Charles Schwab Corporation

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Job Locations US-CO-Lone Tree
Charles Schwab’s Alternative Investment Custody Services (AICS) Team is on the forefront of assisting clients and internal business partners with inquiries and processing needs related to the custody of alternative investments. The AICS Team performs a variety of functions including Asset Acceptance, Trading, Distributions, Reconciliation, Transfers, Client Service, Valuation, Risk Reporting and Monitoring, Communications, and Corporate Actions. We focus on maximizing operating leverage by 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, you will be 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 Specialist, you will pursue our mission and values.  You will have the exciting opportunity to:   - Develop an in-depth understanding of securities that do not trade on exchanges or over-the-counter dealer network markets. - Perform and master a variety of functions across the AICS spectrum acting in a flexible support role to established teams. The Specialist, in partnership with the Team Manager, will review open case volumes throughout AICS to determine where priority and dedicated support will be given. - Conduct the initial Asset Acceptance Review of securities that are new to the Schwab platform. In this capacity, the Specialist will act as the gatekeeper to Schwab platform, allowing Schwab to become custodian on securities that adhere to the AI Custody Policy. - Communicate directly with principals from the fund/issuer, administrators, transfer agents and third party vendors via phone and email. - Engage with high net worth Investor Services clients by providing a full spectrum of services involving alternative investments through the AICS phone hotline and email channels. - Facilitate purchases of Alternative Investments in addition to processing redemptions and distributions. Process incoming and outgoing transfers ensuring custody requirements are met. - Problem solve and resolve transactional requests that are not able to be completed straight through. - Meet expected service level agreements with respect to case reviews and additional team processing responsibilities while providing guidance related to complex problems. - Assist manager in identifying areas of opportunity and enhancing process efficiencies. Management of special projects as they arise and participation in Sprint ceremonies throughout the Sprint cycle. - 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.
Requisition ID
2021-67118
Category
Operations
Position Type
Regular
Requisition Post Information* : Post End Date
1/28/2021
Job Locations US-CO-Lone Tree
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
2021-67042
Category
Financial Planning/Advice
Position Type
Regular
Requisition Post Information* : Post End Date
2/1/2021
Job Locations US-CO-Lone Tree
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
2021-67007
Category
Financial Planning/Advice
Position Type
Regular
Requisition Post Information* : Post End Date
1/30/2021
Job Locations US-CA-San Mateo
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
2021-66960
Category
Financial Planning/Advice
Position Type
Regular
Requisition Post Information* : Post End Date
1/25/2021
Job Locations US-TX-Westlake | US-TX-Austin | US-IL-Chicago
The Schwab Cloud and Infrastructure Architecture team is looking for a seasoned and driven DevOps Architect.  Working across business and technology domains, this distinguished engineer 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 Distinguished Engineer 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.  Distinguished Engineers 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
2020-66300
Category
Engineering
Position Type
Regular
Requisition Post Information* : Post End Date
1/31/2021
Job Locations US-TX-Westlake
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
2020-66297
Category
Financial Planning/Advice
Position Type
Regular
Requisition Post Information* : Post End Date
5/1/2021
Job Locations US-CO-Lone Tree
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
2020-66296
Category
Financial Planning/Advice
Position Type
Regular
Requisition Post Information* : Post End Date
5/1/2021
Job Locations US-FL-Orlando
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.   To read more about our client offerings visit: Charles Schwab - Investor Services
Requisition ID
2020-66294
Category
Financial Planning/Advice
Position Type
Regular
Requisition Post Information* : Post End Date
2/5/2021
Job Locations US-IN-Indianapolis
As a Sr. Associate Private Client Advisor of SPCIA, you will play an integral role to the success of Schwab Private Client. You will be responsible for servicing, deepening and retaining client relationships through supporting a team of Schwab Private Client Advisors. You will be leveraging your client facing experience by providing solutions to complex client service issues, financial planning and foundational portfolio needs. As this role is client facing in an organization that provides clients’ financial planning and wealth management, it is critical that the Senior Associate Private Client Advisor demonstrate professionalism and expertise by responding to foundational questions about the portfolio, financial planning, and overall financial markets/economy.
Requisition ID
2020-66283
Category
Financial Planning/Advice
Position Type
Regular
Requisition Post Information* : Post End Date
1/27/2021
Job Locations US-CO-Lone Tree
As a Sr. Associate Private Client Advisor of SPCIA, you will play an integral role to the success of Schwab Private Client. You will be responsible for servicing, deepening and retaining client relationships through supporting a team of Schwab Private Client Advisors. You will be leveraging your client facing experience by providing solutions to complex client service issues, financial planning and foundational portfolio needs. As this role is client facing in an organization that provides clients’ financial planning and wealth management, it is critical that the Senior Associate Private Client Advisor demonstrate professionalism and expertise by responding to foundational questions about the portfolio, financial planning, and overall financial markets/economy.
Requisition ID
2020-66281
Category
Financial Planning/Advice
Position Type
Regular
Requisition Post Information* : Post End Date
5/1/2021
Job Locations US-FL-Orlando
Schwab Private Client is a premier, fee-based and non-discretionary investment advisory solution providing high net worth 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
2020-66279
Category
Financial Planning/Advice
Position Type
Regular
Requisition Post Information* : Post End Date
2/5/2021
Job Locations US-IN-Indianapolis
Schwab Private Client is a premier, fee-based and non-discretionary investment advisory solution providing high net worth 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
2020-66277
Category
Financial Planning/Advice
Position Type
Regular
Requisition Post Information* : Post End Date
1/29/2021
Job Locations US-TX-Westlake
Schwab Private Client is a premier, fee-based and non-discretionary investment advisory solution providing high net worth 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
2020-66276
Category
Financial Planning/Advice
Position Type
Regular
Requisition Post Information* : Post End Date
5/1/2021
Job Locations US-CO-Lone Tree
Schwab Private Client is a premier, fee-based and non-discretionary investment advisory solution providing high net worth 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
2020-66274
Category
Financial Planning/Advice
Position Type
Regular
Requisition Post Information* : Post End Date
1/23/2021
Job Locations US-CA-Los Angeles
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
2020-65804
Category
Financial Planning/Advice
Position Type
Regular
Requisition Post Information* : Post End Date
2/2/2021
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
2020-65096
Category
Financial Planning/Advice
Position Type
Regular
Requisition Post Information* : Post End Date
1/25/2021

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