Charles Schwab Corporation

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You can view all open positions or use the following search form to find jobs that suit your specific career interests. If you have a disability, and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or (800) 275-1281.

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Job Locations US-TX-Westlake
Estate Services is a specialized organization within the broader Schwab Operational Services Enterprise providing high-touch service to our clients and to the advisors that serve them. Estate Services champions our client’s goals passionately and with integrity. We support client loyalty by providing exemplary Estate guidance to our clients and advisors, and exhibit Schwab value in all interactions.
Requisition ID
2020-66557
Category
Operations
Position Type
Regular
Requisition Post Information* : Post End Date
12/11/2020
Job Locations US-TX-Westlake
The Wealth Management Technologies organization manages a suite of Schwab Wealth Investment Advisory products, including Schwab Intelligent Portfolios and Schwab Intelligent Advisory. We deliver great platforms through teamwork, innovation and attention to quality in order bring wealth management solutions to more customers. Schwab Intelligent Portfolios is a native mobile and responsive web fully automated investment advisory service with features such as goal tracking, automatic rebalancing and tax-loss harvesting. 
Requisition ID
2020-66521
Category
Technology
Position Type
Regular
Requisition Post Information* : Post End Date
1/25/2021
Job Locations US-TX-Westlake
The Digital Rep Solutions organization is responsible for supporting and designing client facing rep platforms to drive efficiency through innovation, problem solving, solution design, UX design, and prototyping. Our mission is to deliver an exceptional representative experience and enable the ability to establish, grow and solidify relationships with our clients. The group supports various lines of businesses and works with a wide range of internal stakeholders including technology, sales and service, strategy and marketing.    This role will specifically be part of the Digital Rep Solutions Sales Experience team.   We are seeking a hybrid Product Owner/Business Analyst that will lead and drive work within the Sales experience team and will work on Salesforce Sales Cloud platform. Responsibilities will include, actively partnering with business, technology and enterprise platform partners to define, develop and execute against the strategy and roadmap for the future state Sales Desktop. Our ideal candidate communicates effectively with various stakeholders across business and technology and thrives on being the voice of the client. 
Requisition ID
2020-66501
Category
Product & Project Management
Position Type
Regular
Requisition Post Information* : Post End Date
1/15/2021
Job Locations US-TX-Westlake
  Are you ready to launch your career in the Financial Services Industry?    Do you have a passion with providing a superior level of service to others?   Our Client Banking Service Professionals are at the forefront of the client experience; delivering outstanding service to the clients of Charles Schwab Bank.  You will serve as the subject matter expert on the following banking products and services; deposit accounts, online account management and bill pay, money movement, mobile banking and debit cards.  Also, you will provide technical assistance and problem resolution to clients. You will build trust and inspire confidence through exceptional service, one connection at a time.    Our investment in you and your career begins with a learning and career development experience designed to support you through various stages of training and skills development.  You will begin with a mix of instructor led classroom training and on-the-job learning (OJL) with a focus on client service and banking.    “Always put the client first.  No matter what.”  Charles Schwab  
Requisition ID
2020-66433
Category
Customer Service/Client Service
Position Type
Regular
Job Locations US-TX-Westlake
The Data Engineer works as a team member alongside the Technical Directors, Product Leads, BSAs and other supporting team members to deliver solutions.  This is an opportunity to be a part of a cutting edge team respected for the products they produce and building products that clients love.  
Requisition ID
2020-66424
Category
Engineering
Position Type
Regular
Job Locations US-TX-Westlake
The Corporate Systems team in Charles Schwab’s Technology organization is looking for an experienced and motivated Scrum Master to join the new Vendor Applications team within the larger Compliance and Legal Service Technology portfolio. The Scrum Master will provide effective collaboration, facilitation, leadership and coaching skills to support the agile development process and delivery of our vendor applications. This role will carry out the Agile tenants as interpreted by the team, removing impediments and promoting empowerment. This position is highly responsible and accountable and will challenge the teams and strive for improving Agile standard methodologies. Working closely with the various business and IT teams, this position will play a key role in the delivery and overall management of multiple large scale on-premise to hosted platform projects, multiple large-scale integration projects, and the day-to-day business as usual enhancements and system maintenance.
Requisition ID
2020-66421
Category
Product & Project Management
Position Type
Regular
Requisition Post Information* : Post End Date
12/31/2020
Job Locations US-TX-Westlake
Responsible for maintaining the computer systems, server management including installing, maintaining and upgrading the servers. Will ensure the servers are backed up and the data is secure from unauthorized access. May also produce and create reports, charts, manuals proposals and perform light programming (scripting). Must be able to plan, coordinate and implement software version changes and use utility tools to monitor elements of the system, such as memory, central processing unit (CPU) and program errors generated from a system or software problem. Must have knowledge in systems design and configuration. Strong verbal and written communication skills is required
Requisition ID
2020-66413
Category
Technology
Position Type
Regular
Requisition Post Information* : Post End Date
12/31/2020
Job Locations US-TX-Westlake | US-TX-Austin
We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to add new value for our clients, our firm, and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employees' strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed. In Operational Risk Management, our purpose is to govern, oversee, and continually improve Charles Schwab’s operational risk program through supporting and challenging business partners and raising risk awareness to improve decision making.  We look to manage operational risk impacts across Charles Schwab and its subsidiaries/affiliates (“the firm”) by fostering a risk culture consistent with the leadership values of the firm: - Chart Our Future - Empower Our People - Deliver On Our Purpose The Operational Risk Testing (ORT) team is part of the Operational Risk Management organization and provides objective and thematic evaluations of risk management activities across the firm.  Within the ORT team, the Senior Manager, Technology Risk Testing is responsible for identifying and assessing risks related to the use of information and technology throughout the firm to identify control gaps/deficiencies, evaluate adherence to policy, standards, and procedures, and to promote adherence to regulatory requirements and industry standard risk and control frameworks.
Requisition ID
2020-66407
Category
Risk & Regulatory
Position Type
Regular
Job Locations US-TX-Westlake
Are you ready to launch your career in the Financial Services Industry?   Do you have a passion for providing a superior level of service to others?   Advisor Services (AS) is the industry leader in providing custody, trading, technology, and practice management services to independent advisory firms.  The AS service teams add value to advisory firms across the country by providing exceptional client service and support.   We have built our business on serving the needs of Registered Investment Advisors (RIAs) and advancing an industry that helps them and their clients thrive.  We understand their needs and work side by side providing the support they need to help them manage their firm and meet their goals. RIAs and their clients are at the center of everything we do.   What is a Registered Investment Advisor (RIA)? An advisor or firm engaged in the investment advisory business and registered either with the Securities and Exchange Commission (SEC) or state securities authorities.
Requisition ID
2020-66406
Category
Customer Service/Client Service
Position Type
Regular
Job Locations US-CO-Lone Tree | US-TX-Austin | US-IL-Chicago | US-TX-Westlake | US-NE-Omaha
The Senior Manager of Field Marketing plays a substantial role in developing and leading sales support and acquisition strategies for Schwab Asset Management Solutions (SAMS). This position partners with the SAMS distribution team, who primarily works with Financial Consultants and Private Client Advisors, enabling them to promote and educate client facing teams on SAMS products and solutions. The Field Marketing team is a critical, net new asset, revenue and share of wallet generating component of the client acquisition and relationship management process with Sales. The role will integrate with other acquisition and client marketing managers on the team to determine content integration and standard methodologies in effort to improve the client and prospect experience.
Requisition ID
2020-66379
Category
Product & Project Management
Position Type
Regular
Requisition Post Information* : Post End Date
12/7/2020
Job Locations US-TX-Westlake
This Schwab TIS (Technology Infrastructure Services) position will support on-site and remote technology teams, including IT Operations. Position responsibility will include assisting with technology hardware production support, planning and implementing technology space requirements; interfacing with third-party vendors (break/fix and deployment); act as the TIS point-of-contact for Facilities and Security in Critical Technology Areas; defining and monitoring hardware environmental requirements; define, maintain and manage connectivity installations within Critical Technology Areas; responsible for technology hardware asset inventory in Critical Technology Areas; vendor coordination for technology hardware recycling and disposal. The role will be primarily focused on Dallas technology environments with potential for occasional remote responsibilities. Some travel may be required.
Requisition ID
2020-66378
Category
Technology
Position Type
Regular
Requisition Post Information* : Post End Date
12/31/2020
Job Locations US-AZ-Phoenix | US-TX-Austin | US-TX-Westlake
The Third-Party Integration team is responsible for a variety of digital products which provide our advisor community and third-party partners with a series of digital solutions to support advisors as they manage their client base and their assets. These services include our API program, Third Party Trading, Single Sign-On, Electronic Document Submission, and our Data Delivery Services program.   The Data Delivery Services team provides Schwab account data to thousands of institutional clients, hundreds of third-party vendors, and internal Schwab business units. Daily, the team produces over 1M data files in 100+ different formats to meet the needs of our partners. As the market demand for Schwab account data continues to grow, we are committed to continue providing our technology partners with timely access to high quality data in a scalable manner.   The Senior Digital Product Manager, Data Delivery Services Team (individual contributor role) will lead the development of the next generation data delivery platform. This new platform will need to be scalable to meet the growing demand for our account data, support cloud-based data delivery leveraging the Google Cloud Platform, improve data availability, and provide a faster time to market for future data requests.
Requisition ID
2020-66368
Category
Product & Project Management
Position Type
Regular
Requisition Post Information* : Post End Date
12/30/2020
Job Locations US-TX-Westlake | US-NE-Omaha | US-NE-Omaha
The Rep Technology organization supports client facing systems, sales support systems, service, and voice systems. It is made up of over 35 scrum delivery teams that share dependencies both internal and external to the organization, creating a collaborative, innovative, and challenging environment.
Requisition ID
2020-66366
Category
Product & Project Management
Position Type
Regular
Job Locations US-TX-Westlake | US-NJ-Jersey City | US-NJ-Jersey City
The Rep Technology organization supports client facing systems, sales support systems, service, and voice systems. It is made up of over 35 scrum delivery teams that share dependencies both internal and external to the organization, creating a collaborative, innovative, and challenging environment.
Requisition ID
2020-66365
Category
Product & Project Management
Position Type
Regular
Job Locations US-AZ-Phoenix | US-TX-Westlake
The Managing Director of Banking & Trust Services provides strategic and execution leadership for the development and implementation of dedicated Bank service teams, primarily through deposit operations teams and indirectly through inter-affiliate provided services. This includes leadership across direct report teams covering the Bank’s checking and savings products. It also includes leadership of sophisticated inter-affiliate relationships that are also highly leveraged in supporting the services and solutions offered through the Bank. These inter-affiliate providers include key services supporting the client experience for the Bank’s deposits, lending, and trust products.   This role is responsible for ensuring service levels are sustained for the Bank. The day-to-day activities include supervising the leaders and teams that provide support for all banking deposit activities for Schwab Banking clients (1.1M deposit accounts) along with the key partnerships that support this client work. Includes deposit reconciliation, general service requests, client advancements, escheatment, ATM Settlement, Sweep settlement, ACH returns, tax filing and other deposit related activities.   A critical deliverable for this role includes developing, managing, and supervising the Bank’s services roadmap for the overall service structure for the Bank, which incorporates the service provided for the Bank clients through its affiliates. This is a detailed description and plan for “how” the Bank will execute successfully day-to-day in its current state, for its planned growth, and in support of its long-term strategic business plan. The Managing Director of Banking & Trust Services is responsible for establishing, maintaining and deepening internal customer relationships with key bank business partners and with inter-affiliate service providers. The role must successfully operate in a team environment to build upon and use strong internal and external networks.
Requisition ID
2020-66364
Category
Finance & Accounting
Position Type
Regular
Requisition Post Information* : Post End Date
1/1/2021
Job Locations US-TX-Westlake
Immediate opportunity to learn and grow within our service teams   We are champions of investors and those who serve them and are looking for additional champions to join the company as an Associate Financial Services Professional. This position will launch your professional path in financial services, where you’ll have the opportunity to “own your tomorrow” and grow a robust and meaningful career with our organization. We are made up of a diverse workforce of skilled professionals, including individuals that are:      - considering a career change       - re-launching their career                                                                                                                                                            - new to the workforce As an Associate Financial Services Professional, you will be an ambassador of Schwab helping to educate and tackle problems for thousands of clients. Your role will take place in a service center taking inbound calls from our clients (individual investors) on a variety of topics. Professionals that embrace their career development and demonstrate success in serving our clients, will have opportunities for promotion and increased compensation.    If you want to positively affect people’s lives through the power of financial awareness, enjoy providing a superior level of service, have a real passion for continuous learning, and enjoy working with like-minded individuals to learn from and share best practices with, please continue reviewing our opportunity.   “Always put the client first.  No matter what.”  Charles Schwab
Requisition ID
2020-66348
Category
Customer Service/Client Service
Position Type
Regular
Job Locations US-TX-Westlake
Located within the Fraud Surveillance & Investigations section of Financial Crimes Risk Management, the purpose of Senior and Vulnerable Investor (SVI) Investigations is to protect SVI clients and the firm from the growing risks facing this population. We conduct investigations into incidents of potential elder financial exploitation or diminished financial capacity, work to protect and recover client and firm assets, and report suspicious activity to local, state and federal authorities. Our group partners with business divisions across the firm to promote awareness of risks faced by SVI clients, encourage advancement of relevant incidents to SVI Investigations, and work with firm personnel, clients, and their families to reduce risk going forward.   The primary role of the SVI Investigations Senior Specialist is to analyze and resolve alerts generated by our transaction surveillance systems and other sources related to potential elder financial exploitation or diminished financial capacity with respect to SVI clients. These reviews can be sophisticated and require strong analytical skills, with the ability to collect, prioritize, and analyze data with attention to detail and accuracy. The SVI Investigations Senior Specialist must be familiar with bank and broker-dealer business practices and use a variety of business systems and tools in reviewing and resolving alerts. All reviews must be conducted in compliance with firm policies and applicable regulations.
Requisition ID
2020-66344
Category
Risk & Regulatory
Position Type
Regular
Requisition Post Information* : Post End Date
12/6/2020
Job Locations US-TX-Westlake | US-CO-Lone Tree | US-TX-Austin
We are looking for a senior technology leader with a strong track record of building and developing high-performing teams to deliver business value through data technology solutions.  The Data and Rep Technology (DaRT) group within Schwab Technology Services provides a suite of platforms and capabilities that enable data driven decision making, data and analytic self-service, and data science to a wide range of developers, curators, and end users across the enterprise.   We are looking for a Managing Director (MD) to lead a Business Data delivery organization focused on partnering with the business to deliver high-quality, reusable data assets.  The ideal candidate will have a strong technical background and demonstrated experience leading a large, dynamic organization in a fast-paced, agile environment.  The ideal candidate must be capable of influencing across the enterprise, partnering with Business stakeholders to drive data strategy and deliver on commitments.
Requisition ID
2020-66335
Category
Engineering
Position Type
Regular
Job Locations US-CO-Lone Tree | US-TX-Austin | US-AZ-Phoenix | US-TX-Westlake
The Product Owner will play a key role in organizing and driving work within the Reference Data platforms, Enterprise Security Master (ESM) and ITEM. Core responsibilities include partnering with business stakeholders, business analysts, and technology leads on requirements analysis, and taking a lead role in key meetings for platform evolution and data quality.   The team is responsible for supporting the platforms intended to transform how security market reference data is managed across the firm as a strategic enterprise asset. One of the functions of the Product Owner is to ensure the integrity and accuracy of the data quality and completeness for all Fixed Income, Equity and Mutual Fund securities.   Daily functions include both basic and complex functions related to production support resolution, risk and impact data analytics, and business requirement gathering and writing.
Requisition ID
2020-66321
Category
Product & Project Management
Position Type
Regular
Requisition Post Information* : Post End Date
12/11/2020
Job Locations US-TX-Westlake
As an eServices Financial Professional you’ll have the opportunity to: - Expand the company's relationships with clients by providing a full spectrum of services through chat and email channels. - Prioritize multiple client chat conversations simultaneously and actively lead chat dialogues for efficiency and effectiveness. - Work reciprocally with other professionals and managers in cross team initiatives to improve the organization and the eServices business model. - Gain exposure to a broad array of client scenarios, further developing your Schwab skill set. - Fully demonstrate your Schwab expertise, utilizing solid written and verbal communication to service clients, and attract new business to Schwab.   We want you to bring your personality to your conversations and invest in your development to help achieve client happiness. You will improve each client's relationship with Schwab by addressing their need(s) first and then asking questions to learn what other products, services, or guidance may be appropriate based on their financial goals
Requisition ID
2020-66315
Category
Customer Service/Client Service
Position Type
Regular
Requisition Post Information* : Post End Date
12/10/2020
Job Locations US-TX-Westlake | US-AZ-Phoenix | US-CA-San Francisco
The Client Reporting, Paperless and Automated Communications team is part of the Digital Cross-Enterprise Platforms organization. The team is responsible for Schwab’s reporting product platforms such as brokerage and bank statements, statement inserts, trade confirmations, gain/loss reports, automated communications, year-end tax documents, cost basis reporting and paperless (eDelivery). These products/platforms serve as critical touch points for our clients, provide information regarding their portfolios and account transactions, and provide a great opportunity to directly impact the client experience and strategic growth of the firm. The team supports all of Schwab’s business enterprises and works with a wide range of internal stakeholders.   The Senior Manager, Digital Product Management is a key member of the Client Reporting and Paperless team. They will be responsible for creating and executing the strategy for Schwab’s statement and trade confirmations platforms and creating quality digital experiences across the client reporting platforms.  
Requisition ID
2020-66312
Category
Product & Project Management
Position Type
Regular
Requisition Post Information* : Post End Date
12/31/2020
Job Locations US-TX-Westlake | US-AZ-Phoenix
In Corporate Risk Management (CRM), we provide a coordinated risk management strategy that supports the delivery of predictable financial and operational performance in order to produce successful client and shareholder outcomes. We are organized around six primary functions: Bank Risk, Enterprise Risk, Technology Risk Management (TRM), Market and Investment Risk, Model Risk and Operational Risk. Within each of these areas, we develop a framework for how much risk we are willing to accept as a firm and establish processes for identifying, evaluating, measuring, monitoring and reporting against that framework. In ISRM, we support that framework across information and technology to protect client assets, client information and firm assets.   Our TRM Data Security Risk Management (DSRM) team is seeking a seasoned Principle Security Manager. In a second line of defense capacity, you will have responsibility for providing oversight of data security risks across the Firm at all levels of the data lifecycle.  This is an individual contributor role that will work in a multi-functional team in the creation and oversight of policies and strategic plans to improve our capabilities in managing emerging risks from both internal and external sources.  
Requisition ID
2020-66310
Category
Risk & Regulatory
Position Type
Regular
Job Locations US-AZ-Phoenix | US-TX-Westlake
The Technology Risk and Cybersecurity Compliance (TRACC) team is responsible for providing ongoing validation and continuous operating efficiency of centralized technology processes, including establishing and using data assurance processes for continuous monitoring, process improvement, and risk mitigation for Schwab. This position will collaborate with various teams throughout Schwab Technology Services to find opportunities for control automation to help improve compliance objectives. The Risk Analytics and Controls Engineering Senior Analyst is responsible for developing data analytics to test technology controls prior to formal lines of defense testing. They will partner with the technology process owners to design these data analytics solutions and learn what data insights would be of value to have on a recurring basis. This individual reports to the Senior Manager, Risk Analytics and Controls Engineering. Occasional travel out of state for training or specific projects may be required.
Requisition ID
2020-66301
Category
Engineering
Position Type
Regular
Requisition Post Information* : Post End Date
12/30/2020
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
12/31/2020
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.   To read more about our client offerings visit: Charles Schwab - Investor Services
Requisition ID
2020-66292
Category
Financial Planning/Advice
Position Type
Regular
Requisition Post Information* : Post End Date
12/31/2020
Job Locations US-TX-Westlake
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
2020-66282
Category
Financial Planning/Advice
Position Type
Regular
Requisition Post Information* : Post End Date
12/31/2020
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
12/31/2020
Job Locations US-TX-Westlake
You will be working with modern platforms and technologies (e.g., Pivotal Cloud Foundry, MongoDB, RabbitMQ, REST calls etc.) and modern processes. This position provides opportunities to work innovatively and collaboratively with business and technology partners to execute to Schwab’s vision to be the most trusted leader in investment services. The individual should be very familiar with different automation frameworks. You will define the core automation framework and will be expected to contribute automation code as well as coaching multiple teams in best practices. It is an exciting opportunity to drive change and promote automation using the Agile methodology @Schwab.
Requisition ID
2020-66275
Category
Engineering
Position Type
Regular
Job Locations US-TX-Westlake
Independent Branch Services leads our growing network of franchised locations called Independent Branches.  We leverage our strong national brand and partner with local advisor talent to extend Schwab's retail presence into affluent communities that were underserved by our physical presence.  The Field Support and Development Team helps our franchisees build robust and scalable businesses by providing training, coaching and optimizing branch tools and processes.     As a Field Development Manager, you will play an integral role in the franchisee’s lifecycle. When a new franchisee joins, you’ll work side by side with them as they onboard and open their branch. As their business evolves over time, you’ll leverage your ongoing relationship to help them work through various challenges they’ll face. Interactions will vary from training a new franchisee on branch process to sophisticated long-term strategy conversations to hosting onsite and virtual events. When not working directly with franchisees, you’ll have the opportunity to lead important stretch assignments to build the business and grow your career.
Requisition ID
2020-66254
Category
Product & Project Management
Position Type
Regular
Requisition Post Information* : Post End Date
12/19/2020
Job Locations US-TX-Westlake
The Compliance and Legal Services Technology team is looking for a Release Manager to join our Development teams. This position will be part of the Financial Crimes Alerting Platform that identifies transactions across Schwab Trading platforms that could be associated with Financial Crimes and Anti-Money Laundering.   You will be a driven, results-oriented software professional who shares our passion for technology, innovation and excellence. Our main goal here at Schwab is to transform people’s lives by changing the way the world invests.   As a Release Manager, you will assist in managing and maturing the deployment processes. The successful candidate will have a consistent track record of successfully implementing releases for enterprise software applications in an Agile environment. The candidate will also be responsible for managing audit findings for the teams to ensure progress is being made toward closure.
Requisition ID
2020-66252
Category
Engineering
Position Type
Regular
Requisition Post Information* : Post End Date
12/31/2020
Job Locations US-TX-Westlake
As a Business Systems Analyst, you will play a key role in organizing and driving work to completion on the Compliance and Legal Service Technology Organization. Core responsibilities include partnering with business partners, product owners, and technology leads on requirements gathering and analysis, writing User Stories, participating in key Agile Scrum meetings, partnering with critical business and IT partners to ensure milestones are on track, and critical deliverables are met. This role will also be responsible for providing portfolio wide Program Management, in addition to application queue oversight, to help track, drive, and update audit findings or critical initiatives to conclusion.   This role will serve as a liaison between business partners and technology teams, partnering closely with the technology leads across multiple applications to understand project and application strategy as well as drive delivery of solutions.
Requisition ID
2020-66251
Category
Technology
Position Type
Regular
Requisition Post Information* : Post End Date
12/11/2020
Job Locations US-CA-San Francisco | US-TX-Westlake | US-IL-Chicago
Our department, Financial Risk Management, is the division of Corporate Risk Management responsible for credit, market, capital, and liquidity risk management for the firm. We seek an individual to coordinate financial risk oversight reporting for various risk management governance committee, external parties, and the board of directors. This is an Individual Contributor role with no Direct Reports. Heavy reporting skills required.
Requisition ID
2020-66248
Category
Risk & Regulatory
Position Type
Regular
Requisition Post Information* : Post End Date
1/1/2021
Job Locations US-TX-Westlake
Client Service & Support (CS&S) is the primary service and trading arm for Schwab Investor Services. CS&S provides service to our retail clients to fulfill our purpose of championing every client’s goals with passion and integrity. The vision for CS&S is being engaged financial service professionals who inspire client loyalty by providing guidance and solutions to fulfill clients' needs. With a focus on employee development and collaboration, we help clients and employees reach their goals. CS&S builds loyalty with clients and employees one interaction at a time. The CS&S Help Desk responds to escalated technical inquiries from internal and external clients regarding online access and navigation of website, systems and accounts. Additionally, we support identity theft and fraud prevention typically related to online access attempts via our electronic channels. We assist in fully authenticating clients and protecting client and company assets. Our goal is to execute the balance of being productive and efficient while delivering outstanding customer service and first contact resolution.
Requisition ID
2020-66207
Category
Customer Service/Client Service
Position Type
Regular
Requisition Post Information* : Post End Date
12/20/2020
Job Locations US-TX-Austin | US-TX-Westlake
Charles Schwab's Digital Investor Services team is responsible for defining, delivering, and leading the lifecycle of our platforms and services which enable digital interactions with clients at scale. Our digital experience is the way that most clients interact with us daily, and we’re passionate about creating the best experience possible for our users. The Digital Messaging team works on the platform that delivers millions of service, subscription and marketing messages to our digital channels to keep clients and advisors informed in support of their financial goals. In this role, you will support the digital messaging channel and infrastructure strategy for modernization. You will also contribute to the product roadmap with leadership including our technical partners. You will work alongside the team of product managers who will implement tools, processes and reporting to ensure a performant, scalable, and reliable system. The team is responsible for: - Strategy - Envision the future and build the near-term and long-term outcome oriented roadmaps for the infrastructure of the digital messaging platform and channels - Execution – Own and drive the definition, creation, development and implementation of infrastructure solutions that support the health of our platform and channel - Client service – Ensure scalable digital messaging solutions to ensure we can manage x times digital messaging volumes while maintaining a high level of health - Partnership – Collaborate with technology, production support, and other upstream partner teams in delivering digital messaging value to our clients
Requisition ID
2020-66194
Category
Product & Project Management
Position Type
Regular
Job Locations US-IL-Chicago | US-TX-Austin | US-TX-Westlake
In Compliance, we help our business partners achieve their strategic priorities by promoting principles and practices that build client trust and safeguard the integrity of the firm. We are currently offering the opportunity for a dynamic and engaging Compliance Professional to join our Compliance Monitoring team, as a Senior Manager. The Senior Manager is an individual contributor and will conduct monitoring and surveillance to identify potential manipulative trading practices and/or significant client trading risk issues. The Senior Manager will continually evaluate and make recommendations to improve monitoring and surveillance, drive efficiencies, accommodate new products and regulations, as well as develop and cultivate positive relationships across Compliance, Legal, Corporate Risk Management, and with business partners.
Requisition ID
2020-66186
Category
Legal & Compliance
Position Type
Regular
Requisition Post Information* : Post End Date
12/22/2020
Job Locations US-TX-Westlake
As a Business System Analyst, you will work on TD Ameritrade and Schwab Data Integration project.  You will closely with business partners to understand the data and business challenges with data integration and to propose new functionality into the enterprise data warehouse.   You will analyze data using SQL, identify and propose alternative questions, and design a data model and/or application data flow to deliver the business capability.  You will be required to quickly learn Schwab’s business model, business vision and the associated analytical/reporting requirements.   A successful candidate will be curious about the business and the data that enables it.  A successful candidate will also be passionate about partnering with our business teams and exploring data to find the best solutions. 
Requisition ID
2020-66172
Category
Engineering
Position Type
Regular
Job Locations US-TX-Westlake | US-AZ-Phoenix | US-IN-Indianapolis
Client Service & Support (CS&S) is the primary service and trading arm for Schwab Investor Services.  CS&S provides service to our retail clients to fulfill our purpose of championing every client’s goals with passion and integrity. The vision for CS&S is being engaged financial service professionals who inspire client loyalty by providing guidance and solutions to fulfill clients' needs.  With a focus on employee development and collaboration, we help clients and employees reach their goals.  CS&S builds loyalty with clients and employees one interaction at a time.
Requisition ID
2020-66162
Category
Customer Service/Client Service
Position Type
Regular
Requisition Post Information* : Post End Date
12/15/2020
Job Locations US-TX-Westlake
Schwab Advisor Services, a division of Charles Schwab & Co., Inc. is the leading provider of custody, trading, technology and practice management to registered independent advisory firms and family office professionals.  The Schwab Advisor Family Office is a trusted partner to RIAs and family office professionals specializing in serving ultra-high net worth families.  We understand their needs, and work side by side providing high touch/high support through a dedicated team, modern technology, and customized products and services.  The Schwab Advisor Family Office team is seeking a Family Office Service Relationship Manager who will play an integral role in execution on the service and operational excellence strategy.   
Requisition ID
2020-66156
Category
Customer Service/Client Service
Position Type
Regular
Requisition Post Information* : Post End Date
12/18/2020
Job Locations US-TX-Westlake
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. Operational Services Retirement Services is the primary service and operations arm for Investor Services and Advisor Services. Retirement Services provides expertise on complex product and service questions for IRAs and Qualified Retirement Plans. We also handle certain retirement account processing. We inspire client loyalty by providing guidance and solutions to fulfill client needs and have a focus on employee development and collaboration.  
Requisition ID
2020-66135
Category
Operations
Position Type
Regular
Requisition Post Information* : Post End Date
12/9/2020
Job Locations US-TX-Westlake
Estate Services is a specialized organization within the broader Schwab Operational Services Enterprise providing high-touch service to our clients and to the advisors that serve them. Estate Services fulfills our purpose of championing every client’s goals with passion and integrity. We inspire client loyalty by providing Estate guidance to our clients and advisors.    Please note: We are hiring for Case Manager and Hotline roles. Both positions will take inbound calls. The Estate Hotline Specialist will handle a high volume of inbound calls and should seek to create a positive experience for each caller. They will listen to clients to understand the reason for their call, address all questions or concerns, and provide an accurate and efficient response.
Requisition ID
2020-66132
Category
Operations
Position Type
Regular
Job Locations US-TX-Westlake
Schwab Stock Plan Services (SPS) provides a variety of solutions to large, publically traded companies for the administration of their Equity Compensation plans, including stock options, restricted stock, and employee stock purchase programs. SPS offers solutions for the administration of these plans up to and including full outsourcing capabilities for the recordkeeping and employee services.  Our mission is to provide a world class experience for our clients and to provide the opportunity for the employees of our corporate clients to achieve their financial goals.   SPS Participant Services works with participants of more than 124 corporate equity compensation plans, helping to transact and provide education on their equity awards, inspire ownership of their financial futures, and deepen their relationship with Charles Schwab.
Requisition ID
2020-66121
Category
Customer Service/Client Service
Position Type
Regular
Requisition Post Information* : Post End Date
12/18/2020
Job Locations US-TX-Westlake
Do you want to be part of a Data Engineering team managing petabytes of data for a leading financial firm with trillions of dollars in assets under management?  The Data and Rep Technology organization is a highly skilled and passionate team that is leading the charge to migrate on-premise analytical data to public cloud.   Through hands-on initiatives with our business partners we contribute to the company’s customer experience, revenue and profitability.  We are looking for a Team Manager with deep experience in analytical data development, passion for data solutions, and a robust curiosity for emerging cloud patterns.   As an EDW Development Manager, you will lead a team of analysts and developers to deliver new functionality on the analytic data platforms.  This role will lead a team with a wide range of technical skills which include ETL (Informatica, Talend, and Cloud Data Engineering) and data analysis and modeling skills (SQL, ERwin).  This role will guide the team in understanding the business use cases and help design analytic data solutions.  This role will help manage priorities, budgets, staffing and skill development within the team.
Requisition ID
2020-66110
Category
Engineering
Position Type
Regular
Job Locations US-TX-Westlake | US-IL-Chicago
We are looking for a Business Systems Analyst to join our Schwab Compliance Solutions team.  Schwab Compliance Solutions is comprised of Schwab Compliance Technologies (SCT) and Designated Brokerage Services (DBS), provides cloud-based compliance automation software for brokerage firms, hedge funds, investment advisors, private equity firms, pension funds and public companies. SCT provides a scalable and customizable platform to centralize their employees’ disclosures, tracking, surveillance and reporting in accordance with SEC/FINRA regulations and individual corporate compliance policies and codes.  
Requisition ID
2020-66109
Category
Technology
Position Type
Regular
Requisition Post Information* : Post End Date
12/30/2020
Job Locations US-TX-Westlake
The Business Process Management Technology (BPM) team develops & supports various technology platforms in support of overall workflow solutions at Schwab. These platforms are mission critical, and integral to providing world-class service to our external and internal clients. This is an exciting opportunity to join a highly visible team working on an exciting and highly visible team at Schwab. 
Requisition ID
2020-66105
Category
Technology
Position Type
Regular
Requisition Post Information* : Post End Date
1/31/2021
Job Locations US-TX-Westlake
The Business Process Management Technology (BPM) team develops & supports various technology platforms in support of overall workflow solutions at Schwab. These platforms are mission critical, and integral to providing world-class service to our external and internal clients. This is an exciting opportunity to join a highly visible team working on an exciting and highly visible team at Schwab. 
Requisition ID
2020-66103
Category
Technology
Position Type
Regular
Requisition Post Information* : Post End Date
1/31/2021
Job Locations US-AZ-Phoenix | US-TX-Westlake | US-TX-Austin | US-TX-El Paso
The Operational Services organization at Schwab partners with teams across the firm to deliver on service promises to Schwab clients. We are responsible for protecting and safeguarding the assets of the firm and our clients while continuing to increase scalability and efficiency.   Within Operational Services, the Business Process Transformation team is a cross-functional group that is helping to drive transformation across Operational Services and the broader firm. We use a variety of methodologies, tools and capabilities to drive large-scale change. This Business Analysis role specializes in capacity planning, making it central to the firm’s scale and efficiency efforts. Capacity planning plays a critical role within Operations in identifying, prioritizing, and solving sophisticated problems while joining with business, finance and other partners to optimize our employee footprint now and in the future.   In particular, this role will work with business leaders to develop short- and long-term forecasts and translate them into strategic, measurable staffing plans. In addition to Schwab’s internal data sources, this role extensively uses Enlighten Operational Excellence software to gather, analyze, and disseminate information upholding the lean and continuous improvement methodologies it is built around. Using these tools, you will supervise volumes and service levels to provide tactical analysis and recommendations. You will empower business leaders to understand the staffing levers available to them and partner to optimize utilization and productivity. You will partner with business leaders to blend quantitative analysis and business judgment to develop robust and highly accurate forecasts and plans. You will be a reciprocal member within our larger Operational Excellence and Organizational Change team that works to impart a continuous improvement mentality throughout Schwab’s Operations division. To this end, you will build tools and develop processes to be owned by the business that embed planning knowledge and behaviors into their day-to-day practices.
Requisition ID
2020-66093
Category
Product & Project Management
Position Type
Regular
Requisition Post Information* : Post End Date
12/11/2020
Job Locations US-TX-Westlake | US-TX-Austin | US-AZ-Phoenix
The Operational Services organization at Schwab partners with teams across the firm to deliver on service promises to Schwab clients. We are responsible for protecting and safeguarding the assets of the firm and our clients while continuing to increase scalability and efficiency.   Within Operational Services, the Business Process Transformation (BPT) team is a cross-functional group that is helping to drive transformation across Operational Services and the broader firm. We use a variety of methodologies, tools and capabilities to drive large-scale change.   As a Product Designer within BPT, you will play a critical role in realizing the firm’s goals to efficiently and effectively deliver world-class value to meet our client’s financial goals. Your expertise will be used to uncover internal and external user needs to identify and improve processes using voice of the customer, user research and design thinking. You will partner with business, technology, risk, data and platform subject matter experts from across the firm to help define the product vision that delivers value that aligns with the firm’s Smart Processing goals.
Requisition ID
2020-66090
Category
Product & Project Management
Position Type
Regular
Requisition Post Information* : Post End Date
12/18/2020
Job Locations US-CO-Lone Tree | US-TX-Austin | US-AZ-Phoenix | US-TX-Westlake | US-CA-San Francisco
We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to bring value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed! As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for hardworking, innovative and driven people who believe they can help themselves, and our clients, create a better future.   Our Opportunity: Schwab Operations provides operational support for all Schwab enterprises including, but not limited to, Advisor Services, Investor Services and Schwab’s International business. Schwab Operations supports external and internal clients, Branch Financial Consultants and Independent Investment Advisors to fulfill our purpose of championing every client’s goals with passion and integrity. We inspire client loyalty by creating and delivering a best-in-class operational support experience while also focusing on employee loyalty and team collaboration! The Business Architect will be a part of the Brokerage Product Services Platform Strategy and Support Team that is responsible for facilitating the modernization and maintaining the viability of Schwab systems that supports Mutual Funds, Alternative Investments, Enterprise Billing, Payment Product Services, and mitigating risks associated with the processing of their transactions for retail and institutional business. The team demonstrates its business and technical expertise in partnership with business and technology partners to implement a strategic vision for the platform including participation in requirements, prioritization, design, development, testing, and certification activities. This individual will use domain knowledge, technical skill sets, and critical thinking to solve business opportunities. This individual will serve as a change agent who identifies the organizational improvement needs and guides the orchestration of designing systems to fulfill the strategic goals & objectives of the firm, the Platform vision and enterprise interdependencies. Within this team, this role will collaborate with the Sr. Managing Director who is supervising the Brokerage Product Services Platform Strategy and Support team’s core systems and capabilities. The primary responsibilities for this role during TDA integration will be supporting critical integration, client experience, and efficiency initiatives as well as account conversion activities for the Brokerage Product Service platforms. Additionally, this individual will contribute to the planning, design and documentation of the target-state platform with a focus on modernization, transformation and efficiency. The individual in this role will collaborate with key business and IT partners by interpreting requirements and priorities for the modernization and transformation of our systems. The role will require a mix of business and technical knowledge, acting as a liaison/partner to maintain business and IT alignment.
Requisition ID
2020-66031
Category
Product & Project Management
Position Type
Regular
Requisition Post Information* : Post End Date
12/10/2020
Job Locations US-TX-Westlake
Independent Branch Supervisory Manager is responsible for providing supervisory support through delegated supervision, escalation, oversight, analysis and risk assessment.  The RSM team promotes business growth through effective risk management and by providing practical, consistent, effective and unbiased risk guidance that is grounded in an understanding of business goals as well as the regulatory and industry environment. This is an Independent Contributor Role with no Direct Reports. This role reports to the Managing Director, Supervision and Controls. 
Requisition ID
2020-66028
Category
Risk & Regulatory
Position Type
Regular
Requisition Post Information* : Post End Date
12/12/2020

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