Insights Strategic Consultant

Insights Strategic Consultant Strategic Planning & Delivery Team Full-Time Springfield, MA or Boston, MA The Opportunity The Insights Strategic Consultant is a critical role in the Strategic Planning & Delivery team (SP&D) as they are responsible for data management and analysis of SP&D’s portfolio of initiatives that support MassMutual’s short- and long-term goals. Each Insights Strategic Consultant is responsible for the data integrity, reporting and analysis at the portfolio level as well as providing Workstream Leads and Initiative Owners direct support at the Workstream level. The data, analysis support executive level decision making and ensure our teams on our track to deliver on our goals. The Team The SP&D Office oversees the planning, governance, and execution of strategic initiatives enterprise-wide that drive transformation and growth. It ensures strategic alignment, prioritization, and value realization across MassMutual’s portfolio, partnering closely with divisional leadership. SP&D is known for its disciplined approach to financial oversight, cross-functional collaboration, and transparent governance processes. The team includes roles such as Portfolio Leads, Insight Leads, Finance Leads, and Program Managers, each accountable for driving execution, managing budgets, and enabling decision-making through data and reporting The Impact As an Insights Strategic Consultant, you will develop relationships with Portfolio Leads, Business Owners and key stakeholders across the organization at all levels, to manage the data and insights across the SP&D portfolio. Your analysis will support the programs, projects and operational components that deliver associated benefits and help meet the organization’s strategic objectives. With this important role comes key accountabilities and responsibilities which include and are not limited to: Provide data analysis, reporting, and visuals to support the Head of SP&D, SteerCo, and the SLT​ in decision making Provide thought leadership on how to best operationalize and implement operational efficiency throughout the evolution of the program​ Partner with Wave team and stakeholders to ensure optimized user experience and processes​ Act as consultant to Business Owners to resolve data integrity issues​ or complete missing data elements Review and analyze execution risk of Functional Areas by reporting on project milestone progress and changes to forecast Provide analysis to Portfolio Leads outlining projects that are ahead and/or behind schedule​ Gather, analyze, and package data to prepare the Portfolio Leads with facilitating huddles, Functional Area meetings, and/or prioritization and sequencing problem-solving sessions​ Escalate issues, concerns, roadblocks to Portfolio Lead as appropriate​ The Minimum Qualifications Bachelor’s Degree 5 years of experience with management reporting and analysis using Microsoft Excel and PowerPoint 2 of years experience creating dashboards and using other data visualization tools Ideal Qualifications MBA 3 years of work experience of data analytics, statistics, financial modeling and/or complex problem solving A strong collaborator who demonstrates complex problem solving skills with a focus on the ability to work as a team to best operationalize governance and stakeholder reporting Familiarity with insurance products and distribution Experience managing stakeholder-facing platforms and/or data management tools Strong financial acumen What You Can Expect at MassMutual MassMutual offers the opportunity to do meaningful work within a purpose-driven organization that values long-term impact over short-term outcomes. In this role, you can expect: Clear areas of ownership and accountability, with work that connects directly to company and customer outcomes A collaborative environment where perspectives are welcomed Access to learning, development, and internal networks that support continuous growth and skill-building over time Employee-led communities and forums that foster connection, learning, and inclusion across the organization A culture grounded in integrity, responsibility, and stewardships - supported by a company with a strong legacy and a future-focused mindset LI-FT1 MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need. California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our California Consumer Privacy Act Disclosures page.

Quantitative Derivative Portfolio Manager

Quantitative Credit/Derivative Portfolio Manager Quantitative Portfolio Management Team Full-Time Boston, MA The Opportunity: The Quantitative Credit/Derivative Portfolio Manager will be responsible for Credit hedging across the MassMutual General Investment Account. This includes performing daily portfolio management activities, such as rebalancing risk and evaluating tactical relative-value tradeoffs, while also contributing to the research of alternative hedging strategies employing simulation and back-testing techniques. The Quantitative Credit/Derivative Portfolio Manager will work closely with teams across Investment Management, Barings, Enterprise Risk, Corporate Finance, and Strategic Distribution. The Team: The Quantitative Portfolio Management (QPM) team has primary focus in asset-liability management (ALM), product pricing, and the formulation and execution of quantitative strategies that enhance policyholder surplus and mitigate unwanted risks in the portfolio. The team oversees all derivative-related aspects of MassMutual’s portfolio management process, managing exposure to interest-rates, foreign exchange rates, Credit spreads, volatility, and equity. A small and highly collaborative team, QPM works with other groups across Investment Management to manage MassMutual's product portfolios and the approximately $250 billion General Investment Account (GIA). In addition, this high-profile group works with our other internal stakeholders including product, actuarial, treasury, accounting, risk, compliance, and external partners, including our primary asset management subsidiary Barings and the major Wall Street derivative broker/dealer counterparties. The Impact: The Quantitative Credit/ Derivative Portfolio Manager will be accountable for the following: Responsible for daily portfolio management activities like execution of new hedges, roll of existing ones, and trade input as well as review of current risk, recent activity, attribution, profit and loss, and modeling of credit exposure in different portfolios Identify market opportunities, analyze alternative hedging strategies, propose and implement frameworks for relative value positioning, and suggest transactions, to increase hedge effectiveness for portfolio management Lead bespoke simulation, back-testing and/or other research projects Collaborate with colleagues in other areas of MassMutual as needed – enterprise risk, corporate actuarial, finance and accounting, etc. The Minimum Qualifications: 7 years of derivative market experience in at least one of the following: listed and OTC equity options, TRS, futures/forwards, CDX, interest rate swaps/swaptions, and cross- currency swaps 7 years of market expertise in fixed income portfolio management, with exposure to structured & private credit Bachelors in Math, Financial Engineering, Computer Science or related field The Ideal Qualifications: 10 years of derivative market experience Advanced quantitative degree (MFE, PhD) Strong background/understanding of capital markets and financial instruments Strong quantitative expertise: statistics, mathematics, and computer science (python / SQL required) Ability to develop market views in Credit and Fixed-Income Strong understanding of portfolio management and ALM Deep knowledge of derivatives in all dimensions – risk, economics, tax, accounting Strong background/understanding of capital markets and financial instruments Strong understanding of portfolio management and ALM in a life insurance company Strong communication skills and ability to convey technical topics to non-experts What You Can Expect at MassMutual MassMutual offers the opportunity to do meaningful work within a purpose-driven organization that values long-term impact over short-term outcomes. In this role, you can expect: Clear areas of ownership and accountability, with work that connects directly to company and customer outcomes A collaborative environment where perspectives are welcomed Access to learning, development, and internal networks that support continuous growth and skill-building over time Employee-led communities and forums that foster connection, learning, and inclusion across the organization A culture grounded in integrity, responsibility, and stewardships - supported by a company with a strong legacy and a future-focused mindset LI-FT1 MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need. California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our California Consumer Privacy Act Disclosures page.

Internal Strategic Financial Consultant

The Opportunity: Come join Strategic Planning & Delivery (SP&D) as our Financial Management Consultant —where you’ll bring hands-on financial leadership and rigorous oversight to a high-impact strategic spend portfolio. Your work will directly strengthen value realization and help ensure our transformation initiatives deliver measurable results for the business. The Team: The Strategic Planning & Delivery (SP&D) Office is where strategy turns into results. We lead the planning, governance, and delivery of enterprise initiatives that accelerate transformation and fuel growth—ensuring the right work is prioritized, tightly aligned to strategy, and delivering measurable value across MassMutual’s portfolio in close partnership with divisional leadership. Known for disciplined financial stewardship, transparent governance, and strong cross-functional collaboration, SP&D brings together Workstream Leads, Finance Leads, Insight Leads, and Program Managers who drive execution, manage budgets, and power confident decisions through data, reporting, and actionable insights. The Impact: As a Financial Management Consultant in Strategic Planning & Delivery (SP&D), you’ll be the finance lead for one or more strategic workstreams—turning transformation investments into measurable results. You’ll ensure project financials are accurately reflected in the general ledger, guide initiatives through financial stage-gate approvals, and uphold SP&D policies that keep our portfolio financially disciplined. You’ll also analyze portfolio spend and benefits, delivering clear insights that power planning, prioritization, and performance. In this high-visibility role, your core responsibilities include: Strategic Consulting: Advise and coach initiative owners on financial principles, assumptions, and valuation methodologies Partner throughout cost-benefit analysis (CBA) development to strengthen rigor, comparability, and decision readiness Review and approve initiatives from a financial perspective across stage gates (from concept through delivery) Apply sound business judgment to surface dependencies and eliminate overlap or double counting across projects Provide ongoing financial guidance during execution to keep scope, spending, and benefits on track Validate and track benefit realization through financial statements and performance reporting Portfolio Analysis: Monitor portfolios spend and benefit performance, highlighting risks, opportunities, and emerging trends Analyze changes in spending and benefits, clearly identifying key drivers and implications for delivery Collaborate closely with Corporate Finance on forecasting, variance analysis, and executive-ready narratives Build and evolve governance tools (e.g., dashboards) that increase transparency and show progress across initiatives Lead what-if and scenario analysis to support trade-offs, prioritization, and investment decisions Capture and share portfolio learnings to continuously improve future planning and execution The Minimum Qualifications: Bachelor’s Degree 8 years of work experience involving finance, actuarial, pricing, audit or equivalent finance experience. 3 years Microsoft office suite The Ideal Qualifications Advanced degree and/or professional designation preferred (e.g., MBA, CPA, FSA) Excellent analytical abilities Understanding of drivers of profitability within businesses Collaboration with stakeholders and providing independent objective perspectives Strong verbal and written communication (presentation) skills with the ability to synthesize and explain complex topics to senior leaders What to Expect as Part of MassMutual and the Team Regular meetings with the SP&D team, initiative owners and stakeholders in the business Focused one-on-one meetings with your manager Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA, veteran and disability-focused Business Resource Groups Access to learning content on Degreed and other informational platforms Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits LI-KM1 MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need. California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our California Consumer Privacy Act Disclosures page.

VP, Financial Consultant- San Jose, CA

Position Type: Regular Your opportunity Schwab’s branch team is at the heart of our commitment to helping clients own their financial futures. As a Financial Consultant, you’ll combine planning expertise with a thoughtful approach to holistic financial guidance including investing, retirement readiness, and education goals—serving as a trusted partner who guides clients through life’s financial decisions with clarity and empathy. Why you’re set up for success You’ll start with a book of existing Schwab clients, giving you a strong foundation to build lasting relationships and grow your practice. Your relationship-building and communication skills will help deepen client connections and create meaningful impacts into the lives of the people and communities you serve. • Schwab Training and Development To set you up for success, you’ll complete our comprehensive training through Wealth Management University, a four-week virtual experience led by live facilitators, followed by an immersive weeklong bootcamp to connect with peers and learn from experts. After completing Wealth Management University, your individualized development continues through hands-on training and mentorship within your branch. You’ll collaborate closely with your branch manager, experienced peers, and dedicated mentors who provide guidance tailored to your unique background and career goals. • Career Pathing As your career evolves, Schwab’s four-level Financial Consultant track offers a clear path for advancement, recognition, and leadership—empowering you to shape your future and make a difference for yourself, your clients, and your community. You’ll be supported by leaders who champion your development, invest in continuous learning, and empower you to expand your skills and responsibilities over time. • Competitive Compensation This position offers a competitive base salary complemented by a performance-driven incentive plan, providing unlimited earning potential from day one. As you continue to build relationships and grow your book of business, your compensation will increase—rewarding your commitment and tenure in the role with greater earning opportunities over time. Investment Professionals' Compensation | Charles Schwab What you have The expertise you bring: • A valid and active FINRA Series 7 license required • Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. • CFP® Certification is a plus. (If you have not obtained the CFP designation yet, we encourage your professional development with Tuition Reimbursement and our internal CFP Cohort Program) The skills you bring: • Business Development Proactively engage in warm outreach to existing and prospective clients, maintaining consistent sales activity to grow the book of business and strengthen client relationships. Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and ideal wealth and long-term investment strategies for their personal situation. Desire to provide outstanding investor experience in addition to furthering your own professional development in Wealth Management • Relationship Building Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations. Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your clients’ progress toward achieving their goals. • Investment Strategies and Financial Planning Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning. Ability to adapt and implement change as the market and business conditions evolve What’s in it for you 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. We offer a competitive benefits package that takes care of the whole you – both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

VP, Financial Consultant - Atlanta, GA (Cobb County)

Position Type: Regular Your opportunity In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionals’ incentive structure. Investment Professionals' Compensation | Charles Schwab 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 branch 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 also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you’ll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you. What you have Required Qualifications: A valid and active FINRA Series 7 license required Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Preferred Qualifications: Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations. Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client’s progress toward achieving their goals. Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning Ability to adapt and implement change as the market and business conditions evolve Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management. Investment Professionals' Compensation | Charles Schwab In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What’s in it for you 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. We offer a competitive benefits package that takes care of the whole you – both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

VP; Financial Consultant - Virgina Beach, VA

Position Type: Regular Your opportunity Schwab’s branch team is at the heart of our commitment to helping clients own their financial futures. As a Financial Consultant, you’ll combine planning expertise with a thoughtful approach to holistic financial guidance including investing, retirement readiness, and education goals—serving as a trusted partner who guides clients through life’s financial decisions with clarity and empathy. Why you’re set up for success You’ll start with a book of existing Schwab clients, giving you a strong foundation to build lasting relationships and grow your practice. Your relationship-building and communication skills will help deepen client connections and create meaningful impacts into the lives of the people and communities you serve. Schwab Training and Development To set you up for success, you’ll complete our comprehensive training through Wealth Management University, a four-week virtual experience led by live facilitators, followed by an immersive weeklong bootcamp to connect with peers and learn from experts. After completing Wealth Management University, your individualized development continues through hands-on training and mentorship within your branch. You’ll collaborate closely with your branch manager, experienced peers, and dedicated mentors who provide guidance tailored to your unique background and career goals. Career Pathing As your career evolves, Schwab’s four-level Financial Consultant track offers a clear path for advancement, recognition, and leadership—empowering you to shape your future and make a difference for yourself, your clients, and your community. You’ll be supported by leaders who champion your development, invest in continuous learning, and empower you to expand your skills and responsibilities over time. Competitive Compensation This position offers a competitive base salary complemented by a performance-driven incentive plan, providing unlimited earning potential from day one. As you continue to build relationships and grow your book of business, your compensation will increase—rewarding your commitment and tenure in the role with greater earning opportunities over time. Investment Professionals' Compensation | Charles Schwab What you have The expertise you bring: A valid and active FINRA Series 7 license required Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. CFP® Certification is a plus. ( If you have not obtained the CFP designation yet, we encourage your professional development with Tuition Reimbursement and our internal CFP Cohort Program) The skills you bring: Business Development Proactively engage in warm outreach to existing and prospective clients, maintaining consistent sales activity to grow the book of business and strengthen client relationships. Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and ideal wealth and long-term investment strategies for their personal situation. Desire to provide outstanding investor experience in addition to furthering your own professional development in Wealth Management Relationship Building Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations. Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your clients’ progress toward achieving their goals. Investment Strategies and Financial Planning Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning. Ability to adapt and implement change as the market and business conditions evolve. What’s in it for you 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. We offer a competitive benefits package that takes care of the whole you – both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

Investment Consultant- Virginia Beach, VA

Position Type: Regular Your opportunity 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 an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray int o the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You’l l learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You’ll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab’s Investment Consultant role. In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What you have We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include: Bachelor’s degree or equivalent work-related experience A valid and active Series 7 license required A valid and active Series 66 (63/65) license required (may be obtained within a 120 day condition of employment) A valid and active Life and Health Insurance license is required (may be obtained within a 120 day condition of employment) Certified Financial Planner (CFP) certification is preferred Minimum of two years of experience in the financial services industry (required) Financial business development experience (highly preferred) Knowledge of brokerage/banking products and services Strong client relationship building experience Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process What’s in it for you 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. We offer a competitive benefits package that takes care of the whole you – both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

VP; Financial Consultant - Atlanta, GA (Midtown)

Position Type: Regular Your opportunity Schwab’s branch team is at the heart of our commitment to helping clients own their financial futures. As a Financial Consultant, you’ll combine planning expertise with a thoughtful approach to holistic financial guidance including investing, retirement readiness, and education goals—serving as a trusted partner who guides clients through life’s financial decisions with clarity and empathy. Why you’re set up for success You’ll start with a book of existing Schwab clients, giving you a strong foundation to build lasting relationships and grow your practice. Your relationship-building and communication skills will help deepen client connections and create meaningful impacts into the lives of the people and communities you serve. Schwab Training and Development To set you up for success, you’ll complete our comprehensive training through Wealth Management University, a four-week virtual experience led by live facilitators, followed by an immersive weeklong bootcamp to connect with peers and learn from experts. After completing Wealth Management University, your individualized development continues through hands-on training and mentorship within your branch. You’ll collaborate closely with your branch manager, experienced peers, and dedicated mentors who provide guidance tailored to your unique background and career goals. Career Pathing As your career evolves, Schwab’s four-level Financial Consultant track offers a clear path for advancement, recognition, and leadership—empowering you to shape your future and make a difference for yourself, your clients, and your community. You’ll be supported by leaders who champion your development, invest in continuous learning, and empower you to expand your skills and responsibilities over time. Competitive Compensation This position offers a competitive base salary complemented by a performance-driven incentive plan, providing unlimited earning potential from day one. As you continue to build relationships and grow your book of business, your compensation will increase—rewarding your commitment and tenure in the role with greater earning opportunities over time. Investment Professionals' Compensation | Charles Schwab What you have The expertise you bring: A valid and active FINRA Series 7 license required Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. CFP® Certification is a plus. ( If you have not obtained the CFP designation yet, we encourage your professional development with Tuition Reimbursement and our internal CFP Cohort Program) The skills you bring: Business Development: Proactively engage existing and prospective clients through warm outreach, consistent sales activity, and community engagement to grow relationships and support long-term financial needs. Relationship Building: Build trust through focused client communication, strong follow-through, and collaboration with Schwab specialists to help clients progress toward their goals. Investment Strategies and Financial Planning: Apply planning and investment knowledge across retirement, education, banking and lending, insurance, estate planning, and evolving market conditions. What’s in it for you 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. We offer a competitive benefits package that takes care of the whole you – both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

VP, Financial Consultant - Lynnwood, WA

Position Type: Regular Your opportunity In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionals’ incentive structure. Investment Professionals' Compensation | Charles Schwab 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 branch 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 also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you’ll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you. What you have Required Qualifications: A valid and active FINRA Series 7 license required Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Preferred Qualifications: Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations. Strong candidates will also learn to l everage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client’s progress toward achieving their goals. Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning Ability to adapt and implement change as the market and business conditions evolve Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management. Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process What’s in it for you 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. We offer a competitive benefits package that takes care of the whole you – both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

Engineering Manager, R&D

About Us SharkNinja is a global product design and technology company, with a diversified portfolio of 5-star rated lifestyle solutions that positively impact people’s lives in homes around the world. Powered by two trusted, global brands, Shark and Ninja , the company has a proven track record of bringing disruptive innovation to market and developing one consumer product after another has allowed SharkNinja to enter multiple product categories, driving significant growth and market share gains. Headquartered in Needham, Massachusetts with more than 4,100 associates, the company’s products are sold at key retailers, online and offline, and through distributors around the world. AI at SharkNinja At SharkNinja, we’re building an AI-native culture. We’re not waiting for the future; we’re creating it. Our people are expected to experiment boldly, adopt new tools, and continuously raise what’s possible to create meaningful impact for our consumers. If you believe the best way to do your job hasn’t been invented yet, you’ll fit right in. THIS IS A GENERAL POSTING NOT TIED TO A SPECIFIC ROLE Industrial Design Opportunities At SharkNinja, our purpose is to positively impact people’s lives every day in every home around the world. We work hard to provide our consumers with high quality and innovative products. We are passionate about user experience and we are looking for great people with great ideas who can think outside the box and love pushing the boundary of what is possible and make an impact. Join us on our exciting journey and let’s shape the future of our product experiences together. OVERVIEW: At SharkNinja , we believe exceptional design is not just about solving problems—it’s about creating experiences that surprise, delight, and improve lives. We’re looking for a Senior Industrial Designer who thrives on innovation, obsesses over detail, and isn’t afraid to push beyond convention. In this role, you’ll take full ownership from concept through production - leading the design of high-impact consumer products that are beautiful, elegant, and purposeful. You’ll be a key player in a fast-moving, agile environment, driving creative vision and execution while collaborating with cross-functional teams to overcome challenges and deliver premium, market-ready solutions. We want a designer who brings a growth mindset, thrives in ambiguity, and is energized by turning complex constraints into world-class product experiences. Please provide a copy of your resume and portfolio. RESPONSIBILITIES OF THE ROLE OF SENIOR INDUSTRIAL DESIGNER: OWNERSHIP FROM CONCEPT TO MARKET Drive the full design process from initial ideation to mass production, owning both creative vision and execution quality. Translate insights into meaningful, innovative solutions that elevate user experience and deliver on business goals. Deliver compelling visual storytelling through sketches, CAD, renderings, and presentation decks. ELEVATE DESIGN QUALITY & USER EXPERIENCE Set the bar for design craft - proportion, surface, and detailing that communicates premium design intent. Partner with UI/UX, CMF, and cross-functional teams including Product Development, Engineering, and Quality to ensure every detail meets standards for usability, performance, and aesthetic excellence. Deliver clean, manufacturable CAD and prototypes that reflect an obsession with fit, finish, and user delight. DESIGN FOR MANUFACTURING WITHOUT COMPROMISE Collaborate closely with global engineering and manufacturing partners to solve complex challenges with creative, elegant solutions. Navigate constraints without sacrificing design quality - ensuring the final product stays true to the original vision while meeting cost, tooling, and production requirements. Balance speed and execution quality to ensure efficient handoff and successful mass production. PUSH CREATIVE BOUNDARIES Introduce breakthrough ideas that challenge category norms and expand our design language. Stay ahead of materials, trends, and emerging technologies to drive bold, future-forward solutions. Inspire the team with new thinking, fearless creativity, and a drive for excellence. COLLABORATE TO WIN Work fluidly with Engineering, Marketing, and Product teams to iterate quickly and land aligned, high-quality outcomes. Lead brainstorms, concept sprints, and reviews with confidence and clarity. Mentor junior designers, helping raise the creative bar across the team. QUALIFICATIONS BA/BS in Industrial Design or a closely related field (MS preferred) 5 years of experience designing physical products in consumer, lifestyle, or tech categories Proven ability to work independently and own the full development process with minimal supervision Proven track record of delivering products through production Strong analytical thinking that leads to creative, elegant, and innovative solutions Expert in 2D and 3D tools (Sketching, Adobe Creative Suite, SolidWorks/Rhino, Keyshot) Strong storytelling and visualization skills with a portfolio that demonstrates concept-to-launch execution Highly skilled in maintaining design quality under pressure—balancing speed, detail, and excellence Deep understanding of materials, part design, manufacturing processes, and DFM Strong communication and collaboration skills, both verbal and written Excellent team player who thrives in fast-paced, agile, and cross-functional environments Ability to manage multiple priorities and meet deadlines with high execution quality Salary and Other Compensation: The annual salary range for this position is displayed below. Factors which may affect starting pay within this range may include geography/market, skills, education, experience and other qualifications of the successful candidate. The Company offers the following benefits for this position, subject to applicable eligibility requirements: medical insurance, dental insurance, vision insurance, flexible spending accounts, health savings accounts (HSA) with company contribution, 401(k) retirement plan with matching, employee stock purchase program, life insurance, AD&D, short-term disability insurance, long-term disability insurance, generous paid time off, company holidays, parental leave, identity theft protection, pet insurance, pre-paid legal insurance, back-up child and eldercare days, product discounts, referral bonus program, and more. Pay Range $82,500 — $166,800 USD Our Culture At SharkNinja, we don’t just raise the bar—we push past it every single day. Our Outrageously Extraordinary mindset drives us to tackle the impossible, push boundaries, and deliver results that others only dream of. If you thrive on breaking out of your swim lane, you’ll be right at home. What We Offer We offer competitive health insurance, retirement plans, paid time off, employee stock purchase options, wellness programs, SharkNinja product discounts, and more. We empower your personal and professional growth with high impact Learning Programs featuring bold voices redefining what’s possible. When you join, you’re not just part of a company—you’re part of an outrageously extraordinary community. To gether, we won’t just launch products— we’ll disrupt entire markets. At SharkNinja, Diversity, Equity, and Inclusion are vital to our global success. Valuing each unique voice and blending all of our diverse skills strengthens SharkNinja’s innovation every day. We support ALL associates in bringing their authentic selves to work, making an impact, and having the opportunity for career acceleration. With help from our leadership, associates, and our community, we aim to have equity be a key component of the SharkNinja DNA. Learn more about us: Life At SharkNinja Outrageously Extraordinary SharkNinja Candidate Privacy Notice For candidates based in all regions , please refer to this Candidate Privacy Notice . For candidates based in China , please refer to this Candidate Privacy Notice . For candidates based in Vietnam , please refer to this Candidate Privacy Notice . We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, disability, or any other class protected by legislation, and local law. SharkNinja will consider reasonable accommodations consistent with legislation, and local law. If you require a reasonable accommodation to participate in the job application or interview process, please contact SharkNinja People & Culture at [email protected]

Mechanical Engineering Manager

About Us SharkNinja is a global product design and technology company, with a diversified portfolio of 5-star rated lifestyle solutions that positively impact people’s lives in homes around the world. Powered by two trusted, global brands, Shark and Ninja , the company has a proven track record of bringing disruptive innovation to market and developing one consumer product after another has allowed SharkNinja to enter multiple product categories, driving significant growth and market share gains. Headquartered in Needham, Massachusetts with more than 4,100 associates, the company’s products are sold at key retailers, online and offline, and through distributors around the world. AI at SharkNinja At SharkNinja, we’re building an AI-native culture. We’re not waiting for the future; we’re creating it. Our people are expected to experiment boldly, adopt new tools, and continuously raise what’s possible to create meaningful impact for our consumers. If you believe the best way to do your job hasn’t been invented yet, you’ll fit right in. Senior Sustainability Engineer Needham, MA · On-site At SharkNinja, our mission is to positively impact people's lives every day, in every home around the world.* We build high-quality, exciting products — and we're just as committed to lowering their environmental footprint. As we grow, we're adding a Senior Sustainability Engineer to our global team. The role SharkNinja is working to reduce its environmental impact, and we're looking for a creative problem solver to advance the development of low-carbon products. You have an intuitive grasp of physics and engineering fundamentals, are equally comfortable hacking together a prototype in the lab or analyzing test results, and are passionate about solving the engineering challenges behind sustainable product innovation. This is a hands-on role for an experienced engineer with a deep understanding of energy efficiency and sustainable materials, natural curiosity about how to apply them in new ways, and the ability to collaborate cross-functionally with Engineering and Product Development to bring these products to market. What you'll do Support development of sustainable consumer products — identify lower-impact opportunities and use hands-on design, testing, and problem-solving to prove out your solutions Investigate commercially available and next-generation technologies to improve energy efficiency and reduce carbon footprint across key products Work daily with Engineering and Product Development to rapidly build understanding of systems, environmental performance levers, and tradeoffs Pull in teammates from other disciplines to brainstorm, solve problems, build proof-of-concept prototypes, and test them thoroughly Guide and work closely with co-ops and interns See your team's work come to life on store shelves, online, and in infomercials — in products with a reduced carbon footprint What you bring BS or MS in Mechanical, Electrical, Materials Science, or a related engineering discipline 3-8 years in design and development of energy efficient products A track record of bringing energy-efficient, environmentally responsible technologies into products on the market Strong analytical skills, a methodical mindset, sharp attention to detail, and a relentless drive to find potential problems and own their resolution Clear communication — explaining working principles, translating data into design implications, and making recommendations to technical and non-technical colleagues alike Awareness of global eco-legislation for consumer products and how to future-proof designs against it Lab experience running controlled experiments on things you designed and built, using a range of test equipment and instrumentation CAD proficiency (SolidWorks, Creo, or similar) Organization, plus Excel, Python, or MATLAB (or similar) to turn test data into learnings Genuine enjoyment of building meaningful professional relationships with colleagues Because the work is hands-on and team-based, this role is in person at our Needham, MA office Nice to have (but not required) Applied R&D experience at a consumer products or consulting company Experience with analog/digital electronics, related test equipment, and small-appliance components — sensors, motors, heaters, PCBAs Understanding of applied fluid mechanics and heat transfer Experience designing and executing experimental test plans to guide design decisions Comfort multitasking and shifting priorities quickly without losing sight of long-term goals Experience working with external experts or consultancies Salary and Other Compensation: The annual salary range for this position is displayed below. Factors which may affect starting pay within this range may include geography/market, skills, education, experience and other qualifications of the successful candidate. The Company offers the following benefits for this position, subject to applicable eligibility requirements: medical insurance, dental insurance, vision insurance, flexible spending accounts, health savings accounts (HSA) with company contribution, 401(k) retirement plan with matching, employee stock purchase program, life insurance, AD&D, short-term disability insurance, long-term disability insurance, generous paid time off, company holidays, parental leave, identity theft protection, pet insurance, pre-paid legal insurance, back-up child and eldercare days, product discounts, referral bonus program, and more. Pay Range $100,000 — $120,000 USD Our Culture At SharkNinja, we don’t just raise the bar—we push past it every single day. Our Outrageously Extraordinary mindset drives us to tackle the impossible, push boundaries, and deliver results that others only dream of. If you thrive on breaking out of your swim lane, you’ll be right at home. What We Offer We offer competitive health insurance, retirement plans, paid time off, employee stock purchase options, wellness programs, SharkNinja product discounts, and more. We empower your personal and professional growth with high impact Learning Programs featuring bold voices redefining what’s possible. When you join, you’re not just part of a company—you’re part of an outrageously extraordinary community. To gether, we won’t just launch products— we’ll disrupt entire markets. At SharkNinja, Diversity, Equity, and Inclusion are vital to our global success. Valuing each unique voice and blending all of our diverse skills strengthens SharkNinja’s innovation every day. We support ALL associates in bringing their authentic selves to work, making an impact, and having the opportunity for career acceleration. With help from our leadership, associates, and our community, we aim to have equity be a key component of the SharkNinja DNA. Learn more about us: Life At SharkNinja Outrageously Extraordinary SharkNinja Candidate Privacy Notice For candidates based in all regions , please refer to this Candidate Privacy Notice . For candidates based in China , please refer to this Candidate Privacy Notice . For candidates based in Vietnam , please refer to this Candidate Privacy Notice . We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, disability, or any other class protected by legislation, and local law. SharkNinja will consider reasonable accommodations consistent with legislation, and local law. If you require a reasonable accommodation to participate in the job application or interview process, please contact SharkNinja People & Culture at [email protected]

Industrial Design Opportunities at SharkNinja

About Us SharkNinja is a global product design and technology company, with a diversified portfolio of 5-star rated lifestyle solutions that positively impact people’s lives in homes around the world. Powered by two trusted, global brands, Shark and Ninja , the company has a proven track record of bringing disruptive innovation to market and developing one consumer product after another has allowed SharkNinja to enter multiple product categories, driving significant growth and market share gains. Headquartered in Needham, Massachusetts with more than 4,100 associates, the company’s products are sold at key retailers, online and offline, and through distributors around the world. AI at SharkNinja At SharkNinja, we’re building an AI-native culture. We’re not waiting for the future; we’re creating it. Our people are expected to experiment boldly, adopt new tools, and continuously raise what’s possible to create meaningful impact for our consumers. If you believe the best way to do your job hasn’t been invented yet, you’ll fit right in. THIS IS A GENERAL POSTING NOT TIED TO A SPECIFIC ROLE Industrial Design Opportunities At SharkNinja, our purpose is to positively impact people’s lives every day in every home around the world. We work hard to provide our consumers with high quality and innovative products. We are passionate about user experience and we are looking for great people with great ideas who can think outside the box and love pushing the boundary of what is possible and make an impact. Join us on our exciting journey and let’s shape the future of our product experiences together. OVERVIEW: At SharkNinja , we believe exceptional design is not just about solving problems—it’s about creating experiences that surprise, delight, and improve lives. We’re looking for a Senior Industrial Designer who thrives on innovation, obsesses over detail, and isn’t afraid to push beyond convention. In this role, you’ll take full ownership from concept through production - leading the design of high-impact consumer products that are beautiful, elegant, and purposeful. You’ll be a key player in a fast-moving, agile environment, driving creative vision and execution while collaborating with cross-functional teams to overcome challenges and deliver premium, market-ready solutions. We want a designer who brings a growth mindset, thrives in ambiguity, and is energized by turning complex constraints into world-class product experiences. Please provide a copy of your resume and portfolio. RESPONSIBILITIES OF THE ROLE OF SENIOR INDUSTRIAL DESIGNER: OWNERSHIP FROM CONCEPT TO MARKET Drive the full design process from initial ideation to mass production, owning both creative vision and execution quality. Translate insights into meaningful, innovative solutions that elevate user experience and deliver on business goals. Deliver compelling visual storytelling through sketches, CAD, renderings, and presentation decks. ELEVATE DESIGN QUALITY & USER EXPERIENCE Set the bar for design craft - proportion, surface, and detailing that communicates premium design intent. Partner with UI/UX, CMF, and cross-functional teams including Product Development, Engineering, and Quality to ensure every detail meets standards for usability, performance, and aesthetic excellence. Deliver clean, manufacturable CAD and prototypes that reflect an obsession with fit, finish, and user delight. DESIGN FOR MANUFACTURING WITHOUT COMPROMISE Collaborate closely with global engineering and manufacturing partners to solve complex challenges with creative, elegant solutions. Navigate constraints without sacrificing design quality - ensuring the final product stays true to the original vision while meeting cost, tooling, and production requirements. Balance speed and execution quality to ensure efficient handoff and successful mass production. PUSH CREATIVE BOUNDARIES Introduce breakthrough ideas that challenge category norms and expand our design language. Stay ahead of materials, trends, and emerging technologies to drive bold, future-forward solutions. Inspire the team with new thinking, fearless creativity, and a drive for excellence. COLLABORATE TO WIN Work fluidly with Engineering, Marketing, and Product teams to iterate quickly and land aligned, high-quality outcomes. Lead brainstorms, concept sprints, and reviews with confidence and clarity. Mentor junior designers, helping raise the creative bar across the team. QUALIFICATIONS BA/BS in Industrial Design or a closely related field (MS preferred) 5 years of experience designing physical products in consumer, lifestyle, or tech categories Proven ability to work independently and own the full development process with minimal supervision Proven track record of delivering products through production Strong analytical thinking that leads to creative, elegant, and innovative solutions Expert in 2D and 3D tools (Sketching, Adobe Creative Suite, SolidWorks/Rhino, Keyshot) Strong storytelling and visualization skills with a portfolio that demonstrates concept-to-launch execution Highly skilled in maintaining design quality under pressure—balancing speed, detail, and excellence Deep understanding of materials, part design, manufacturing processes, and DFM Strong communication and collaboration skills, both verbal and written Excellent team player who thrives in fast-paced, agile, and cross-functional environments Ability to manage multiple priorities and meet deadlines with high execution quality Salary and Other Compensation: The annual salary range for this position is displayed below. Factors which may affect starting pay within this range may include geography/market, skills, education, experience and other qualifications of the successful candidate. The Company offers the following benefits for this position, subject to applicable eligibility requirements: medical insurance, dental insurance, vision insurance, flexible spending accounts, health savings accounts (HSA) with company contribution, 401(k) retirement plan with matching, employee stock purchase program, life insurance, AD&D, short-term disability insurance, long-term disability insurance, generous paid time off, company holidays, parental leave, identity theft protection, pet insurance, pre-paid legal insurance, back-up child and eldercare days, product discounts, referral bonus program, and more. Pay Range $82,500 — $166,800 USD Our Culture At SharkNinja, we don’t just raise the bar—we push past it every single day. Our Outrageously Extraordinary mindset drives us to tackle the impossible, push boundaries, and deliver results that others only dream of. If you thrive on breaking out of your swim lane, you’ll be right at home. What We Offer We offer competitive health insurance, retirement plans, paid time off, employee stock purchase options, wellness programs, SharkNinja product discounts, and more. We empower your personal and professional growth with high impact Learning Programs featuring bold voices redefining what’s possible. When you join, you’re not just part of a company—you’re part of an outrageously extraordinary community. To gether, we won’t just launch products— we’ll disrupt entire markets. At SharkNinja, Diversity, Equity, and Inclusion are vital to our global success. Valuing each unique voice and blending all of our diverse skills strengthens SharkNinja’s innovation every day. We support ALL associates in bringing their authentic selves to work, making an impact, and having the opportunity for career acceleration. With help from our leadership, associates, and our community, we aim to have equity be a key component of the SharkNinja DNA. Learn more about us: Life At SharkNinja Outrageously Extraordinary SharkNinja Candidate Privacy Notice For candidates based in all regions , please refer to this Candidate Privacy Notice . For candidates based in China , please refer to this Candidate Privacy Notice . For candidates based in Vietnam , please refer to this Candidate Privacy Notice . We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, disability, or any other class protected by legislation, and local law. SharkNinja will consider reasonable accommodations consistent with legislation, and local law. If you require a reasonable accommodation to participate in the job application or interview process, please contact SharkNinja People & Culture at [email protected]