Finance

Sr Manager, Complex Account Team

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. 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. Since day one, Schwab has set out to challenge the status quo, looking for ways to offer our clients more value and a better experience. We're confident our approach can help people take ownership of their financial futures. We offer investors a modern, full-service approach to build and manage their investments, providing investment-related products, services, and sophisticated financial planning that combine the best of what people and technology have to offer. As part of the Client Experience and Risk organization, the Business Accommodations Team (BAT) partners with branches and service teams to resolve complex, non-routine client needs when standard channels are not sufficient. Our mandate is to deliver an intuitive, innovative, and differentiated wealth management experience that drives growth and builds meaningful relationships with clients. Complex Account Sr. Manager The Business Accommodation Team ​​​​​​​ (BAT) is designed to support and resolve the unique and complex needs of affluent and high net worth clients to win and retain assets while managing firm risk. Affluent clients may have needs that are not satisfactorily met by Schwab’s standard “in-the-box” offers and processes. The Senior Manager will report to the Director of the Complex Account Team and will be responsible for supporting the Retail Branch Network through strategic initiatives that enhance the client experience, drive business growth, and improve scalability. In addition, the Senior Manager will work closely with oversight partners to ensure Schwab’s regulatory and risk standards are consistently met. This role encompasses a broad range of responsibilities: Responsibilities include: Collaborating with partners at all levels throughout the organization (including but not limited to the Branch Network, Retail Supervision & Risk Management, Legal, Compliance, Corporate Risk, Schwab Bank, Asset Management Client Solutions and Operations Asset Management Client Solutions and Operations). Partnering with AML-EDD and other oversight partners to ascertain the level of risk to Schwab based on stated purpose, expected activity and structure. This may include having in depth interactions with the client to better understand organizational structure and request/review additional information to support EDD. Review Negative Media Referrals to determine what level, if any, of risk exists and communicate determination rationale to appropriate decision makers. Work with leadership and various oversight partners to understand and ensure policies and procedures are correct and being followed. Identify opportunities to modify existing processes to efficiently manage escalations. Reviewing transactional monitoring reports and research, as necessary, in coordination with service teams/FC to support policy adherence and ongoing due diligence. Conduct ongoing account periodic reviews with client/FC if assigned. Support client retention opportunities and prospect opportunities for affluent clients by navigating complex client escalations/accommodations and collaborate with internal partners to help prioritize these requests. Demonstrate strong ability to collaborate with team members to ensure due diligence surrounding high risk clients, making certain to satisfy both regulatory and business requirements. Work closely with field representatives and cross-functional partners to retain business from high and ultra-high-net-worth clients while facilitating the IS decision-making process by ensuring that we appropriately balance risk and reward. Lead and support project management efforts across the Business Accommodation Team (BAT), driving business process improvements that enhance efficiency, scalability, and risk-aligned outcomes while partnering closely with cross‑functional stakeholders. Analyze and effectively interpret high‑level data to identify trends and develop predictive models, and provide actionable insights to drive informed decision-making across the business. Pivot effectively between competing priorities and multiple timelines, proactively identify risks and scope considerations, and connect detailed execution to broader strategic objectives when engaging in prioritization discussions and stakeholder updates. What you have Required: Bachelor’s degree required; 5 years of experience with business project management, risk management, and in-depth client contact experience Series 7 required Preferred: 9/10 preferred Financial Services industry experience is preferred Ability to learn quickly and thrive in a complex, dynamic Outstanding "soft" skills including ability to work well with a diverse range of partners and proactive, can-do attitude, with high flexibility and adaptability to support across BAT as needed. A client-centric focus that keeps clients in the forefront of decisions and connects plans and actions to our purpose of serving investors and branch network Comfort with ambiguity and an ability to create a clear path forward in such situations. Curiosity, a “can-do” attitude and the ability to learn quickly and thrive in a complex, dynamic environment. Strong knowledge of Investor Services as well as Schwab’s operations processes and product/service offers Ability to influence partners at all levels and demonstrate strong ownership skills. Demonstrated experience building relationships and working with cross-functional teams. Superior written and verbal communication skills, including being able to synthesize data, develop cohesive business cases and recommendations for senior management. Superior analytical, problem-solving skills and business judgment with the ability to find solutions for complex client requests. Ability to manage a diverse set of priorities in a fast-paced, dynamic environment. In addition to the salary range, this role is 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. 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: 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

  • Papillion, NE

  • no content

Client Services Part-Time Internship

Position Type: Regular Your opportunity At Schwab, your potential isn’t just recognized — it’s developed. Here, bold ideas and genuine curiosity fuel meaningful careers, empowering you to challenge the status quo and help shape the future of financial services. Our Aspiring Talent Academy (ATA) is a part‑time, immersive internship program designed exclusively for college students who want real‑world experience while building the foundation for a long‑term career in our Client Service & Support (CS&S) organization. Through our C.A.R.E.E.R.S. curriculum — Collaboration, Academic learning, Real‑world Education & Experience, Roundtables, and Shadowing — you’ll gain hands‑on exposure to the business and learn what it truly means to serve clients “Through Clients’ Eyes.” As an ATA Financial Services Apprentice , you’ll take inbound client calls, help solve meaningful financial questions, and learn how to navigate a wide range of service needs — all while receiving the support, coaching, and training you need to succeed. You’ll grow your confidence, sharpen your communication skills, and become part of a collaborative team committed to helping clients — and each other — own their financial futures. This experience isn’t just a role — it’s your first step toward a future career at Schwab. Key features of the program: Real client experience. Build confidence by assisting clients through inbound service calls and applying Schwab’s client‑first approach. Structured training, support, and coaching. Develop through hands‑on training, ongoing mentorship, and dedicated manager coaching designed to strengthen your skills and readiness. Exposure to the financial services industry. Gain practical understanding of markets, products, and the client service environment while exploring career pathways within CS&S. High‑impact professional development. Participate in resume and interview coaching, skill‑building workshops, and other growth-focused activities to prepare for future roles. Collaborative team culture. Engage in team‑building events, daily huddles, and cross‑team interactions that strengthen connection and support. Interactive, hands‑on learning experiences. Compete in simulated trading using Schwab’s thinkorswim platform and apply what you learn in real-time scenarios. Capstone project to senior leaders. Demonstrate your learning and impact by presenting a final project to Schwab business leaders at the conclusion of the program. Schwab’s Client Service & Support team is at the heart of our firm’s commitment to helping clients own their financial future. If you’re interested in pursuing a career in finance, enjoy working in a collaborative team setting, and share our passion for serving clients - this role is for you. The Aspiring Talent Academy is for individuals who share our passion for providing outstanding customer service, want structured training in the financial industry, and are ready to hone their communication skills while collaborating with peers in a supportive environment. Compensation: $21.68/hour What you have If you’re not a finance expert, that’s okay! We celebrate diverse experiences and skillsets. Success candidates bring with them a growth mindset, willingness to learn, and a passion for serving others. Here at Charles Schwab, we strive to make a difference in people's lives through our innovative solutions and world-class service. Required qualifications: This is a part-time apprentice function supporting Client Service & Support (CS&S) Core Service intended for an 8-month period during your Fall and Spring Semesters. Timing and commitment to our Apprentice program will be determined by individual performance and/or business need. At the end of the Apprentice program, based on performance, graduation and/or business need, you may have the opportunity to apply for a full-time Financial Service Representative position. Enrollment in a university program and be able to apply and if selected, start full-time employment on or about May 2027 Ability to work on-site starting Monday, September 14, 2026, and continuing through Friday, April 30, 2027 Ability to work 20 hours on-site at one of the Schwab service center locations during the following times: Monday – 8am to 4:30pm Wednesday – 8am to 4:30pm Friday – 8am to 12pm Preferred qualifications: Demonstrates a strong desire to learn and build a long‑term career in financial services , with curiosity, initiative, and a growth mindset. Delivers exceptional, client‑centric service , showing genuine passion for helping investors and improving the client experience. Communicates with clarity and confidence , with excellent written, verbal, and interpersonal skills. Thrives in fast‑paced, dynamic environments , adapting quickly to market shifts, new information, and evolving business needs. Brings a resourceful, innovative, and solutions‑oriented mindset , consistently looking for better ways to work and the courage to ask “why.” Collaborates effectively across teams , contributing to a positive, supportive, and partnership‑driven culture. Shows leadership behaviors at every level , including optimism, professionalism, strong awareness, and a purpose‑driven approach to daily work. campus 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. 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: 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

  • Pflugerville, TX

  • no content

Sr. Manager, Wealth Advisor - Schwab Wealth Advisory

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 a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab’s approach to investing. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA’s advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage their more complex portfolios and achieve their goals. You’ll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. You’ll also have the opportunity to mentor junior SWA team members. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you. What you have Required Qualifications CFP® designation or CFA® designation Bachelor’s degree Active and valid FINRA Series 7 license May be obtained with a 120-day condition of employment Active and valid FINRA Series 66 license required May be obtained with a 120-day condition of employment Five or more years of advisory experience, including creating and customizing financial plans and portfolios for clients. Preferred Qualifications Five or more years working directly with clients in the financial services industry highly preferred In addition to the salary range, this role is also eligible for bonus or incentive opportunities. 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 locations. 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. 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: 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

  • Guadalupe, AZ

  • no content

Licensed Global Investing Specialist

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. 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). We’re seeking Global Investing Specialists who enjoy assisting others as they trade in the foreign markets and want to grow their career with a top financial services firm. In Global Investing Services, our vision is to be the most trusted Foreign Trade Desk on the street. We support Schwab’s domestic and international clients who trade on exchanges outside of the U.S. We attract highly engaged professionals who are interested in learning the foreign markets and are interested in furthering their foreign trading knowledge. We have a world-class training program which ensures we are able to meet the needs of our clients, regardless of their level of sophistication. Our team consists of a diverse workforce in all different stages of their careers, including career changers and individuals re-entering the workforce. If you enjoy providing an outstanding level of service to others around you, have a passion for continuous learning, and enjoy working with like-minded individuals with whom you can learn and grow this is the role for you. What you have To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have. Required Qualifications: Series 7 and 63 licenses required 1-2 years of experience in Client Service, Financial Services and/or Brokerage Services Preferred Qualifications: Bachelor’s degree Current or previous contact center experience Previous experience in customer service, client support and problem resolution skills Proven analytical skills with the ability to effectively mitigate risk and adhere to trading accuracy while adhering to policies, procedures, and guidelines Strong U.S trading experience, or familiarity with the securities industry and an understanding of options and equities In addition to the salary range, this role is 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. 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: 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

  • Speedway, IN

  • no content

Client Service Manager, Retirement Plan Services

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. Applicants must be authorized to work in the United States now and the future without employer sponsorship. We believe in the importance of in-office collaboration and fully intend for the selected candidate to work on site 4 days per week in one of the specified locations. The Client Service Manager role is responsible for leading day-to-day client service delivery in support of plan administration and client needs. This role includes daily oversight of all aspects of qualified and non-qualified retirement plan recordkeeping and administration that may include resolution of client issues, coordination of internal groups for issue resolution, client presentations and sales support. As the lead interface between plan sponsor and Schwab, the Client Service Manager will be accountable for client satisfaction, delivering support to clients by broadening Schwab's relationships with plan sponsors and plan participants. You will understand and adhere to Schwab policies and practices and be responsible for the mitigation of operational and financial risk to Schwab. Responsibilities will include, but not be limited to: Leading approximately 40 client relationships. Understand your plans to ensure administration is completed in accordance with plan provisions. Collaborating with business partners to delegate and lead client issues to successful resolution is key in your position. Approaching every client interaction holistically by being aware of all issues and events related to the client and collaborating with peers to create a precise client experience. Ensure client satisfaction, improve client promoter scores, and actively communicate plan administration activities with your internal teams. Support Sales efforts, as needed. Work reciprocally within the organization, sharing standard methodologies, and aid in the continuous improvement of the services provided by Schwab. Execute client and regulatory changes. Effectively and authentically communicate Schwab’s value to clients. Apply specialized knowledge within all aspects of qualified and non-qualified retirement plan recordkeeping and understand the broader impact on the company. Build and sustain strong relationships with clients and partnerships with internal associates as well as key contacts within the industry. What you have To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have. Required Qualifications 5 years of experience working with employer sponsored Retirement Plans. Bachelor's degree or equivalent experience. Validated understanding of ERISA, industry rules and regulations, and non-qualified plan design. Ability to develop and implement client strategies, retirement plan design, compliance, IRS reporting, as well as a proven understanding of mutual funds and other investments. Ability to work independently with minimal oversight by your manager. Excellent written and oral communication skills. Ability to communicate effectively, problem seek, and influence and build consensus among team members, leadership, and clients through presentations. Ability to identify client issues that pose a risk to the firm, handle them appropriately and recommend solutions to address future issues effectively ensures your growth as a Client Service Manager. Ability to effectively run plans with varying levels of complexity. Time management skills and ability to handle multiple assignments at a given time. Self-motivated, enthusiastic, take initiative and demonstrate a high degree of personal integrity, resilience, honesty and respect for others Inspire and support those around you to challenge the status quo; effect small and large changes to continue to elevate the team’s effectiveness and level of service provided to our clients Meet deadlines within a fast-paced environment. Collaborate effectively in teams and influence outcomes Demonstrate confidence, accountability, and teamwork with each interaction Flexibility to travel for client visits and sales presentation Preferred Qualifications ASPPA, CEBS and/or NIPA designation. QPA, CPC or equivalent certification/designations. workplacejobs 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. 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: 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

  • Buda, TX

  • no content

Wealth Advisor, Schwab Wealth Advisory

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 a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab’s approach to investing. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA’s advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage complex portfolios and achieve their goals. You’ll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you. What you have Required Qualifications Bachelor’s degree Active FINRA Series 7 license (May be obtained with a 120-day condition of employment for certified and current CFP® designation or CFA® designation holders, verified before hire) Active FINRA Series 66 license (May be obtained within the first 120 days) Three or more years advisory experience, including creating and customizing financial plans and portfolios for clients Five or more years in the financial services industry working directly with clients Preferred Qualifications CFP or CFA Superior relationship management and client retention experience Polished interpersonal, communication and presentation skills, attention to detail In addition to the salary range, this role is also eligible for bonus or incentive opportunities. 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 locations. 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. 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: 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

  • Maywood, CA

  • no content

Sr. Manager, Wealth Advisor - Schwab Wealth Advisory

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 a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab’s approach to investing. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA’s advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage their more complex portfolios and achieve their goals. You’ll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. You’ll also have the opportunity to mentor junior SWA team members. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you. What you have Required Qualifications CFP® designation or CFA® designation Bachelor’s degree Active and valid FINRA Series 7 license May be obtained with a 120-day condition of employment Active and valid FINRA Series 66 license required May be obtained with a 120-day condition of employment Five or more years of advisory experience, including creating and customizing financial plans and portfolios for clients. Preferred Qualifications Five or more years working directly with clients in the financial services industry highly preferred In addition to the salary range, this role is also eligible for bonus or incentive opportunities. 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 locations. 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. 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: 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

  • Paradise Valley, AZ

  • no content

Senior Client Service Manager, Retirement Plan Services

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. Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship. The Senior Client Service Manager, Relationship Management plays the critical role of primary relationship owner and interface between our plan sponsors and Schwab. You would be responsible for oversight of all aspects of retirement plan recordkeeping and administration. In this capacity, you will consistently explore and discover client and consultant needs by engaging in face-to-face meetings, asking well-defined, open-ended questions to clearly uncover new business opportunities and identify relationship challenges. As a part of this ongoing process, you will utilize your personal knowledge and expertise as well as identify and engage the appropriate subject matter experts within Charles Schwab to assist with presentations and discussions to ensure client understanding of available solution sets to achieve successful outcomes. The Senior Client Service Manager, Relationship Management will work together, as a team, with their Client Relationship Practice Leader and Client Relationship Administrators to provide a coordinated approach of client service delivery in support of plan administration requirements and unique client needs. The goal of these team-based efforts will be to drive higher levels of client retention, client satisfaction, and expansion of the overall Schwab relationship with assigned practice clients. In meeting and exceeding these duties, you are expected to understand and adhere to Schwab policies and practices and will play a key role in the mitigation of operational and financial risk to Schwab. The Senior Client Service Manager, Relationship Management will typically provide comprehensive client relationship support for clients that have enhanced complexity and assets totaling $500M to $1B . What you’re responsible for Leading approximately 5-8 sizable growing client relationships. Understand assigned practice plans to ensure administration is completed in accordance with plan provisions. Collaboration with business partners to delegate and lead client issues to successful resolution is key in your position. Approaching every client interaction holistically by being aware of all issues and events related to the client and collaborate with peers to build a precise client experience is a major part of your role. Consistently explore and discover client and consultant needs by engaging in face-to-face meetings asking well-defined, open-ended questions to clearly uncover new business opportunities and relationship challenges. Identify and Engage the appropriate subject matter experts within Charles Schwab to assist with appropriate client discussions to accomplish client understanding of solution sets to achieve successful outcomes. Ensure client satisfaction, improve client promoter scores, and actively communicate plan administration activities with your internal teams. Identify and adapt to clients’ and consultants’ diverse backgrounds and roles (executives, human resources, and finance) and maintain investment-related expertise to effectively sell and deliver product, service, and platform solutions. Support Sales efforts, as needed, Deliver client education and training by developing appropriate awareness of investment offerings, fiduciary responsibilities and procedures when presenting opportunities for clients to contract investment products, services, and platforms. Work reciprocally within the organization, share standard methodologies, and aid in the continuous improvement of the services provided by Schwab to ensure your success. Execute client and regulatory changes. Effectively and authentically communicate Schwab’s value to clients. Apply specialized knowledge within all aspects of qualified and non-qualified retirement plan recordkeeping and understand the broader impact on the company. Build and sustain positive relationships with clients and partnerships with internal associates as well as key contacts within the industry to stay results oriented. What you have To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have. Required Qualifications: 10 years of experience working with large, complex employer sponsored Retirement Plans. Bachelor's degree or equivalent experience. High degree of integrated benefit services experience with comprehensive knowledge of equity compensation plan (stock options, restricted stock, SARs, ESPP), administration and plan design and administration for qualified retirement and non-qualified executive deferred compensation plans. Thorough understanding of retirement and benefit plan industry trends, ongoing regulatory and legislative processes impacting the client base and ERISA related regulations. Thorough knowledge of investment products and platforms including passive and active Mutual Funds, ETFs, CTFs, Money Market Funds, Charles Schwab Bank investment products, in-plan advice and guidance, and managed account services. High energy, confidence, accountability, and professionalism, while also demonstrating personal integrity, resilience, and respect for others Ability to develop and implement client strategies, retirement plan design, compliance, IRS reporting, as well as a proven understanding of mutual funds and other investments. Ability to work independently with minimal oversight by your manager. Excellent written and oral communication skills. Ability to communicate effectively, problem seek, and influence and build consensus among team members, leadership, and clients through presentations. Ability to identify client issues that pose a risk to the firm, handle them appropriately and recommend solutions to address future issues effectively ensures your growth as a Relationship Manager. Effectively service plans with varying level of complexity. Excellent project management and time management skills and ability to handle multiple assignments that have a long and short duration over a given time with attention to details The ability to inspire and support those around you to challenge the status quo; effect small and large changes to continue to elevate the teams' effectiveness and level of service provided to our clients. Meet deadlines within a fast-paced environment. Collaborate effectively in teams and influence outcomes. Flexibility to travel for client visits and sales presentations as needed. Preferred Qualifications: ASPPA, CEBS and/or NIPA designation. QPA, CPC or equivalent certification/designations. workplacejobs 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. 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: 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

  • Leander, TX

  • no content

Licensed Global Investing Specialist

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. 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). We’re seeking Global Investing Specialists who enjoy assisting others as they trade in the foreign markets and want to grow their career with a top financial services firm. In Global Investing Services, our vision is to be the most trusted Foreign Trade Desk on the street. We support Schwab’s domestic and international clients who trade on exchanges outside of the U.S. We attract highly engaged professionals who are interested in learning the foreign markets and are interested in furthering their foreign trading knowledge. We have a world-class training program which ensures we are able to meet the needs of our clients, regardless of their level of sophistication. Our team consists of a diverse workforce in all different stages of their careers, including career changers and individuals re-entering the workforce. If you enjoy providing an outstanding level of service to others around you, have a passion for continuous learning, and enjoy working with like-minded individuals with whom you can learn and grow this is the role for you. What you have To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have. Required Qualifications: Series 7 and 63 licenses required 1-2 years of experience in Client Service, Financial Services and/or Brokerage Services Preferred Qualifications: Bachelor’s degree Current or previous contact center experience Previous experience in customer service, client support and problem resolution skills Proven analytical skills with the ability to effectively mitigate risk and adhere to trading accuracy while adhering to policies, procedures, and guidelines Strong U.S trading experience, or familiarity with the securities industry and an understanding of options and equities In addition to the salary range, this role is 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. 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: 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

  • Cedar Park, TX

  • no content

Client Services Part-Time Internship

Position Type: Regular Your opportunity At Schwab, your potential isn’t just recognized — it’s developed. Here, bold ideas and genuine curiosity fuel meaningful careers, empowering you to challenge the status quo and help shape the future of financial services. Our Aspiring Talent Academy (ATA) is a part‑time, immersive internship program designed exclusively for college students who want real‑world experience while building the foundation for a long‑term career in our Client Service & Support (CS&S) organization. Through our C.A.R.E.E.R.S. curriculum — Collaboration, Academic learning, Real‑world Education & Experience, Roundtables, and Shadowing — you’ll gain hands‑on exposure to the business and learn what it truly means to serve clients “Through Clients’ Eyes.” As an ATA Financial Services Apprentice , you’ll take inbound client calls, help solve meaningful financial questions, and learn how to navigate a wide range of service needs — all while receiving the support, coaching, and training you need to succeed. You’ll grow your confidence, sharpen your communication skills, and become part of a collaborative team committed to helping clients — and each other — own their financial futures. This experience isn’t just a role — it’s your first step toward a future career at Schwab. Key features of the program: Real client experience. Build confidence by assisting clients through inbound service calls and applying Schwab’s client‑first approach. Structured training, support, and coaching. Develop through hands‑on training, ongoing mentorship, and dedicated manager coaching designed to strengthen your skills and readiness. Exposure to the financial services industry. Gain practical understanding of markets, products, and the client service environment while exploring career pathways within CS&S. High‑impact professional development. Participate in resume and interview coaching, skill‑building workshops, and other growth-focused activities to prepare for future roles. Collaborative team culture. Engage in team‑building events, daily huddles, and cross‑team interactions that strengthen connection and support. Interactive, hands‑on learning experiences. Compete in simulated trading using Schwab’s thinkorswim platform and apply what you learn in real-time scenarios. Capstone project to senior leaders. Demonstrate your learning and impact by presenting a final project to Schwab business leaders at the conclusion of the program. Schwab’s Client Service & Support team is at the heart of our firm’s commitment to helping clients own their financial future. If you’re interested in pursuing a career in finance, enjoy working in a collaborative team setting, and share our passion for serving clients - this role is for you. The Aspiring Talent Academy is for individuals who share our passion for providing outstanding customer service, want structured training in the financial industry, and are ready to hone their communication skills while collaborating with peers in a supportive environment. Compensation: $21.20/hour What you have If you’re not a finance expert, that’s okay! We celebrate diverse experiences and skillsets. Success candidates bring with them a growth mindset, willingness to learn, and a passion for serving others. Here at Charles Schwab, we strive to make a difference in people's lives through our innovative solutions and world-class service. Required qualifications: This is a part-time apprentice function supporting Client Service & Support (CS&S) Core Service intended for an 8-month period during your Fall and Spring Semesters. Timing and commitment to our Apprentice program will be determined by individual performance and/or business need. At the end of the Apprentice program, based on performance, graduation and/or business need, you may have the opportunity to apply for a full-time Financial Service Representative position. Enrollment in a university program and be able to apply and if selected, start full-time employment on or about May 2027 Ability to work on-site starting Monday, September 14, 2026, and continuing through Friday, April 30, 2027 Ability to work 20 hours on-site at one of the Schwab service center locations during the following times: Monday – 8am to 4:30pm Wednesday – 8am to 4:30pm Friday – 8am to 12pm Preferred qualifications: Demonstrates a strong desire to learn and build a long‑term career in financial services , with curiosity, initiative, and a growth mindset. Delivers exceptional, client‑centric service , showing genuine passion for helping investors and improving the client experience. Communicates with clarity and confidence , with excellent written, verbal, and interpersonal skills. Thrives in fast‑paced, dynamic environments , adapting quickly to market shifts, new information, and evolving business needs. Brings a resourceful, innovative, and solutions‑oriented mindset , consistently looking for better ways to work and the courage to ask “why.” Collaborates effectively across teams , contributing to a positive, supportive, and partnership‑driven culture. Shows leadership behaviors at every level , including optimism, professionalism, strong awareness, and a purpose‑driven approach to daily work. campus 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. 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: 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

  • Papillion, NE

  • no content

Client Services Part-Time Internship

Position Type: Regular Your opportunity At Schwab, your potential isn’t just recognized — it’s developed. Here, bold ideas and genuine curiosity fuel meaningful careers, empowering you to challenge the status quo and help shape the future of financial services. Our Aspiring Talent Academy (ATA) is a part‑time, immersive internship program designed exclusively for college students who want real‑world experience while building the foundation for a long‑term career in our Client Service & Support (CS&S) organization. Through our C.A.R.E.E.R.S. curriculum — Collaboration, Academic learning, Real‑world Education & Experience, Roundtables, and Shadowing — you’ll gain hands‑on exposure to the business and learn what it truly means to serve clients “Through Clients’ Eyes.” As an ATA Financial Services Apprentice , you’ll take inbound client calls, help solve meaningful financial questions, and learn how to navigate a wide range of service needs — all while receiving the support, coaching, and training you need to succeed. You’ll grow your confidence, sharpen your communication skills, and become part of a collaborative team committed to helping clients — and each other — own their financial futures. This experience isn’t just a role — it’s your first step toward a future career at Schwab. Key features of the program: Real client experience. Build confidence by assisting clients through inbound service calls and applying Schwab’s client‑first approach. Structured training, support, and coaching. Develop through hands‑on training, ongoing mentorship, and dedicated manager coaching designed to strengthen your skills and readiness. Exposure to the financial services industry. Gain practical understanding of markets, products, and the client service environment while exploring career pathways within CS&S. High‑impact professional development. Participate in resume and interview coaching, skill‑building workshops, and other growth-focused activities to prepare for future roles. Collaborative team culture. Engage in team‑building events, daily huddles, and cross‑team interactions that strengthen connection and support. Interactive, hands‑on learning experiences. Compete in simulated trading using Schwab’s thinkorswim platform and apply what you learn in real-time scenarios. Capstone project to senior leaders. Demonstrate your learning and impact by presenting a final project to Schwab business leaders at the conclusion of the program. Schwab’s Client Service & Support team is at the heart of our firm’s commitment to helping clients own their financial future. If you’re interested in pursuing a career in finance, enjoy working in a collaborative team setting, and share our passion for serving clients - this role is for you. The Aspiring Talent Academy is for individuals who share our passion for providing outstanding customer service, want structured training in the financial industry, and are ready to hone their communication skills while collaborating with peers in a supportive environment. Compensation: $21.20/hour What you have If you’re not a finance expert, that’s okay! We celebrate diverse experiences and skillsets. Success candidates bring with them a growth mindset, willingness to learn, and a passion for serving others. Here at Charles Schwab, we strive to make a difference in people's lives through our innovative solutions and world-class service. Required qualifications: This is a part-time apprentice function supporting Client Service & Support (CS&S) Core Service intended for an 8-month period during your Fall and Spring Semesters. Timing and commitment to our Apprentice program will be determined by individual performance and/or business need. At the end of the Apprentice program, based on performance, graduation and/or business need, you may have the opportunity to apply for a full-time Financial Service Representative position. Enrollment in a university program and be able to apply and if selected, start full-time employment on or about May 2027 Ability to work on-site starting Monday, September 14, 2026, and continuing through Friday, April 30, 2027 Ability to work 20 hours on-site at one of the Schwab service center locations during the following times: Monday – 8am to 4:30pm Wednesday – 8am to 4:30pm Friday – 8am to 12pm Preferred qualifications: Demonstrates a strong desire to learn and build a long‑term career in financial services , with curiosity, initiative, and a growth mindset. Delivers exceptional, client‑centric service , showing genuine passion for helping investors and improving the client experience. Communicates with clarity and confidence , with excellent written, verbal, and interpersonal skills. Thrives in fast‑paced, dynamic environments , adapting quickly to market shifts, new information, and evolving business needs. Brings a resourceful, innovative, and solutions‑oriented mindset , consistently looking for better ways to work and the courage to ask “why.” Collaborates effectively across teams , contributing to a positive, supportive, and partnership‑driven culture. Shows leadership behaviors at every level , including optimism, professionalism, strong awareness, and a purpose‑driven approach to daily work. campus 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. 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: 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

  • La Vista, NE

  • no content

Sr Manager, Complex Account Team

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. 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. Since day one, Schwab has set out to challenge the status quo, looking for ways to offer our clients more value and a better experience. We're confident our approach can help people take ownership of their financial futures. We offer investors a modern, full-service approach to build and manage their investments, providing investment-related products, services, and sophisticated financial planning that combine the best of what people and technology have to offer. As part of the Client Experience and Risk organization, the Business Accommodations Team (BAT) partners with branches and service teams to resolve complex, non-routine client needs when standard channels are not sufficient. Our mandate is to deliver an intuitive, innovative, and differentiated wealth management experience that drives growth and builds meaningful relationships with clients. Complex Account Sr. Manager The Business Accommodation Team ​​​​​​​ (BAT) is designed to support and resolve the unique and complex needs of affluent and high net worth clients to win and retain assets while managing firm risk. Affluent clients may have needs that are not satisfactorily met by Schwab’s standard “in-the-box” offers and processes. The Senior Manager will report to the Director of the Complex Account Team and will be responsible for supporting the Retail Branch Network through strategic initiatives that enhance the client experience, drive business growth, and improve scalability. In addition, the Senior Manager will work closely with oversight partners to ensure Schwab’s regulatory and risk standards are consistently met. This role encompasses a broad range of responsibilities: Responsibilities include: Collaborating with partners at all levels throughout the organization (including but not limited to the Branch Network, Retail Supervision & Risk Management, Legal, Compliance, Corporate Risk, Schwab Bank, Asset Management Client Solutions and Operations Asset Management Client Solutions and Operations). Partnering with AML-EDD and other oversight partners to ascertain the level of risk to Schwab based on stated purpose, expected activity and structure. This may include having in depth interactions with the client to better understand organizational structure and request/review additional information to support EDD. Review Negative Media Referrals to determine what level, if any, of risk exists and communicate determination rationale to appropriate decision makers. Work with leadership and various oversight partners to understand and ensure policies and procedures are correct and being followed. Identify opportunities to modify existing processes to efficiently manage escalations. Reviewing transactional monitoring reports and research, as necessary, in coordination with service teams/FC to support policy adherence and ongoing due diligence. Conduct ongoing account periodic reviews with client/FC if assigned. Support client retention opportunities and prospect opportunities for affluent clients by navigating complex client escalations/accommodations and collaborate with internal partners to help prioritize these requests. Demonstrate strong ability to collaborate with team members to ensure due diligence surrounding high risk clients, making certain to satisfy both regulatory and business requirements. Work closely with field representatives and cross-functional partners to retain business from high and ultra-high-net-worth clients while facilitating the IS decision-making process by ensuring that we appropriately balance risk and reward. Lead and support project management efforts across the Business Accommodation Team (BAT), driving business process improvements that enhance efficiency, scalability, and risk-aligned outcomes while partnering closely with cross‑functional stakeholders. Analyze and effectively interpret high‑level data to identify trends and develop predictive models, and provide actionable insights to drive informed decision-making across the business. Pivot effectively between competing priorities and multiple timelines, proactively identify risks and scope considerations, and connect detailed execution to broader strategic objectives when engaging in prioritization discussions and stakeholder updates. What you have Required: Bachelor’s degree required; 5 years of experience with business project management, risk management, and in-depth client contact experience Series 7 required Preferred: 9/10 preferred Financial Services industry experience is preferred Ability to learn quickly and thrive in a complex, dynamic Outstanding "soft" skills including ability to work well with a diverse range of partners and proactive, can-do attitude, with high flexibility and adaptability to support across BAT as needed. A client-centric focus that keeps clients in the forefront of decisions and connects plans and actions to our purpose of serving investors and branch network Comfort with ambiguity and an ability to create a clear path forward in such situations. Curiosity, a “can-do” attitude and the ability to learn quickly and thrive in a complex, dynamic environment. Strong knowledge of Investor Services as well as Schwab’s operations processes and product/service offers Ability to influence partners at all levels and demonstrate strong ownership skills. Demonstrated experience building relationships and working with cross-functional teams. Superior written and verbal communication skills, including being able to synthesize data, develop cohesive business cases and recommendations for senior management. Superior analytical, problem-solving skills and business judgment with the ability to find solutions for complex client requests. Ability to manage a diverse set of priorities in a fast-paced, dynamic environment. In addition to the salary range, this role is 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. 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: 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

  • Roanoke, TX

  • no content