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 $56,300.00 - $64,800.00 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: 0px; padding: 0px; font-family: verdana;"><li style="margin: 0px 0px 0px 24px; padding: 0px; font-size: 9pt; font-family: Calibri, sans-serif;" data-aria-posinset="1" data-aria-level="2">Active FINRA Series 7 & 63 Licenses </li><li style="margin: 0px 0px 0px 24px; padding: 0px; font-size: 9pt; font-family: Calibri, sans-serif;" data-aria-posinset="2" data-aria-level="2">Flexibility to work any day, time, or shift to accommodate 24/7 contact center needs </li></ul> Preferred Qualifications   <ul style="margin: 0px; padding: 0px; font-family: verdana;"><li style="margin: 0px 0px 0px 24px; padding: 0px; font-size: 9pt; font-family: Calibri, sans-serif;" data-aria-posinset="1" data-aria-level="2">1+ years of customer service experience </li><li style="margin: 0px 0px 0px 24px; padding: 0px; font-size: 9pt; font-family: Calibri, sans-serif;" data-aria-posinset="2" data-aria-level="2">1+ years of client relationship experience </li><li style="margin: 0px 0px 0px 24px; padding: 0px; font-size: 9pt; font-family: Calibri, sans-serif;" data-aria-posinset="3" data-aria-level="2">Bachelor’s degree or higher in Finance, Economics, or related field from accredited university </li><li style="margin: 0px 0px 0px 24px; padding: 0px; font-size: 9pt; font-family: Calibri, sans-serif;" data-aria-posinset="4" data-aria-level="2">Ability to adapt to changes in the market and business </li><li style="margin: 0px 0px 0px 24px; padding: 0px; font-size: 9pt; font-family: Calibri, sans-serif;" data-aria-posinset="5" data-aria-level="2">Robust communication, influencing and client engagement skills </li><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">Desire to be part of a supportive and collaborative team </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">Proficient in Client Relationship Management (CRM) platforms </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">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>

public

Licensed Financial Service Professional

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 Technology Services enables the future of how clients manage their money by providing innovative and reliable technology products and services as a part of our ongoing commitment to democratize access to investing and financial planning. The Network Operation Engineer is the primary point of contact for Schwab’s technology teams.  The position works in the Information Technology Operations (ITO) Command Center and participates in the technical administration of network systems, as well as assisting with monitoring enterprise-wide alerts, performing incident, problem and change management work, this includes providing initial triages during an event and post review after an event.  The role ensures production systems’ environment operate reliably and efficiently.  This team is one of five supporting 24/7/365 mission-critical operations, and this role will operate the hours of 1:00 pm- 1:30 am ET, Friday to Sunday. <h2 class="job-details-subheadline">What you have</h2> Required Qualifications: <ul style="margin-top: 0in;"><li>Bachelor’s degree in Computer Science, or related discipline with an information technology focus or equivalent experience.</li><li>1-3 years of experience in a large 24x7 high availability data center operations environment (1000+ servers)</li><li>Possess specialized knowledge and understanding of network and server operating systems normally obtained through formal technical training</li><li>Experience working with load balancers, to add/remove servers and/or service ports from load balancers.</li><li>Solid knowledge in network concepts; ability to configure NFS and NIS, use of basic network commands for troubleshooting/DNS validation and basic routing concepts.</li><li>A working knowledge of UNIX and Windows Server-based operating systems with strong background with paging and swapping, inter-process communication, devices and what device drivers do and file system concepts.</li><li>Fundamentals on writing scripts in some administrative languages (Perl, PowerShell).</li><li>Familiarity with Remedy/SmartIT or similar service management tools.</li><li>Strong problem solving and decision-making skills focusing on efficient service restoration.</li><li>Ability to pay close attention to details while performing technically detailed tasks.</li><li>IT management experience with process development and improvement.</li><li>Experience in implementing key IT standardized processes and methodologies (ITIL, Event Management, Incident, Problem and Knowledge Management).</li><li>A change agent and forward thinking, ability to influence team with continuous operational process and technology changes.</li></ul>Preferred Qualifications:<ul><li>5-7 years of network hands-on experience in a large 24x7 high availability data center environment (1000+ servers)</li><li>Experience in hybrid cloud or multi-site networks</li><li>Knowledge of AWS, GCP, and Azure Cloud administration.</li><li>Proficiency in programming languages like Python or Perl is a plus</li><li>Ability to prioritize tasks in high-pressure environments</li><li>Strong communication across teams and technical levelsApplies specialized expertise to support initiatives that optimize performance</li><li>Writes concise, well-structured, and engaging business documents</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>

Network Operations Engineer - Hybrid

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(s).  This role is responsible for supporting and maintaining enterprise monitoring and telemetry platforms; Confluent Enterprise Platform (i.e., Kafka), ITRS Geneos, and OpenTelemetry telemetry pipeline as a member of the Enterprise Telemetry team. Activities include supporting Kafka producers and consumers, ITRS agent administration, OTEL pipeline management, troubleshooting and resolving issues, identifying opportunities for improvement, and creating reference and run-book documentation. May also participate in developing observability dashboards and configure monitoring and alerting as needed. Must be able to plan, coordinate and implement changes and use tools to troubleshoot incidents. Strong verbal and written communication skills are required. This position will help monitor the health of these environments and address issues in a timely manner. Duties will also include on-boarding new producer and consumer use cases, performing software upgrades, process improvement, and additional platform support roles. It will also include contributing to the build and support of the enterprise telemetry pipeline. Proficient with Monitoring Tools, Linux administration; Proficient in Kafka administration, including installing software, modifying configuration files, and agent management. Highly efficient multi-tasker and great organization skills. Splunk, Grafana, and Datadog experience a plus. Duties will include:· On-boarding new Kafka producer and consumer use cases.· Engineering and supporting the enterprise telemetry pipeline· Testing and deploying software upgrades.· Managing and supporting telemetry agents.· Support of OpenTelemetry collectors· Issue troubleshooting and resolution.<h2 class="job-details-subheadline">What you have</h2>  · Deep understanding of the Confluent Enterprise Platform component: Brokers, Topics, Partitions, Producers, Consumers, Zookeeper, KRaft.· Ability to setup and configure on-prem Kafka components, replication factors, and partitioning.· Experience engineering logging platforms · Understanding of telemetry monitoring platforms and concepts, like ITRS Geneos, OpenTelemetry agents like Grafana Alloy. Grafana Cloud and Datadog.· Deep understanding of security protocols: SSL/TLS, SASL, LDAP, etc. and role-based authentication.· Experience working in telemetry monitoring (alerts, events, logs, metrics, and traces).· Experience working in Linux/Unix, Windows, and virtualized environment.· Understanding of cloud environments (AWS, Azure, GCP, and PCF)· Familiarity with DNS, Load balancing, and firewalls.· Ability to analyze logs to diagnose issues.· Experience using other monitoring or analytics tools such as Splunk or Prometheus)· Desired: Scripting experience with Python, Bash, Powershell or similar.· Desired: Knowledge or experience in high level languages such as Java or Go.  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>

Observability Pipeline Engineer - Hybrid

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. This is a growth-oriented position, offering consistent challenges and the support of passionate leaders who value your contributions and encourage your development. Are you passionate about optimizing financial systems and driving creative solutions in the dynamic world of ERP? Schwab is seeking a Sr. Manager, Business Systems Analyst, to be part of an ERP Finance transformation project.  You’ll play a pivotal role in transforming our finance operations, partnering with both Finance and IT to deliver high-impact solutions that bridge business and technical perspectives. Key Responsibilities Schwab is embarking on a multi-year transformation of our core financial applications.  By moving to an enterprise Cloud solution, this project will position Schwab to capitalize on advancements in AI and blockchain technologies. This role is a hands-on leadership role, getting in on the ground floor of a transformative journey.  You will have the opportunity to interact with all levels in the Finance organization in this foundational stage of the project with room for growth and expanding influence as the project gains momentum. <ul><li>Assess the quality of existing data and lead efforts to clean, standardize, and prepare it for migration into the new ERP system. </li><li>Analyze and map current business processes; identify gaps, inefficiencies, and opportunities for improvement. </li><li>Collect and document business requirements for the ERP system through interviews, workshops, and stakeholder engagement. </li><li>Ensure compliance with regulatory requirements and internal controls throughout the ERP implementation. </li><li>Champion change management efforts, including communication plans and stakeholder engagement. </li><li>Work with agile product owners to automate processes, resolve critical issues, and deliver results that support high-impact financial operations. </li><li>Oversee user acceptance testing (UAT), including test planning, execution, and defect management. </li><li>Provide post-implementation support, including training, troubleshooting, and continuous improvement initiatives. </li><li>Evaluate and recommend new technologies or process enhancements to optimize financial operations. </li><li>Support existing financial systems (PeopleSoft Financials) during the transition period, ensuring continuity of operations and troubleshooting issues as needed. </li></ul><h2 class="job-details-subheadline">What you have</h2> <ul style="margin-top: 0in;"><li>Bachelor’s degree in finance, Accounting, Business, Information Systems, or related field. </li></ul><ul style="margin-top: 0in;"><li>5+ years of experience in process automation or ERP implementations. </li></ul><ul style="margin-top: 0in;"><li>2+ years as a Business Systems Analyst with software development teams. </li></ul><ul style="margin-top: 0in;"><li>Experience leading large-scale ERP implementations in a financial services environment. </li></ul><ul style="margin-top: 0in;"><li>Accounting knowledge and hands-on experience with tools such as SQL, Tableau, Alteryx; advanced proficiency in data analysis and visualization tools (Power BI, Python, R) is a plus. </li></ul><ul style="margin-top: 0in;"><li>Strong problem-solving skills and ability to understand technical issues. </li></ul><ul style="margin-top: 0in;"><li>Proven track record of driving process improvements and delivering measurable business value. </li></ul><ul style="margin-top: 0in;"><li>Experience with cloud-based financial systems and integrations. </li></ul><ul style="margin-top: 0in;"><li>Exceptional business judgment, communication, and relationship skills. </li></ul><ul style="margin-top: 0in;"><li>Excellent organizational skills. </li></ul><ul style="margin-top: 0in;"><li>Ability to communicate complex technical concepts to non-technical stakeholders. </li></ul><ul style="margin-top: 0in;"><li>Experience with other ERP systems (Oracle Cloud or Workday) is a strong plus. </li></ul>Desired Attributes<ul style="margin-top: 0in;"><li>Collaborative mindset, thriving in product-driven or agile environments. </li></ul><ul style="margin-top: 0in;"><li>Ability to inspire and motivate team members toward tactical and strategic delivery goals. </li></ul><ul style="margin-top: 0in;"><li>Comfortable balancing multiple, changing priorities. </li></ul><ul style="margin-top: 0in;"><li>Demonstrated leadership in change management and stakeholder engagement. </li></ul><ul style="margin-top: 0in;"><li>High level of initiative and adaptability in a fast-paced environment. </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>

Senior Business System Analyst- Finance ERP - Hybrid

Position Type: Regular <h2 class="job-details-subheadline">Your opportunity</h2> In addition to a base salary, this role is also eligible for bonus or incentive opportunities.   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. As part of the Retail Experience and Specialized Relationships organization, the Business Accommodation Team is responsible for supporting complex client retention and acquisition in the Retail Business through retail business acceptance functions, complex problem solving, and process improvement for Schwab’s retail business.  Our mandate is to deliver an intuitive, innovative and differentiated wealth management experience that drives growth and builds meaningful relationships with clients. We advocate on behalf of our clients and financial professionals, and we work with the field and other partners to ensure key processes / interactions are designed and executed smoothly.The SPWS Custom Reporting Team will broadly support the adoption and customization of class leading consolidated reporting software, as well as other Ad Hoc reporting needs for Ultra High Net Worth clients. The SPWS Complex Reporting Manager will be an Addepar specialist engaging directly with UHNW clients to understand personalized needs and execute solutions. The person in this position will have the opportunity to work on requests and/or projects with cross-functional partners including but not limited to branch network, service centers, operations, legal, AML and compliance. This person is required to be flexible and adaptive to support the flex force business strategy. The position is a individual contributor role that will work within the SPWS Custom Reporting Team. This role reports to the Director, Business Accommodations.    What you’ll do:<ul><li>Manager will work directly with Ultra High Net Worth clients to identify, explore and develop reporting opportunities for ultra-affluent clients utilizing in-house and third party solutions.</li><li>Act as a in-house expert of Addepar reporting tool, engaging with internal teams and Financial Consultants.</li><li>Support custom reporting team tasked to build, maintain, and evolve reports for clients. Create and manage reporting templates as well as system/documentation maintenance </li><li> Identify, research, and look for solutions to resolve the needs of affluent clients</li><li>Identify opportunities to modify existing processes to efficiently manage escalations</li><li>Provide acquisition support on new complex accounts and managing the know your client review conducted during the on-boarding process. </li><li>Document client needs, assess which ones may warrant modifications to existing processes, and lead those changes</li><li>Demonstrate strong ability to collaborate with team members to develop solutions, champion the Schwab Challenger Brand and foster employee engagement</li><li>Develop recommendations and a business case to support the them </li></ul><h2 class="job-details-subheadline">What you have</h2> Required Qualifications: <ul><li>Deep product expertise of Addepar reporting capabilities </li><li>A client-centric focus – keeps clients in forefront of decisions, connects plans and actions to our purpose of serving clients</li><li>Strong financial reporting acumen and technical understanding of associated systems as well as relevant policies/procedures with ability to analyze associated facts to make balanced decisions in the best interest of clients, shareholders, and the firm</li><li>Ability to influence partners at all levels and demonstrate strong ownership skills. </li><li>Superior analytical, problem-solving skills and business judgment with the ability to identify the root cause of an issue (not explicitly stated) quickly and accurately, efficiently research a complex problem, and quickly learn and apply new information</li><li>Excellent verbal and written communications skills including the ability to distill complex information, develop recommendations and present to senior management</li><li>Ability to manage a diverse set of priorities in a fast-paced, dynamic environmentComfort with ambiguity and an ability to create a clear path forward in such situations</li><li>Attention to detail and the ability to work efficiently to meet tight deadlines with little supervision</li><li>Curiosity, a “can-do” attitude and the ability to learn quickly and thrive in a complex, dynamic environment</li><li>Outstanding “soft” skills - including the ability to work well with a diverse range of partners</li><li>Bachelor’s degree required; 4+ years of experience with UHNW client segment</li><li>7+ years’ experience in brokerage or financial services industry required. </li><li>Strong working knowledge of Schwab internal systems, tools, and resources; including Salesforce, Workfront, Specialized Proposal Tool, Relationship Pricing Model, Client Central, Knowledge Center and Legacy systemsPreferred – industry specific licensing and/or designations (CPIM, CFA, CFP, etc.</li><li>Preferred – industry specific licensing and/or designations (CPIM, CFA, CFP, etc.)</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>

Senior Manager, SPWS Complex Reporting Manager, Investor Services

Position Type: Regular <h2 class="job-details-subheadline">Your opportunity</h2> Schwab Advisor Custody and Trading (ACT) is the leading provider of custodial, operational, and trading support for independent fee-based investment advisors.  We have built our business on serving the needs of RIAs and advancing an industry that helps the advisor and their clients thrive.  We understand their needs, and work side by side providing them the support to help them manage their firm and meet their goals. What you’ll do: The Advisor Services Cost Basis Team services all Schwab advisors with their tax, cost basis and statement needs. Daily tasks include answering phone calls discussing Schwab’s cost basis offering, answer tax reporting and statement questions, researching corporate actions and offering flexible solutions that best fit each advisor’s needs. We pride ourselves in providing superior customer service while being detail-oriented. A successful Advisor Services Cost Basis Specialist loves to learn and excels in a fast-paced, challenging, and professional environment.  Key responsibilities may include:<ul><li>Answer in-bound calls from Advisors, AS Service and Alliance representatives</li><li>Respond to client and service team requests received via email</li><li>Conduct training for Advisors and Business Partners</li><li>Accurately process statement and cost basis enrollment forms</li></ul><h2 class="job-details-subheadline">What you have</h2> <ul><li>Understanding and recognition of Advisor Services and risk factors related to Cost Basis, Tax, Reorg and Statements</li><li>Candidates must possess the ability to conduct superior follow-up, along with excellent interpersonal, verbal, and written communication skills</li><li>1+ year Customer Service experience (internships and collegiate activities will be considered)</li><li>Strong organizational and analytical skills. Ability to prioritize and coordinate multiple processes/projects</li><li>Analytical and problem-solving skills</li><li>Team orientation, enthusiasm, professionalism and strong work ethic with high level of integrity and ethics</li><li>Knowledge in internet-based research, personal workstations/desktop applications</li><li>Intermediate Excel skills- ability to handle large amounts of data using Excel</li><li>Bachelor’s degree or 2+ year experience in the financial industry</li><li>Experience working with regulatory or risk issues preferred</li><li>SIE or Series 7 preferred, but not required</li><li>Cost basis and tax knowledge is preferred, but not required.</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>

Specialist, Advisor Services Cost Basis Service

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