Charles Schwab Corporation

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Job Locations US-TX-Westlake
The Managed and Advised Account Operations (MAAO) team performs a variety of functions and services for Advisor Services, Investor Services, and third party and propriety Money Managers enrolled in Schwab’s Managed Account products and the Schwab Private Client offer. MAAO partners with several internal departments as well as Advisors, Money Managers, and the end client. The team is comprised of members located in both Phoenix and Orlando. In MAAO, we provide an extensive training program to prepare you for success in your new role. In addition, we realize that hard work deserves reward and we promote a culture of employee recognition as well as advancement and growth opportunities. 
Requisition ID
2020-62005
Category
Operations
Position Type
Regular
Requisition Post Information* : Post End Date
4/10/2020
Job Locations US-TX-Westlake
The Managed and Advised Account Operations (MAAO) team performs a variety of functions and services for both Advisor Services and Investor Services clients enrolled in Schwab’s Managed Account products and the Schwab Private Client offer.  Within MAAO, the Managed Accounts Reconciliation Service plays an integral role in providing support to internal staff and money managers via the Fiserv/APL database used for the Schwab Managed Account Sponsored platforms.  A critical function of this team is the pre-market account reconciliation performed daily on all managed accounts. The team is comprised of members located in both Phoenix and Orlando.  In addition to processing daily and weekly validation reports, the team also responds to escalations, service issues and operational questions received via email, phone and comtrack.   Internal requests for Advised Offer billing adjustments are also handled by this team.       We provide an exceptional training program to prepare you for success in your new role.  In addition, we realize that hard work deserves reward and we offer an extensive employee recognition program in addition to advancement and growth opportunities. 
Requisition ID
2020-52364
Category
Operations
Position Type
Regular
Requisition Post Information* : Post End Date
4/10/2020
Job Locations US-FL-Orlando
The Portfolio Solutions Group is part of the Planning and Portfolio Group which also includes our Schwab Private Client Investment Advisory, Schwab Intelligent Portfolios, Schwab Intelligent Advisory and the Wealth Strategies Group.  These areas work closely together to provide clients with various options to address their investment and wealth management needs.
Requisition ID
2020-52270
Category
Client Service & Support
Position Type
Regular
Requisition Post Information* : Post End Date
4/3/2020
Job Locations US-IN-Indianapolis
The Portfolio Solutions Group is part of the Planning and Portfolio Group which also includes our Schwab Private Client Investment Advisory, Schwab Intelligent Portfolios, Schwab Intelligent Advisory and the Wealth Strategies Group.  These areas work closely together to provide clients with various options to address their investment and wealth management needs.
Requisition ID
2020-52269
Category
Client Service & Support
Position Type
Regular
Requisition Post Information* : Post End Date
4/3/2020
Job Locations US-CO-Lone Tree
Charles Schwab’s Alternative Investment Custody Services (AICS) Asset Acceptance and Valuation Team is on the forefront of assisting internal business partners with all inquiries related to onboarding new alternative investments including but not limited to risk prevention, processing, and education of policies and procedures related to alternative investments. We focus on maximizing operating leverage by integrating functions, increasing productivity and gaining efficiencies in order to better position Schwab to compete in the marketplace and to reinvest in areas that matter most to our clients. As a member of a highly specialized team of experts, we are committed to delivering efficient solutions that maximize trust while minimizing risk by owning every client interaction through clients’ eyes.    Alternative Investments at Schwab are non-publicly-traded assets such as hedge funds, hedge funds of funds, offshore funds, private limited partnerships, limited liability companies, private common stock, commodity pools and non-traded 1933 Act registered REITs.   As an Alternative Investment Sr. Specialist, you will pursue our mission and values.  You will have the exciting opportunity to:   - Perform the initial review of Alternative Investment securities that are new to the Schwab platform.    - Perform quality control of and approval on security level reviews performed by other members of the team. - Communicate directly with internal business partners, principals from the fund/issuer, administrators, transfer agents and third party vendors via phone and email. This includes responsibility for collection of documentation from the mentioned parties in order to complete review, educating them on the requirements, process, procedures and policies.  - Perform the ongoing review of the Alternative Investments held in custody at Schwab, including obtaining audits and additional documents from issuers. The documents are reviewed against a set of risk criteria. Based on the outcome of this review, the Sr. Specialist will determine  if the security is acceptable for continued custody on Schwab’s platform, or  if the security should be exited from the platform. - Execute quality control reviews of statement pricing and fair market valuations performed by the third-party vendor - Perform outreach to issuers and to the third-party vendor for current prices on securities that will soon exceed Schwab’s AI aged pricing policy. - Develop training materials for team members and business partners on various core functions. - Assist Team Manager in identifying areas of opportunity and enhancing process efficiencies. - Master all team functions, including a comprehensive understanding of related processes. - Develop an in-depth understanding of alternative investments and the industry. - Meet expected service level agreements with respect to case reviews and additional team processing responsibilities. - Identify and initiate changes to workflows as needed. - Create and leverage partnerships with various teams throughout the firm, including multiple teams within Alternative Investment Custody Services, numerous groups within Operational Services and Advisor Services and Investor Services support teams. - Provide guidance related to complex problems, including research to address situations involving alternative investments and respond to internal business partners as appropriate.
Requisition ID
2020-52244
Category
Risk & Regulatory
Position Type
Regular
Requisition Post Information* : Post End Date
3/30/2020
Job Locations US-AZ-Phoenix | US-TX-Austin | US-TX-Westlake | US-CO-Lone Tree | US-TX-El Paso | US-IN-Indianapolis | US-FL-Orlando | US-AZ-Phoenix | US-OH-Richfield | US-CA-San Francisco
The Wealth Strategies Group is a team of specialists that provide analysis and guidance across 13 critical wealth management issues.  The team provides primary support to Schwab Private Clients and their advisors but also lends support for the needs of other High-Net Worth clients outside of a managed investing relationship.  They provide comprehensive financial planning services, guidance on estate, tax and trust issues, as well as support with managing executive compensation (when applicable).
Requisition ID
2020-52225
Category
Sales & Relationship Management
Position Type
Regular
Requisition Post Information* : Post End Date
4/13/2020
Job Locations US-CO-Lone Tree
Charles Schwab Asset Management Technology is part of the Schwab Technology Services (STS) organization which is responsible for the company’s use of information technology including all telecommunications, operations and client and business applications.   SAMS Technology is aligned to support the technology needs of Schwab Asset Management Solutions (SAMS) which is a new Schwab organization that unites money management, research, and asset management platforms for mutual funds, exchange-traded funds (ETFs), managed accounts, alternative investments and insurance. With over $500B in assets under management, SAMS is the 3rd largest provider of index funds and the 7th largest provider of money market funds and 5th largest ETF provider.
Requisition ID
2020-52187
Category
Engineering
Position Type
Regular
Requisition Post Information* : Post End Date
3/31/2020
Job Locations US-AZ-Phoenix
Schwab Private Client is a premier, fee-based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab’s approach to investing. Private Client Advisors work for Schwab Private Client Investment Advisory, Inc.  ("SPCIA"), a registered investment advisor and an affiliate of Charles Schwab & Co., Inc.
Requisition ID
2020-52116
Category
Sales & Relationship Management
Position Type
Regular
Requisition Post Information* : Post End Date
4/10/2020
Job Locations US-CO-Lone Tree
The Financial Planning Group is part of the broader Investor Services organization and is primarily responsible for helping individuals and families with their financial needs. Whether it’s retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs, Investor Services can help.   The Financial Planning Group works with branch partners and Schwab Private Client Investment Advisors to provide comprehensive financial planning services for clients and prospects seeking advice on how to reach multiple goals. The financial plan includes a customized analysis to address client or prospective client goals, such as: retirement, college, risk management, asset allocation, and estate planning needs. After setting realistic expectations with the client or prospect, the Schwab Financial Planner prepares and presents a financial plan which will identify a client’s current situation, opportunities and gaps, and advise on specific steps to meet financial goals.   ·         Providing exceptional on-going client support by handling day-to-day service requests via phone and email ·         Assisting clients in navigating and understanding Schwab’s website, proprietary investing tools, portfolio performance data and third-party research ·         Scheduling clients with their dedicated Portfolio Consultant for ongoing consultation regarding risk tolerance, asset allocation, advice strategy and how these factors impact the portfolio and investing goals ·         Collaborating to achieve efficient and effective practice management within a team-based environment
Requisition ID
2020-52091
Category
Sales and Business Development
Position Type
Regular
Requisition Post Information* : Post End Date
4/5/2020
Job Locations US-TX-Westlake
The High Net Worth Specialist works with branch partners and Schwab Private Client Investment Advisors to provide  detailed, highly sophisticated advice to entrepreneurs and other high-net-worth individuals with complex financial affairs, substantial business interests, large family estates and investment portfolios requiring careful attention.
Requisition ID
2020-51931
Category
Sales and Business Development
Position Type
Regular
Requisition Post Information* : Post End Date
4/13/2020
Job Locations US-NY-New York City
The High Net Worth Specialist works with branch partners and Schwab Private Client Investment Advisors to provide  detailed, highly sophisticated advice to entrepreneurs and other high-net-worth individuals with complex financial affairs, substantial business interests, large family estates and investment portfolios requiring careful attention.
Requisition ID
2020-51930
Category
Sales and Business Development
Position Type
Regular
Requisition Post Information* : Post End Date
4/13/2020
Job Locations US-TX-Westlake
The Schwab Cloud and Infrastructure Architecture team is looking for a seasoned and driven DevOps Principal.  Working across business and technology domains, this technology principal level role will drive DevOps strategy and direction across the organization as the lead from the Office of the CTO working in close collaboration with architects across Schwab’s Technology Services organization. The Principal role at Schwab is reserved for a small number of positions requiring the most senior technology expertise, representing the best technical talent in the firm and best practices in the industry.  Principals form a community of technology leadership at Schwab and are critically influential in driving technology strategy across the entire enterprise. This role reports up to the Office of the CTO, chartered to establish technology governance, standards, practices and strategy for the entire firm, enabling thousands of technologists to better serve the millions of Schwab clients and trillions of dollars in client assets. Specific goals will include: - Act as a cultural leader and champion of DevOps strategies and practices at Schwab - Create and enforce DevOps standards and patterns to enable teams to deliver expected outcomes of DevOps operating model at scale - Provide expertise on tooling and methodologies to enable DevOps operating model to enable and enhance hundreds of delivery teams across the firm.” - Baseline current DevOps capabilities within Schwab and provide roadmap targets for near term and future state DevOps adoption - Provide guidance on adoption of modern application paradigms including containers, microservices and event streaming - Consulting, education and mentoring architects and leaders across the firm in DevOps practices
Requisition ID
2020-51596
Category
Technology
Position Type
Regular
Requisition Post Information* : Post End Date
4/27/2020
Job Locations US-NV-Henderson
The Senior Team Manager is responsible for building and maintaining relationships with registered investment advisors, trust beneficiaries, and other interested parties for an assigned book of business consisting of large family relationships and key investment advisor relationships utilizing the Charles Schwab Trust Company of Delaware. In addition, the Senior Team Manager is responsible for the management of a Personal Trust Administrative Team. The Senior Team Manager assures compliance with all Bank policies and procedures, as well as all applicable state and federal banking regulations in the context of their responsibilities.
Requisition ID
2020-51501
Category
Banking
Position Type
Regular
Requisition Post Information* : Post End Date
3/31/2020
Job Locations US-TX-Westlake
The Bank Lending Products and Distribution group is seeking a high potential Ultra High Net Worth Senior Banker who will consider the financial needs of the client and recommend bank lending solutions to Schwab’s Wealth Advisors and their Ultra High Net Worth (UHNW) clients. Bank lending products include residential mortgages, home equity lines of credit, and securities based lending. Schwab Bank also offers trust services and deposit products including checking and savings accounts. The UHNW Senior Banker will be responsible for serving clients with $10MM+ in assets, and will work closely with partners across the Bank including the Bank Sales Team, Bank Credit Team, Pledged Asset Line Support Team, Mortgage Concierge Team and Trust and Deposit service teams to develop solutions and recommendations meeting the unique needs of UHNW clients. This role encompasses internal marketing such as office visits and client meetings as requested by Wealth Advisors and their UHNW clients. The UHNW Senior Banker will also coordinate with UHNW clients’ accountants, attorneys or other professionals as needed.
Requisition ID
2020-51471
Category
Client Service & Support
Position Type
Regular
Requisition Post Information* : Post End Date
4/24/2020
Job Locations US-IL-Chicago
Charles Schwab has been a leader in financial services for nearly four decades, working to make investing more affordable, accessible and understandable to all. Driven by our purpose to champion every client’s goals with passion and integrity, we’re committed to providing an environment that respects and appreciates the diversity of our employees, our clients, and the communities we serve. Our goal, as seen through clients' eyes, is that Schwab continuously improves on being a premier financial service provider through best in class service, technology, products, people and advice.   The Trading Technology team is responsible for handling Equity/Options/Futures/Fixed Income order  management and market data for the entire firm.  We are looking for a  Senior Reliability Engineer to work in our dynamic and collegiate team.
Requisition ID
2020-50365
Category
Engineering
Position Type
Regular
Requisition Post Information* : Post End Date
5/26/2020
Job Locations US-CA-San Francisco | US-CO-Lone Tree | US-IL-Chicago
The Managed Investing team: The Managed Investing Client Experience group is responsible for business strategy, offer design, product management and process improvement for Schwab’s retail relationship-based advisory solutions and products. Our mandate is to design and optimize the combination of services, products, and tools to deliver an experience that exceeds clients’ expectations. To do this, we work with partners and delivery organizations to ensure key processes / interactions are designed and executed smoothly. We also manage tradeoff decisions and priorities to enhance the overall client experience and drive revenue growth.   Brief description of the role: Managing Director (MD), Client Experience for Separately Managed Accounts (SMAs), will manage two people and report to the Vice President of Managed Investing Client Experience. The person in the position will partner with Schwab Asset Management Services (SAMS) on both Schwab proprietary and 3rd Party SMAs, and have the opportunity to shape the future SMA offering and capabilities for Retail clients and drive growth for Schwab.  The MD will lead or serve as an SME for multiple projects, with cross-functional partners including channels (branch network, Schwab Private Clients, and Schwab.com) product management (SAMS), project management, technology, marketing, training, operations and Oversight organizations.
Requisition ID
2019-50332
Category
Marketing & Communications
Position Type
Regular
Job Locations US-TX-Westlake | US-TX-Austin
The Portfolio Technology Accounting team is looking for a talented technologist to be the lead architect for our private cloud based trading platform. The team is in the process of building ultra-low latency, high volume and reliable next generation trading platform. When it is completed, the application should support processing several billions of inquiry transactions during market hours.  This is an exciting opportunity to join a highly visible team that delivers innovative business solutions leveraging emerging technologies at Schwab. 
Requisition ID
2019-50215
Category
Technology
Position Type
Regular
Requisition Post Information* : Post End Date
3/31/2020

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