Regular
Your opportunity
In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionals' incentive structure.
Investment Professionals' Compensation | Charles Schwab
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
Schwab's branch team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You'll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities.
As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you.
What you have
Required Qualifications:
A valid and active FINRA Series 7 license required
Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job.
Preferred Qualifications:
Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations.
Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals.
Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning
Ability to adapt and implement change as the market and business conditions evolve
Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation
Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management.
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
$90k-155k yearly est. 2d ago
Looking for a job?
Let Zippia find it for you.
Data Governance Analyst
Charles Schwab Corporation 4.8
Charles Schwab Corporation job in Austin, TX
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).
Applicants must be currently authorized to work in the United States on a full time basis without employer sponsorship.
DAFgiving360 is an independent nonprofit organization created to increase charitable giving in the U.S. We offer a donor-advised fund program and related philanthropic tools and guidance that empower donors to incorporate charitable planning into their everyday lives and make a bigger difference in the world. Since our founding in 1999 as an 501(c)(3) public charity, DAFgiving360 donors have recommended over $44 billion in grants to more than 280,000 charities.
DAFgiving360 has entered into a services agreement with Charles Schwab & Co., Inc. for administrative and other services, including human resources. This position will be an employee of Charles Schwab & Co., Inc. and will be subject to its policies and procedures but will report to and be accountable to DAFgiving360 for day-to-day activities.
Under the guidance of the Data Governance Lead, this role is responsible for supporting the data governance strategy and framework across DAFgiving360. This role ensures that data is accurate, accessible, consistent, and protected. This role requires a strategic thinker with a deep understanding of data technologies and a passion for fostering a culture of data-driven excellence. The Data Governance Analyst (individual contributor) will collaborate closely with business and technology partners to implement data policies, standards, and best practices:
* Support the evolution and implementation of DAFgiving360's data governance framework
* Support data owners and stewards in the execution of their data management responsibilities to promote accountability
* Support the monitoring and reporting of data quality metrics, and support initiatives to improve data quality
* Identify opportunities for continuous improvement in data governance processes, tools, and methodologies
* Promote data governance awareness and best practices across the organization
* Drive data governance adoption through effective communication, training, and change management initiatives
* Provide subject matter expertise on data-related topics for project teams, ensuring that data standards are upheld across initiatives
What you are good at
* Strong critical thinking competency: the ability to carefully examine something, consider options, make good recommendations, seek the necessary approvals, and take appropriate actions
* Information and/or Data management skills: the ability to understand, research, compile, and translate metadata; proficient understanding of data movement with the ability to track how data flows across systems; translating business objectives into actionable requirements and standards
* Well-developed collaborative nature: the ability to work effectively with others toward commons goals and values effective relationships and partnering
* Strong focus on time management: prioritizes work to complete challenging tasks and goals in a timely manner
* Versatility and learning agility: you are willing and able to adapt and support partners in different business functions across DAFgiving360
What you have
Required Qualifications:
* Bachelor's degree
* 3+ years of hands-on experience in data strategy, data analytics, data governance, and/or data management
* Documented experience in leading business process and behavior change management
* Strong understanding of data governance principles, practices, and frameworks
* Demonstratable knowledge around different information asset types and their interconnectedness (Data, Datasets, Metrics, Reports, etc.)
* Excellent analytical and problem-solving skills with keen attention to detail
* Excellent stakeholder management and communication skills to deal with complex topics at more senior levels across the business
* Documented experience using tools and techniques such as complex spreadsheet formulas, reporting tools like Tableau, database queries, and/or on-line collaboration tools (SharePoint, Confluence, Jira)
Preferred Qualifications:
* DAFgiving360 experience
* Financial services experience
* An explorer mindset: someone who proactively ventures into unfamiliar areas in search of information
* Leadership potential: an individual contributor with the ability to motivate fellow employees towards a common goal, gauge priorities and manage resources
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
$75k-99k yearly est. Auto-Apply 6d ago
Administrative Assistant
Ameriprise Financial 4.5
Austin, TX job
For more than 120 years, we have remained true to our vision of putting our clients' interests first. We are passionate about helping you live the full and rich life you've earned and committed to helping you be brilliant. Integrity has been a core value since we were founded by John Tappan in 1894. It's how, through panics, recessions, the Great Depression and the recent Great Recession, we've grown into a global financial leader. We've never lost our focus on our clients. That's who we are.
Job Description
Duties and Responsibilities
Welcome and greet clients and office guests
Support office staff and executives with general operational tasks
Plan and schedule meetings, presentations, and other office related events
Perform general accounting and bookkeeping duties
Suggest changes to office task workflow to improve efficiency
Answer phones in a professional manner
Direct calls to appropriate persons or take detailed messages
Answer and send out faxes as needed
Prepare outgoing mail and packages for executives
Reserve conference spaces for meetings
Schedule travel arrangements
Send reminders regarding upcoming appointments
Manage communication of information in and out of the office
Type out correspondence letters, emails, memos, etc. (paper and electronic)
Assist in preparation of presentation materials
Qualifications
Requirements and Qualifications
High school diploma or GED equivalent required
2+ years experience as an administrative assistant
Certified Administrative Professional (CAP) certification preferred
Fast, proficient, and accurate typist
Extensive knowledge of Microsoft Suite and other administrative programs
Outstanding communicator, both orally and written
Excellent customer service skills
Self-starter who works well independently
Ability to prioritize given tasks and work efficiently towards completing them
Familiar with common office equipment (printers, copier, fax, etc.)
Additional Information
All your information will be kept confidential according to EEO guidelines.
$30k-39k yearly est. 22h ago
Client Manager - US Large Market
American Express 4.8
Austin, TX job
At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.
Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.
The GCS U.S. Large Enterprises Client Group manages strategic corporate payment relationships with clients, including many multi-national organizations and acquires new corporate payments customers with revenue over $300M. This Manager, Large Enterprises Client Group is responsible for deepening strategic account relationships and growing the corporate payments spend in a portfolio.
**Job Responsibilities:**
+ Serve as payments expert for all corporate payments solutions within portfolio to deliver on the GCS value proposition.
+ Engage, develop and strongly influence mobilizers across multiple levels within the client's organization to demonstrate American Express' differentiated value and achieve profitability objectives.
+ Maintaining detailed understanding of the customers' business, their organizational goals and objectives.
+ Attend earnings calls, review annual financial reports, 10-K, and other financial tools to help identify and analyze client growth opportunities.
+ Interface with various divisions of American Express to develop and implement customized and strategic account plans.
+ Achieve portfolio growth and retention targets.
+ Influence and innovate to overcome complex client barriers, resolve escalated issues, and manage internal stakeholders.
+ Lead development of proposals and pricing for client renewal and expansion, negotiate client contracts, and oversee implementation of solutions.
+ Identify portfolio growth opportunities and deliver on plan to achieve, collaborating with internal resources to maximize/expand supplier network and spend growth.
+ Proactively provide expertise on policies, benchmarking, and recommendations to optimize programs, reduce costs and drive efficiencies for clients.
+ Identify and develop relationships with decision-makers within client organizations to influence program management and growth.
**Qualifications:**
+ Seeking a minimum of 5 years prior strategic relationship management and/or sales experience. Ideal skill set includes the following:
+ Must possess a sense of urgency to drive results.
+ Experience with managing complex and challenging clients.
+ Ability to foster and build new executive relationships and develop a strong web of influence within the defined client portfolio.
+ Demonstrate a deep resilience to drive results and win.
+ Entrepreneurial approach to portfolio management; able to identify opportunities and mange through sales process.
+ Innovative and collaborative approach to solving problems and overcome barriers impacting client value or growth.
+ Proven relationship management skills demonstrating a comfort level and effectiveness in seeking out and establishing relationships at C-levels and within cross-functional areas within Fortune 500 companies
+ Demonstrate effective oral and written presentation and communication skills, with the ability to influence internal and external partners.
+ Ability to gain in-depth understanding of client needs, to develop and execute a client-focused account plan with limited support and guidance.
+ Ability to effectively present products, technical solutions, and financials to clients in a strategic manner.
+ Must be able to work in a virtual environment
+ Ability to effectively influence and manage change and display solid leadership skills.
+ Sells with integrity, in alignment with compliance and internal partner business requirements.
**Qualifications**
Salary Range: $89,250.00 to $150,250.00 annually bonus benefits
The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.
We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:
+ Competitive base salaries
+ Bonus incentives
+ 6% Company Match on retirement savings plan
+ Free financial coaching and financial well-being support
+ Comprehensive medical, dental, vision, life insurance, and disability benefits
+ Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
+ 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy
+ Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
+ Free and confidential counseling support through our Healthy Minds program
+ Career development and training opportunities
For a full list of Team Amex benefits, visit our Colleague Benefits Site .
American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.
We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.
US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: ***************************
Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.
**Job:** Sales
**Primary Location:** United States
**Schedule** Full-time
**Req ID:** 25023645
$89.3k-150.3k yearly 5d ago
Software Engineering & Development
State Street 4.1
Austin, TX job
Software Engineering & Development (State Street Bank and Trust Company; AustinTX): Will focus on design, data modeling, development and performance tuning. Will be working on building Cloud based DW solutions for F2B clients. Specific duties of the position include: assisting, from a technical standpoint, in the implementation of a DataModel for Enterprise Data Platform servicing F2B clients; designing and developing scalable enterprise web applications involving cloud-based infrastructure(Azure/Snowflake/Python/Cosmos DB); applying understanding of the Software as a Service (SaaS) and architect end-to-end solutions using Java and Azure Cloud technologies; leading end to end development life cycle of multiple modules in a large-scale enterprise data warehouse systems; implementing system integration solutions to produce and translate data from multiple source systems to target data warehouse system; implementing secure code practices and resolve any application vulnerability issues identified or reported during security testing; quickly evaluating various new cloud technologies and complete POC driving architecture design for the applications; writing SQL queries/Stored Procedures for SQL Server or any another Relational Databases(Oracle/SQL Sever/Snowflake); producing and supporting overnight COB/SOB processing of accounting data, regulatory, client statement, and new client feed generation; installing, configuring and testing software; problem investigation; database configuration, tracing and performance analysis; addressing data issues, environment issues, performing impact analysis, root cause analysis, corrective, adaptive and perfective maintenance.
Minimum requirements are: Bachelor's Degree, or its equivalent, in Computer Science, or related technical field plus 7 years of experience as Software Engineer or in any occupation/title providing software engineering experience in financial services industry.
Total experience above must include: expertise in Java, Springboot, Microservices, Docker, Kubernetes and Snowflake; experience in implementing solutions using Azure Cloud native technologies like CosmosDB, Storage Accounts, or AKS; experience in implementing Reactive, Event Driven solutions using EventHub, EventGrid, MQ and Kafka technologies; proven team player with a positive attitude, enthusiasm, initiative and self-motivation; proven ability to multi-task; energetic fast learner and problem solver; proven ability to make effective decisions and can manage change; demonstrated experience using Azure, Snowflake, Python, or Cosmos DB; experience with MicroServices like API, Event Driven Architecture, Development Release Engineering automation for code distribution to different client regions/instances; experience in Financial services, working in front- or middle-office; experience dealing with users or clients from either a technical or business area; desire to work in Client facing environment. (Unless otherwise indicated, State Street is seeking the stated ability in the skills listed above with no specific number of years or amount of experience required. All experience can be gained concurrently.)
To apply to this position, you must click the “Apply” button on this page and complete the online application. An EOE.
#LI-DNI
Salary Range:
$155 709 - $210 000 Annual
The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.
Job Application Disclosure:
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
$155.7k-210k yearly Auto-Apply 60d+ ago
Sales Leader I - Business Banking
PNC Financial Services Group, Inc. 4.4
Austin, TX job
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Regional Sales Leader within PNC's Business Banking organization, you will be based in our Austin Market.
The Business Banking Regional Sales Leader is responsible for coaching their team members on the skills needed to analyze, evaluate and mitigate risk. The Business Banking Regional Sales Leader leads the team on credit requests by utilizing advanced knowledge of credit fundamentals and internal credit policies. The Leader motivates and develops team members while monitoring progress against individual goals. In conjunction with our key service partners, they will provide their team with support, and coaching, as they focus on the customers' overall financial well-being leading to a best-in-class banking experience.
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
Job Description
* Manages and directs a team to achieve business results and customer experience goals. May have direct sales and client responsibilities. Oversees the execution of strategy.
* Leads and coordinates the daily activities of team members engaged in customer and/or prospect management activities. Achieves business results, attracts new customers and/or grows existing customer relationships by coaching and managing to defined strategies and tactics. Develops and oversees the execution of account and sales plans. May have direct sales and client responsibilities.
* Manages risk/return and drives quality for new and/or existing clients. Actively identifies and mitigates different types of risk, such as regulatory, reputational, operational and credit risks.
* Manages effective network of senior internal and external relationships, such as community or industry relationships, to actively acquire new clients and/or expand existing clients and enhance the client experience. Focuses on bringing the full range of PNC's products and services to the client. Leverages reporting and sales tools to proactively identify and successfully convert sales opportunities.
* Develops team members while monitoring progress against individual goals. Motivates and develops staff, including acquiring top talent and managing performance-based issues. Effectively plans, organizes, directs, analyzes and evaluates staff and processes. Connects strategy to day-to-day activities and updates the team on a regular basis.
* As defined with the business, coaches team members on skills needed to analyze, evaluate and mitigate credit risk and to lead others on credit requests by utilizing advanced knowledge of credit fundamentals and internal credit policies.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
* Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
* Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
PNC also has fundamental expectations of our people managers. As a manager of talent in PNC, you will be expected to:
* Include Intentionally - Cultivates diverse teams and inclusive workplaces to expand thinking.
* Live the Values - Role models our values with transparency and courage.
* Enable Change - Takes action to drive change and innovation that will transform our business.
* Achieve Results - Takes personal ownership to deliver results. Empowers and trusts others in decision making.
* Develop the Best - Raises the bar with every talent decision and guides the achievement of all employees and customers.
Qualifications
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
Preferred Skills
Account Management, Client Prospecting, Competitive Advantages, Customer Relationships, Identifying Sales Opportunities, Negotiation, Results-Oriented
Competencies
Conflict Management, Decision Making and Critical Thinking, Effective Communications, Managing Multiple Priorities, Sales Management, Selling.
Work Experience
Roles at this level typically require a university / college degree. Higher level education such as a Masters degree, PhD, or certifications is desirable. Industry experience is typically 8+ years. At least 5 years of prior management experience is typically required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
Education
Bachelors
Certifications
No Required Certification(s)
Licenses
No Required License(s)
Benefits
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards.
Disability Accommodations Statement
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
Equal Employment Opportunity (EEO)
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
California Residents
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
$70k-105k yearly est. 60d+ ago
Branch Administrator
Morgan Stanley 4.6
Austin, TX job
The Branch Administrator (BA) is responsible for providing overall administrative support for the Branch, including assisting the Branch Manager in connection with matters affecting the Branch facilities, Financial Advisors, and Support Staff. The BA may be responsible for multiple branch locations at the direction of the Market Management team. As a BA, you must act as a culture carrier as it relates to the core values of the firm. This role enables you to learn about all aspects of the business at a high level, and the wide range of responsibilities presents opportunities to grow skill sets and progress your career within the business.
DUTIES and RESPONSIBILITIES:
Expense Management Support
Manage Travel & Entertainment (T&E) and Events and Conferences (EnC) expense requests to ensure compliance with Firm policy utilizing online business systems
Coordinate events and meetings for the Branch, including all pre-approvals, event logistics/planning and accounting for meetings including employee, management, Councils, National Sales partners, external wholesalers, and others as directed
Work with Accounts Payable to manage invoices, vendor set up/maintenance, payment reconciliations or issues
Maintain and review Branch finance and expense management information in collaboration with MBSO and/or Business Service Officer (BSO)
Management Support
Navigate the firm's resources and act as a liaison with Market Administrator in addition to other various internal and external business partners, including managing requests and escalating as needed
Provide organizational support for Human Resources by leveraging associated HR systems (I-9 processing, New Hire onboarding, internal transfers and employee termination paperwork)
Proactively participate in firm initiatives directed by local management
Communicate and manage firm initiatives for the Branch (e.g., Global Volunteer Month, Annual Appeal) as well as regional and Market initiatives as directed
Actively engage in available training and education programs to maintain current status on policies, procedures and risk awareness (including licensing requirements for Branch personnel)
Facilitate and/or conduct ad hoc projects, training, and events for the Branch as necessary
Office Administration Support
Perform administrative functions for Branch Management team, including telephone coverage, business travel arrangements, coordination of internal and external meetings & events, and file & calendar maintenance
Serve as a point of contact for Branch facilities management and maintain up-to-date office utilization information in the internal firm system
Serve as a point of contact for personnel needs (e.g., benefits enrollment, registration/licensing, and communication of policy and updates as it relates to HR and Registration matters),
Serve as a point of contact for local administrative tasks (e.g., Alternative Flexible Grid (AFG) checkpoints, CPR/AED training and certifications, annual certification of registrations and market data expenses)
Lead office management efforts, including maintaining office supplies, ordering business cards and stationery, maintaining business continuity plans and acting as the primary point of contact for the associated Rapid Notification System
Assist with firm remediations as needed
Act as a point of contact for technology projects, migrations, equipment installs/ replacements
Coordinate with Market Administrator as it relates to Market driven projects and initiatives and ensuring back-up Administrator coverage
Administer other duties as delegated by the Market Management Team (Market Manager, Associate Market Manager, Market Business Service Officer, Sr. Risk Officer)
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
High School Diploma/Equivalency
College degree preferred
Two or more years of related experience is a plus
Knowledge/Skills
Strong computer skills and knowledge of Microsoft Office
Excellent verbal and written communication skills, including telephone coverage
Strong time management skills
Demonstrates good judgement
Exceptional interpersonal and client service skills
Detail orientated with superior organizational skills
Ability to prioritize work
Team player with the ability to collaborate with others
Ability to work in a fast-paced, evolving environment
Adaptable and ability to multitask
Proactive or self-starter
Ability to be discreet and maintain confidentiality on sensitive matters
Willingness to obtain Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
Reports to:
Branch Manager
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
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 is uniquely positioned to derive competitive advantage from the use of generative artificial intelligence ("GenAI") to enhance experiences for reps and clients. We envision a future where GenAI is woven into the fabric of how we do business, empowering our human talent and facilitating client interactions. Given the scale of this opportunity, the Retail business has stood up a Retail GenAI business function to coordinate GenAI efforts to maximize the value of our investments, support execution to drive efficient delivery of capabilities, and partner on change management efforts to drive engagement and adoption across the business.
This role will report to the Director of Retail GenAI and will be a part of Charles Schwab's Retail Strategy team which is the internal management consulting group for the Retail business. The Retail business is Schwab's primary business unit with 13,000 employees worldwide. Our team of roughly 15 professionals serves as a trusted adviser to the head of the Retail business and the Retail Leadership Team and works on strategic and operational issues at the top of senior management's agenda.
Job summary:
We are seeking a Manager for the Retail GenAI business function. As a Manager, you will have the opportunity to:
* Set Retail GenAI Strategy & Vision
* Conduct market and strategic analysis to identify GenAI opportunities.
* Define business goals and translate them into a clear product vision.
* Establish strategic priorities and roadmap, secure funding and resources.
* Align cross-functional teams on execution.
Drive Initiative Execution
* Design program structure and oversee implementation.
* Lead non-technical workstreams (e.g., marketing, legal, compliance).
* Support product and technical teams with strategic decision-making.
Lead Change Management
* Partner on rollout and adoption of GenAI applications.
* Collaborate with field enablement to realize productivity benefits.
What you are good at:
Strategic Problem Solving: Break down complex challenges into actionable strategies.
Analytical Decision Support: Identify key data, perform quantitative analysis, and inform decisions.
Executive Communication: Craft compelling narratives and presentations for senior leaders.
Program Leadership: Plan and execute large, complex initiatives with multiple stakeholders.
Adaptability & Learning: Thrive in dynamic environments and quickly master new topics.
What you have
Required Qualifications:
* 2+ years of work experience at a consulting firm focused on strategy-related projects within corporate environments.
* Bachelor's degree.
* Strong analytical, communication, and presentation skills.
* Proficiency in PowerPoint and Excel.
* Personal and professional alignment with Schwab's vision and values, with a strong interest in our business
* Passion for GenAI and the desire to learn and grow in this area.
Preferred Qualifications:
* Experience in financial services or technology.
* GenAI experience
$86k-113k yearly est. Auto-Apply 7d ago
Senior Specialist, Model Validation
Charles Schwab Corporation 4.8
Charles Schwab Corporation job in Austin, TX
Your Opportunity At Schwab, you are 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. Model Risk Oversight is a strategic function within the broader Corporate Risk Management umbrella that utilizes a broad spectrum of models to create innovative products for our clients, and to prudently manage our financial risk using sophisticated quantitative approaches. The Model Risk Oversight team plays a key role in identifying, reviewing, and monitoring all models at the company.
We seek a quantitative analyst to assist with model validations and make additional contributions to the Model Risk Oversight team. The analyst will participate in several model governance activities in business areas including Artificial Intelligence techniques and investment management. The use of Artificial Intelligence at Schwab is growing rapidly and the analyst will work primarily on validation projects of this type.
The job responsibilities will include, but not be limited to:
* Performing model validations following guidelines based on SR 11-7, to include an assessment of model usage, documentation, conceptual soundness, data integrity, the control environment, and the software environment;
* Presenting work through formal model validation reports, as well as through presentations to model owners and senior management;
* Working effectively as a team member with other quantitative analysts at the company, as well as with external consultants;
* Evaluating model performance monitoring reports and conducting model annual reviews.
Please note: this position is M-F and a hybrid work model. It will be 4 days in-office, 1 day from home, during standard business hours. It is only avaliable in DFW, Austin. Candidate must reside or be willing to relocate on their own to one of these locations. This will be an individual contributor role.
What you have
Required Qualifications:
* Advanced degree in a quantitative discipline.
* 0-1 years of work experience with model development or model validation in the financial industry.
* Advanced skill with open-source analytical tools and libraries, such as Python or R.
Preferred Qualifications:
* Strong oral and written communication skills.
* Experience with generative AI application development, such as retrieval augmented generation.
* Model development or model validation experience related to supervised machine learning.
$95k-119k yearly est. Auto-Apply 6d ago
Scrum Master
Charles Schwab Corporation 4.8
Charles Schwab Corporation job in Austin, TX
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).
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.
As a Scrum Master in the RPS Tech Engineering Organization, you will play a critical role in advancing our mission to modernize retirement services technology through innovative API solutions and next-generation recordkeeping systems. Leading SCRUM teams within a SAFe Agile environment, you will directly contribute to transforming the retirement experience for millions of participants while driving operational excellence and continuous improvement. You will lead teams aligned with the following disciplines:
The Scrum Master leads one or more dedicated Agile teams to deliver customer and business value using Agile and Lean principles. This role enables teams to become effective and high-performing by fostering collaboration, removing impediments, and driving continuous improvement. As a change agent with an experimentation and growth mindset, the Scrum Master helps the organization embrace agility and scale practices effectively.
Key Responsibilities:
* Facilitate Agile ceremonies (Sprint Planning, Daily Stand-ups, Reviews, Retrospectives)
* Coach teams on Agile principles and practices
* Remove impediments impacting delivery
* Drive continuous improvement using metrics and feedback loops
* Collaborate with Product Owners, RTEs, and Program Managers for alignment
What you have
Required Qualifications:
* Bachelor's degree in Computer Science, Business, Engineering, or related field
* 3+ years in Agile delivery roles (Scrum Master, Agile Coach, or similar)
* Strong knowledge of SAFe, Scrum, and Kanban frameworks
* Excellent communication and stakeholder management skills
* Hands on experience with Agile tools (Jira, Rally, Confluence)
* Optimizes Agile methods and adjusts strategies with team input
* Facilitation of large meetings and workshops
* Delivery excellence with proven track record of successful releases
* Builds trust and fosters team development
* Technical aptitude to collaborate with engineering and program teams
* Excellent communication and stakeholder management skills, including experience working with Product Owners and leadership
Preferred Qualifications:
* Experience in Agile environments with large-scale enterprise programs
* Experience in financial services or regulated industries
* Advanced knowledge of Agile frameworks (Scrum, Kanban, SAFe) and ability to coach teams on best practices
* Certified ScrumMaster (CSM) or Advanced Certified ScrumMaster (A-CSM); Certified Scrum Professional (CSP) is a plus
* Scaled Agile certifications such as SAFe Scrum Master (SSM) or SAFe Advanced Scrum Master (SASM)
* Experience facilitating Agile ceremonies and removing impediments for multiple teams in a scaled environment
* PMII-ACP (Agile Certified Practitioner)
* ICAgilee Certified Professional (ICP) tracks (e.g., ICP-ACC for coaching)
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
$96k-118k yearly est. Auto-Apply 5d ago
Client Service Coordinator
Ameriprise Financial 4.5
Austin, TX job
ArchPoint Wealth Advisors, a Private Wealth Advisor Practice of Ameriprise Financial
Compensation: $60,000-$80,000 annually
Are you an organized, detail-oriented professional who thrives in a fast-paced financial services environment? We are a growing private wealth advisory practice seeking a Client Service Coordinator to support our team and deliver an exceptional experience to our clients.
Key Responsibilities
Serve as the first point of contact for client phone calls and scheduling needs
Manage calendars and coordinate appointments, including advisor coaching sessions
Support onboarding of new brokerage and managed account clients
Track and process ACAT transfers and all types of money movement requests
Maintain client information and notes in CRM; manage follow-ups and task tracking
Ensure accurate trade processing, fee changes, and beneficiary updates
Monitor compliance status and support licensing/CE tracking
Handle home office communications and resolve client issues
Prepare client paperwork including ADV2 submissions, disclosures, and trusted contacts
Code deposits and enter planning data into MoneyGuide
Coordinate RMDs and reporting
Package and send materials using UPS overnight account
Support client reimbursements and fee cutoffs under internal tools
Utilize systems such as Hearsay, CRM, Agenda Builder, and more
Qualifications
Prior experience in a financial services or wealth advisory firm preferred
Strong organizational skills and high attention to detail
Proficiency with CRM tools and financial planning systems is a plus
Ability to manage multiple tasks and deadlines in a client-first environment
Licensure is not required but may impact compensation and future growth opportunities
Compensation & Benefits
Salary Range: $60,000-$80,000 (exempt) based on experience and licensure (starting at $60,000 for non-licensed candidates)
401(k) with Safe Harbor 3% match (eligible after one year)
Health Insurance: Employer pays 50% of insurance premiums
About Us
We are a dynamic, client-focused private wealth advisory practice committed to helping individuals and families navigate financial decision-making with confidence. Our team values collaboration, professional development, and delivering the highest standard of service to our clients.
To Apply: Please submit your resume and a brief cover letter highlighting your relevant experience and interest in the role.
Equal opportunity Employer
ArchPoint Wealth Advisors is an equal opportunity employer and welcomes applicants from all backgrounds.
$60k-80k yearly Auto-Apply 26d ago
Director, AI and Automation, Financial Crimes Risk Management
Charles Schwab Corporation 4.8
Charles Schwab Corporation job in Austin, TX
Your Opportunity Director, AI & Automation - Financial Crimes Risk Management (FCRM) About Schwab We believe that, when done right, investing liberates people to create their own destiny. We champion every client's goals with passion and integrity, value diversity, and challenge conventions to create value for our clients, our firm, and the world. We live "Own Your Tomorrow" every day, investing in our employees' strengths and long-term success.
Your Opportunity
Join the Financial Crimes Risk Management (FCRM) team as Director, AI & Automation. You will lead delivery, and lifecycle governance of solutions that protect clients and the firm by accelerating Conduct Risk, AML, and Fraud detection, investigation, and response through Robotic Process Automation (RPA) and Artificial Intelligence (AI). This role owns the RPA and AI roadmaps, operationalization, and risk controls for systems within FCRM-while depending on enterprise data platforms, data owners, and stewards for access, quality, classification, and retention.
You will enable FCRM to build sustainable process improvements in line with FCRM, CRM, and Schwab priorities of keeping costs low and adding value for our clients and stakeholders.
Key Responsibilities
* Lead a team to improve operational efficiency using RPA and AI.
* Define and maintain the FCRM AI and automation strategy and multi‑year roadmap across detection, investigations, operations, and risk mitigation.
* Prioritize use cases against risk impact, feasibility, and regulatory readiness; drive parallel runs and controlled rollouts in concert with 1LOD/2LOD governance.
* Architect AI solutions (ML models, agentic workflows, orchestration, guardrails) that consume governed data via approved interfaces.
* Operationalize Schwab's Responsible AI and AI Risk Management standards within FCRM projects (documentation, explainability, lineage, monitoring, rollback plans).
* Partner with the SEDA Director to define an AI strategy that aligns with FCRM, CRM, and Schwab priorities, and deliver a roadmap that positions AI as a driver of risk management and operational excellence.
* Design and execute FCRM's AI and RPA strategy in collaboration with the SEDA Director, emphasizing risk mitigation, efficiency, and scalability.
* In coordination with FCRM's SEDA Director, strengthen foundational capabilities by enhancing data governance, trust, and architecture to support AI-driven automation and improve data discoverability and usability across FCRM.
* Re-engineer processes using First Principles methodology to embed automation and AI into core workflows for maximum impact.
* Deploy advanced AI capabilities and automation such as natural language interfaces, pattern recognition across transactions and behaviors, and predictive and generative AI to accelerate investigations, improve reporting, and enable proactive risk detection.
* Advance automation in Conduct Risk, AML, and Fraud to streamline processes, ensure consistency, and deliver measurable cost savings.
* Collaborate with stakeholders across FCRM, CRM, and Schwab to align automation and AI initiatives with organizational priorities and regulatory expectations.
What You Are Good At
* Strategic and operational leadership in automation and AI for financial crimes risk management.
* Change management and process re-design, especially in manual and risk-based environments.
* Lateral leadership and cross-functional collaboration.
* Multitasking and prioritizing diverse tasks across Conduct Risk, AML, and Fraud.
* Providing written and verbal updates to management on strategy, initiatives, and risk concerns.
* Demonstrating initiative, innovative thinking, and cross-functional collaboration.
What you have
* Deep understanding of automation, AI, and related processes.
* Experience leveraging algorithms, machine learning, and AI for financial crimes prevention, detection, and investigation.
* 10+ years' experience in risk analytics and automation in financial services.
* Significant management or supervisory experience.
* Demonstrated change management, analytical and strategic capabilities.
* Strong relationship-building and stakeholder engagement skills.
* Effective problem-solving skills with minimal guidance.
* Effective time management and multitasking skills.
* Outstanding interpersonal, influencing, and communication skills.
* BS/BA degree required; advanced/professional degree or securities license(s) a plus.
$94k-123k yearly est. Auto-Apply 6d ago
Manager - Business Growth Enablement
American Express 4.8
Austin, TX job
At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.
Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.
American Express is a leading global payments, network, and travel company, backed by one of the world's most recognized brands. American Express is unique in the payments industry as an issuer of cards as well as a worldwide network that processes millions of merchant transactions daily. We offer the broadest array of charge, credit, prepaid and co brand cards for consumers, small businesses, midsize companies, large corporations and many of the biggest companies in the world. Global Commercial Services (GCS) is a core operating group of American Express and has delivered robust growth over the past decade. GCS partners with corporate clients to help them manage travel expenses and make purchases through proprietary payment solutions and expense management tools.
The **Global Corporate Payments B2B Expansion / Deal Advisory Manager** will be responsible for expansion sales across our large and most strategic customers in US markets within our Global Commercial Services (GCS) division.
**Overall responsibilities:**
+ Growing and entrenching business by expanding or cross selling the American Express B2B payment suite to existing GCG/LM clients.
+ Responsibilities will also include working closely with Global and Large (G&L) CLM teams to identify top B2B opportunities, enhance customer relationships to drive program growth, profitability and client satisfaction.
+ Role will be required to partner with key SMEs within American Express to ensure robust payment programs are achieved and implemented.
+ Ongoing program oversight to ensure sustainable supplier management will be a critical component of long term responsibility.
+ Strong relationship and program management skills will also be required to facilitate SME involvement in designing and implementing robust programs.
+ The candidate must have the ability to build relationships with key decision makers within existing payments programs to demonstrate the value drivers of American Express payment tools.
+ The candidate will work closely with our GMNS (MA, COE, CLM) partners to drive enablement success.
+ The candidate will be responsible for leading key discussions focused on integrating B2B tools with organization's ERP systems as well as conducting full P2P work stream discussions.
+ The candidate should have a good understanding of our clients technical environments, including ERP systems, procurement systems and P2P solutions
**Qualifications:**
+ Strong track record of identifying and closing complex B2B deals with proven results
+ Effective communication skills taking a consultative approach to service, sell, entrench and drive success
+ Strong interpersonal skills to partner with American Express SMES to consult with the client about best practices and other B2B solutions
+ Ability to build relationships and effectively communicate with Procurement, Finance and Treasury professionals
+ Strong interpersonal skills to identify and share best practices
+ Experienced at leading and executing on sales strategies, presentations and subsequent negotiations
+ Strong financial and analytical skills
+ Experienced in sourcing and qualifying leads and managing a pipeline of multiple accounts, researching and understanding customer needs, and planning strategically to close the sale through solutions selling
+ Proven as tenacious, focused and results-oriented
+ Must be able to work in a virtual environment
**Qualifications**
Salary Range: $103,750.00 to $174,750.00 annually bonus benefits
The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.
We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:
+ Competitive base salaries
+ Bonus incentives
+ 6% Company Match on retirement savings plan
+ Free financial coaching and financial well-being support
+ Comprehensive medical, dental, vision, life insurance, and disability benefits
+ Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
+ 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy
+ Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
+ Free and confidential counseling support through our Healthy Minds program
+ Career development and training opportunities
For a full list of Team Amex benefits, visit our Colleague Benefits Site .
American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.
We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.
US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: ***************************
Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.
**Job:** Sales
**Primary Location:** United States
**Schedule** Full-time
**Req ID:** 25020688
$103.8k-174.8k yearly 54d ago
Licensed Financial Services Representative
Charles Schwab Corporation 4.8
Charles Schwab Corporation job in Austin, TX
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's service team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You'll engage with, and be an advocate for, clients when answering inbound calls, taking ownership, and tackling complex issues to offer the best possible solution. You'll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. If you currently have your securities licenses, enjoy working in a team setting, and share our passion for serving clients - this role is for you.
We offer a competitive pay and bonus package. Starting compensation for this location ranges from $57,300 - $65,800 depending on related experience, plus an annual bonus opportunity of 10% of your base pay and other eligible earnings.
What you have
Successful candidates will have a growth mindset, a willingness to learn, and a passion for serving others. At Charles Schwab, we strive to make a difference in people's lives through our innovative solutions and world-class service.
Required Qualifications
* Active FINRA Series 7 & 63 Licenses
* Flexibility to work any day, time, or shift to accommodate 24/7 contact center needs
Preferred Qualifications
* 1+ years of customer service experience
* 1+ years of client relationship experience
* Bachelor's degree or higher in Finance, Economics, or related field from accredited university
* Ability to adapt to changes in the market and business
* Robust communication, influencing and client engagement skills
* Desire to be part of a supportive and collaborative team
* Proficient in Client Relationship Management (CRM) platforms
* Strong candidates will also have previous experience in Financial Representative role
$57.3k-65.8k yearly Auto-Apply 7d ago
Technical Lead - Site Reliability Engineering
Charles Schwab Corporation 4.8
Charles Schwab Corporation job in Austin, TX
Your Opportunity At Schwab, you are 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).
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.
As a member of the Retirement Technology (RT) Senior Leadership Team, you will lead the SAVE (Service Availability and Engineering) organization. This scope of responsibility will include all Software Availability and SRE Engineering components for RBS, SRT and RPS. In totality, the scope of responsibility includes 140+ active applications. You will be immersed in a collaborative, innovative, and technically challenging environment. The platforms you will support are essential to the success of the holistic Schwab Retirement lines of business.
What you have
Required Qualifications:
* Bachelor of Science in Computer Science or related fields
* 10+ years of experience with enterprise level administration and support
* 10+ years of experience in troubleshooting and providing support to .NET/.NET Core Production applications
* Strong coaching and mentoring experience to build and sustain high performing team
* Proficiency in managing multiple priorities in a dynamic, geographically dispersed environment
* Cloud architecture (private & public): Proven design/operation of distributed systems on private cloud and at least one public cloud (Azure/AWS/GCPGCPVPC/VNet, IAMIAMontainers/Kubernetes, service mesh, messaging/streaming, secrets management, cost aware architectures
* Applied AI in software delivery: Practical experience integrating AI into products/platforms (e.g., intelligent services, retrieval pipelines, model driven features) with strong grounding in data pipelines, model lifecycle, inference performance, and guardrails
* DevOps/SRESREoperational excellence: CI/CD, artifact/versioning, progressive delivery, infrastructure as code, monitoring/alerting (logs, metrics, traces), capacity planning, DR, resilience testing, incident/problem management
* Security, compliance, and standards: Working knowledge of firm cloud security controls, identity/federation, secure development standards; ability to enforce standards and file findings where needed (e.g., eGRC)
* Experience with Windows Server/Linux and IIS webserver administration
* Experience and knowledge of SQLSQLtabase systems, MongoDB/Aerospike is a plus
* Experience with logging/application monitoring tools (AppDynamics, Splunk, DataDog, Grafana etc.)
* Experience with large scale distributed systems and high-availability architectures
* Knowledge of one or more of Message Brokers such as Kafka, RabbitMQ
Preferred Qualifications:
* Architecture craftsmanship: Advanced fluency with Domain Driven Design (DDD) and Clean Architecture for large distributed systems; mentor teams on bounded contexts, aggregates, and dependency inversion
* Financial domain context (RPS): Retirement recordkeeping/plan configuration/transaction processing; connect engineering choices to client outcomes and regulatory expectations
* Executive communication: Concise, data backed updates (dashboards, SLAs, quality/throughput trends) suitable for senior leadership and cross functional partners
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
$95k-117k yearly est. Auto-Apply 5d ago
Investment Advisor Senior - PNC Private Bank
PNC Financial Services Group, Inc. 4.4
Austin, TX job
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success.
As a Sr Investment Advisor within the PNC Private Bank organization, you will be based in Austin, TX.
The position is primarily based in a PNC location. Responsibilities require time in the office or in the field on a regular basis.
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
Job Description
* Manages accounts in accordance with investment objectives that have been developed with the client. Depending on line of business, may provide specialized advice on planned giving, as well as analyzing program health and strategies.
* Responsible for delivering the PNC investment experience to clients, providing actionable advice, market insight and reporting on investment results.
* Responsible for maintaining and growing assets under management. Additionally supports and may lead the sales efforts of the business through the introduction and expansion of financial services to the client.
* Executes risk management practices through the adherence to PNC's policies and procedures. Supports the Functional Director in the oversight, performance management, and coaching of investment professionals.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
* Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
* Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
Qualifications
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
Preferred Skills
Accountability, Budget Management, Competitive Advantages, Decision Making, Finance Strategy, Financial Modeling, Investment Management, Relationship Management
Competencies
Client Relationship Management, Decision Making and Critical Thinking, Effective Communications, Investment Consulting, Portfolio Management, Products and Services, Value Selling
Work Experience
Roles at this level typically require a university / college degree. Higher level education such as a Masters degree, PhD, or certifications is desirable. Industry relevant experience is typically 8+ years. Specific certifications are often required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
Education
Bachelors
Certifications
No Required Certification(s)
Licenses
No Required License(s)
Benefits
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards.
Disability Accommodations Statement
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
Equal Employment Opportunity (EEO)
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
California Residents
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
$50k-73k yearly est. 41d ago
Sr Manager, Lead Database Administrator - Client Data Technology
Charles Schwab Corporation 4.8
Charles Schwab Corporation job in Austin, TX
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).
As a Sr. Manager / Lead DBA in Client Data Technology (CDT), you will lead database engineering and operations for CDT applications, playing a critical role in ensuring performance, availability, and resiliency of CDT data platforms. You will guide the development, automation, tooling, and realization of database best practices.
What you will do
* Leading database operations and engineering for Postgres and SQL Server platforms across non-prod and prod environments.
* Collaborating with development teams to design optimized schemas, queries, and stored procedures for performance and scalability.
* Driving automation and Infrastructure as Code (IaC) practices for database provisioning, patching, and refreshes.
* Defining and implementing high availability (HA), disaster recovery (DR), and replication strategies using tools like Patroni and WAL.
* Monitoring system health and performance using observability tools such as Datadog, Grafana, Prometheus, and Foglight.
* Leading efforts to identify and eliminate technical debt and toil in database operations.
* Evangelizing database best practices and KPIs through newsletters and monthly reports.
* Ensuring 100% adherence to security and compliance standards across database environments.
* Being a hands-on technical leader who inspires thought leadership and cross-functional collaboration.
What you have
Required Qualifications
* 10+ years of experience as a DBA in Postgres and SQL Server environments.
* 7+ years of experience in database operations leadership, supporting production and development teams.
* 5+ years of experience with performance tuning, query optimization, and schema design.
* Deep understanding of Postgres architecture, including Patroni, WAL, and replication tools.
* Experience with HA/DR solutions and cloud deployment (GCP preferred).
* Proficiency in Linux/Unix system administration and shell scripting.
* Hands-on experience with CI/CD pipelines and DevOps practices (GitHub, Jenkins).
* Familiarity with observability and telemetry tools (Datadog, Grafana, Prometheus, Foglight).
* Scripting skills for automation (Python, Bash, PowerShell).
* Strong knowledge of database security, compliance, and backup/recovery strategies.
Preferred Qualifications
* Bachelor's degree in computer science, Information Systems, or related field.
* Certifications in Postgres (on-prem/cloud).
* Experience with Agile methodologies and cross-functional collaboration.
* Knowledge of containerization (Docker, Kubernetes/GKE) is a plus.
$110k-133k yearly est. Auto-Apply 26d ago
Sr Data Engineering Lead
Charles Schwab Corporation 4.8
Charles Schwab Corporation job in Austin, TX
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).
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.
As part of Schwab's AI Engineering & Operations team, you will be building the next generation Generative AI solutions that shape the future of technology at Schwab. In this role, you will contribute to the development and deployment of AI products that are instrumental in driving data-informed business decisions and elevating client experiences. You'll collaborate across teams to deliver scalable, secure, and high-performing AI systems that align with Schwab's innovation strategy and operational goals.
What you have
Required Qualifications:
* 8+ years of ETL engineering experience, with 4+ years as a hands-on senior engineer
* 5+ years designing and developing scalable data pipelines that integrate with large, complex datasets across diverse environments including structured and unstructured data formats. Must be proficient in working with various API types (REST, SOAP, Graph), handling authenticated data sources, and implementing complex extraction procedures.
* 5+ years building and maintaining production-grade data pipelines across multiple data delivery modes (streaming, batch) and data classification protocols (internal, confidential, PII).
* 5+ years of experience with data governance and risk frameworks, including metadata management and classification.
* Bachelor's degree in Computer Science, Data Engineering, Mathematics, Analytics, or related field.
* 3+ years working hands-on with containers and cloud-native applications.
Preferred Qualifications:
* Strong ETL/data engineering fundamentals and experience across the tech stack.
* Commitment to quality-driving high standards including writing tests at all levels.
* Strong written and verbal communication skills to clearly convey ideas and feedback.
* Mentoring junior engineers and supporting their technical growth through code reviews and guidance.
* Mindset of continuous learning and improvement.
* Ability to solve complex problems with ambiguous or incomplete data in distributed systems.
* Demonstrated business domain knowledge relevant to previous products.
* Curiosity about new technologies and processes, proactively sharing knowledge and seeking improvement.
* Experience with Python preferred but not required.
* Master's or advanced degree in Computer Science, Data Engineering, Mathematics, Analytics, or related field.
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.
$100k-126k yearly est. Auto-Apply 6d ago
Senior Business & Product Strategist- Workplace Services Education
Charles Schwab Corporation 4.8
Charles Schwab Corporation job in Austin, TX
Your Opportunity The Senior Business & Product Strategist for Insights and Education is responsible for shaping the strategic direction of Schwab's digital education experiences for Workplace Services. This role drives strategies that enhance financial literacy, improve engagement with Schwab's workplace offerings, and deliver cohesive, customer-centered education across digital channels.
This strategist defines what education experiences we should build, why they matter, and how they create value for participants and plan sponsors-while partnering with execution teams to bring the strategy to life.
What You'll Do
Strategic Planning & Alignment
* Develop education strategies that align participant needs, market insights, and Schwab's workplace services goals.
* Partner with Workplace Services, Marketing, UX, and Technology to shape digital education experiences (e.g., retirement planning tools, learning modules, content strategy).
* Translate complex retirement and financial concepts into clear strategic frameworks for digital engagement.
* Define target audiences, value propositions, and participant journeys for education initiatives.
Market & Competitive Insight
* Conduct competitive assessments and trend analyses in financial education and workplace benefits.
* Identify gaps in Schwab's current education offerings and recommend strategic enhancements.
* Provide leadership with insights that guide investment decisions and prioritization.
Cross-Functional Leadership
* Serve as the strategic connector between Workplace Services, Marketing, UX, and Technology.
* Lead strategic workshops and alignment sessions focused on participant education.
* Develop strategic briefs and customer insights that guide execution teams (content creators, designers, engineers).
Strategic Roadmapping & Go-to-Market
* Create integrated go-to-market strategies for new education tools and experiences.
* Recommend high-level product requirements, experience opportunities, and success metrics for education initiatives.
* Ensure Schwab's digital channels reflect a coherent and consistent education strategy.
Measurement & Optimization
* Partner with analytics teams to define KPIs for education engagement and learning outcomes.
* Evaluate performance to uncover insights and iterate on strategy.
* Communicate findings and recommendations to leadership to influence future direction.
Who You Are
* A strategic thinker passionate about financial education and digital engagement.
* Skilled at influencing without authority and aligning diverse stakeholders.
* Comfortable navigating ambiguity and turning it into structured, actionable plans.
* Deeply curious about participant behavior, workplace benefits, and how education drives outcomes.
* Strong communicator able to translate complex ideas for technical and non-technical audiences.
What you have
* 10+ years in product strategy, business strategy, or education strategy roles.
* Experience working within cross-functional environments (product, engineering, UX, marketing, compliance).
* Proven ability to lead strategic planning and opportunity analysis for education or engagement initiatives.
* Familiarity with digital ecosystems (web, app, content platforms) and product development processes.
* Strong analytical skills; comfortable with data, competitive intelligence, and business cases.
* Excellent communication, storytelling, and stakeholder management abilities.
$55k-74k yearly est. Auto-Apply 4d ago
Teller - Taylor
PNC Financial Services Group, Inc. 4.4
Taylor, TX job
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Fulltime Teller within PNC's retail banking organization, you will be based in Taylor, TX at the Taylor branch. Bilingual Spanish preferred.
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
Job Description
* Delivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet. Processes a variety of customer interactions. Educates customers on alternatives available for their financial interactions. Identifies banking opportunities during the customer interaction and refers as appropriate.
* Identifies opportunities through meaningful conversations with customers, making appropriate referrals to branch staff.
* Performs lobby engagement activities to connect with customers and position PNC products to meet their needs. Educates customers on options for managing financial transactions by leveraging technology, tools and resources.
* Applies product and procedural knowledge to solve customer's problems.
* Adheres to all policies and procedures, demonstrating sound judgment within established limits. Ensures teller and branch daily operations and maintenance transactions are completed in an efficient and accurate manner.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
* Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
* Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
* To learn more about this and other opportunities on our team Watch this video.
Qualifications
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
Preferred Skills
Accountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive Sales
Competencies
Accuracy and Attention to Detail, Addressing Customer Needs, Banking Products, Digital Awareness, Effective Communications, Fraud Detection and Prevention, Managing Multiple Priorities, Matrix Management, Problem Solving, Understanding Customer Needs
Work Experience
Roles at this level typically do not require a university / college degree, high school diploma, GED, or any significant experience or product knowledge to accomplish primary duties. Prior experience is not required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
Education
No Degree
Certifications
No Required Certification(s)
Licenses
No Required License(s)
Benefits
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards.
Disability Accommodations Statement
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
Equal Employment Opportunity (EEO)
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
California Residents
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.