Evan Roberts, Tyraine Mabon, and Vikas Kansal.
You can use AeroLeads to view verified contact signals for Rob M. at Charles Schwab, including work email, phone, and LinkedIn data when available.
Rob M. is listed with skills including Series 7, Fixed Income, Equities, Financial Services, Finance, Series 63, Mutual Funds, and Asset Allocation.
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