Charles Schwab Corporation

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Job Locations US-MA-Boston
ThomasPartners is part of Charles Schwab Investment Advisory and Schwab Asset Management Solutions (SAMS).  The overall SAMS team is passionately committed to providing solutions that help Schwab clients achieve their financial goals. SAMS includes: - Charles Schwab Investment Management (CSIM), the investment advisor for the Schwab Funds mutual funds and ETFs; - Charles Schwab Investment Advisory (CSIA), which includes all of our proprietary managed accounts, including Schwab Intelligent Portfolios, Schwab Managed Portfolios, Windhaven Investments and ThomasPartners; - The Schwab Center for Financial Research (SCFR), who provide industry insights for investors - The Asset Management Client Solutions (AMCS), responsible for leading Schwab’s 3rd party platforms, offering Mutual Funds, Managed Accounts, ETFs, Annuities & Insurance, and Alternative Investments. ThomasPartners Investment Management is an SEC-registered investment advisory firm serving high net worth individuals. ThomasPartners specializes in the construction of growth-oriented investment portfolios that generate current dividend income streams and are actively managed with the goal of generating annual aggregate portfolio dividend income growth and capital appreciation over time. Our commitment to this philosophy is disciplined and constant. ThomasPartners, Inc. is a wholly-owned subsidiary of the Charles Schwab Corporation and is located in Boston, MA.
Requisition ID
2020-52191
Category
Investment Research & Management
Position Type
Regular
Requisition Post Information* : Post End Date
4/25/2020
Job Locations US-CA-San Francisco
Charles Schwab Investment Management (CSIM) is the asset management arm of the Charles Schwab Corporation. CSIM delivers a wide variety of products including mutual funds, exchange-traded funds (ETFs) and money market funds within Schwab Asset Management Solutions (SAMS). The overall SAMS team is passionately committed to providing solutions that help Schwab clients achieve their financial goals. SAMS includes: - Charles Schwab Investment Management (CSIM), the investment advisor for the Schwab Funds mutual funds and ETFs; - Charles Schwab Investment Advisory (CSIA), which includes all of our proprietary managed accounts, including Schwab Intelligent Portfolios, Schwab Managed Portfolios, Windhaven Investments and ThomasPartners; - The Schwab Center for Financial Research (SCFR), who provide industry insights for investors - The Asset Management Client Solutions (AMCS), responsible for leading Schwab’s 3rd party platforms, offering Mutual Funds, Managed Accounts, ETFs, Annuities & Insurance, and Alternative Investments. The Investment Stewardship team is a member of the Investment Research Group, along with the Municipal and Taxable Research, Risk, and Fiduciary Oversight teams. The Group is responsible for handling all CSIM’s proxy governance activities, as well as crafting and implementing credit policies, establishing risk parameters, and monitoring regulatory and internal guidelines.   The Investment Stewardship team is committed to ensuring our funds’ proxy ballots are voted in the best interest of our funds’ shareholders. We accomplish this through in-depth research into corporate governance topics, the development of thoughtful and practical proxy voting policies, and engaged oversight of CSIM’s proxy advisors. The Director will be focused on research projects to support our voting policies, including in-depth analysis of data from outside vendors, and oversight of our proxy process and our advisors.
Requisition ID
2020-51878
Category
Investment Research & Management
Position Type
Regular
Requisition Post Information* : Post End Date
4/24/2020
Job Locations US-CO-Lone Tree
Charles Schwab Investment Management (CSIM) is the asset management arm of the Charles Schwab Corporation. CSIM delivers a wide variety of products including mutual funds, exchange-traded funds (ETFs), and money market funds within Schwab Asset Management Solutions (SAMS). The overall SAMS team is passionately committed to providing solutions that help Schwab clients achieve their financial goals. SAMS includes: - Charles Schwab Investment Management (CSIM), the investment advisor for the Schwab Funds mutual funds and ETFs; - Charles Schwab Investment Advisory (CSIA), which includes all of our proprietary managed accounts, including Schwab Intelligent Portfolios, Schwab Managed Portfolios, Windhaven Investments and ThomasPartners; - The Schwab Center for Financial Research (SCFR), who provide industry insights for investors - Asset Management Client Solutions (AMCS), responsible for leading Schwab’s third party platforms, offering Mutual Funds, Managed Accounts, ETFs, Annuities & Insurance, and Alternative Investments. CSIM Sales Support is a key component of the larger Sales and Client Relations Team. Our team is responsible for populating and maintaining content in third party consultant databases, and completing client responses, including Requests for Proposals (RFPs), Requests for Information (RFIs), and Due Diligence Questionnaires (DDQs).   We are seekingtwo individuals (Specialist 1 and Specialist 2) who will both be an integral part of the Sales Support Team, providing assistance in the content creation and content management processes, as well as supporting various other sales support activities. This role presents an opportunity to interact with business partners and subject matter experts throughout the firm and provides exposure to CSIM’s products and business functions.
Requisition ID
2020-51837
Category
Investment Research & Management
Position Type
Regular
Requisition Post Information* : Post End Date
4/21/2020
Job Locations US-MA-Boston | US-CO-Lone Tree
Charles Schwab Investment Management (CSIM), the asset management arm of Charles Schwab Corporation, has over $430 Billion in assets under management (AUM) and is one of the nation’s largest retail money managers. The position sits within the investment risk and performance analytics group at Schwab Asset Management Solutions (SAMS), a broader organization combining Schwab’s investment research, trading, and portfolio management expertise to provide mutual funds, ETFs, and managed strategies.   To help the team deliver critical performance metrics and valuable analysis, the individual will partner with the performance and risk teams, portfolio management, product management, marketing, Data & Insights group, technology, and others across SAMS.
Requisition ID
2020-50674
Category
Investment Research & Management
Position Type
Regular
Requisition Post Information* : Post End Date
4/1/2020
Job Locations US-CA-San Francisco | US-IL-Chicago | US-CO-Lone Tree
Charles Schwab Investment Management (CSIM) is the asset management arm of the Charles Schwab Corporation. CSIM delivers a wide variety of products including mutual funds, exchange-traded funds (ETFs) and money market funds within Schwab Asset Management Solutions (SAMS).  The overall SAMS team is passionately committed to providing solutions that help Schwab clients achieve their financial goals. SAMS includes: - Charles Schwab Investment Management (CSIM), the investment advisor for the Schwab Funds mutual funds and ETFs; - Charles Schwab Investment Advisory (CSIA), which includes all of our proprietary managed accounts, including Schwab Intelligent Portfolios, Schwab Managed Portfolios, Windhaven Investments and ThomasPartners; - The Schwab Center for Financial Research (SCFR), who provide industry insights for investors - The Asset Management Client Solutions (AMCS), responsible for leading Schwab’s 3rd party platforms, offering Mutual Funds, Managed Accounts, ETFs, Annuities & Insurance, and Alternative Investments.
Requisition ID
2019-45595
Category
Investment Research & Management
Position Type
Regular
Requisition Post Information* : Post End Date
4/30/2020

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