Schwab took an early lead in the industry, offering a combination of low prices and fast, efficient order executions, and soon became the nation’s largest discount broker. Today, the company is the nation’s largest publicly traded investment services firm, with around $7.8 trillion in client assets.
VP, Assistant Branch Manager – Red Bank, NJ
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 Assistant Branch Manager (ABM) within Schwab’s Branch Network, you have the unique opportunity to center your work around development and growth – for your clients, your team, and yourself. In collaboration with, and under the guidance of, the Branch Manager, you will develop and implement a comprehensive local business plan focused on growth of market share and client assets. As a branch leader, you will coach a driven team of branch professionals, attending to performance management and employee engagement.
In more than 300 branch offices in 45 U.S. states, you’ll find Branch Managers leading and coaching their teams as they work directly with our clients to achieve their financial goals. As an ABM, you are on a direct path to become a Branch Manager, a critical leader role within our Investor Services organization, which is responsible for helping individuals and families with their financial goals, including retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs.If you are seeking the next step in your career as a leader within wealth management, this may be the role for you.
What you have
Required Qualifications:
- 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 90 day condition of employment)
- A valid and active Series 9/10 (8) license required (may be obtained within a 90 day condition of employment)
- Since this is a development role, those that are hired into his position need to be flexible to relocate across the network when a manager role becomes available.
Preferred Qualifications:
- A minimum of 5 years in the financial services industry with leadership experience preferred
- Ability to provide ongoing employee coaching, development, and recognition
- Demonstrated business development experience with a strong drive for results
- Passion to focus on retention and development of top talent through coaching, performance management, and employee engagement.
- Openness to build and deepen relationships with clients, within the community and within Schwab to achieve desired results
- A valid and active Life and Health Insurance license (may be obtained within a 120 day condition of employment)
- CFP® designation is preferred
- Strong brokerage and industry knowledge
Client Relationship Specialist – Carmel Valley, CA
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 Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role and a firm that will champion your growth in the financial services industry. You’ll play a critical role in the operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager, both of whom you will assist to help deliver an unparalleled client experience. Development and growth are at the core of this role. In the Branch Network at Schwab, you have both a clear growth path as well as endless opportunities to challenge yourself and deepen your expertise. Although licensing isn’t required for the role, Schwab will support you to become licensed in the Series 7 and 63/66 if that is in line with your career goals. If you are looking for a step into the financial services industry that allows you to work with clients, expand your knowledge, and build a life-long career, this may be the opportunity for you.
What you have
Required Qualifications:
- 1+ years of Client/Customer Service experience
Preferred Qualifications:
- Previous experience in Financial Services/Wealth Management and/or closely related industry.
- While licensing is preferred, it is not required for this role, Charles Schwab will support employees in this role in obtaining and/or holding the Series 7 and 63/66 licenses
- Ability to handle client needs with tact and diplomacy
- Outstanding written and oral communication skills
- Experience working independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously
- Ability to build and maintain good cross-enterprise working relationships
- Basic understanding of brokerage regulations and rules that govern client accounts
- May be asked to become a Notary
Investment Consultant – Westlake, TX (National Branch)
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 into 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’ll 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.
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)
- A valid and active Life and Health Insurance license is required (may be obtained under a condition of employment)
Preferred Qualifications:
- 2 years of experience in the financial services industry
- Ability to leverage Business development experience
- Passion for gaining knowledge of brokerage/banking products and services
- Openness to build strong client relationships
Sr Manager, Product Designer
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 are looking for an experienced, collaborative, and adaptable Product Designer (individual contributor) who is passionate about understanding user needs and pain points to join the User Experience (UX) team.The UX Team crafts effortless mobile, web and desktop experiences that are grounded in empathy and informed by insights and thoughtful planning. We are a multi-disciplinary group of professionals with expertise in Design, Content Strategy and Research. We collaborate across the enterprise to build exceptional digital experiences for millions of clients. Our clients are passionate about the tools and experiences we provide, and we create experiences that inspire trust, simplify the complex, demystify investing, and empower our clients to truly own their tomorrow.
In this role, you’ll design and improve the web and native mobile experiences of the clients DAFGiving360, a donor-advised fund platform that supported grants to over 155,000 charities to a total of $8.9B in the last fiscal year.
As a Product Designer, you are responsible for:
Product design and execution:
- Bring products to life through collaboration across the enterprise, designing solutions that delight and satisfy our clients and meet business needs.
- Influence product design efforts from early discovery to final delivery
- Design interactions across desktop, mobile web and native mobile experiences, using product context
- Align visual design approach for products, including how aspects like layout, color, spacing and typography impact how the user will interact with the system and how the system should respond
- Work within and potentially contribute to a design system with full understanding of the overarching structure and implementation methods for patterns and components
- Understand that the tiniest detail can make all the difference in designing a great product, with focused attention on meeting product requirements, providing consistent and error-free experiences aligned to brand identity, and ensuring every aspect of the design is accessible and inclusive
Experience consulting:
- Create solutions together with a cross-functional Agile team, considering how digital, physical, and service channels work together
- Use problem definition techniques and data to drive project requirements
- Facilitate ideation efforts with a focus on the problem to solve, creating a conversation of “how might we”
- Lead reviews and drive decision-making with the understanding great products are achieved iteratively
- Raise potential roadblocks to team or project leads and collaboratively identify how to remove blockers
- Maintain the high standards set by the group, including channel standards, content standards and the Charles Schwab design system
Team leadership:
- Lead projects across UX disciplines to create seamless experiences
- Work with others on team to estimate project completion based on task completion estimates resource availability
- Foresee potential roadblocks and raise to project leads
Teamwork, collaboration, and engagement:
- Passionately solutions-focused and optimistic about team, our mission and the needs of our partners and users
- Partner across disciplines and functions
- Build relationships by creating trust with partners through setting expectations on process/deliverables
- Actively seek and use ideas and feedback to strategically guide delivery
- Make others feel comfortable by conveying interest in their feedback/viewpoint, anticipating reactions and responding attentively to their ideas and concerns
- Raise your hand to help others and proactively take time to work with teammates to support/guide activities and craft
Manager, Software Development & Engineering
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.
Schwab Technology Services enables the future of how clients manage their money by providing innovative and reliable technology products and services as a part of our ongoing commitment to democratize access to investing and financial planning.
Stock Plan Services focuses on supporting equity compensation for our B2B clients. We have multiple applications that support this effort. Our vision is to provide employees of both Schwab and our Corporate partners with modernized industry leading products and platforms, while building a culture people love to work in. While executing this goal we strive to maintain excellent customer support and deliver on sustaining engineering objectives. We are fueled by a diverse team of talented team-members who continuously raise the bar on delivering best-in-class products and services to people all over the world.
What you have
- 5 – 7+ years designing and developing in java based applications
- Experience using IDE and GIT repositories for code management and CI/CD tools for code deployment
- Develops solutions and coordinates with teams to enhance application support
- Enhances processes to ensure legal and ethical data compliance
- Innovates solutions that strengthen incident response and mitigate outcomes
- Generates effective QA testing solutions that boost operational performance and product integrity
- Enhances business outcomes by partnering with teams to organize and prioritize requirements
- Develops security solutions that meet business requirements
- Develops software solutions that align with design principles and business objectives
- Optimizes software development testing and verification to enhance component reliability and address operational problems
- Leads packaging and orchestration to efficiently deliver software deployments
- Delivers scalable, business-aligned system design solutions through predictive or adaptive approaches
Preferred Qualifications
- Understanding of Agile and Scaled Agile (SAFe) methodologies
- Strong analytical, communication and problem resolution skills
- Applies analytical thinking to abstract factors, guides outcomes, and sets priorities
- Consistently maintains clear, open communication to enhance collaboration with others
- Leverages industry expertise to guide strategy and guide team members in industry and marketplace dynamics
- Encourages independent problem-solving and decision-making
- Anticipates reactions from individuals and groups in situations and plans accordingly
- Seeks new methods or technologies to enhance work outcomes
- Influences improvements in efficiency and effectiveness within a function
- Adapts oral communication to engage diverse stakeholders and inspire action
- Earns trust through ethical decisions and deep subject matter knowledge
- Uses storytelling, data, and emotion to persuade diverse audiences
- Leads activities, implements goal-setting strategies, and resolves a wide range of issues
- Analyzes trends and recommends strategies to sustain the firm’s competitive advantage
- Applies quality standards effectively, ensuring excellence and inspiring precision
- Produces high-quality written materials tailored to different stakeholders
