AI Engineer III, AI.x

Position Type: Regular Your opportunity At Schwab, you will build a rewarding career while making a difference in the lives of our millions of clients. Here, innovative thinking meets creative problem solving as we work together to challenge the status quo. We believe in the power of collaboration and value being together in the office, which is why this role is based on-site in our San Francisco office. Joining Schwab means joining a company committed to transforming the financial industry and putting clients at the center of everything we do. Schwab’s AI Strategy & Transformation team, known as AI.x, is the central hub for Artificial Intelligence at Schwab. We are an integrated product, engineering, strategy and risk team, all based in San Francisco. We help set the enterprise vision for AI, invest in the most promising opportunities, and accelerate delivery across the company. We also build the core platform that powers AI at scale and explore next-generation GenAI efforts that will redefine how we serve our clients. As an AI Engineer on AI.x, you will play an important role in bringing these priorities to life by designing and delivering innovative AI solutions. This role is more than an engineering position. It is an opportunity to join a high-profile team shaping Schwab’s future with AI, to build solutions that matter to millions of clients, and to grow your career in one of the most exciting areas of technology today. As an AI Engineer, you will contribute to the design, development, and delivery of GenAI applications that enhance client experience and create business value. You will collaborate with architects, engineers, and business leaders to ensure solutions align with Schwab’s enterprise strategy. You will have the opportunity to learn from senior engineers, participate in technical discussions, and help to build strong engineering practices while fostering a culture of continuous learning. You will work on solving complex technical challenges, support best engineering standards, and help drive iterations from concept to production. Above all, you will bring curiosity, creativity, and technical skill to help shape the next generation of AI at Schwab. What you have Required Qualifications 3 years of software development experience and 1 year of experience as a hands-on engineer in startups and/or large organizations. Bachelor's degree in Computer Science or related field. 2 years of experience building products and supporting them in production environments. 1 year of experience developing applications that use Artificial Intelligence (AI) models to deliver business impact. 1 year of experience working with applications or data pipelines that interface with large datasets. 1 year of experience with containers and cloud-native applications, with exposure to deploying them in the public cloud using infrastructure as code. Preferred Qualifications Strong computer science fundamentals and experience working across different parts of the tech stack. Exposure to proprietary or open-source LLMs (Gemini, Claude, OpenAI or other models) and contributing to LLM-powered applications. Commitment to quality in your work, with experience writing and maintaining tests. Experience evaluating and monitoring LLM-generated outputs for quality and consistency. Strong communication skills – able to clearly share your perspective with others on the team, both verbally and in writing. Interest in mentoring peers and learning from senior engineers through feedback and code reviews. Demonstrated commitment to continuous learning and improvement. Ability to address complex problems, even with ambiguous or incomplete data, within distributed systems. Broad business domain knowledge related to the products you've contributed to. Curiosity about new technologies and processes – you seek to grow your skills and share knowledge with team members. Experience with Python and front-end development is preferred but not required. Master’s or advanced degrees in Computer Science or related fields are a plus. 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. 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

Manager, Client Service - WAMS

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. Charles Schwab Investment Management (CSIM) is the asset management arm of the Charles Schwab Corporation. Products managed include a wide variety of active and indexed equity, fixed income, and asset allocation strategies, as well as money markets funds. CSIM uses a consistent and disciplined approach to investing across all our products and seeks to develop innovative new products to meet the core investing needs of our clients. We are looking for people with a passion for helping clients. The successful Client Service Manager will serve as a vital member of the Client Services team, serving clients and advisors directly, with a primary focus on Schwab Personalized Indexing onboarding. As a Financial Services Professional, you will help to educate and solve problems for individual investors. Through trust, experience, investment knowledge, professional development, and exceptional service the entire team strives to provide our clients with a great advisory relationship experience. What you are good at Provide outstanding client service while demonstrating empathy, professionalism, and strong problem-solving skills. Serve as a primary point of contact for client inquiries, ensuring timely and accurate resolution. Anticipate client needs and proactively follow up on pending items to prevent delays or service gaps. Demonstrate excellent communication and follow-through to foster trust and satisfaction. Collaborate and Support Relationship Managers and Sales Team on new wealth manager onboarding, account openings, and ongoing account maintenance. Lead onboarding efforts for new wealth managers, ensuring a smooth integration into systems and processes. Mentor and train Client Service Specialists helping foster team growth and efficiency. Navigate multiple competing priorities while meeting internal deadlines and maintaining service excellence. Participate in internal service initiatives, cross-functional work groups, and process improvement efforts. Manage and update contact databases with accurate information. Assist with quarter-end processing, reporting, and preparation of materials for client meetings. Ensure the client interactions and service activities are performed in adherence with regulatory and internal compliance standards. What you have A minimum of 2 years of experience in financial services required Experience in a client facing role Ability to collaborate with internal partners and work in a team environment Strong communication and interpersonal skills Aptitude for complex problem solving Portfolio accounting software knowledge preferred A savvy user of Salesforce (or other CRM system), Excel, Word, PowerPoint, Microsoft Outlook Familiarity with Schwab’s enterprise platforms and a strong understanding of Schwab Asset Management products preferred Bachelor’s degree preferred 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

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

Sr. AI Risk Product Manager, AI.x

Position Type: Regular Your opportunity At Schwab, you will build a rewarding career while making a difference in the lives of our millions of clients. Here, innovative thinking meets creative problem solving as we work together to challenge the status quo. We believe in the power of collaboration and value being together in the office, which is why this role is based on-site in our San Francisco office. Joining Schwab means joining a company committed to transforming the financial industry and putting clients at the center of everything we do. Schwab’s AI Strategy & Transformation team—known as AI.x—is the central hub for Artificial Intelligence at Schwab. We are an integrated product, engineering, strategy and risk team, all based in San Francisco. We help set the enterprise vision for AI, invest in the most promising opportunities, and accelerate delivery across the company. We also build the core platform that powers AI at scale and explore next-generation GenAI efforts that will redefine how we serve our clients. Senior AI Product Managers on AI.x, play an essential role in advancing Schwab’s priorities by driving the development and execution of innovative AI product strategies. This position offers the opportunity to help shape Schwab’s future with AI, create transformative solutions that serve millions of clients, and grow your career in one of the most dynamic areas of technology today. As a Senior AI Risk Product Manager on AI.x, you will help advance Schwab’s risk management and compliance goals by driving the development and execution of innovative AI product & workflow experiences in partnership with our Risk Management, Compliance, and Cyber teams. Your work will focus on identifying and executing on opportunities to leverage GenAI to enhance control testing and risk monitoring across operational, corporate risk oversight, and cyber risk management. Long term, you will help develop agentic tools that reduce manual burden, improve detection, and drive stronger governance outcomes. This is an opportunity to shape the future of AI-driven risk management , create transformative solutions, and grow your career in one of the most dynamic areas of technology today. What You’ll do Collaboratively define the GenAI platform vision and roadmap for risk, compliance, and cyber use cases. Partner with R&D and risk stakeholders to identify impactful projects and define evaluation strategies for measuring and monitoring the quality of generative AI output in risk and compliance contexts. Participate in model validation to ensure continued performance, regulatory alignment, and business value of AI tools. Define metrics to estimate hallucination impact, output acceptance, safety concerns, and compliance effectiveness. Communicate key metrics and risk insights to both technical and non-technical stakeholders, highlighting trends, variance, and business impact. Distill MVPs and iterative deliverables from long-term product visions and goals, focusing on risk and compliance transformation. Champion the near-term product vision, ensuring alignment with Schwab’s strategic goals and regulatory requirements. Oversee the product lifecycle from concept to launch, including user research with risk and compliance teams, requirements gathering, and go-to-market strategy. Proactively identify and mitigate risks throughout the product development process, with a focus on regulatory and operational risk. Build enablement and onboarding plans to empower internal risk and compliance teams to leverage platform tools. Rigorously and dynamically prioritize the product roadmap, ensuring the development team is creating value with each iterative delivery. What you have Required Qualification BA/BS degree 7-10 years of professional IT or Product development experience 5 years of direct product experience 3 years of experience working closely with software engineers Demonstrable understanding of generative AI technology, architecture, and terminology including LLMs, RAG, system prompts, agentic, etc. Experience using/building generative AI solutions, ideally in risk, compliance, or cyber domains. Preferred Qualifications: MBA, JD or Graduate degree in Computer Science or other field related to AI. Professional experience in engineering, data science, risk management, compliance, or related field. Experience building Agentic workflows (e.g., with Copilot Studio, Vertex AI Agent builder etc.). Outstanding verbal and written communication skills with demonstrated ability to communicate effectively with all levels of the organization. Familiarity with financial services and the regulations that apply to the industry. Strong business influence skills. Ability to distill strategy, analytics and varied sets of input to drive decisions across stakeholder communities. Building credibility with peers and key stakeholders (at all levels of the organization) to be able to drive action. Ability to develop multiple solutions to the same problem and identify the common failure modes associated with each. Passion for identifying user pain points, generating ideas to relieve them, and acting swiftly to test potential solutions. Self-starter with outstanding organizational skills, attention to detail, and desire to continually reevaluate existing products and processes. Comfort in a dynamic and fast-moving work environment, with a positive attitude and solid work ethic. Curiosity to continually learn and keep up to date with the latest GenAI capabilities. A strong track record of performance. 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. 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

AI Researcher, AI.x

Position Type: Regular Your opportunity At Schwab, you will build a rewarding career while making a difference in the lives of our millions of clients. Here, innovative thinking meets creative problem solving as we work together to challenge the status quo. We believe in the power of collaboration and value being together in the office, which is why this role is based on-site in our San Francisco office. Joining Schwab means joining a company committed to transforming the financial industry and putting clients at the center of everything we do. Schwab’s AI Strategy & Transformation team, known as AI.x, is the central hub for Artificial Intelligence at Schwab. We are an integrated product, engineering, strategy and risk team, all based in San Francisco. We help set the enterprise vision for AI, invest in the most promising opportunities, and accelerate delivery across the company. We also build the core platform that powers AI at scale and explore next-generation GenAI efforts that will redefine how we serve our clients. As an AI Researcher on AI.x, you will play a key role in bringing these priorities to life by advancing cutting-edge AI research and developing innovative solutions. This role is more than a research position. It is an opportunity to join a high-profile team shaping Schwab’s future with AI, to create research that matters to millions of clients, and to grow your career in one of the most exciting areas of technology today. As an AI Researcher, you will design, investigate, and develop novel AI models and algorithms that enhance client experience and create business value. You will work closely with architects, engineers, and business leaders to align research efforts with Schwab’s enterprise strategy. You will mentor and coach junior researchers, helping to build strong scientific practices and foster a culture of continuous learning. You will lead by example in tackling complex technical challenges, advancing research standards, and driving rapid experimentation from concept to application. Above all, you will bring curiosity, creativity, and technical depth to help shape the next generation of AI at Schwab. What you have Required Qualifications: A master’s or other advanced degree in Computer Science, Mathematics, Physics or related field, or equivalent industry experience 7 years of experience in AI / ML research and development using Python 7 years of experience building data pipelines and data analyses that interface with large datasets 3 years of experience using AI models to deliver business value Advanced expertise in machine learning, natural language processing, and / or generative AI Preferred Qualifications: Strong data science fundamentals, including using SQL, Python data frames (e.g. pandas) and in data visualization using Python Strong computer science fundamentals, including experience writing unit tests Experience working with LLMs and shipping LLM-powered applications to production Ability to solve complex problems with ambiguous or incomplete data Experience working with and mentoring engineers, through presentations, clear feedback and code reviews Curiosity about new technologies and processes – you always seek to improve yourself and everyone around you and proactively seek and share knowledge with others on your team Strong communication skills – you balance written and verbal communication to clearly share your perspective with others on the team Demonstrated mindset of continuous learning and improvement Demonstrated business domain knowledge related to all products you have worked on 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. 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

Sr. React Developer

Position Type: Regular Your opportunity As a Sr. Full Stack Developer within Client Service & Support (CS&S), you will have the opportunity to develop internal web tools and automation solutions that directly enhance the client service experience for Schwab’s retail clients. Your work will empower the organization to operate more efficiently and deliver even greater value by optimizing workflows, reducing manual tasks, and enabling faster, more accurate responses to client needs. The web tools and automation you build will not only support frontline representatives, helping them champion every client’s goals with passion and integrity, but also drive the innovation that keeps Schwab at the forefront of the industry. This position requires a self-motivated individual with strong problem-solving skills who can contribute in a highly collaborative culture. The ability to deliver innovative, cost-effective, and reliable solutions is key to success in this role. By leveraging technology to streamline service processes, you will play a crucial part in enhancing client satisfaction, improving retention, and supporting the core business of CS&S. Applicants should be driven to learn, grow, and continuously contribute to the Trader organization—making a tangible impact on both clients and colleagues, and ensuring Schwab remains a trusted partner in our clients’ financial journeys. This position is on-site 4 days per week. What you’ll do: Architect and maintain high-performance front-end applications using the React framework, while integrating seamlessly with scalable back-end services; ensure code quality through peer reviews and mentorship. Lead automation and efficiency initiatives, identifying opportunities to streamline workflows and reduce manual effort across development and operational processes. Own and enhance internal platforms, including intranet sites, support tools, and monitoring systems—leveraging React to build intuitive, responsive user interfaces that anticipate and prevent client issues. Drive strategic innovation, proactively identifying business opportunities and challenging legacy processes through modern React-based solutions and cross-functional collaboration. Serve as a technical lead on enterprise-wide initiatives, fostering collaboration across departments and mentoring junior developers in React best practices and component architecture. What you have 5 years of professional level experience with React/Typescript. 5 years of professional level experience with C#/.NET Core development. Proficient in DevOps practices, with deep familiarity in tools such as BitBucket, Veracode, Bamboo, and GitHub Advanced SQL expertise, including writing and optimizing complex queries, managing relational database performance, and ensuring data integrity; regularly supports team members in troubleshooting and query optimization. Architect and maintain RESTful API web services. Strong understanding of modern authorization frameworks, including OAuth 2.0 and JWT Preferred Skills: BA/BS degree in Computer Science or equivalent work experience. Demonstrated leadership in technical mentoring, fostering growth through code reviews, pair programming, and knowledge-sharing sessions; actively contributes to team development and onboarding of new engineers. What you’ll get: In addition to base salary, employees may take advantage of Schwab’s extensive benefits program and also have the opportunity to earn a bonus which rewards team goals, client satisfaction, client retention, and profitable company growth. Everyday Wellness: Healthy Rewards, Onsite Fitness Classes, Healthy Choices, Wellness Champions Financial Fitness: 401k Match, Employee Discounts, Personalized advice, Brokerage discounts Work/Life Balance: Sabbatical, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships Not just a job, but a career, with an opportunity to do the best work of your life 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

Investment Consultant- Charlottesville, 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. 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

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

AI Researcher, AI.x

Position Type: Regular Your opportunity At Schwab, you will build a rewarding career while making a difference in the lives of our millions of clients. Here, innovative thinking meets creative problem solving as we work together to challenge the status quo. We believe in the power of collaboration and value being together in the office, which is why this role is based on-site in our San Francisco office. Joining Schwab means joining a company committed to transforming the financial industry and putting clients at the center of everything we do. Schwab’s AI Strategy & Transformation team, known as AI.x, is the central hub for Artificial Intelligence at Schwab. We are an integrated product, engineering, strategy and risk team, all based in San Francisco. We help set the enterprise vision for AI, invest in the most promising opportunities, and accelerate delivery across the company. We also build the core platform that powers AI at scale and explore next-generation GenAI efforts that will redefine how we serve our clients. As an AI Researcher on AI.x, you will play a key role in bringing these priorities to life by advancing cutting-edge AI research and developing innovative solutions. This role is more than a research position. It is an opportunity to join a high-profile team shaping Schwab’s future with AI, to create research that matters to millions of clients, and to grow your career in one of the most exciting areas of technology today. As an AI Researcher, you will design, investigate, and develop novel AI models and algorithms that enhance client experience and create business value. You will work closely with architects, engineers, and business leaders to align research efforts with Schwab’s enterprise strategy. You will mentor and coach junior researchers, helping to build strong scientific practices and foster a culture of continuous learning. You will lead by example in tackling complex technical challenges, advancing research standards, and driving rapid experimentation from concept to application. Above all, you will bring curiosity, creativity, and technical depth to help shape the next generation of AI at Schwab. What you have Required Qualifications: A master’s or other advanced degree in Computer Science, Mathematics, Physics or related field, or equivalent industry experience 7 years of experience in AI / ML research and development using Python 7 years of experience building data pipelines and data analyses that interface with large datasets 3 years of experience using AI models to deliver business value Advanced expertise in machine learning, natural language processing, and / or generative AI Preferred Qualifications: Strong data science fundamentals, including using SQL, Python data frames (e.g. pandas) and in data visualization using Python Strong computer science fundamentals, including experience writing unit tests Experience working with LLMs and shipping LLM-powered applications to production Ability to solve complex problems with ambiguous or incomplete data Experience working with and mentoring engineers, through presentations, clear feedback and code reviews Curiosity about new technologies and processes – you always seek to improve yourself and everyone around you and proactively seek and share knowledge with others on your team Strong communication skills – you balance written and verbal communication to clearly share your perspective with others on the team Demonstrated mindset of continuous learning and improvement Demonstrated business domain knowledge related to all products you have worked on 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. 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

Manager, Client Service - WAMS

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. Charles Schwab Investment Management (CSIM) is the asset management arm of the Charles Schwab Corporation. Products managed include a wide variety of active and indexed equity, fixed income, and asset allocation strategies, as well as money markets funds. CSIM uses a consistent and disciplined approach to investing across all our products and seeks to develop innovative new products to meet the core investing needs of our clients. We are looking for people with a passion for helping clients. The successful Client Service Manager will serve as a vital member of the Client Services team, serving clients and advisors directly, with a primary focus on Schwab Personalized Indexing onboarding. As a Financial Services Professional, you will help to educate and solve problems for individual investors. Through trust, experience, investment knowledge, professional development, and exceptional service the entire team strives to provide our clients with a great advisory relationship experience. What you are good at Provide outstanding client service while demonstrating empathy, professionalism, and strong problem-solving skills. Serve as a primary point of contact for client inquiries, ensuring timely and accurate resolution. Anticipate client needs and proactively follow up on pending items to prevent delays or service gaps. Demonstrate excellent communication and follow-through to foster trust and satisfaction. Collaborate and Support Relationship Managers and Sales Team on new wealth manager onboarding, account openings, and ongoing account maintenance. Lead onboarding efforts for new wealth managers, ensuring a smooth integration into systems and processes. Mentor and train Client Service Specialists helping foster team growth and efficiency. Navigate multiple competing priorities while meeting internal deadlines and maintaining service excellence. Participate in internal service initiatives, cross-functional work groups, and process improvement efforts. Manage and update contact databases with accurate information. Assist with quarter-end processing, reporting, and preparation of materials for client meetings. Ensure the client interactions and service activities are performed in adherence with regulatory and internal compliance standards. What you have A minimum of 2 years of experience in financial services required Experience in a client facing role Ability to collaborate with internal partners and work in a team environment Strong communication and interpersonal skills Aptitude for complex problem solving Portfolio accounting software knowledge preferred A savvy user of Salesforce (or other CRM system), Excel, Word, PowerPoint, Microsoft Outlook Familiarity with Schwab’s enterprise platforms and a strong understanding of Schwab Asset Management products preferred Bachelor’s degree preferred 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

Investment Consultant- Richmond, 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 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

Financial Consultant Partner - Atlanta, GA - Cobb

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 This position is part of the Branch Network which is primarily responsible for providing Wealth Management to individuals and families to meet their financial needs. In partnership with the Sr. Financial Consultant (FC), the Financial Consultant Partner will support the growth and management of an affluent wealth management practice. This includes servicing clients, growing client relationships, and delivering advice with the practice clients of the Sr. Financial Consultant. The Financial Consultant Partner will help grow the practice by partnering with their Sr. FC to pursue business development opportunities. As a Financial Consultant Partner (FCP), you are in the heart of the action, acting as a trusted partner to our Sr. Financial Consultants (FC) and their practice clients. Through your developed expertise, you will deepen new and existing client relationships, uncovering business development opportunities and learning from your Sr. FC all along the way. You’ll support the growth and management of an affluent wealth management practice, providing exceptional service, advice, and relationship management. If you are a licensed financial professional with a passion for wealth management, and a desire to grow under the mentorship of a seasoned advisor, this could be the role for you. What you have Required Qualifications: A valid and active Series 7 license is required ( license may be obtained under a condition of employment through Branch Network Licensing Program ) A valid and active Series 66 (63/65) license required ( license(s) may be obtained under a condition of employment ) Preferred Qualifications: 3 years of Financial Services Industry Experience Strong written and verbal communication skills Strong candidates will have a proven track record to handle several tasks simultaneously and effectively prioritize Ability to identify new relationship development Openness to build, refresh, and deliver financial plans for practice clients in partnership with your Sr. Financial Consultant(s) Ability to uncover and meet client needs and effectively manage client expectations Ability to build and maintain good cross-enterprise working relationships Capability to become a Notary Strong candidates will also gain experience updating and compiling client information through Schwab’s internal customer relationship management (CRM) tool Openness to manage local events, as needed 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. 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