Charles Schwab jobs in San Francisco, CA - 270 jobs

Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role. What you have Required Qualifications: A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program) A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment) A valid and active Life and Health Insurance license is required (may be obtained under a condition of employment) Preferred Qualifications: 2 years of experience in the financial services industry Ability to leverage Business development experience Passion for gaining knowledge of brokerage/banking products and services Openness to build strong client relationships This role may require occasional travel between two nearby branch locations as need. 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

Asset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office, Trust & Estate Planner (Wealth Strategist), Vice President - San Francisco Job Description YOUR IMPACT Goldman Sachs Family Office is in search of an experienced estate planning attorney to serve as a Vice President to develop innovative wealth planning strategies to assist clients in meeting their income tax, estate tax, philanthropic and financial planning goals. We are looking for a hard‑working and client‑friendly individual with a background in tax, trust and/or estate advisory. OUR IMPACT Wealth Management Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor‑led wealth management businesses provide financial planning, investment management, banking, and comprehensive advice to a wide range of clients, including ultra‑high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading‑edge technology, data, and design. Private Wealth Management (PWM) Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high‑net‑worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one‑on‑one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond. Goldman Sachs Family Office (GSFO) Goldman Sachs Family Office (GSFO) works in coordination with Private Wealth Advisors to develop strong ties with clients to deliver a full suite of wealth planning and family office services. HOW YOU WILL FULFILL YOUR POTENTIAL Act as a subject matter expert in assisting high net worth clients from an income, trust and estate, and tax planning perspective Provided tailored support to bespoke clients Advise individuals and families on all aspects of the transition of wealth, including tax‑efficient estate planning structures, sophisticated lifetime gifting strategies, the transfer of closely held businesses, pre‑transaction planning, charitable giving and the administration and restructuring of trusts Counsel clients on asset protection techniques and implementation Interface with Trustees, Attorneys, Accountants, and other advisors and professional bodies in respect to private clients' wealth planning Formalize financial goals and put into action a plan to achieve those goals. Presentation of internal educational seminars to Private Wealth Management teams EXPERIENCE & SKILLS WE'RE LOOKING FOR Bachelor's Degree and Juris Doctorate required 4 to 7 years of experience as a practicing attorney in Trust and Estates Experience working with clients in structuring multi‑generational wealth and estate planning strategies Technical expertise in US tax legislation and tax implications of investment portfolios, estate planning entities, philanthropic entities, and other business activities, including the impact of the Alternative Minimum Tax Strong estate tax planning expertise Experience with state and local tax matters for the CA and western states a plus Familiarity with directed trust structures and fiduciary laws of Delaware or other trust‑favored jurisdictions a plus Experience in interfacing with Trustees, Attorneys, Accountants, and other advisors and professional bodies in respect to private client's wealth planning Excellent interpersonal skills and a desire to work in a team‑oriented environment Resourceful, self‑starter, attentive to detail and capable of multi‑tasking in a fast‑paced environment Experience presenting to internal and external audiences Ability to build consensus and facilitate decision‑making among families Experience in the structuring and management of family office entities is a plus Ability to work in a fast‑paced environment and think clearly under pressure Securities Industry Essentials (SIE), Series 7 & Series 63 exams (must be obtained within the first 3 months of employment) ABOUT GOLDMAN SACHS At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firm‑wide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers. We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: ********************************************************************* Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity Salary Range Salary Range The expected base salary for this San Francisco, California, United States-based position is $85,000-$270,000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year‑end. Benefits Benefits Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non‑temporary, full‑time and part‑time US employees who work at least 20 hours per week, can be found here . Job Info Job Identification 152500 Job Category Vice President Posting Date 10/15/2025, 07:44 PM Locations San Francisco, California, United States #J-18808-Ljbffr

A financial services firm is seeking a Vice President for its Family Office in San Francisco. The role involves creating innovative wealth planning strategies for high net worth clients, focusing on estate and tax planning. Candidates should possess a Bachelor's degree, a Juris Doctorate, and 4-7 years of relevant experience. The position offers a base salary ranging from $85,000 to $270,000, along with potential discretionary bonuses and competitive benefits. #J-18808-Ljbffr

Title: Associate - Equity Research, TMT-Media Division: Global Investment Research Job Function: Research Analyst Salary Range: USD 150,000 - 225,000 From macroeconomic forecasts to individual stock analysis, our team develops tools and insights to help shape investment strategies for clients and the firm. Our analysts work on client-focused research in the equity, fixed‑income, currency, and commodities markets, mining big data that enters markets around the world each day to identify game‑changing insights. You'll be part of a team that is intellectually curious, creative, analytical, and passionate about performing market research. Job Summary and Responsibilities Build strong industry knowledge of the Media, Cable, and Telecom sectors Contribute to the generation and execution of investment ideas Write reports/notes on companies under coverage Communicate with the equities sales force and traders, clients and company managements Interpret data and perform analysis on market, economic and technology trends Qualifications Bachelor's Degree in Finance, Economics, Accounting, or similar 3+ years experience in Sell Side or Buy side research Experience covering technology sector-preferably Media Strong financial modeling and analysis experience Working knowledge of accounting, finance, and valuation Ability to work in a fast‑paced, high‑energy environment Comfortable taking initiative and being resourceful/entrepreneurial Ability to multi‑task and work with numerous teams About Goldman Sachs At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers. We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: ********************************************************************* Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law. Salary Range The expected base salary for this San Francisco, California, United States-based position is $150,000-$225,000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end. Benefits Healthcare & Medical Insurance We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short‑term disability, long‑term disability, life, accidental death, labor accident and business travel accident insurance. Vacation & Time Off We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year. Financial Wellness & Retirement We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees' priorities. Health Services We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state‑of‑the‑art on‑site health centers in certain offices. Fitness To encourage employees to live a healthy and active lifestyle, some of our offices feature on‑site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre‑approved amount). Child Care & Family Care We offer on‑site child care centers that provide full‑time and emergency back‑up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available. Read more about the full suite of class‑leading benefits our firm has to offer. #J-18808-Ljbffr

A leading global financial institution seeks an experienced Private Banker to develop and maintain client relationships in Palo Alto, California. The ideal candidate will have over 15 years of experience in Private Banking, specifically with UHNW clients. Responsibilities include advising clients on financial matters, creating tailored wealth management solutions, and ensuring compliance with regulatory standards. A Bachelor's degree is required, with a Master's preferred. This role offers a competitive salary range of $200,000 to $300,000 and robust employee benefits under Citi's offerings. #J-18808-Ljbffr

A leading financial services firm is seeking a Senior AI Site Reliability Engineer responsible for designing and managing the reliability of AI-driven applications. In this role, you'll work on innovative projects and mentor junior engineers while collaborating with cross-functional teams. Candidates should have extensive experience in software development and reliability engineering, with a particular focus on AI systems. This on-site position is located in San Francisco and offers opportunities for professional growth and development. #J-18808-Ljbffr

Your Opportunity At Schwab, you'll shape a meaningful career while making a profound impact on the lives of millions of clients. Here, innovative thinking flourishes alongside a culture of collaboration, as we work collectively to redefine the future of financial services. We believe in the power of collaboration and value being together in the office, which is why this role is based on-site in either our San Francisco, CA, Austin, TX, Southlake, TX and for internal candidates at any of our other Schwab corporate locations nationwide. Joining Schwab means joining a company committed to transforming the financial industry and putting clients at the center of everything we do. Schwab's AI Strategy & Transformation team, known as AI.x, serves as the nerve center for all things Artificial Intelligence at Schwab. This dynamic group integrates product, engineering, strategy, and risk, all from our San Francisco headquarters. We set the enterprise vision for AI, invest in transformative opportunities, and accelerate company-wide adoption. We architect and scale the AI core platform that enables innovation at speed and explore next-generation GenAI capabilities that are reimagining client experiences. We are seeking an experienced and visionary Director, AI Strategy & Business Enablement - People Leadership, to champion the evolution and scaling of AI capabilities and adoption across Schwab. This leader will serve as the guiding force for cross-functional teams, focusing on empowering talent, nurturing a culture of AI fluency, and fostering sustainable adoption and impact at enterprise scale. You will act as a bridge between technical experts, business stakeholders, and organizational leaders, ensuring the translation of strategic vision into actionable AI-driven outcomes. The ideal candidate has a strong technical background, excels in people leadership, and brings deep expertise in AI transformation, product enablement, and driving adoption at scale. This position reports to the Managing Director, Head of AI Strategy & Transformation, and is a critical partner in shaping Schwab's AI journey-leading people, strategies, and structures that ensure AI innovation and adoption are embedded throughout the organization. Your leadership will extend to a diverse, cross-functional team dedicated to evolving and scaling AI capabilities, governance, and best practices. You'll be responsible for enabling growth, managing risk, and catalyzing new business opportunities powered by artificial intelligence. What You'll Do AI People Leadership & Enablement Lead and empower cross-functional teams to foster a culture of AI innovation, learning, and adoption across the enterprise. Create and drive frameworks that ensure the evolution, scaling, and transparency of AI initiatives organization-wide. Design and implement strategies that support sustainable AI adoption while aligning and prioritizing with business objectives and cultural transformation. Drive ongoing education, upskilling, and internal communications to boost AI fluency and readiness at all levels of the organization. Coach and mentor teams, supporting best practices for scaling AI capabilities from concept to enterprise deployment. Engage with senior leadership to advocate for resources, champion strategic efforts, and report on adoption progress and key outcomes. Strategic AI Business Adoption & Analytics Collaborate with analytics and business teams to identify, prioritize, and execute on high-impact AI adoption initiatives. Lead the measurement and continual improvement of AI-driven business outcomes, focusing on scalability and alignment with corporate goals. Champion the use of data-driven insights to shape and evolve the enterprise AI strategy. Spearhead transformation programs aimed at embedding AI across business processes and driving organizational changes. What you have Required Qualifications Bachelor's degree in computer science, engineering, AI/ML, business, or a related field, or equivalent industry experience. 10+ years of experience in technology strategy, enablement, and people leadership, including at least 5 years in a senior leadership role. 3+ years leading AI transformation or adoption initiatives, with a proven record in scaling AI capabilities and talent development. Experience guiding and motivating cross-functional teams within a large enterprise. Demonstrated expertise in translating business needs into scalable AI strategy and enablement programs. Outstanding communication, leadership, and organizational skills, with the ability to influence and align diverse teams. Passion for AI-driven innovation and cultivating a learning-oriented, experimental culture. Preferred Qualifications Experience leading business transformation for Generative AI adoption and enablement. Graduate degree in Computer Science, MBA, Information Systems, or related discipline. 3+ years working on GenAI initiatives within client-facing enterprise or financial services environments. In addition to the base salary, this role is eligible for bonus and incentive opportunities. #J-18808-Ljbffr

A financial services firm in San Francisco is seeking a skilled professional to manage client relationships and source growth opportunities within charitable consulting. The ideal candidate will have over 10 years of experience in financial services and a strong network of advisors. Responsibilities include providing educational resources and implementing strategic plans to drive growth. Strong communication skills and problem-solving abilities are essential for this role. #J-18808-Ljbffr

A leading global investment firm is seeking a Trust Relationship Strategist in San Francisco to provide wealth management solutions for high net worth clients. The role requires a Bachelor's degree, a JD and/or MBA, and strong background in estate planning. Responsibilities include managing trust services, leading business development initiatives, and ensuring high-quality client service. The position offers competitive salary, with potential bonuses and comprehensive benefits, fostering a diverse and inclusive workplace. #J-18808-Ljbffr

A global financial services company is seeking a Mortgage Lending Officer in San Francisco, CA. This role involves assisting clients in achieving home ownership goals through mortgage origination. Responsibilities include analyzing financial situations, making lending recommendations, and maintaining strong relationships with clients and referral partners. The ideal candidate has 2-5 years of mortgage sales experience and strong communication skills. Competitive benefits are offered, including medical and 401(k). #J-18808-Ljbffr

The Financial Advisor is a strategic professional who stays abreast of developments within their field and contributes to directional strategy by considering their application in their job and the business. Recognized technical authority for an area within the business. Requires basic commercial awareness. There are typically multiple people within the business that provide the same level of subject matter expertise. Developed communication and diplomacy skills are required to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub‑function/job family. Responsibilities Responsible for providing a wide variety of financial and investment services to an Ultra high Net Worth client base in the United States. Manage accounts of high net worth investors and jointly develop financial strategies with the Private Bankers. Conduct sophisticated economic and financial market analyses. Analyze economic trends/activities and advise the effects on the investors' portfolios. Recommend changes to the investors' holdings after evaluating the economic, financial and market factors and the potential impact on the investors' portfolios. Adhere to a specific prospecting code of conduct, which (1) permits acquiring new private client accounts only by referral or personal contact with an individual seeking to do business and (2) prohibits seminars, mail campaigns, cold calling and any other methods of solicitation. Develop relationships and generate ideas with the Bankers and the clients that will lead to the growth of the asset base. 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 6‑10 years of experience NYSE Series 7 and 66 licenses and additional licensing as needed Proficient in software applications (e.g., Microsoft Word, Excel) Knowledge of Bloomberg - a definite asset Ability to communicate with co‑workers and clients Excellent written and communication skills Strong financial background Education Bachelor's/University degree, Master's degree preferred Job Family Group: Private Client Coverage Job Family: Financial Planning Services Time Type: Full time Primary Location: San Francisco, California, United States Primary Location Full Time Salary Range: $70,000.00 - $200,000.00 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, please request an accommodation. View Citi's EEO Policy Statement and the Know Your Rights poster. #J-18808-Ljbffr

The Mortgage Lending Officer role is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing processes and data. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Must be able to exchange information in a concise and logical way as well as be sensitive to audience diversity. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own team. Citi, the leading global financial services company, has some 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, and wealth management. Citi Bank Retail Mortgage provides home lending services via our Citibank branches and centralized service centers. The Home Lending Officer role represents the Retail Mortgage business providing superior service to clients and referral partners and is responsible for originating high quality residential real estate loans for clients. This highly interactive role engages internally with retail branch partners, operations, community business development officers. This role drives mortgage sales and client relationships through engagement with clients, real estate agents, and other area referrers. Responsibilities Consult with customers about their financial situation, financial and personal objectives and lending needs for the purpose of helping them achieve their home ownership goals. Collect and analyze information about the customer's financial situation, financial and personal goals, tolerance for risk and change, plans for the future, income, assets, debts, cash flow, and credit history. Analyze financial information for customers to make an initial assessment regarding whether the customer and the property may qualify for a particular lending solution. Make recommendations to customers about which lending solutions would best meet the customers' financial and personal objectives. Advise customers about the consequences, risks, and benefits of alternative lending solutions. Promote Citi's brand, and promote Citi as the provider of lending and other financial solutions. This includes promoting Citi and its financial services to real estate agencies, builders, other referral sources, and customers. Visit customers outside of Citi's offices, with such visits to vary based on clientele, geography, market conditions, and other factors. Work as a team with all internal partners to support and grow our customers. Refer customers who seek financial services other than lending solutions to the appropriate Citi professionals. Partner with Operations teams to ensure the seamless transfer of the loan application in order to provide documents to the Processors and acquire any additional information needed by the Processors and/or Underwriters. Work with Processors/Closers and customers to ensure the timely closing of the customer's loan. Go outside to key referral relationships (Realtors, CPA's, Builders, etc) to drive mortgage business into the bank. Introduce clients to segment partners when appropriate (including but not limited to Bank, Wealth Management, Small Business, Cards, etc). Keep abreast of trends and developments in local marketplace, as well as changing rules and regulations across the industry, and expand internal and external network to better serve clients and industry professionals. 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 2-5 years relevant experience. 3+ years previous mortgage sales experience required. Residential Mortgage experience required. Established book of business. Proven product sales capability is required. FHA/VA & conventional loan experience is preferred. The ability to comprehend and explain financial calculations and pricing alternatives. The ability to communicate with customers about the proper documents and information needed to obtain a particular loan. Knowledge of the laws and regulations that govern consumer lending, including fair lending, privacy, and RESPA. Demonstrated customer service skills. Strong relationship development and management skills. Expertise of general lending products and overall mortgage industry. This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before engaging in mortgage loan originator activities. Education Bachelor's/University degree or equivalent experience. Benefits 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. Anticipated Posting Close Date: Aug 14, 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. #J-18808-Ljbffr

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

A major financial services firm in San Francisco seeks a Director, AI Strategy & Business Enablement to lead AI capabilities and adoption. The ideal candidate will have over 10 years of experience in technology strategy and a deep understanding of AI transformation. Responsibilities include fostering a culture of AI innovation, collaborating with business teams, and driving measurable business outcomes. Strong leadership, communication skills, and a passion for AI-driven innovation are essential for success in this role. #J-18808-Ljbffr

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 Travel Related Services Company, Inc. seeks Senior Engineers to serve as a core member of an engineering team to develop digital and automated solutions for our customers. Develop and design software applications, translating user needs into systems architecture. Assess and validate application performance and integration of component systems and provide process flow diagrams. Test the engineering resilience of software and automation tools. Assess and incorporate user story analysis and elaboration to optimize software solution. Apply visualization and other techniques to fast-track concepts. Reengineer systems and code for continuous improvement. Position requires a Master's degree in Computer Science, Engineering, Information Systems, or a related STEM field, and 1 year of software design, development, testing, and implementation experience. Experience must include: 1 year of experience with Agile, AngularJS, analyzing requirement specifications, HTML, J2EE, Java, JavaScript, JQuery, JUnit, Log4J, Maven, Oracle, RESTFul Web Services, Servlets, SOA, Spring, SQL, SVN, Tomcat, unit test plans, UNIX, Waterfall, WebSphere, and XML. Telecommuting is available up to 2 days per week. Job Location: Palo Alto, CA Salary Range: $187,741.00 to $215,250.00 annually 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 * 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. 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: *************************** The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider a number of job-related factors, including experience and location. #LI-DNI #FB-DNI #IN-DNI #TW-DNI #GD-DNI

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. Resy is looking to add a Partner Success Manager to the Partner Success team. The primary functions of the Manager, Partner Success role are to ensure we provide and deliver value for our partners, to propel market stability and growth for the business, and to empower and support the professional development of our teams. Managers coach and course correct as necessary to ensure that each member of the RS team is executing at a high level. Actionable consultancy and advisement to both internal stakeholders and our partners encourages engagement and adoption across markets. Managers maintain strong lines of communication and visibility with our in-market representation and offer guidance on strategy in nurturing a proactive & targeted engagement model and advocacy across our book of business. This helps sustain and propel the company mission of securing the best restaurants in our most strategic markets, and ensures that our Customer Success mission remains on track to raise the standard of hospitality through retention, voice of the customer, and value-add efforts. Managers balance their time between market strategy, their own professional development, and deepening their contributions to the business unit through knowledge share, cross-functional collaborations, and process evolution. Balancing the business needs will require excellent time management, a deep understanding of operations and business assessment, an analytical perspective, and exceptional communication skills. The Manager needs to engage with executive-level stakeholders and to be competent in producing actionable deliverables in a proactive manner, both internally and externally - managing down, across, and up. Managers drive the development of talent through ensuring individuals have clear goals with a defined path to attainment, and the provision of consistent and timely feedback. This will also include management of performance issues. These high levels of communication will allow the Manager to showcase their deep understanding of data analysis and to position themselves as a thought leader for our teams and our business unit. Managers are a reliable resource to their team and work closely with cross-functional stakeholders across the organization, particularly with the Revenue, Sales, Product, Data, Access, Enablement, and Marketing teams. **_This posting is a for a United States position. Candidates are required to reside in Los Angeles, CA, or San Francisco, CA, are expected to travel into focus cities ~10% of the time and should expect to be partner-facing_** **_._** **WHAT YOU'LL DO :** + Display competency on presenting at an executive level, both internally and externally + Coach team performance vs. individual performance + Effectively advocate needs to key stakeholders + Nurture advocacy with our restaurant partners and drive value-add opportunities to their businesses + Self-Assessment: + Evaluating personal skills and abilities + Prioritizing and balancing + ~30% of time on day-to-day responsibilities and projects + ~60% on team development + ~10% on partner, product, or market escalations + Cross-functional Collaboration: + Execute upon cross-departmental campaigns, initiatives, or projects: Marketing, Sales, Product, Finance, Support, Enablement, and Leadership + Understand and advocate for the Customer Journey within cross-functional teams and its relationship to various CS activities + Maintain deep knowledge of partner value-add opportunities and use-cases, including familiarity with the product roadmap and release schedules + Identify and overcome objections that reinforce a true partnership + Facilitate de-escalations, negotiations, and management of partner relationships across multiple cities and an array of product offerings **WHO YOU ARE :** + 1 year as a Sr. Partner Success Manager with minimum 9 months of exceeding goals; or 1 year as a top performing Manager on cross-functional Resy team; or 2 years operational hospitality or CS management experience + Proven competency with presenting written and verbal communications, retention, and negotiations + Demonstrated excellence in thought leadership and as the voice of the customer + Exceptional organization, communication, and time-management are critical to this role + Proficiency with data analysis tools and assessments required (i.e. Looker, Tableau, Excel) + Expertise with Salesforce, MS Office Suite, iOS, Atlassian a huge plus **Qualifications** Salary Range: $89,250.00 to $150,250.00 annually bonus benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: + Competitive base salaries + Bonus incentives + 6% Company Match on retirement savings plan + Free financial coaching and financial well-being support + Comprehensive medical, dental, vision, life insurance, and disability benefits + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) + Free and confidential counseling support through our Healthy Minds program + Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site . American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions. **Job:** Marketing **Primary Location:** US-California-Los Angeles **Other Locations:** US-California-San Francisco **Schedule** Full-time **Req ID:** 25018651

**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. Corporate Real Estate leads the design, planning, construction and maintenance of equipment, machinery, buildings, and other facilities. Creates and executes real estate strategic plans to enable business growth and flexibility. Plans, budgets, and schedules facility modifications, including estimates on equipment, labor, materials and other related costs. Designs and develops organizational policies relevant to the facilities department. Oversees the coordination of building space allocation and layout, communication services and facilities expansion. The Technology Project Manager partners with Technology and Real Estate Teams to handle real estate construction projects with an emphasis on technology and associated disciplines. The project manager develops and documents project plans, budgets and schedules and handles scope and risk throughout the life of the project. The project manager will translate business requirements into functional and cost-effective technology requirements that meet the needs of Schwab's business and technology groups. The project manager will work with technology and security partners to identify, interpret, and communicate structured cabling and hardware requirements to internal/external partners and stakeholders. The project manager is also accountable for maintaining compliance with Schwab as well as industry standards and guidelines. Collaborate with General Contractor, MEP Engineering and Architectural firms as needed to ensure structured cabling and hardware environmental requirements are clearly understood. **What you'll do** + Manage Corporate Real Estate (CRE) projects requiring technical project management, defining scope, work plans, milestones, and resource allocation + Create project budgets, procure bids/proposals, manage purchase orders and invoice reconciliation + Follow CRE audit guidelines related to record keeping and project close-out documentation + Create technology project schedules and engage necessary resources + Manage risk by controlling costs, setting timelines, and mitigating technical challenges + Provide timely and regular updates to project stakeholders and management + Facilitate regular project meetings and publish meeting minutes promptly + Work closely with Design and Construction on project plan development including red-line reviews and pro-type drawings + Communicate business needs/requirements to technology resources and bridge any gaps between project team and stakeholders + Travel to retail or service center locations as the project requires - up to 50% travel + Adhere to and promote Corporate Real Estate methodologies, objectives, and requirements + Complete required department and company training + Perform Remedy work order management ensuring timely response, resolution, and close-out + Interact with team members, project resources, and vendors with professionalism + Complete special projects individually or as part of a work group as needed + Any other duties as directed by the Team Manager and Director **We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site four days per week in the specified locations.** **Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.** **What you have** To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have. **Required Qualifications** : + 5+ years of project management experience managing large, complex, and cross-functional projects with emphasis on IT infrastructure systems and technologies + Strong interpersonal skills + Ability to troubleshoot problems, meet partners' needs and manage their expectations through effective communication + Experience meeting with and presenting to all levels of leadership + Able to travel up to 50% **Preferred Qualifications** : + BA/BS degree + Background experience in construction management + Conversant with relevant industry standards including TIA and BICSI structured cabling standards, and a working familiarity with how these standards are implemented + Knowledge of Microsoft Project, Excel, Visio, Word, Office365, and Bluebeam with background in AutoCAD strongly preferred + PMP certification **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 ************.

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. The Treasury Capital Analytics & Reporting team is situated in the Treasury department. The team is responsible for both Capital Stress Testing (CST) and HISTORY monthly benchmark capital forecast as well as the on‑time comprehensive submission of the listed annual CCAR FRY‑14A form. The team also builds and maintains the Treasury ALM/Capital forecast data repository infrastructure, develops the end‑to‑end analytical/reporting platform, and implements forecast automation to support the capital forecast. This position is primarily responsible for supporting the CCAR data repository, the CCAR filing production, developing and enhancing the automated comprehensive data flow and quality‑check processes, implementing data standards and procedures, overseeing data governance, and building analytic solutions and reporting intelligence for regulatory filing. Charles Schwab has been a leader in financial services for over four decades, working to make investing more affordable, accessible and understandable to all. Driven by our purpose to champion every client's goal with passion and integrity, we're committed to providing an environment that respects and appreciates the diversity of our employees, our clients, and the communities we serve. Our goal, as seen through clients' eyes, is that Schwab continuously improves by being a premier financial service provider through best‑in‑class service, technology, products, people and advice. What you have B #J-18808-Ljbffr

Morgan Stanley's Investment Banking Group provides industry, regional and product expertise to corporations, institutions and government clients in order to develop and execute innovative and customized solutions to the most challenging strategic and financing issues faced in the global marketplace. The Banking Group is comprised of a number of industry groups, which work closely with product team members in Mergers & Acquisitions, Global Capital Markets, Real Estate, and other industry groups throughout the Firm to provide relevant market insight, product creativity, and execution expertise to clients. These solutions include initial public offerings; public and private equity and equity-linked financings; mergers, acquisitions and restructurings; defense advisory assignments; strategic partnerships; public and private debt placements; share repurchases; and hedging, swaps and derivative transactions. Our Menlo Park office is looking for a Vice President with prior experience in the Software industry to join the Technology Investment Banking Group. The successful candidate will have the opportunity to work with regional and international clients on a wide range of complex transactions including acquisitions, divestitures, mergers, joint ventures, corporate restructurings, shareholder relations, recapitalizations, leveraged buyouts and defenses against unsolicited takeover attempts, strategic advisory assignments and executions of public and private capital markets transactions, such as initial public offerings. The successful candidate will work closely with professionals throughout the firm to deliver high quality advice to our clients. You will play an important role on a team that includes senior professionals who will encourage you to go beyond the numbers and think creatively. Qualifications: 6+ years of relevant experience within investment banking, or an MBA with 3+ years of experience, and with a proven track record working on complex executed deals across M&A and various industry sectors Experience in the software industry is strongly preferred, but not required Strong written and verbal communication, client and interpersonal skills Commercial instinct and ability to perform under pressure and tight deadlines Bachelor's degree is required; an MBA and/or CFA designation would be an asset Series licensed or must obtain 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. Expected base pay rates for the role will be $275,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. 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).