Position Type: Regular <h2 class="job-details-subheadline">Your opportunity</h2> At Schwab, you’re empowered to make an impact on your career.  Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.    Schwab’s service team is at the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll learn to educate clients about investment strategies, trading tools, market mechanics, and retirement choices. You’ll engage with, and be an advocate for, clients when answering inbound calls, taking ownership, and tackling complex issues to offer the best possible solution. You’ll also take charge of your own professional journey by attending the Schwab Service Academy, which provides you with the paid training, study time, and support you need to obtain your Securities Industry Essentials and FINRA Series 7 & 63 licenses.     If you are eager to pursue a career in finance, share our passion for serving clients, and are looking for evening, overnight, and weekend shifts - this role is for you.     We offer competitive pay and bonus package that includes:  <ul><li>Starting compensation of $54,100 during training ($26.01/hr.) plus an annual bonus opportunity of 10% of your base pay and other eligible earnings </li><li>Potential to increase their total compensation to $61,710 within their 1st year upon obtaining the required licensing and achieving performance-based pay increases:  <ul><li>$56,100 base ($26.98/hr.) </li><li>10% bonus opportunity depending on individual/corporate performance  </li></ul></li><li>Evening, overnight, and weekend shifts include up to 20% additional compensation, dependent on shift.   </li></ul><h2 class="job-details-subheadline">What you have</h2> If you’re not a finance expert, that’s okay! People coming from many different experiences have found tremendous success here at Schwab. Successful candidates will have a growth mindset, a willingness to learn, and a passion for serving others.      Requirements:   <ul style="margin-top: 0in;"><li>Ability to work 8:00am – 4:30 pm Monday through Friday during Schwab's training program, on-site.   </li><li>After training is complete, the ability to work assigned shift to accommodate business needs to include evening, overnight, and weekend options.   </li><li>Benefits of working evenings, overnight, and weekend shifts include increased compensation and remote work opportunities for qualifying shifts.   </li><li>Your Talent Advisor will walk you through the training schedule, available shift groups, and the shift assignment process during the interview.    </li></ul>Example shift groups:   <ul style="margin-top: 0in;"><li>Weekend Day Shift (Start between 7:30am-10:30am ET, includes 1-2 weekend days): Potential to work remote after training IF working both weekend days are assigned  </li><li>Weekday Evening Shift (Start 12pm-6pm ET, Monday-Friday): In office   </li><li>Weekend Evening/Overnight Shift (Start at 1pm ET Sat/Sun/Mon or 8pm ET Friday/Saturday/Sunday): Potential to work fully remote after training</li></ul>Preferred qualifications    <ul style="margin-top: 0in;"><li>Previous customer service or client relationship experience     </li><li>Bachelor’s degree or higher from an accredited university    </li><li>Ability to adapt to changes in the market and business     </li><li>Passion for providing service to clients   </li><li>Motivation to learn about the securities industry including the basic principles of equity, option, and mutual fund transactions    </li><li>Robust communication to include influencing and client engagement skills    </li><li>Desire to be part of a supportive and collaborative team    </li><li>Demonstrated success navigating multiple computer applications    </li></ul>#campus  <div class=""><h2 class="job-details-subheadline">What’s in it for you</h2>At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.We offer a competitive benefits package that takes care of the whole you – both today and in the future:<ul><li>401(k) with company match and Employee stock purchase plan</li><li>Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions</li><li>Paid parental leave and family building benefits</li><li>Tuition reimbursement</li><li>Health, dental, and vision insurance</li></ul></div>

public

Financial Services Representative

Position Type: Regular <h2 class="job-details-subheadline">Your opportunity</h2> At Schwab, you’re empowered to make an impact on your career.  Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.  Schwab’s service team is at the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll learn to educate clients about investment strategies, trading tools, market mechanics, and retirement choices. You’ll engage with, and be an advocate for, clients when answering inbound calls, taking ownership, and tackling complex issues to offer the best possible solution. You’ll also take charge of your own professional journey by attending the Schwab Service Academy, which provides you with the paid training, study time, and support you need to obtain your Securities Industry Essentials and FINRA Series 7 & 63 licenses.   If you are eager to pursue a career in finance, share our passion for serving clients, and are looking for evening, overnight, and weekend shifts - this role is for you.   We offer competitive pay and bonus package that includes: <ul style="margin-top: 0in;"><li>Starting compensation of $54,100 during training ($26.01/hr.) plus an annual bonus opportunity of 10% of your base pay and other eligible earnings</li><li>Potential to increase their total compensation to $61,700 within their 1st year upon obtaining the required licensing and achieving performance-based pay increases: </li><ul style="margin-top: 0in;"><li>$56,100 base ($26.98/hr.)</li><li>10% bonus opportunity depending on individual/corporate performance </li></ul><li>Evening, overnight, and weekend shifts include up to 20% additional compensation, dependent on shift. </li></ul><h2 class="job-details-subheadline">What you have</h2> If you’re not a finance expert, that’s okay! People coming from many different experiences have found tremendous success here at Schwab. Successful candidates will have a growth mindset, a willingness to learn, and a passion for serving others.    Requirements: <ul style="margin-top: 0in;"><li>Ability to work 8:00am – 4:30 pm Monday through Friday during Schwab's training program, on-site. </li><li>After training is complete, ability to work assigned shift to accommodate business needs to include evening, overnight, and weekend options. </li><li>Benefits of working evenings, overnight, and weekend shifts include increased compensation and remote work opportunities for qualifying shifts. </li><li>Your Talent Advisor will walk you through the training schedule, available shift groups, and the shift assignment process during the interview.  </li></ul>Example shift groups: <ul style="margin-top: 0in;"><li>Weekend Day Shift (Start between 5:30am-8:30am MST, includes 1-2 weekend days): Potential to work remote after training IF working both weekend days are assigned</li><li>Weekday Evening Shift (Start 10am-4pm MST, Monday-Friday): In office </li><li>Weekday Overnight Shift (Start 6:30pm MST, Monday-Thursday): Potential to work fully remote after training </li></ul>Preferred qualifications  <ul style="margin-top: 0in;"><li>Previous customer service or client relationship experience   </li><li>Bachelor’s degree or higher from an accredited university  </li><li>Ability to adapt to changes in the market and business   </li><li>Passion for providing service to clients </li><li>Motivation to learn about the securities industry including the basic principles of equity, option, and mutual fund transactions  </li><li>Robust communication to include influencing and client engagement skills  </li><li>Desire to be part of a supportive and collaborative team  </li><li>Demonstrated success navigating multiple computer applications  </li></ul>#campus <div class=""><h2 class="job-details-subheadline">What’s in it for you</h2>At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.We offer a competitive benefits package that takes care of the whole you – both today and in the future:<ul><li>401(k) with company match and Employee stock purchase plan</li><li>Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions</li><li>Paid parental leave and family building benefits</li><li>Tuition reimbursement</li><li>Health, dental, and vision insurance</li></ul></div>

Position Type: Regular <h2 class="job-details-subheadline">Your opportunity</h2> At Schwab, you’re empowered to make an impact on your career.  Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. Schwab’s service team is at the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll learn to educate clients about investment strategies, trading tools, market mechanics, and retirement choices. You’ll engage with, and be an advocate for, clients when answering inbound calls, taking ownership, and tackling complex issues to offer the best possible solution. You’ll also take charge of your own professional journey by attending the Schwab Service Academy, which provides you with the paid training, study time, and support you need to obtain your Securities Industry Essentials and FINRA Series 7 & 63 licenses.   If you are eager to pursue a career in finance, share our passion for serving clients, and are looking for evening, overnight, and weekend shifts - this role is for you.  We offer competitive pay and bonus package that includes: <ul style="margin-top: 0in;"><li>Starting compensation of $52,900 during training ($25.44/hr.) plus an annual bonus opportunity of 10% of your base pay and other eligible earnings</li><li>Potential to increase your total compensation to $60,390 within your 1st year upon obtaining the required licensing and achieving performance-based pay increases: </li></ul><ul><li style="margin-left: .75in;">$54,900 base ($26.40/hr.)</li><li style="margin-left: .75in;">10% bonus opportunity depending on individual/corporate performance </li></ul><ul style="margin-top: 0in;"><li>Evening, overnight, and weekend shifts include up to 20% additional compensation, dependent on shift. </li></ul><h2 class="job-details-subheadline">What you have</h2> If you’re not a finance expert, that’s okay! People coming from many different experiences have found tremendous success here at Schwab. Successful candidates will have a growth mindset, a willingness to learn, and a passion for serving others.   Requirements: <ul style="margin-top: 0in;"><li>Ability to work 8:00am – 4:30 pm Monday through Friday during Schwab's training program, on-site. </li></ul><ul style="margin-top: 0in;"><li>After training is complete, the ability to work assigned shift to accommodate business needs to include evening, overnight, and weekend options. </li></ul><ul style="margin-top: 0in;"><li>Benefits of working evenings, overnight, and weekend shifts include increased compensation and remote work opportunities for qualifying shifts. </li></ul><ul style="margin-top: 0in;"><li>Your Talent Advisor will walk you through the training schedule, available shift groups, and the shift assignment process during the interview.  </li></ul>Example shift groups: <ul style="margin-top: 0in;"><li>Weekend Day Shift (Start between 6:30am-9:30am CT, includes 1-2 weekend days): Potential to work remote after training IF working both weekend days are assigned</li></ul><ul style="margin-top: 0in;"><li>Weekday Evening Shift (Start 11am-5pm CT, Monday-Friday): In office </li></ul><ul style="margin-top: 0in;"><li>Weekday Overnight Shift (Start 7:30pm CT, Monday-Thursday): Potential to work fully remote after training </li></ul>Preferred qualifications  <ul style="margin-top: 0in;"><li>Previous customer service or client relationship experience   </li></ul><ul style="margin-top: 0in;"><li>Bachelor’s degree or higher from an accredited university  </li></ul><ul style="margin-top: 0in;"><li>Ability to adapt to changes in the market and business   </li></ul><ul style="margin-top: 0in;"><li>Passion for providing service to clients </li></ul><ul style="margin-top: 0in;"><li>Motivation to learn about the securities industry including the basic principles of equity, option, and mutual fund transactions  </li></ul><ul style="margin-top: 0in;"><li>Robust communication to include influencing and client engagement skills  </li></ul><ul style="margin-top: 0in;"><li>Desire to be part of a supportive and collaborative team  </li></ul><ul style="margin-top: 0in;"><li>Demonstrated success navigating multiple computer applications  </li></ul>#campus <div class=""><h2 class="job-details-subheadline">What’s in it for you</h2>At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.We offer a competitive benefits package that takes care of the whole you – both today and in the future:<ul><li>401(k) with company match and Employee stock purchase plan</li><li>Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions</li><li>Paid parental leave and family building benefits</li><li>Tuition reimbursement</li><li>Health, dental, and vision insurance</li></ul></div>

Position Type: Regular <h2 class="job-details-subheadline">Your opportunity</h2> At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.   Bring your passion for helping people and your drive to make a difference. Our service team plays a vital role in guiding clients toward their goals and delivering experiences that truly matter. You don’t need a finance background; what sets you apart is your commitment to serving others and your eagerness to learn and grow.   As a Client Service Professional, you’ll be the trusted voice on the other end of the line. Answering inbound calls, listening actively, and taking ownership to deliver personalized support. Each interaction is an opportunity to create an exceptional experience through clear, empathetic communication, proactive education, and thoughtful solutions.   We’ll support your growth from day one. Through paid training in the Schwab Service Academy, you’ll gain the knowledge and confidence to earn your Securities Industry Essentials (SIE) and FINRA Series 7 & 63 licenses, opening doors to a meaningful career in financial services.   If you’re ready to make an impact and build a future you’re proud of, this is where your journey begins.    We offer competitive pay and bonus package that includes:   <ul><li>Starting compensation of $54,100 during training ($26.01/hr.) plus an annual bonus opportunity of 10% of your base pay and other eligible earnings  </li><li>Potential to increase their total compensation to $61,700 within their 1st year upon obtaining the required licensing and achieving performance-based pay increases:   <ul><li>$56,100 base ($26.98/hr.)  </li><li>10% bonus opportunity depending on individual/corporate performance   </li><li>Evening, overnight, and weekend shifts include up to 20% additional compensation, dependent on shift.   </li></ul></li></ul><h2 class="job-details-subheadline">What you have</h2> We believe great service starts with the right mindset and skills. Successful candidates demonstrate:   Requirements:   <ul><li>A passion for helping clients and ensuring positive experiences. </li><li>Ability to convey information clearly and build trust. </li><li>Openness to feedback and a growth mindset. </li><li>Problem-solving with confidence and clarity. </li><li>Understanding and responding to client needs with empathy. </li><li>Accuracy and thoroughness in every interaction. </li><li>Working as part of a supportive team and adapting to change. </li><li>Ability to work 8:00am – 4:30 pm Monday through Friday during Schwab's training program, on-site.  <ul><li>After training is complete, the ability to work assigned shift to accommodate business needs to include evening, overnight, and weekend options.  </li><li>Benefits of working evenings, overnight, and weekend shifts include increased compensation and remote work opportunities for qualifying shifts.  </li><li>Your Talent Advisor will walk you through the training schedule, available shift groups, and the shift assignment process during the interview.        Example shift groups: <ul><li>Weekend Day Shift (Start between 6:30am-9:30am CST, includes 1-2 weekend days): Potential to work remote after training IF working both weekend days are assigned</li><li>Weekday Evening Shift (Start 11am-5pm CST, Monday-Friday): In office</li><li>Weekday Overnight Shift (Start 7:30pm CST, Monday-Thursday): Potential to work fully remote after training</li><li>Weekend late start at 12pm CST SSM or overnight start at 7pm CST FSS (3x12)</li></ul></li></ul></li></ul>Preferred qualifications:  <ul><li>Previous customer service or client relationship experience. </li><li>Bachelor’s degree or higher.  </li></ul>#Campus   <div class=""><h2 class="job-details-subheadline">What’s in it for you</h2>At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.We offer a competitive benefits package that takes care of the whole you – both today and in the future:<ul><li>401(k) with company match and Employee stock purchase plan</li><li>Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions</li><li>Paid parental leave and family building benefits</li><li>Tuition reimbursement</li><li>Health, dental, and vision insurance</li></ul></div>

Position Type: Regular <h2 class="job-details-subheadline">Your opportunity</h2> At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. Schwab’s service team is at the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You’ll engage with, and be an advocate for, clients when answering inbound calls, taking ownership, and tackling complex issues to offer the best possible solution. You’ll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. If you currently have your securities licenses, enjoy working in a team setting, and share our passion for serving clients - this role is for you. We offer competitive pay and bonus package that includes: <ul style="margin-top: 0in;"><li>Starting compensation for this location ranges from $59,000 - 67,500 depending on related experience, plus an annual bonus opportunity of 10% of your base pay and other eligible earnings.</li><li>Evening, overnight, and weekend shifts include up to 20% additional compensation, dependent on shift. </li></ul><h2 class="job-details-subheadline">What you have</h2> Successful candidates will have a growth mindset, a willingness to learn, and a passion for serving others. At Charles Schwab, we strive to make a difference in people's lives through our innovative solutions and world-class service. Required Qualifications<ul><li>Active FINRA Series 7 & 63 Licenses</li><li>Ability to work 8:00am – 4:30 pm Monday through Friday during Schwab's training program, on-site. </li><li>After training is complete, ability to work assigned shift to accommodate business needs to include evening, overnight, and weekend options. </li><li>Benefits of working evenings, overnight, and weekend shifts include increased compensation and remote work opportunities for qualifying shifts. </li><li>Your Talent Advisor will walk you through the training schedule, available shift groups, and the shift assignment process during the interview.  </li><li>Flexibility to work any day, time, or shift to accommodate 24/7 contact center needs</li></ul> Example shift groups:    <ul style="margin: 0px; padding: 0px; font-family: verdana; color: #000000; font-size: 12px; font-weight: 400;"><li style="margin: 0px 0px 0px 24px; padding: 0px; font-size: 9pt; font-family: Calibri, sans-serif;" data-aria-posinset="6" data-aria-level="2">Weekend Day Shift (Start between 5:30am-8:30am MST, includes 1-2 weekend days): Potential to work remote after training IF working both weekend days are assigned  </li><li style="margin: 0px 0px 0px 24px; padding: 0px; font-size: 9pt; font-family: Calibri, sans-serif;" data-aria-posinset="7" data-aria-level="2">Weekday Evening Shift (Start 10am-4pm MST, Monday-Friday): In office   </li><li style="margin: 0px 0px 0px 24px; padding: 0px; font-size: 9pt; font-family: Calibri, sans-serif;" data-aria-posinset="8" data-aria-level="2">Weekday Overnight Shift (Start 6:30pm MST, Monday-Thursday): Potential to work fully remote after training   </li></ul> Preferred Qualifications<ul><li>1+ years of customer service experience</li><li>1+ years of client relationship experience</li><li>Bachelor’s degree or higher in Finance, Economics, or related field from accredited university</li><li>Ability to adapt to changes in the market and business</li><li>Robust communication, influencing and client engagement skills</li><li>Desire to be part of a supportive and collaborative team</li><li>Proficient in Client Relationship Management (CRM) platforms</li><li>Strong candidates will also have previous experience in Financ</li></ul> <div class=""><h2 class="job-details-subheadline">What’s in it for you</h2>At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.We offer a competitive benefits package that takes care of the whole you – both today and in the future:<ul><li>401(k) with company match and Employee stock purchase plan</li><li>Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions</li><li>Paid parental leave and family building benefits</li><li>Tuition reimbursement</li><li>Health, dental, and vision insurance</li></ul></div>

Licensed Financial Services Representative

Position Type: Regular <h2 class="job-details-subheadline">Your opportunity</h2> At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.  Schwab’s service team is at the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You’ll engage with, and be an advocate for, clients when answering inbound calls, taking ownership, and tackling complex issues to offer the best possible solution. You’ll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. If you currently have your securities licenses, enjoy working in a team setting, and share our passion for serving clients - this role is for you.  We offer a competitive pay and bonus package. Starting compensation for this location ranges from $57,700 - $66,200 depending on related experience, plus an annual bonus opportunity of 10% of your base pay and other eligible earnings.  <h2 class="job-details-subheadline">What you have</h2> Successful candidates will have a growth mindset, a willingness to learn, and a passion for serving others. At Charles Schwab, we strive to make a difference in people's lives through our innovative solutions and world-class service.   Required Qualifications  <ul style="margin-top: 0in;"><li>Active FINRA Series 7 & 63 Licenses </li><li>Ability to work 8:00am – 4:30 pm Monday through Friday during Schwab's training program, on-site.   </li><li>After training is complete, the ability to work assigned shift to accommodate business needs to include evening, overnight, and weekend options.   </li><li>Benefits of working evenings, overnight, and weekend shifts include increased compensation and remote work opportunities for qualifying shifts.   </li><li>Your Talent Advisor will walk you through the training schedule, available shift groups, and the shift assignment process during the interview.    </li></ul>Example shift groups:   <ul style="margin-top: 0in;"><li>Weekend Day Shift (Start between 7:30am-10:30am ET, includes 1-2 weekend days): Potential to work remote after training IF working both weekend days are assigned  </li><li>Weekday Evening Shift (Start 12pm-6pm ET, Monday-Friday): In office   </li><li>Weekend Evening/Overnight Shift (Start at 1pm ET Sat/Sun/Mon or 8pm ET Friday/Saturday/Sunday): Potential to work fully remote after training   </li></ul>  Preferred Qualifications   <ul style="margin-top: 0in;"><li>1+ years of customer service experience </li><li>1+ years of client relationship experience </li><li>Bachelor’s degree or higher in Finance, Economics, or related field from accredited university </li><li>Ability to adapt to changes in the market and business </li><li>Robust communication, influencing and client engagement skills </li><li>Desire to be part of a supportive and collaborative team </li><li>Proficient in Client Relationship Management (CRM) platforms </li><li>Strong candidates will also have previous experience in Financial Representative role </li></ul> <div class=""><h2 class="job-details-subheadline">What’s in it for you</h2>At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.We offer a competitive benefits package that takes care of the whole you – both today and in the future:<ul><li>401(k) with company match and Employee stock purchase plan</li><li>Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions</li><li>Paid parental leave and family building benefits</li><li>Tuition reimbursement</li><li>Health, dental, and vision insurance</li></ul></div>

Position Type: Regular <h2 class="job-details-subheadline">Your opportunity</h2> At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site 4 days per week in one of the specified locations.Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship. The Senior Client Service Manager, Stock Plan Services (SPS) role is responsible for creating and implementing a world class client experience for our largest, most complex Equity Compensation corporate clients.  Working with the Client Service Administrator, the Senior Client Service Manager will oversee the relationship’s daily processing and project work, ensuring that our clients take full advantage of all services available.   Responsibilites include, but not limited to: <ul><li>Act as an Subject Matter Expert for corporate clients: <ul><li>Provide technical and product knowledge resource for high value clients. </li><li>Design, plan and implement action plans for clients to adopt the most current standards of Schwab’s administrative services. </li><li>Provide end to end client experience ownership of Broker, Legal, Accounting, Administration and Taxation solutions.  </li><li>Demonstrate fluency with ASC718 / IFRS2 concepts and application. </li><li>Learn and implement complex administration concepts within Schwab’s recordkeeping systems. </li></ul></li><li>Stay current in regard to equity compensation industry standards and trends via conference participation (GEO and NASPP) including speaking engagements, continuing CEP education, local industry chapter participation, client forum presentations, etc. </li><li>Oversee the daily administration actions that processed by the Client Service Administrator in order to ensure that all client needs are met consistently and on time.  Assist during high profile events in order to ensure proper execution and timely delivery of required tasks. </li><li>Act as thought partner to our top tier clients to resolve plan issues and implement processes to support our client’s needs. </li><li>Partner with the SPS Relationship Management team to identify and take advantage of opportunities to expand assigned relationships with our financial wellness and participant services offerings. </li><li>Consult in development of on-site Client Service Review meeting materials and participate in the delivery of materials directly with clients. </li><li>Act as escalation point for client resolution in instances of Sr. Team Manager absence. </li><li>Coach and mentor Client Service Team members on product, plan and industry knowledge. <ul><li>Act as mentor during onboarding process for new client service staff. </li><li>Provide back up support for Client Service Managers as needed. </li></ul></li><li>Communicate effectively with senior leaders within Stock Plan Services. </li><li>Act as an ambassador of Schwab’s vision and culture. </li></ul><h2 class="job-details-subheadline">What you have</h2> To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have. Required Qualifications:<ul><li>Certified Equity Professional (CEP) Certification.  </li><li>5+ years Equity Compensation experience. </li><li>Advanced Knowledge of Excel and other MS Office skills. </li><li>Ability to travel 10- 25%. </li><li>Ability to prioritize effectively in a fast paced environment. </li><li>Ability to influence and  build consensus among key stakeholders through excellent communication, problem solving and presentation skills. </li><li>In depth knowledge of equity compensation record keeping tools to perform job function. </li></ul>Preferred Qualifications:<ul><li>Series 7.</li><li>Bachelor’s degree. </li><li>Project management, business analysis and/or consulting experience.</li></ul>In addition to the salary range, this role is also eligible for bonus or incentive opportunities. #workplacejobs <div class=""><h2 class="job-details-subheadline">What’s in it for you</h2>At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.We offer a competitive benefits package that takes care of the whole you – both today and in the future:<ul><li>401(k) with company match and Employee stock purchase plan</li><li>Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions</li><li>Paid parental leave and family building benefits</li><li>Tuition reimbursement</li><li>Health, dental, and vision insurance</li></ul></div>

Sr. Client Service Manager, Stock Plan Services

Position Type: Regular <h2 class="job-details-subheadline">Your opportunity</h2> At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location. Schwab Asset Management (SAM) is a leading asset manager with over $1.7 trillion in assets under management across mutual funds, ETFs, and separately managed accounts. Our teams bring a disciplined, client-first approach to developing investment solutions that meet evolving investor needs. As a Senior Manager on the Investment Risk team, you will play a key role in supporting model governance and risk management practices across a broad portfolio of investment strategies. You’ll partner closely with model owners, portfolio managers, and risk oversight teams to strengthen governance frameworks, enable effective use of quantitative tools, and enhance risk transparency. This role offers the opportunity to combine analytical expertise, collaboration, and influence to help deliver high-quality investment outcomes for our clients. Key Responsibilities:<ul><li>Partner with model owners to strengthen model risk management practices and ensure alignment with internal policies and external regulatory expectations</li><li>Support the implementation and continuous improvement of model governance frameworks, including validation, monitoring, and documentation</li><li>Act as a subject matter resource in model risk standards, policies, and procedures, helping teams navigate complex governance requirements</li><li>Collaborate with Model Risk Oversight and other stakeholders to drive consistency and compliance across SAM models</li><li>Contribute to the adoption and governance of quantitative tools, including emerging AI capabilities, ensuring responsible and effective usage</li><li>Facilitate risk-related audits and reviews by preparing documentation, coordinating responses, and supporting remediation efforts</li><li>Maintain organized and accessible documentation to support model lifecycle management</li><li>Identify opportunities to improve processes, remove barriers, and enhance efficiency for model owners and stakeholders</li><li>Build strong partnerships across investment, risk, and business teams to promote a culture of risk awareness and accountability</li></ul>In addition to the salary range, this role is also eligible for bonus or incentive opportunities. <h2 class="job-details-subheadline">What you have</h2> Required Qualifications<ul><li>5+ years of experience in investment management, model risk management, or a related quantitative or risk discipline</li><li>Demonstrated ability to apply risk management principles within asset management or financial services environments</li><li>Strong analytical and critical thinking skills with the ability to interpret complex quantitative concepts</li><li>Proven ability to communicate effectively with both technical and non-technical stakeholders</li><li>Experience collaborating across teams to drive alignment, solve problems, and deliver outcomes</li><li>Ability to manage multiple priorities in a fast-paced, evolving environment</li><li>Proficiency with Microsoft Office tools (Excel, Word, PowerPoint, Outlook)</li></ul>Preferred Qualifications<ul><li>Experience supporting or implementing model governance frameworks or model risk management programs</li><li>Familiarity with regulatory expectations related to model risk (e.g., SR 11-7 or similar frameworks)</li><li>Exposure to asset classes such as equities, fixed income, or multi-asset strategies</li><li>Experience working with investment or risk systems (e.g., Aladdin, FactSet, Morningstar, Bloomberg, Barra, or similar platforms)</li><li>Programming or data analysis skills (e.g., Python, R, SQL)</li><li>Experience supporting audits, validations, or model lifecycle management activities</li><li>Strong facilitation or stakeholder management skills, with the ability to influence without authority</li><li>Growth mindset with a demonstrated ability to learn new concepts and apply them in practice</li></ul>In addition to the salary range, this role is also eligible for bonus or incentive opportunities.  <div class=""><h2 class="job-details-subheadline">What’s in it for you</h2>At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.We offer a competitive benefits package that takes care of the whole you – both today and in the future:<ul><li>401(k) with company match and Employee stock purchase plan</li><li>Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions</li><li>Paid parental leave and family building benefits</li><li>Tuition reimbursement</li><li>Health, dental, and vision insurance</li></ul></div>

Sr. Manager, Investment Risk

Position Type: Regular <h2 class="job-details-subheadline">Your opportunity</h2> At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. The Securities Lending group within Treasury is responsible for managing Stock Loan, Short Sale, and the Securities Lending Fully Paid (SLFP) products. We interact daily with street level counterparties (prime brokers), Investor Services clients and Advisor Services staff to deliver world class service and drive strong financial performance on behalf of the firm, while ensuring that related regulatory compliance is properly managed.  The Securities Lending Service team is seeking a service-oriented, strategic thinker with broad industry and investment knowledge who can prioritize client needs, build relationships, and effectively communicate and collaborate across departmental lines. Along with a high attention to detail, relationships and product awareness within the firm and amongst the external firms we transact with. <h2 class="job-details-subheadline">What you have</h2> <ul style="margin-top: 0in;"><li>Series 7 and 9/10 licenses required. Candidate will be required to obtain licenses after they start if they do not have one. </li><li>Series 24 preferred but not required.</li><li>At least three years of financial industry work experience. </li><li>Client contact experience focused on service and sales.</li><li>Advanced skills in Excel, Word and PowerPoint. </li><li>Demonstrated experience with complex products and an ability to manage multiple work streams. </li><li>Results driven and action oriented, with a goal of business and personal growth. </li><li>Excellent oral and written communication skills and demonstrated experience. </li><li>Strong initiative and the ability to thrive in a fast-paced, time-sensitive environment.</li><li>High attention to detail. </li><li>Proactive and self-motivated.</li><li>Growth mentality.</li><li>A team player and leader by example.</li></ul>What you'll do: As a Sr. Specialist for Securities Lending, the candidate will provide a high-level of service while also participating in business development efforts to grow the Securities Lending business.Specific job responsibilities include:  <ul style="margin-top: 0in;"><li>Become an SME for the SLFP and Short Sale products</li><li>Provide daily support through the contact channels (Chat and Phone)</li><li>Support daily operational efforts related to enrollments, activity, and management of the SLFP product.</li><li>Focus on Business Development opportunities by participating in and organizing client out-reach campaigns.</li><li>Participate in long term modernization and scalability efforts for SLFP and Short Sale products</li><li>Effectively provide education to internal and external stakeholders in the way of presentations for the SLFP and Short Sale products.</li><li>Comply with all rules and Regulations applicable to managing the Securities Lending Business including REG SHO, SEC15c3-3, FINRA 4330.</li></ul>In addition to the salary range, this position is also eligible for bonus or incentive opportunities <div class=""><h2 class="job-details-subheadline">What’s in it for you</h2>At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.We offer a competitive benefits package that takes care of the whole you – both today and in the future:<ul><li>401(k) with company match and Employee stock purchase plan</li><li>Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions</li><li>Paid parental leave and family building benefits</li><li>Tuition reimbursement</li><li>Health, dental, and vision insurance</li></ul></div>

Sr. Specialist, Securities Lending Service

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