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Charles Schwab jobs in Round Rock, TX

- 142 jobs
  • VP, Financial Consultant - Austin (Bee Cave), TX

    Charles Schwab 4.8company rating

    Charles Schwab job in Austin, TX

    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. 4d ago
  • Digital Product Manager

    Charles Schwab Corporation 4.8company rating

    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. Schwab's Workplace Financial Services supports retirement, stock plans and designated brokerage services for corporations and their employees. We're modernizing our accounting capabilities available to corporate Stock Plan Services (SPS) clients to be industry-leading, cloud ready and scalable to support continued business growth. The WFS Digital Product Management team is currently looking for a Digital Product Manager (Individual Contributor) with experience in equity compensation plan administration and developing digital products and experiences for corporate clients. What you'll do * Partnership - Work with our team of product owners, system analysts, developers and business stakeholders in an Agile environment. You would manage the welfare of the internal corporate applications and capabilities within Stock Plan Services at all stages of the product and release lifecycle including analyzing, defining strategy, and managing implementation of enhancements to existing and new capabilities. * Client Focus -Develop a comprehensive roadmap to both modernize existing application and creating specific client features within our internal applications. You will be the liaison with internal stakeholders and external B:B clients * Strategy - Use your knowledge of equity plan recordkeeping, data administration and related reporting to further the product vision for Workplace Financial Services * Execution - Own and drive all aspects required to bring new and enhanced stock plan capabilities to clients, including the definition, creation, development, and implementation of the solutions that help us achieve our mission. What you have To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have. Required Qualifications: * BA/BS degree or equivalent experience * 2+ years equity plan accounting and/or product management experience * Exceptional stock plan experience and product management skills - ability to synthesize data and stakeholder feedback into insights and actions * Superior business analysis skills, multi-tasking capabilities, and ability to troubleshoot issues * High attention to detail and the ability to see things through from concept to implementation * Ability to provide on-time delivery of project deliverables * Ability and desire to effectively and efficiently work in a collaborative team environment * Experience participating in cross functional projects, with an emphasis on systems, technologies, business process redesign and/or impact to field and customer service * Excellent written and oral communication skills Preferred Qualifications: * Agile/Scrum experience * Certified Equity Professional (CEP) certification * Entrepreneurial passion, professional persistence, and a perpetually positive attitude In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
    $99k-126k yearly est. Auto-Apply 2d ago
  • Administrative Assistant

    Ameriprise Financial 4.5company rating

    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. 2h ago
  • Disability Underwriting Consultant

    Massmutual Financial Group 4.3company rating

    Austin, TX job

    The Team The Disability Insurance (DI) Underwriting Risk Management Underwriting Consultant will support the Office of the Head DI Underwriter (OOHU) within the Disability Underwriting Governance Team by demonstrating accountability, agility, a dedication to being inclusive, a strong business acumen, and will show courage, even in the most difficult situations. We also value strong communication skills, a passion for learning, leadership traits, resilience, and self-awareness. The successful candidate will be able to: * Demonstrate a strong understanding of our underwriting policies, guidelines, practices and procedures and a willingness to champion changes to improve processes while maintaining morbidity expectations. * Have a strong working knowledge of the regulatory environment, compliance, claims reviews, product development and the maintenance of MassMutual's non-medical underwriting manual. * Provide technical expertise for the department in all areas of medical and non-medical underwriting. This could be on individual cases or in monitoring trends at MassMutual and in the industry. * Develop recommendations for new and competitive underwriting guidelines with research, documentation, marketing, and presentations. * Think critically and problem solve using data to drive toward resolution. The Impact * Responsibility for making sure that we are compliant with all MassMutual as well as any state or Federal legal obligations in the underwriting area. * Review contestable claims. * Track for possible trends and to validate that our current underwriting practices are sound, and measures are in place. * Provide recommendations based on the trending output to the Head DI Underwriter, e.g., potential guideline changes or targeted training. * Point of contact for any other claims concerns or issues that may require underwriting expertise. * Participate in new product development and will need to communicate all new product initiatives/changes to the department. * Make recommendations on new underwriting guidelines that apply. * Provide support with other work items as assigned by Head DI Underwriter, e.g., guideline reviews, project support, training and overall risk oversight and governance, working closely with Head Underwriter. * Be forward thinking by looking for synergies across product lines (Life, DI and LTC) for commonality in developing guidelines and underwriting requirements with the objective of growing our concur business. * Interpret large sets of data and effectively communicate data trends. * Consults with stakeholders on core issues and watch list items openly share knowledge, information, and feedback, collaborating to identify solutions and supporting team success. * Lean into new challenges as they arise. Be comfortable with ambiguity. * Handles projects with a sense of urgency based on business prioritization * Distill information into concise summaries and tools for diverse internal audiences Minimum Qualifications * A high school diploma / GED * 8+ years of relevant work experience in DI Insurance Underwriting * Must have an established approval limit without second signature - Twenty thousand per month of DI and Fifty thousand Business Overhead * 3+ years' experience with Microsoft Office Suite and data visualization tools (e.g., Tableau) Preferred Qualifications * Bachelor's Degree * Industry exams completed, e.g., ALU 101, 201, 202, LOMA, ALMI, FMLI, ALU, FALU, DIA, DIF, RHU * Mastery knowledge of individual DI insurance practices, underwriting standards, and operations * Confident communicator with strong written and verbal communication skills * Be able to think strategically and influence others * Ability to partner with key constituents to support strategic and tactical development * A demonstrated track record of consistently meeting and/or exceeding performance expectations * Intrapreneur mindset - you drive your business forward with latitude for independent decision making What to Expect as Part of MassMutual and the Team * Regular meetings with the MassMutual DI Risk Management and Governance Team * Focused one-on-one meetings with your manager * Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran and disability-focused Business Resource Groups * Access to learning content on Degreed and other informational platforms #LI-REMOTE #LI-JA1 Salary Range: $113,100-$148,400 At MassMutual, we focus on ensuring fair equitable pay, by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component. Why Join Us. We've been around since 1851. During our history, we've learned a few things about making sure our customers are our top priority. In order to meet and exceed their expectations, we must have the best people providing the best thinking, products and services. To accomplish this, we celebrate an inclusive, vibrant and diverse culture that encourages growth, openness and opportunities for everyone. A career with MassMutual means you will be part of a strong, stable and ethical business with industry leading pay and benefits. And your voice will always be heard. We help people secure their future and protect the ones they love. As a company owned by our policyowners, we are defined by mutuality and our vision to put customers first. It's more than our company structure - it's our way of life. We are a company of people protecting people. Our company exists because people are willing to share risk and resources, and rely on each other when it counts. At MassMutual, we Live Mutual. MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need. At MassMutual, we focus on ensuring fair, equitable pay by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component. For more information about our extensive benefits offerings please check out our Total Rewards at a Glance.
    $113.1k-148.4k yearly Auto-Apply 58d ago
  • Senior Salesforce Product Designer - eCRMs

    American Express 4.8company rating

    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. Joining Amex Tech means discovering and shaping your contribution to something big. Here, you can work alongside talented tech teams and build a unique career with the Powerful Backing of American Express. With a range of opportunities to work with the latest technologies, and a commitment to back the broader engineering community through open source, our mission is to power your success. Because Amex Tech is powered by our technology, our culture, and our colleagues. The core of our company is not just the products we offer, but the personal connections our customers have with our brand. You can create digital experiences - from payments to rewards to servicing - that keep us connected to our customers and serve them at every touchpoint. From digital servicing and lifestyle features to secure, frictionless payment options, you can make a meaningful difference in our customers' lives and help set us apart in the industry. The Enterprise CRM Solutions (eCRMs) team was created in 2024 as part of the company's Framework for Winning. Core to our purpose is reimagining the platform solution-delivery model to dramatically improve our strategic agility, speed to market, effectiveness of delivery and transparency. The eCRMs team creates solutions for the Sales and Customer Domains via respective platforms by harnessing the power of Data, Machine Learning, and Artificial Intelligence to offer powerful selling and re-selling engines to acquire new clients and expand existing client relationships for Sales, Account Development, and Marketers across the Enterprise. We are looking for a Senior Product Designer to develop the overall redesign of our CRM systems. Extensive knowledge of Salesforce design language will be critical to the success of this role. Reporting to the Director, eCRMs Digital Product Management, the Senior Product Designer will be responsible for creating an AI-powered, user-centric experience that will be used by American Express Sales colleagues. This role will be pivotal in realizing our POA vision for CRM transformation by crafting compelling user interfaces and ensuring that key stakeholders are brought along throughout the multi-year initiative. The ideal candidate is a Salesforce Certified User Experience (UX) Designer and will enable consistent out-of-the box utilization of the Salesforce platform. **Responsibilities:** + Partner with eCRMs Product and Engineering teams to define project requirements and create prototype interfaces for activities across the holistic Sales journey; effectively present design decisions and design strategy to partners and cross functional leadership. + Analyze user research, business insights, and other relevant data to determine user needs and requirements using human-centered design. + Create and maintain UI/UX resources such as content templates, samples, and guidelines to streamline the design process for designers and developers. + Proactively identify the right artifacts to create based on project needs and timeline **Qualifications:** + Bachelor's Degree required with Masters degree in Computer Science, Engineering, Information Technology preferred. + Minimum of 5-7 years professional experience in Product Design or UX. + Salesforce Certified User Experience (UX) Designer. + Highly skilled in Salesforce design language and platform landscape. + Expert knowledge of Figma. + Excellent verbal and written communication skills. The ability to interact effectively with diverse audience across Business and Technical teams, and more senior audiences are a must. + Knowledge of how-to problem-solve and design using core UX concepts. + History of high performance and adaptability to adjust to shifting priorities and manage through ambiguity. **Qualifications** Salary Range: $123,000.00 to $215,250.00 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 United States is required as the company will not pursue visa sponsorship for these positions. **Job:** Product **Primary Location:** United States **Other Locations:** US-New York-New York, US-Florida-Sunrise, US-Georgia-Atlanta **Schedule** Full-time **Req ID:** 25021806
    $123k-215.3k yearly 11d ago
  • Software Engineering & Development

    State Street 4.1company rating

    Austin, TX job

    Software Engineering & Development (State Street Bank and Trust Company; Austin TX): 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
  • Client Service Associate

    Morgan Stanley 4.6company rating

    Austin, TX job

    Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. This is a key role that requires an understanding of firm policies, procedures and firm capabilities in order to deliver the full firm to clients. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key information and documentation remains current Identify and assist with Firm services and solutions that support clients' needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile Confirm authorization and authenticate client when processing requests Onboard and maintain client accounts, including collecting client information and require documentation, processing money movement transactions as an example Review and take appropriate action on client account alerts OTHER Partner with Financial Advisor(s) in developing a business plan and delivering against a client service model Support the team's marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars Actively engage in available training and education programs - including firm strategic priorities, professional development and staying current on policies, procedures and new platforms and attend scheduled targeted/monthly field service professional and/or training calls Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance Proactively participate in firm initiatives directed by local management Regularly seek opportunities to use firm resources for peer sharing and collaborating with Financial Advisors EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience High School Diploma/Equivalency College degree preferred Industry experience is a plus Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) Knowledge/Skills Strong computer skills and knowledge of Microsoft Office products Exceptional writing, interpersonal and client service skills Detail orientated with superior organizational skills and ability to prioritize tasks Team player with the ability to collaborate with others Ability to work in a fast-paced, evolving environment Goal oriented, self-motivated and results driven Reports to: Business Service Manager WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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).
    $48k-67k yearly est. Auto-Apply 40d ago
  • Manager, Retail Generative Artificial Intelligence (GenAI)

    Charles Schwab Corporation 4.8company rating

    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 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 8d ago
  • Java Web Application Engineer

    Charles Schwab 4.8company rating

    Charles Schwab 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 power of collaboration and value being together in the office, which is why this role is based on-site in our Austin, TX office. Joining Schwab means joining a company committed to transforming the financial industry and putting clients at the center of everything we do. 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. Are you excited about contributing to the next wave of innovation in financial services? Schwab's AI Engineering & Ops team is seeking a talented and driven **Java Web Application Engineer** to help build scalable, high-quality solutions that enhance decision-making and elevate client experiences. In this role, you'll be part of a dynamic team supporting emerging AI initiatives that are foundational to Schwab's digital transformation. You'll engage in a balanced mix of design leadership and hands-on development, contributing to cloud-first architectures and modern engineering practices. **What You'll Do:** + Collaborate on AI/ML-focused projects that drive business impact and client value. + Lead by example in applying development best practices and maintaining high code quality. + Mentor peers and foster a culture of continuous learning and technical excellence. + Influence architectural decisions and contribute to the evolution of Schwab's engineering ecosystem. **Why This Role Matters:** This is more than a coding position-it's an opportunity to reimagine how technology supports financial services. You'll help shape ethical, innovative, and resilient AI solutions that align with Schwab's commitment to responsible technology. **What you have** **Required Qualifications** + Bachelor of Science or equivalent in Computer Science, Engineering, Data Science, or a related field + 3+ years' experience leading code reviews, driving code quality, maintaining best practices for software engineering, and ensuring test-driven development + Minimum of 5+ years designing and deploying software in the cloud (AWS, Azure, or Google Cloud) + 5+ years' experience in Java programming with hands-on experience in web application development + 3+ years' experience with the development and deployment of microservices + 3+ years' experience demonstrating professional integration with complex data sets, databases and SQL + Minimum 5+ years demonstrating the following critical skills or expertise in a professional senior level software engineering role: + Critical-thinking and strong problem-solving skills with the ability to analyze and understand data + A mindset for continuous improvement, agility, and ownership, with an emphasis on innovation and change management + Strong problem-solving skills and attention to detail + Excellent communication skills and the ability to work well in a team environment + Demonstrates ability to work effectively with cross-functional technical and business teams to define, build, and release high-quality features + Eagerness to learn and adapt to new technologies and methodologies as well as to continuously improve individual skills and knowledge + Familiarity with web technologies and frameworks like Spring Boot or Angular is a plus **Preferred Qualifications** + Master's of Science or equivalent in Computer Science, Engineering, Data Science or a related field + Skills and experience with cloud infrastructure such as Cloud Foundry, AWS, Azure, or GCP + Demonstrated expertise of database design and development (SQL and NoSQL) + Proven understanding of object-oriented design, design patterns, and microservices architecture + Familiarity with DevOps tools and practices (CI/CD pipelines, GitHub, Terraform, etc.) + Skills and experience with security protocols, Identity & Access Management (IAM), and compliance frameworks relevant to the financial services industry + Skills and experience developing and maintaining a robust monitoring framework that tracks performance metrics and logs critical events to ensure high availability and reliability + Demonstrated expertise testing and debugging to ensure the delivery of high-quality software + Understanding of how to establish and test disaster recovery plans that ensure rapid restoration of services and implement failover mechanisms and redundant systems **What's in it for you** At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you - both today and in the future: + 401(k) with company match and Employee stock purchase plan + Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions + Paid parental leave and family building benefits + Tuition reimbursement + Health, dental, and vision insurance What's in it for you: At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call ************.
    $100k-128k yearly est. 37d ago
  • Supervising Loan Officer

    PNC Bank 4.4company rating

    Austin, TX job

    Position OverviewAt 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(n) Supervising Loan Officer within PNC's Mortgage organization, you will be based in Greater Austin, TX area.Job Description Recommends loan solutions in accordance with lending guidelines and clients' requirements. Manages daily loan activities of a small, high performing Mortgage Loan Officer team. Manages a portfolio of customer relationships. Seeks prospective opportunities to retain and/or develop new clients. Prepares loan solutions and refers other banking products and services; reviews documentation to ensure compliance. Grows, retains and develops an effective sales force to cover the geography of the market. Manages own and team's pipeline for efficiency. Collaborates with internal and external stakeholders to complete mortgage transactions. Collects and analyzes customer financial information for multifaceted and/or complex borrowers. 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 SkillsBanking Products, Client Prospecting, Customer Relationships, Customer Solutions, Documentations, Innovation, Mortgages, SalesCompetenciesCoaching Others, Customer Experience Management., Effective Communications, Financial Analysis, Loan Origination, Matrix Management, Mortgage Products., Sales Tasks And Activities, Selling.Work ExperienceRoles at this level typically require a university / college degree, with 2+ years of relevant professional experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.EducationNo DegreeCertificationsNo Required Certification(s) LicensesCandidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.BenefitsPNC 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; 8 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.
    $40k-58k yearly est. Auto-Apply 60d+ ago
  • *Infrastructure Senior Technology Analyst

    Citigroup 4.6company rating

    Georgetown, TX job

    The Infrastructure Senior Technology Analyst is an intermediate level role responsible for assisting with LAN / WAN and help desk administration activities, including network maintenance, technical guidance, and security in coordination with the Technology Infrastructure team. The overall objective is to use infrastructure technology knowledge and identified policies to process data, resolve issues and execute administrative tasks. **Responsibilities:** + Create complex project plans, perform impact analyses solve/work high impact problems/projects, and provide resolutions to restore services + Drive Root Cause Analysis (RCA) post restoration of service + Design testing approaches, complex processes, reporting streams, and create automation of repetitive tasks + Review requirement documents, define hardware requirements and examine and update processes and procedures as necessary + Provide technical/strategic direction and act as advisor/coach to lower level analysts + Develop projects required for design of metrics, analytical tools, benchmarking activities and best practices + Responsible for overall operating system applications + Contribute to technical direction and strategic decisions + Has the ability to operate with a limited level of direct supervision. + Can exercise independence of judgement and autonomy. + Acts as SME to senior stakeholders and /or other team members. + Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. **Qualifications:** + 5-8 years of experience in Infrastructure Technologies delivery with a proven track record of operational process change and improvement + Ability to communicate technical concepts to non-technical audience + Ability to work with virtual and in-person teams, and work under pressure or to a deadline + Experience in a Financial Services or large complex and/or global environment preferred + Effective written and verbal communication skills + Effective analytic/diagnostic skills **Education:** + Bachelor's/University degree or equivalent experience This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. ------------------------------------------------------ **Job Family Group:** Technology ------------------------------------------------------ **Job Family:** Infrastructure ------------------------------------------------------ **Time Type:** Full time ------------------------------------------------------ **Primary Location:** Georgetown Texas United States ------------------------------------------------------ **Primary Location Full Time Salary Range:** $90,080.00 - $135,120.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ **Most Relevant Skills** Please see the requirements listed above. ------------------------------------------------------ **Other Relevant Skills** For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ **Anticipated Posting Close Date:** Dec 16, 2025 ------------------------------------------------------ _Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._ _If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (*************************************************************************** ._ _View Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._ Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
    $90.1k-135.1k yearly 2d ago
  • Senior Manager-Payments Consulting- US Debit

    American Express 4.8company rating

    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. **How will you make an impact in this role?** + Advance adoption of Amex debit capabilities + Manage processing partner relationships, integrations, and compliance; regularly engage with external partners on debit + Develop thorough documentation and operationally sustainable processes to ensure consistent results + Negotiate complex contracts with partners and customers + Create and expand relationships with key external debit partners + Develop technical proficiency and requisite fluency with network capabilities, including connectivity, specifications, and processes + Collaborate broadly, sharing roadmap and interoperability considerations, and thought-leadership regarding U.S. debit norms + Build strong positive relationships within Amex, including network, issuing, legal, pricing, policy, technology, and relationship management teams + Maintain deep and current knowledge about the payment services industry, debit and U.S. market trends, new and existing technologies, products, and services **Minimum Qualifications:** + Minimum 3 years' experience in the processing and acquiring of U.S. debit cards with processor, debit network, or acquirer + Sound technical aptitude, analytical, and problem-solving skills + Demonstrated ability to guide, contribute to, and execute on strategies to deliver outcomes aligned to business goals in matrixed organizations + Experience negotiating complex contracts with partners and/or customers + Proven ability to build, maintain, and leverage strong relationships with internal and external stakeholders, including industry partners + Track record of leading through change, challenging the status quo, and leading and producing results with or without authority + Excellent communication and interpersonal skills with the ability to articulate and illustrate complex issues in a simple, non-technical manner + Strong work ethic and organizational skills, with high level of intellectual curiosity, initiative, drive, and attention to detail + Potential travel required within U.S. (~10%) + Bachelor's degree or equivalent industry experience required. **Preferred Qualifications:** + Expansive and active network across payments industry. **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 United States is required as the company will not pursue visa sponsorship for these positions. **Job:** Network **Primary Location:** United States **Other Locations:** US-Arizona-Phoenix, US-New York-New York **Schedule** Full-time **Req ID:** 25021234
    $103.8k-174.8k yearly 35d ago
  • Principal - Cloud Integration Architect

    Charles Schwab Corporation 4.8company rating

    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). We are looking for an experienced and highly motivated Principal-level Integration Architect to join Charles Schwab's Application Architecture team. The role will advance Schwab's API & Service Architecture vision by creating guidance and mechanisms that enable the company to think firm-wide when considering capabilities development. You will work closely with business, product, and technology partners to translate long-term objectives into designs that fuel firm-wide reuse and convergence. The right individual will be a proactive, self-starter that enjoys and thrives when connecting people and technology to solve complex problems at-scale. You will analyze, model, and develop complex and high-level architecture plans that require the integration of multiple technologies and coordination of functional areas across the organization. If you have a passion and skill for long-term end-to-end thinking balanced with crafting architecture increments that enable value for customers now, this opportunity is for you! The Cross-Enterprise Architecture team within the Application Architecture organization is responsible for defining the building blocks and target-state cross-enterprise vision that helps Schwab avoid duplication and optimize architecture. We are an organization that values diverse and big thinking, rewards both behaviors and delivery, and focuses on growth and continuous improvement - all in support of Schwab's mission to help clients and one another succeed. This role reports up to the Office of the CTO, chartered to establish technology governance, standards, practices, and strategy for the entire firm, enabling thousands of technologists to better serve the millions of Schwab clients and trillions of dollars in client assets. The role requires close collaboration with architects and engineers across the Schwab Technology Services (STS) organization. What you have Leadership qualifications: * Architecture leadership skills enabling success in owning architecture and influencing strategic direction and vision for the future. * Desire and ability to understand diverse business domains and develop architectures that meet the current and anticipated business needs across a broad set of partners. * Ability to evaluate new technologies and know the latest industry trends. * Good judgment and the ability to handle high pressure situations. * Solid communication and presentation skills to deliver innovative ideas to executive leadership for the purposes of alignment and key decision making. * Connect the dots mentality that drives efficiencies in architectures and processes. Required qualifications: * Champions architectural strategies across teams and enterprises * Leads enterprise architecture strategy through guidance, standards, and governance * Strong knowledge of both cloud and service mesh platforms and technologies (GCP, Anthos, Kubernetes, Istio) * Proficiency with middleware technologies, API gateway technologies and integration patterns including emerging Agent, MCP and LLM integration scenarios * Strong understanding of traffic management patterns and solutions spanning all layers of an architecture to achieve resiliency targets * Familiarity with DevOps tools (Github Actions) and infrastructure-as-code (e.g. Python, Terraform) * 10+ years' experience addressing operational and non-functional concerns (e.g. horizontal & vertical scalability, performance, maintainability, load distribution, resilience, recovery, security and privacy) * 3+ years' experience mitigating OWASP Top 10 API Security Risks * 5+ years' experience with cloud technologies and API management, preferably with knowledge of Enterprise API Management platforms. * 5+ years' experience delivering services at scale to cloud platforms, preferably GCP. Preferred qualifications: * Use of AI and LLMs to aide in modeling and management of API design * Anticipates and responds to evolving business needs while managing organizational priorities * Leverages analytical insights to shape policy, drive outcomes, and guide strategy * Communicates key information with stakeholders across multiple channels to ensure successful outcomes * Utilizes holistic, abstract, or theoretical perspectives to guide strategic direction and anticipates industry trends * Transforms data into actionable insights and mentors others in diagnostic techniques * Influences innovative solutions and contingency plans in the broader area of focus * Promotes creativity, experimentation, and strategic thinking to differentiate Schwab from its competitors * Exerts executive influence to drive enterprise-wide direction and optimize partnerships * Experience in financial, investment management and securities markets. In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
    $95k-121k yearly est. Auto-Apply 4d ago
  • Personal Banker - Compass Plaza

    PNC Financial Services Group, Inc. 4.4company rating

    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 Branch Banker within PNC's Retail Banking organization, you will be based in Austin, TX at the Compass Plaza branch. Bilingual Spanish preferred. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Job Description * Acquires and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and customer loyalty. * Drives proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement, ultimately elevating client loyalty. Delivers a full PNC conversation with every client interaction to identify appropriate PNC solutions. Leverages ecosystem partnerships as well as community Centers of Influence to acquire, expand and retain relationships. * Creates customer loyalty and grows customer share of wallet through a differentiated customer experience. 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 identify, mitigate and solve customer problems effectively to drive customer loyalty. * Manages risk through adherence to all policies and procedures, demonstrating sound judgment within established limits. Demonstrates a heightened scrutiny to identify and avoid loss. Participates in branch daily operations, ensuring they 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 opportunity, please 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 Banking Products, Digital Awareness, Effective Communications, Managing Multiple Priorities, Matrix Management, Problem Solving, Prospecting., Retail Lending, Selling., Understanding Customer Needs Work Experience Roles at this level typically require an Associates or equivalent degree as well as related experience or product knowledge to accomplish primary duties. Typically requires 3+ years experience. 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 Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations. 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; 8 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.
    $30k-37k yearly est. 60d+ ago
  • Teller - South Congress

    PNC Bank 4.4company rating

    Austin, TX job

    Position OverviewAt 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 Austin, TX at the South Congress 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 SkillsAccountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive SalesCompetenciesAccuracy 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 NeedsWork ExperienceRoles 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.EducationNo DegreeCertificationsNo Required Certification(s) LicensesNo Required License(s) BenefitsPNC 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; 8 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.
    $29k-34k yearly est. Auto-Apply 60d+ ago
  • Director, Tax, Trust and Estate Specialist

    Charles Schwab 4.8company rating

    Charles Schwab job in Round Rock, TX

    Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location. Wealth and Advice Solutions is Schwab's comprehensive Wealth Management organization filled with talent that excels at personal relationships, specialized service and providing ongoing advice built on Schwab's approach to investing. The Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and Wealth Strategy teams. Additionally, they provide specialized products to meet income generation, risk mitigation, and liquidity needs. The Tax, Trust and Estate specialist role is a part of a specialized team that provides great value and benefits to Schwab clients. This offering provides depth and value to the clients of branch partners and Schwab Wealth Advisory Investment Advisors. The goal of the relationship is to work through client's sophisticated needs in Tax, Trust, and Estates that among other things that could result in a large amount of savings to the end client. This position will require you to provide detailed, highly sophisticated advice to entrepreneurs and other high-net-worth individuals with sophisticated financial affairs, substantial business interests, large family estates and investment portfolios requiring careful attention. The Wealth Specialist will be the subject matter authority in all implications of a clients Tax, Trust and Estate needs. What you have As a High Net Worth Trust & Estate/Tax Specialist, you will: Develop and handle strong relationships with Financial Consultants and Portfolio Consultants. Function as an in-house subject matter authority on sophisticated trust, estate and income tax questions and issues. Uncover unstated needs from the clients to offer additional Schwab services where relevant Present to large and small groups to share your expertise and the offering to key partners Educate internal partners on your skills and ability to support their clients to drive referrals Apply your previous experiences in Tax, Trust and Estate to supply to a growing sector of Investment Advisor Services We believe that our values have helped us to build both a successful business model and an outstanding work environment. We value partnership, integrity, exceptional client service, open communication, and adaptability to change. Bachelor's degree required Previous experience as a Tax, Trust, and Estate attorney strongly preferred At least one of the following is required; JD, LLM, CPA, CTFA, AEP Active FINRA Series 65 license or equivalent required (may be obtained with a 120-day condition of employment) Extensive experience advising high net worth clients Ability to build strong internal relationships due to working closely with Branch Financial Consultants and Portfolio Consultants within Schwab Wealth Advisory Shown experience in discovering unstated needs through diagnostic information gathering Excellent presentation skills and demonstrated success in a collaborative environment Strong verbal and written communication, listening, interpersonal, client service, networking and analytical skills Ability to demonstrate exceptional interpersonal effectiveness when working with high-net-worth clients Travel approximately 10% to 25% In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
    $56k-80k yearly est. 9d ago
  • Director - Revenue Customers

    American Express 4.8company rating

    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. 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. The American Express Global Commercial Services (GCS) business unit is the global leader in providing payments solutions for Small, Medium and Large businesses. GCS partners with corporate clients to help them manage travel expenses and make purchases through proprietary payment solutions and expense management tools. If you are ready for more than just a job, are not afraid of embracing challenges and setting and exceeding big goals, American Express invites you to share your resume to be considered for future opportunities on our newly created Enterprise Sales team. The Director of Enterprise Sales (Revenue Customers) will be responsible for expanding and cross-selling existing revenue managed customers across our large and most strategic customers in US markets within our Global Commercial Services (GCS) division. **Key responsibilities include:** + Expand and Cross-Sell from existing revenue managed clients with annual revenue of $1B in primary and secondary markets + Partner with sales leaders across various sales and account management segments to implement multi-market payment solutions + Lead strategic selling in alignment with compliance and internal partner business requirements + Develop and execute a growth strategy, adapting plans and priorities to address resource/operational requirements + Achieve Sales CV Targets + Execute a transactional sales cycle + Sell core and supplier payments American Express solutions + Spend significant time identifying opportunities, ensuring set-up/ card issuing, and managing expansion signings through the first 19 months of Booked Charge Volume **Minimum Qualifications:** + Advanced analytical skills to bring concepts to life through data + Proven track record in Fintech and/or B2B sales negotiations, leadership and closing skills with Fortune 1000 companies + Hunter mentality + Proven track record in sales negotiations, leadership and closing skills with Fortune 1000 companies + Strong understanding of complexities, nuances, and opportunities in payments industry across a variety of global markets + Thorough knowledge of successful consultative selling techniques within Procurement, Treasury and Finance related to supply payments + Extensive experience with complex sales planning and execution + Strong financial acumen + Leverages lead sources to identify opportunities and proactively schedule warm account review appointments with prospects + Uses appropriate interpersonal styles and communication methods to gain acceptance for products and/ or services + Exceptional thought leadership, strategic thinking skills and project management aptitude + Outstanding presentation and negotiation skills and ability to interface and influence at the most senior levels + Strong collaboration and leadership skills + Ability to travel as required + Bachelor's Degree required; MBA preferred + Must be able to work in a virtual environment **Qualifications** Salary Range: $132,750.00 to $243,500.00 annually sales incentive equity (if applicable) 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:** 25021838
    $132.8k-243.5k yearly 23d ago
  • Sr. Java Software Developer Lead

    Charles Schwab Corporation 4.8company rating

    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). Charles Schwab Investment Management Technology provides application strategy, development and support for the Investment Management teams located in San Francisco CA, Denver CO and Chicago IL. Applications support the investment life cycle to include front office functions such as Equity and Fixed Income Trading, Portfolio Management, Investment Risk and Trade Compliance. We are looking for a senior developer with demonstrated ability to develop/test applications within the financial space in a data centric environment. This is a senior level individual contributor position aimed at delivering development to the Investment Advisory team. Additionally, this role will perform the security champion for the group. * Above all else you're an engineer and a full stack developer (Data-Services-UI). You solve problems through building a robust, stable, secure application development. You're curious and hungry to learn new things and look to make a long-lasting impact on the project. * You developed features and unit tested complex systems in the past. You have experience testing web applications (Angular) and data (SQL). You are strong in Java, Spring, Struts know how to create your own REST services (in any language) and are familiar with parsing JSON and XML. * You worked in an Agile environment in the past. Iterative feature development and working as part of a distributed engineering team doesn't scare you. * You contribute to open-source projects. If you have github.com contributions - we'd love to check them out * You're lifelong learner. You're able to grasp difficult concepts and complex designs and stays on top of new and emerging technologies. Do you have a stackoverflow.com account? What you have * 12+ years of strong, demonstrable experience working as software developer/architect using JAVA programming language(Java, JSP, Struts, Spring, EJB, FjTask, Redis, Oracle, Maven, Github, Jenkins). * Good understanding of investment/trading life cycle and be familiar with compliance use cases and data requirements to support the lifecycle * Understanding of Security Tools and its behaviors * Tools : SAST DAST SCA like Veracode, BlackDuck, Whitehat, Qualys * Intermediate to advanced understanding of common CVEs and potential remediations * Understanding of commonly used Security libs (preferably Java) * Experience in spring/struts frameworks. Ability to lead and help the team with technical inputs. * Practical knowledge and use of Design Patterns (Strategy, Factory, Singleton etc) * Experience using 'git' as source control system (cherry-pick, merge conflict resolution should be second nature to you) * Experience working in CI/CD environment. (Bamboo) One should be able to create, modify and execute job from scratch using 'git' as source * Experience in oracle, DB2, Mongo, Redis database concepts * Comfort with the Atlassian toolset (Jira, Confluence, Zephyr) * Experience mentoring junior level engineers is must. Preferred Skills: * Bachelor's degree in Computer Science, Engineering, Information Technology, Information Systems, or similar area of study * Financial Services experience is a strong plus In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
    $98k-120k yearly est. Auto-Apply 3d ago
  • Workplace Advice Consultant

    Charles Schwab Corporation 4.8company rating

    Charles Schwab Corporation job in Austin, TX

    Your Opportunity Schwab's Workplace Branch organization is at the heart of our firm's commitment to helping Workplace (SPS, RPS, DBS) participants own their financial futures. In this exciting role, you'll introduce plan participants to the breadth of Schwab's Retail and Workplace offerings through a planning-led approach. As a Workplace Advice Consultant at Schwab, you will provide holistic financial planning, education and guidance to participants of Stock Plan Services ("SPS") and Schwab Retirement Plan Services ("RPS") corporate relationship(s) on a team-basis. Acting as the "face of Schwab" for corporate clients, you and your team will support participants as it relates to vectoring the needs of participants across a wide spectrum of wealth management needs, including being able to answer in-the-moment questions and providing point-in-time guidance. While providing high-touch service through relationship building, you will be supported by a team of dedicated professionals who can help in servicing in-depth, complex financial needs your clients may encounter. If you are a self-starter with your securities license, are comfortable with a fast-paced and changing environment and share our passion for serving clients - this role is for you. What you have Required: * A valid and active Series 7 license is required * A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment) Preferred: * Bachelor's degree or equivalent work experience preferred. * Strong communication and interpersonal skills with the ability to learn and explain complicated subjects with a variety of clients. * Experience, comfort, and confidence presenting 1:1 or virtually. * A basic understanding of wealth management issues such as: investment planning, insurance planning, retirement planning, equity compensation, deferred compensation, education and family wealth planning, and estate planning. * 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. * A solid understanding of corporate sponsor and consultant relationships. Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process.
    $63k-93k yearly est. Auto-Apply 3d ago
  • Sr Data Engineering Lead

    Charles Schwab Corporation 4.8company rating

    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 4d ago

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