First National of Nebraska jobs in Omaha, NE - 24 jobs

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 currently be authorized to work in the United States on a full-time basis without employer sponsorship. Schwab Stock Plan Services (SPS) within Workplace Services (WS) provides a variety of solutions to large, public and private companies for the administration of their Equity Compensation plans, including stock options, restricted stock, employee stock purchase programs, and cap tables. The Private Issuer Equity Services segment of our business is supported via strategic partnership with a third-party vendor who specializes in an administration platform for private companies. Our mission is to provide a world class experience for our clients and to provide the opportunity for the employees of our corporate clients to achieve their financial goals as their company lifecycle progresses. The Client Service Managers for private companies will play a vital role in the delivery of our services and expansion of the relationship via day-to-day interactions, ensuring a smooth transition through public listing event to our public business. This team provides training and guidance to our corporate clients on how to most efficiently utilize Schwab and our vendor's tools and services in addition to assisting our clients trouble shoot issues by researching items and presenting solutions. This includes partnering with other teams across WS to ensure a consistent client experience from implementation through to ongoing administration of the plan. You would be expected to partner with SPS leadership, Education, Conversion, Participant Services, and our vendor's teams to ensure a consistent and quality experience for our corporate clients and their employees. Additionally, as private companies prepare for, and execute, their public offerings, the Client Service Manager will be expected to play a key role in that event, ensuring a successful transition to the public client service teams. The administration of private company equity plans is a new line of business for Workplace Services, and Client Service Managers will be responsible for helping launch, shape, and own this new product offering. At times, the Client Service Manager may have responsibilities beyond those listed below as business needs grow. As a Client Service manager in SPS you will own the relationship with clients who are private. Specific responsibilities include: * Serve as primary point of contact for clients with the ability to answer questions regarding provisions of complex equity compensation plans and financial reporting * Periodic review of client lifecycle to provide leadership updates on potential for near-term IPO events * Provide oversight and planning of client events (i.e. grants, exercises, restricted stock releases, ESPP, dividends, IPO, etc.) for assigned companies to ensure flawless execution * Support clients in administration of their capitalization tables * Partner with clients to create solutions for unique administrative needs while managing risk to Schwab * Coordinate resources to deliver on specific projects for clients, including mergers and acquisitions, new plan introductions and communication campaigns * Resolve client items accurately and in a timely manner * Responsible for developing and sustaining a long-term relationship with clients * Work closely with our strategic partner to ensure product development is completed with client needs in mind * Provide continuous feedback to SPS leadership on strategic partner relationship to ensure overall client success and competitiveness in the marketplace * Stay current on equity compensation industry standards and trends via conference participation (GEO and NASPP) including continuing CEP education, local industry chapter participation, client forum presentations, etc. * Responsible for bi-weekly or monthly check-in calls with assigned clients to ensure overall satisfaction, timely resolution of issues/items and consultative interaction is occurring. Recognize opportunities for improvement and growth in the relationship * Participate in the creation and delivery of on-site client service review meetings with assigned clients as needed * Provide training and expertise around Schwab system functionality and capabilities to our corporate clients, enhancing their experience with Schwab * Provide team sales support for the SPS Sales team as needed (RFP and RFI response review, onsite presentations, webcasts, and system demonstrations) * Participate in providing requirements and enhancements for SPS systems and processes * Must have flexibility to provide non-business hour support for client events and escalations * Aid in the build out and development of the client service team that will support this offer * Develop internal training resources, procedures, and guides for the offer 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: * Proven experience with administration, either at a provider or issuer, of stock options, employee stock purchase plans, restricted stock, cap tables, ASC718/IFRS2 and/or corporate accounting administration, including the nuances of private companies * Advanced Knowledge of Excel and other MS Office skills * Excellent communication, problem solving, and presentation skills to influence and build consensus among your team members and leadership * Positive attitude, enthusiasm, professionalism, and strong work ethic with high level of integrity and ethics * Strong organizational skills with ability to work on multiple assignments simultaneously and complete them within established deadlines * Capacity to be flexible and adapt to shifting priorities and be a strong team player * Travel Requirements: 5-15% Preferred qualifications: * Bachelor's degree * Certified Equity Professional (CEP) Certification Level 1 or higher * Brokerage, financial or accounting experience within a corporate or brokerage environment * Familiarity with Equity Compensation Administration systems * Ability to articulate Schwab's Visions and Values to team members

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 part of the Corporate Controller's Department, the SEC Reporting group is responsible for the preparation of annual, quarterly, and other reports filed with the Securities and Exchange Commission (e.g.,10-Ks, 10-Qs, 8-Ks), and for supporting earnings release materials and investor presentations for The Charles Schwab Corporation (NYSE: SCHW). The SEC Reporting group is also responsible for all audited financial statements for applicable subsidiary entities, including Schwab's broker-dealer, bank, and international subsidiaries. The SEC Reporting group works closely with business partners across different departments to ensure compliance with financial reporting and disclosure rules and regulations from the SEC and other regulators and appropriate application of U.S. GAAP. What you have * Bachelor's degree or higher in Accounting - CPA license a plus. * 2-3 years of U.S. GAAP accounting and financial reporting experience required - public accounting experience a plus. * Direct recent experience with SEC reporting and preparation of financial statements and footnotes of public companies. * Current understanding of U.S. GAAP, financial reporting principles, and SEC regulatory requirements. * Relevant broker/dealer, banking, or other financial services accounting experience a plus. * Excellent attention to detail with a commitment to maintaining a high degree of accuracy in every aspect of your work. * Ability to work well in a fast-paced, time-sensitive environment while managing multiple priorities. * Strong written and verbal communication skills as well as critical thinking and analytical skills. * Strong desire to learn and grow professionally, particularly in regard to financial reporting. * Ability and desire to build and cultivate strong relationships inside and outside of team. * Overall knowledge and familiarity with Microsoft Office applications and high proficiency using Excel required. * PeopleSoft, Adobe Acrobat, and Workiva software experience a plus. What you'll do: * Assist in the design and preparation of external and internal financial reports, including audited financial statements filed with the SEC as well as other U.S. and international regulators. * Research and assist with implementation of accounting and regulatory guidance to ensure accurate and relevant disclosures in audited financial statements and SEC filings. * Prepare detailed, comprehensive documentation and workpapers to support the financial reports. * Establish and maintain close coordination with business partners in the accounting, treasury, finance, technical accounting policy, legal, and other functional business areas to ensure proper input into internal and external financial reporting. * Continuously work to enhance and streamline reporting processes and controls. * Support internal and external audits and regulatory examinations. * Execute and maintain an effective internal control environment. * Participate in projects as they arise to research the disclosure impacts of changes in our business and industry, as well as other ad hoc disclosure research or projects. * Participate in and contribute to an engaged and high-performing team environment. In addition to the salary range, this position is also eligible for bonus or incentive opportunities

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

Your Opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. Schwab's service team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You'll engage with, and be an advocate for, clients when answering inbound calls, taking ownership, and tackling complex issues to offer the best possible solution. You'll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. If you currently have your securities licenses, enjoy working in a team setting, and share our passion for serving clients - this role is for you. We offer a competitive pay and bonus package. Starting compensation for this location ranges from $53,300- $61,800.00 depending on related experience, plus an annual bonus opportunity of 10% of your base pay and other eligible earnings. What you have Successful candidates will have a growth mindset, a willingness to learn, and a passion for serving others. At Charles Schwab, we strive to make a difference in people's lives through our innovative solutions and world-class service. Required Qualifications * Active FINRA Series 7 & 63 Licenses * Flexibility to work any day, time, or shift to accommodate 24/7 contact center needs Preferred Qualifications * 1+ years of customer service experience * 1+ years of client relationship experience * Bachelor's degree or higher in Finance, Economics, or related field from accredited university * Ability to adapt to changes in the market and business * Robust communication, influencing and client engagement skills * Desire to be part of a supportive and collaborative team * Proficient in Client Relationship Management (CRM) platforms * Strong candidates will also have previous experience in Financial Representative role

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 Compensation and Benefit Accounting team is part of the Corporate Controller's Department, which is responsible for all financial accounting and reporting for the Charles Schwab Corporation and subsidiaries. In collaboration with our business partners, we provide comprehensive financial information to shareholders, management, regulators, and tax authorities. The Senior Specialist is responsible for performing various monthly and quarterly financial accounting functions, executing on internal controls to ensure a SOX compliant environment, and collaborating with business partners to ensure timely and accurate recording of business transactions. This position will report directly to the Team Manager. What you have * 2-5 years of experience related to accounting and month-end close functions in medium to large companies preferred * Advanced Microsoft Excel and financial reporting skills preferred * Bachelor's degree in Accounting or Finance * Public-company, internal audit, and/or Financial services experience preferred * Proactive, results-oriented operating style * Strong attention to detail * Excellent time management skills * Strong written and verbal communication skills. Can articulate sophisticated technical issues in a way that non-experts can understand * Solid understanding of GAAP * PeopleSoft Financial experience is a plus * Data analysis experience and/or process optimization experience is a plus * Certified public accountant is a plus What you'll do: * Prepares and records monthly and quarterly journal entries * Reconciles balance sheet accounts and manages subledger data * Prepares variance analysis on a monthly, quarterly, and annual basis * Understands and executes on internal controls * Identifies process improvements * Analyzes large sets of data and files involving confidential data, and is a trusted steward of sensitive information * Provides support to team members, internal business partners, and internal and external auditors * Develops and maintain strong cross-functional relationships with a variety of business partners * Completes special projects and ad-hoc requests In addition to the salary range, this position is also eligible for bonus or incentive opportunities.

Your Opportunity Director, AI & Automation - Financial Crimes Risk Management (FCRM) About Schwab We believe that, when done right, investing liberates people to create their own destiny. We champion every client's goals with passion and integrity, value diversity, and challenge conventions to create value for our clients, our firm, and the world. We live "Own Your Tomorrow" every day, investing in our employees' strengths and long-term success. Your Opportunity Join the Financial Crimes Risk Management (FCRM) team as Director, AI & Automation. You will lead delivery, and lifecycle governance of solutions that protect clients and the firm by accelerating Conduct Risk, AML, and Fraud detection, investigation, and response through Robotic Process Automation (RPA) and Artificial Intelligence (AI). This role owns the RPA and AI roadmaps, operationalization, and risk controls for systems within FCRM-while depending on enterprise data platforms, data owners, and stewards for access, quality, classification, and retention. You will enable FCRM to build sustainable process improvements in line with FCRM, CRM, and Schwab priorities of keeping costs low and adding value for our clients and stakeholders. Key Responsibilities * Lead a team to improve operational efficiency using RPA and AI. * Define and maintain the FCRM AI and automation strategy and multi‑year roadmap across detection, investigations, operations, and risk mitigation. * Prioritize use cases against risk impact, feasibility, and regulatory readiness; drive parallel runs and controlled rollouts in concert with 1LOD/2LOD governance. * Architect AI solutions (ML models, agentic workflows, orchestration, guardrails) that consume governed data via approved interfaces. * Operationalize Schwab's Responsible AI and AI Risk Management standards within FCRM projects (documentation, explainability, lineage, monitoring, rollback plans). * Partner with the SEDA Director to define an AI strategy that aligns with FCRM, CRM, and Schwab priorities, and deliver a roadmap that positions AI as a driver of risk management and operational excellence. * Design and execute FCRM's AI and RPA strategy in collaboration with the SEDA Director, emphasizing risk mitigation, efficiency, and scalability. * In coordination with FCRM's SEDA Director, strengthen foundational capabilities by enhancing data governance, trust, and architecture to support AI-driven automation and improve data discoverability and usability across FCRM. * Re-engineer processes using First Principles methodology to embed automation and AI into core workflows for maximum impact. * Deploy advanced AI capabilities and automation such as natural language interfaces, pattern recognition across transactions and behaviors, and predictive and generative AI to accelerate investigations, improve reporting, and enable proactive risk detection. * Advance automation in Conduct Risk, AML, and Fraud to streamline processes, ensure consistency, and deliver measurable cost savings. * Collaborate with stakeholders across FCRM, CRM, and Schwab to align automation and AI initiatives with organizational priorities and regulatory expectations. What You Are Good At * Strategic and operational leadership in automation and AI for financial crimes risk management. * Change management and process re-design, especially in manual and risk-based environments. * Lateral leadership and cross-functional collaboration. * Multitasking and prioritizing diverse tasks across Conduct Risk, AML, and Fraud. * Providing written and verbal updates to management on strategy, initiatives, and risk concerns. * Demonstrating initiative, innovative thinking, and cross-functional collaboration. What you have * Deep understanding of automation, AI, and related processes. * Experience leveraging algorithms, machine learning, and AI for financial crimes prevention, detection, and investigation. * 10+ years' experience in risk analytics and automation in financial services. * Significant management or supervisory experience. * Demonstrated change management, analytical and strategic capabilities. * Strong relationship-building and stakeholder engagement skills. * Effective problem-solving skills with minimal guidance. * Effective time management and multitasking skills. * Outstanding interpersonal, influencing, and communication skills. * BS/BA degree required; advanced/professional degree or securities license(s) a plus.

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 Retirement Plan Services provides third party recordkeeping and retirement plan administration to midsized and large employers nationwide. Schwab believes that the provider matters, and we are committed to the financial fitness of all participants and clients. We assist plan sponsors to ensure that the plans are operated in accordance with the Internal Revenue Code and ERISA, following the IRS and DOL regulations and the plan provisions. What you are good at: * Form 5500 and Form 8955-SSA within the statutory timelines established by the code. * Function as a primary liaison with ERISA Consulting, external clients and Relationship Managers for more complex ERISA Compliance testing issues * Preparing Defined Benefit 5500s and 8955-SSAs plus experience working with complex pension benefit calculations. Effective experience leading large change management initiatives * Partnering closely with Relationship Management and actuarial teams to assist with higher level client issues and to assist with external auditor requests * Serving as direct contact with plan sponsors and their external auditors to add value and retain clients. * Leading efforts to improve, develop, implement training programs and procedures. * Serving as a resource for less experienced staff and complete peer review of assigned work. * Taking on additional project leadership responsibilities. NOTE: This position will have a start date of April 6th, 2026 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: * 4-7 years in the qualified retirement plan industry, with significant direct experience in providing ERISA Compliance testing and reporting services * Thorough knowledge of the IRS & DOL Code and Regulations including experience with pension plans * Excellent problem-solving skills, strong verbal and written communication skills, high comfort level with Microsoft Excel, and ability to meet stringent deadlines * Project Leadership Preferred Qualifications: * Bachelor's degree in Mathematics with a focus on Actuarial Mathematics * ASPPA QKA, QPA or CPC Designation * Experience with Actuarial Systems Corporation (ASC) Testing\5500 software In addition to the salary range, this role is eligible for bonus or incentive opportunities.

**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). This role is responsible for supporting and maintaining enterprise monitoring and telemetry platforms; Confluent Enterprise Platform (i.e., Kafka), ITRS Geneos, and OpenTelemetry telemetry pipeline as a member of the Enterprise Telemetry team. Activities include supporting Kafka producers and consumers, ITRS agent administration, OTEL pipeline management, troubleshooting and resolving issues, identifying opportunities for improvement, and creating reference and run-book documentation. May also participate in developing observability dashboards and configure monitoring and alerting as needed. Must be able to plan, coordinate and implement changes and use tools to troubleshoot incidents. Strong verbal and written communication skills are required. This position will help monitor the health of these environments and address issues in a timely manner. Duties will also include on-boarding new producer and consumer use cases, performing software upgrades, process improvement, and additional platform support roles. It will also include contributing to the build and support of the enterprise telemetry pipeline. Proficient with Monitoring Tools, Linux administration; Proficient in Kafka administration, including installing software, modifying configuration files, and agent management. Highly efficient multi-tasker and great organization skills. Splunk, Grafana, and Datadog experience a plus. Duties will include: · On-boarding new Kafka producer and consumer use cases. · Engineering and supporting the enterprise telemetry pipeline · Testing and deploying software upgrades. · Managing and supporting telemetry agents. · Support of OpenTelemetry collectors · Issue troubleshooting and resolution. **What you have** · Deep understanding of the Confluent Enterprise Platform component: Brokers, Topics, Partitions, Producers, Consumers, Zookeeper, KRaft. · Ability to setup and configure on-prem Kafka components, replication factors, and partitioning. · Experience engineering logging platforms · Understanding of telemetry monitoring platforms and concepts, like ITRS Geneos, OpenTelemetry agents like Grafana Alloy. Grafana Cloud and Datadog. · Deep understanding of security protocols: SSL/TLS, SASL, LDAP, etc. and role-based authentication. · Experience working in telemetry monitoring (alerts, events, logs, metrics, and traces). · Experience working in Linux/Unix, Windows, and virtualized environment. · Understanding of cloud environments (AWS, Azure, GCP, and PCF) · Familiarity with DNS, Load balancing, and firewalls. · Ability to analyze logs to diagnose issues. · Experience using other monitoring or analytics tools such as Splunk or Prometheus) · Desired: Scripting experience with Python, Bash, Powershell or similar. · Desired: Knowledge or experience in high level languages such as Java or Go. 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 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. 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). The Marketing Technology Planning & Enablement (MTPE) organization is focused on defining and delivering a modern, scalable Marketing ecosystem of capabilities, technology, and solutions that enable marketers to continue to drive growth within an ever-changing digital landscape and business environment. As the Cross-Enterprise Marketing, Senior Manager, you will lead the effort to drive scale, efficiency and ease through deployment of marketing technology solutions supporting multiple lines of business at Schwab, with a focus on reducing or eliminating bespoke processes and solutions to enable consistent, predictable patterns and architecture for empowering marketers to more easily achieve their goals. This role partners closely with a broad set of business stakeholders across marketing, technology, data to clearly understand and define desired outcomes - and then drive towards shared technology solutions that reduce manual work, accelerate time to market, and ensure compliance in a highly regulated environment. By driving measurable improvements in overall efficiency and routinely implementing scalable solutions that directly address shared marketing pain points within the marketing organization, your leadership will help shape the marketing technology ecosystem of solutions established across Schwab's marketing organization. Responsibilities: * Conduct business process analysis and needs assessment to align shared marketing solutions with a wide range of business priorities & initiatives. * Serve as a senior liaison across multiple business groups, as well as strategic projects, to create documentation for business and system requirements. * Gather feedback from stakeholders to improve marketing processes and platforms to make it easier, faster, and more efficient to achieve marketing objectives. * Maintain thorough knowledge of platforms, capabilities, integrations and processes across multiple marketing channels. * Act as a bridge between stakeholders, marketing leadership, and technology and product partners to drive ongoing alignment on prioritization and MarTech solutions delivery * Define use cases, requirements and acceptance criteria for development teams to deliver marketing technology solutions that enable key experiences across Retail, Institutional, and Workplace audiences. * Engage with key stakeholders, including senior leadership, to communicate the vision, progress, and impact of shared capabilities and future-state marketing technology initiatives. * Develop and execute enablement and change management plans to drive successful, widespread adoption of key technologies and processes. What you have To ensure that we have fulfilled our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have. Required Qualifications: * 5-7+ years of marketing experience, with a focus on marketing technology, data, process, and product management. * Clear understanding of how marketing automation and content management systems support the delivery of best-in-class customer experiences; focused on technology and solutioning vs. campaign and content development. * Experience applying agile frameworks in complex, highly matrixed organizations (Scaled Agile, etc.) * High degree of comfort in low-context settings; ability to quickly assess opportunities and challenges, and develop a plan for delivering key outcomes with imperfect or incomplete information. * Strong problem-solving and process optimization capacities when dealing with complex digital ecosystems. * Dynamic relationship-building and collaborative skills; a strong teammate with experience working with others to champion initiatives across multiple departments. * Strong project management skills with a proactive, detail-oriented approach * High adaptability and flexibility for shifting focus - you will likely have to rapidly get up-to-speed with varied business models (B2C, B2B, B2B2C, etc.) and finding shared needs and solutions across multiple channels and experiences. * Bachelors degree in Marketing, related field or equivalent work experience. In addition to the salary range, this role is also eligible for bonus or incentive opportunities

**Your opportunity** At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As a Client Banking Services Professional, you are at the forefront of the client experience, delivering outstanding customer service to our Charles Schwab Bank clients calling for assistance. You will field 40-60 inbound calls every day, providing subject matter expertise on the following banking products and services: deposit accounts, online account management and bill pay, money movement, mobile banking, and debit cards. This is a phone-based role requiring the use of multiple computer applications and dual monitors. **What you have** **Required Qualifications** + Minimum of 1 year of work experience, which may include volunteer experience, internships, or other roles in an office environment. + You will be working a set shift which may include weekend or evening hours. Please speak with your Talent Advisor for more information including shift differentials. + Ability to multi-task with demonstrated experience in using multiple computing applications simultaneously. + Ability to work in the office up to 75% - 100% of the time, as required. **Preferred Qualifications** + Active listening skills along with the ability to engage in open-ended dialogue to gain a thorough understanding of the client's financial needs. + Dedication to resolving a variety of complex client inquiries both through technology and by working closely with business partners within Schwab to identify efficient and effective methods to meet client goals. + Ability to establish rapport with clients over the phone to create long term relationships with Schwab. + Desire to be part of a supportive and collaborative team. + High attention to detail to adhere to extensive bank policies, procedures, and guidelines. + Drive to learn from a dedicated team manager focused on helping you reach clear performance objectives by providing leadership support and on-the-job learning. \#campus **What's in it for you** At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you - both today and in the future: + 401(k) with company match and Employee stock purchase plan + Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions + Paid parental leave and family building benefits + Tuition reimbursement + Health, dental, and vision insurance 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. 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). This will be a hybrid Monday- Friday standard business hour position. The hybrid model currently is 4 days a week in-office, Fridays from home. Enterprise and Operational Risk Management (EORM) effectively identifies, measures, and manages risk across all subsidiaries and affiliates to support Schwab's strategic and business objectives. The Risk Technology and Application Management team within EORM manages several risk management technology areas and applications for the company, including a growing number of technology products that support risk programs across Corporate Risk Management including cryptocurrency. What you'll do: The Senior Manager position is an individual contributor role within the Risk Technology and Application Management organization supporting cryptocurrency risk applications. This opportunity will require a dynamic and engaging professional to further support improvement of Schwab's current state product management practices, while enabling our future state risk frameworks, processes, and associated technologies to be realized. This position provides a high-visibility opportunity to influence innovation, Agile adoption, and implement business-critical change in a rapidly evolving regulatory environment. Key Responsibilities: * Act as a Product Owner for the Scrum teams that develop the Corporate Risk Management technology solutions that you are accountable for: * Assist in developing a strategy and roadmap to evolve risk management crypto applications to support Corporate Risk Management and firm business objectives. * Serving as subject matter expert for business partners and technology providing direction and prioritization of outcomes and working through the implementation of the Crypto Risk application including enhancements and issues. * Conduct interviews with internal stakeholders; manage feedback to gain insights into future product opportunities. * Function as Product Owner and utilize appropriate methodology to collaborate with development and QA teams to manage implementation of technology projects, as needed. * Elicit, identify, document, and refine requirements from business problems to detailed user stories and acceptance criteria including technical requirements * Develop a fast-paced product development culture to create, test, release, and measure product value * Meeting, building relationships, and gathering requirements from various stakeholders and documenting those requirements in a manner consistent with department standards * Work with CRM Strategy, planning and analytics teams to develop and manage requirements for metrics to capture product adoption * Assist with onboarding cryptocurrency risk technology products: * Define and implement product management best practices in areas such as: Product Governance, Access Management, Information/Documentation Management, Data & Reporting, and Technology management * Understand and implement vendor hosted AI solutions to advance the future of risk applications * Research, analyze and process data from applications for audit, regulatory exams or other asks This is a summary only and duties and responsibilities may be changed from time to time, or over time. What you have Required Qualifications: * 5-10 years of product management/business experience related to Cryptocurrency and risk functionalities * 5+ years as a technical product owner * 3+ years of experience with bank, brokerage, or financial services * Technical understanding of agile methodology and SDLC process * Independent judgment with strong analytical skills * Strong written, verbal communication and interpersonal skills with proven ability in communicating with different business partners * Self-motivated and able to bring projects to conclusion * Highly responsive, leveraging ability to multi-task, work efficiently and meet tight deadlines * Risk Management experience including AML, Fraud, and/or Sanctions * Sound judgment, planning, project management and organization skills * Demonstrate business acumen and the ability to apply technology solutions to solve business problems * Bachelor's degree required Preferred Qualifications: * Advanced programming experience utilizing Python and SQL * Knowledge of evolving crypto regulations and enforcement typologies * Cryptocurrency Certifications, such as ACAMS CCAS or CFCS C2SD * Experience using SAS * Understanding of technology data structures and reporting tools * Knowledge of PowerApps * Familiarity with tools such as Notabene, Chainalysis or TRM Labs is a plus What you'll get: * Everyday Wellness: Healthy Rewards, Onsite Fitness Classes, Healthy Choices, Wellness Champions * Financial Fitness: 401k Match, Employee Discounts, Personalized advice, Brokerage discounts * Work/Life Balance: Sabbatical, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer * Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships * Not just a job, but a career, with an opportunity to do the best work of your life

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). The Operational Services organization at Schwab partners with teams across the firm to deliver on service promises to Schwab clients. We are responsible for protecting and safeguarding the assets of the firm and our clients while continuing to increase scalability and efficiency. The Operations Transformation Office (OTO) is responsible for transforming Operational Services into a highly scalable organization, while creating a culture of excellence in how we create shared value for clients, manage risk, cultivate talent, and collaborate with partners across the firm. Within the OTO our Business Technology team creates PowerPlatform solutions to provide scalability and improve the experience for the Operations employees processing work. As a Business Led Development developer, you create applications by working directly with the operations employees and learning their processes. You will be responsible for the full lifecycle of software development: gathering business requirements, developing the application, writing unit tests, and coordinating testing and deployment. Our applications range from simple SharePoint Canvas apps to complex Dataverse solutions. We interact with many different teams and a variety of projects in order to keep the core business operations functions running as smoothly and efficiently as possible. What you'll do: Developing and deploying solutions inclusive of unit, regression and functional test plans * Participating and assisting in application architecture functions * Working independently or with a team on low, moderate and highly complex programming tasks * Developing and testing internal web applications, including UI design * Supporting existing applications in PowerPlatform, Javascript and C# * Analyzing software problems utilizing debugging tools/methods and code fixes * Performing Peer Code Reviews and helping to communicate coding standards * Assisting in mentoring Jr level associates in programming practices and design * Optimizing applications for memory and processing requirements Business Solution Development * Using business knowledge to coordinate various solutions/improvements to enhance operational scalability * Leading discussions with the business during analysis and problem solving sessions * Analyzing business processes and providing technical solutions * Communicating technical aspects of business processes * Assisting with measuring impact of application and prioritizing future deliverables and dependencies * Relating technical terms and concepts to non-technical business users * Partnering with internal business units to write user stories, success criteria, and JIRA tickets * Scoping projects for effort and risk. Helping to define tasks for each deliverable * Establishes appropriate expectations for development to be completed while using an Agile approach, demoing projects regularly and responding to feedback Power Apps, PowerAutomate, Dataverse, and Data Management * Model entities, relationships, and security roles in Microsoft Dataverse to underpin apps and flows * Develop data validation rules and business process flows * Lead full lifecycle Model Driven Apps, Canvas Power Apps development, requirements gathering, prototyping, build, testing, and deployment * Design reusable component libraries and implement robust business logic using formulas and component frameworks * Optimize app performance, accessibility, and mobile responsiveness Power Automate Cloud Flows and Desktop Flow Automation * Architect and build advanced Power Automate flows to automate approvals, notifications, and data orchestration * Implement error handling, logging, and retry policies for mission-critical workflows * Integrate flows with Dataverse, SharePoint, Teams, Dynamics 365, and third-party APIs * Implement PowerAutomate Desktop flows for RPA solutions Governance & Best Practices * Help build best practices and documentation to improve scalability and delivery time * Enforce naming conventions, version control, and release pipelines using Azure DevOps or Git * Recommend and implement best practices to improve maintainability, security, and user adoption What you have Required Qualifications * Five (5) + years of hands-on experience in MS Dataverse and Model Driven apps * Five (5) + years of experience in designing and building Power Automate flows, including approvals and error handling * Two (2) + years of experience in developing Canvas Apps for integration with Power Platform * Two (2) + years of experience with Java Script * Excellent written and verbal communication skills with both technical and non-technical stakeholders * Authorized to work in the U.S. indefinitely without sponsorship Preferred Qualifications * Microsoft Certified in PL-100, PL-200 and PL-400 * One (1) year of direct VA/VHA project experience within a Government Community Cloud (GCC) * Experience building component libraries and custom connectors * Familiarity with PowerBI

Your Opportunity As a member of our OSAS team, you will focus on Account Maintenance, with an opportunity to work in New Accounts based on business needs. You will be responsible for processing applications as well as reviewing client correspondence. Below outlines a summary of additional responsibilities for this Associate role. * Review and process Schwab account applications, while interpreting and applying business judgement and balancing risk to the firm. * Engage in a dialogue to identify ways to reduce client effort and improve the overall client experience while actively listening to client cues. * Demonstrate positivity and the ability to problem solve while assisting Schwab clients in opening their accounts, as well as performing detailed research and follow-up, in a fast-paced environment. * Communicate with clients and business partners through various channels, including inbound/outbound phone calls and written communication. Establish clear points of contact for ongoing support and escalations. * Demonstrate flexibility and work collaboratively with team members to deliver high quality service, meet client expectations, and support business partners. * Manage multiple tasks accurately and effectively while maintaining high productivity. What you have * Interest in a long-term career in financial services with potential to become licensed. * Excellent analytical skills and ability to multi-task to perform multiple complex tasks with a superior level of attention to detail. * Basic to intermediate knowledge of investment products and industry regulations. Ability to explain these complex subjects via the phone. * Intermediate to Advanced technical skills with the ability to utilize at least 5 different applications at any one time, including Windows, internet researching, database systems, and email. Typing speed of at least 30 wpm is required. * Ability to work in a structured environment during specified hours as pre-determined by business need. * Excellent communication skills (English) both verbal and written. * Basic math skills including addition, subtraction, multiplication, and division. * Collaborative and relational work style with proven success in a team environment. * Enjoy working in a structured environment during specified hours as determined by business need. * Positive attitude, enthusiasm, professionalism, and strong work ethic with high level of integrity and ethics. * Effectively organizes, assembles, and arrange resources to meet departmental goals. In addition to the minimum qualifications, ideal candidates will also have the followed preferred qualifications: * 2+ years of college study in finance, economics, business administration, or related area; degree is preferred. * 1+ year of work experience, preferably in financial services, operations, or client support is desired. * Prior experience working in a dual monitor environment and the ability to utilize over 7 open programs at one time is a plus. In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

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). This role is expected to be in the office 4 days a week. As Manager of Treasury Settlement Services (TSS), you'll play a vital role in ensuring the accuracy and integrity of our trade lifecycle-from post-execution through settlement. You'll collaborate with talented colleagues, drive innovation, and help us succeed together as One Schwab. What You'll Do: * Lead and engage in the core functions of trade verification, settlement, collateral management, and exception processing, helping to mitigate operational and administrative risks. * Maintain and enhance data accuracy, leveraging automation and technology to improve Treasury Settlement Services. * Champion internal controls that safeguard corporate assets and uphold Schwab's reputation for integrity and service excellence. * Collaborate across teams and with external partners to ensure timely and accurate settlement of large cash and securities transactions. * Support the implementation and ongoing improvement of trading and collateral management systems, contributing to Schwab's commitment to innovation and client-centric solutions. * Proactively identify opportunities to improve processes, controls, and technology, driving positive change for our clients and our team. 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: * Education & Experience: Bachelor's degree in Finance/Economics; 5+ years in settlement operations (including derivatives) within broker/dealer or banking environments. * Technical Expertise: Strong knowledge of custody/clearing best practices, collateral management (eligibility, margin, substitution), and asset-backed securities processing. Familiarity with derivatives (e.g., interest rate swaps) and related collateral requirements. * Systems & Tools: Experience with trade order systems, Bloomberg, SWIFT, custodian platforms; willingness to learn Treasury ManagementSystems, Nasdaq Calypso, Tableau, Alteryx. * Skills: Excellent analytical, strategic planning, and problem-solving abilities; keen attention to detail; ability to multi-task under pressure while collaborating effectively. * Preferred: Professional Treasury qualification (or in progress), corporate treasury/compliance experience, and proven success leading middle-office projects. * Mindset: Innovative, change-driven, and committed to process improvement. In addition to the salary range, this role is also eligible for bonus or incentive opportunities

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. Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship. We believe in the importance of in-office collaboration and fully intend for the selected candidate, to work on site 4 days per week in one of the specified locations. As a financial services leader, The Charles Schwab Corporation, Inc. aims to be the most trusted leader in investment services. For more than three decades, The Charles Schwab Corporation has been an advocate for individual investors and independent advisors who serve them. Personal Choice Investment Services (PCIS), within Workplace Services (WS), provides the leading industry Personal Choice Retirement Account (PCRA) and Health Savings Brokerage Account (HSBA) through Charles Schwab & Co., PCIS is growing rapidly by providing PCRA & HSBA, to Schwab Retirement Plan Services and the rest of the retirement and health savings industries. The PCIS Group's objective is to deliver competitive products and services to the intermediaries it serves. A strong understanding of the retirement market and the ability to identify our clients' business needs is paramount to our success. As a Senior Agile Product Owner, you will play a pivotal role in shaping the future of our Workplace Services platforms, collaborating closely with cross-functional teams to deliver robust solutions that empower our clients. Key Responsibilities * Vision & Strategy: Define and communicate the product vision and goals, translating them into actionable product roadmaps that align with Schwab's business and technical objectives. * Backlog Management: Own, groom, and prioritize the product backlog-including creation of user stories and Epics-to ensure the team focuses on delivering the highest value items. * Stakeholder Communication: Serve as the primary liaison between customers, business stakeholders, and the development team, ensuring alignment and transparency throughout the product lifecycle. * Development Collaboration: Work closely with developers to clarify requirements, answer questions, and ensure delivered features meet expectations and quality standards. * Acceptance & Validation: Review and accept completed work (sprint increments) to ensure quality and alignment with the product vision and goals. * Participate in Agile ceremonies (e.g., sprint planning, reviews, retrospectives) and foster a culture of continuous improvement. * Work with stakeholders to make decisions and negotiate compromises. * Communicate effectively at both executive and team levels, mediating and resolving conflicts as needed. 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 * Bachelor's degree in computer science, business, or a technology related field. * 7-9+ years of experience as a Product Owner in Agile environments, with a proven track record of delivering digital products. * SAFe certified * Deep understanding of Agile frameworks (Scrum, Kanban) and experience leading Agile teams. * Demonstrated ability to define product vision, strategy, and roadmaps, and translate them into actionable work for development teams. * Strong experience in backlog management, user story creation, and prioritization based on business value. * Excellent communication and stakeholder management skills, with the ability to translate business requirements into user stories and serve as a bridge between technical and non-technical audiences. * Experience collaborating with cross-functional teams, including design, development, QA, and operations. * Proven ability to review and validate sprint deliverables, ensuring alignment with product goals and quality standards. * Analytical and problem-solving skills, with a focus on delivering measurable business outcomes. Preferred Qualifications * Certified Product Owner * Financial industry Experience; familiarity with brokerage accounts, trading * Strong facilitation skills and ability to drive necessary outcomes in dynamic environments. * Experience with digital platforms, cloud technologies, and enterprise software.

**Your opportunity** At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. Schwab's service team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You'll engage with, and be an advocate for, clients when answering inbound calls, taking ownership, and tackling complex issues to offer the best possible solution. You'll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. If you currently have your securities licenses, enjoy working in a team setting, and share our passion for serving clients - this role is for you. _We offer a competitive pay and bonus package. Starting compensation for this location ranges from $53,300- $61,800.00 depending on related experience, plus an_ annual bonus opportunity of 10% of your base pay and other eligible earnings. **What you have** Successful candidates will have a growth mindset, a willingness to learn, and a passion for serving others. At Charles Schwab, we strive to make a difference in people's lives through our innovative solutions and world-class service. **Required Qualifications** + Active FINRA Series 7 & 63 Licenses + Flexibility to work any day, time, or shift to accommodate 24/7 contact center needs **Preferred Qualifications** + 1+ years of customer service experience + 1+ years of client relationship experience + Bachelor's degree or higher in Finance, Economics, or related field from accredited university + Ability to adapt to changes in the market and business + Robust communication, influencing and client engagement skills + Desire to be part of a supportive and collaborative team + Proficient in Client Relationship Management (CRM) platforms + Strong candidates will also have previous experience in Financial Representative role **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. This role provides a unique opportunity for a motivated accounting professional to work with leaders, managers, Accounting Policy, Regulatory Reporting groups, and external vendors on the largest portion of the Company's balance sheet and a major driver of revenue. This includes activity processed through our treasury management system for the Company's securities, borrowings, and derivatives. As part of the Corporate Controller's Department, the Bank Accounting group is responsible for closing the books for the three bank subsidiaries and two trust companies. The role will focus heavily on ensuring the accuracy and integrity of the financial results for the Bank Accounting group. Responsibilities include oversight of complex journal entries, detailed reconciliations, and critical disclosure deliverables. The role also includes oversight of SOX compliance over investment and hedging activities, support for system implementation efforts, and fair value measurement and testing. Reporting to an existing Senior Manager of Bank Accounting, the individual will be instrumental in executing a tight monthly accounting close process and ensuring the quality of critical financial deliverables. What you have * Bachelor's or Master's degree in Accounting or Finance. * CPA and/or CFA strongly preferred. * 8+ years of progressive accounting or finance experience; experience with securities and derivatives accounting preferred. * Proven ability to review complex data with exceptional detail orientation in a high transaction volume environment. * Operational accounting experience within banking, financial services, or treasury functions preferred. * Experience with Calypso or similar Treasury Management Systems is a strong plus. * Solid proficiency in Microsoft Office, particularly advanced Microsoft Excel skills. * PeopleSoft or other ERP experience a plus * Experience with Alteryx, SQL, or similar data tools a plus * Demonstrated ability to manage tight monthly close processes and communicate complex information clearly. What you'll do: * Own and execute the monthly accounting close process for investment and capital markets activity, ensuring accuracy, completeness, and timeliness. * Perform rigorous review detail-oriented review of complex journal entries, reconciliations, and key disclosure schedules. * Oversee ongoing operational accounting for AFS and HTM securities, as well as funding activities such as repos and other liquidity initiatives. * Support derivatives and hedge accounting processes. * Assist in system implementation activities for the treasury management system, including SOX control oversight, operational testing, and process enhancements. * Respond to inquiries from SEC Reporting, Regulatory Reporting, and external auditors regarding investments and derivatives. * Contribute to other operational support and ad hoc initiatives to strengthen overall accounting processes. In addition to the salary range, this position is also eligible for bonus or incentive opportunities

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 * 4+ 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

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. In Technology Risk Management (TRM), a part of Corporate Risk Management (CRM), we partner with technology and business teams who are implementing technologies and processes to ensure the risks associated with the use of these are identified and managed. We do this to ensure we meet our corporate risk appetite, following an established framework for identifying, evaluating, measuring, monitoring, and reporting that risk in order to protect client assets, client information, and firm assets. You will bring an understanding of technologies in the identity, authentication, and access management space to identify the risks associated with use of these technologies and determine if risks are sufficiently managed. The Senior IT Risk Manager, Identity & Access Management, as a second line function, is responsible for a) proactively identifying, measuring, assessing and reporting on risks associated with managing the identity lifecycle, managing access to information resources, and authentication/authorization mechanisms b) overseeing identity and access risk management policy, assessing adherence to policy, and reporting maturity progress to management, c) assessing ongoing adherence to security standards and best practices by conducting recurring and ad-hoc risk assessments on platforms, applications, and processes and d) providing consultation/guidance to our first line partners on policy and standard requirements and best practices to reduce risk. What you'll do: * Conduct policy/standard oversight; collaborate with technology and business teams to assure risks and risk management requirements are understood; assess IAM processes for compliance with published standards, regulatory requirements, and best practices; perform risk assessments and testing where appropriate. * Identify risks, examine control portfolios (and their underlying processes), and assess whether these are designed sufficiently to and are effectively reducing risk to levels within the firm's risk appetite. * Assist business partners through the risk response process by documenting gaps as issues, providing input to remediation plans and/or risk acceptances, and providing oversight for the management/lifecycle of these gaps. * Maintain and evolve the measurement of RAMMs/KPIs/KRIs to monitor risk reduction. * Assess the IAM risk management space, including roadmaps and projects, on a periodic basis to evolve strategy to adapt to emerging threats and capabilities. * Collaborate with technology and business teams to ensure creation of IAM policies and standards reflecting the firm's risk appetite and best practices to ensure robust risk management. * Work with leadership, internal auditors, and regulators to articulate our IAM risk management framework, execution progress, and how these risks are managed at Schwab. * Exemplify professionalism and a collaborative spirit in working with fellow risk management professionals and especially with our business partners to help them understand the benefit of identifying and managing risks to support business initiatives. 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 experience in an Information Technology, Information Security, IT Risk Management, or Technology Audit field * Experience working within the identity and access management technology space and a working knowledge of aspects such as provisioning, entitlements, certification, privileged access management, authentication, and other technologies in this space * Experience with data analysis and reporting, with sharp analytical skills and strong attention to detail and accuracy * Ability to effectively communicate with technical and executive audiences; both oral and written is required with demonstrated presentation skills * Experience working with partners at all levels and across functional lines (audit, risk management, technology teams and business teams) to bring diverse points of view together * Ability to work independently and proactively, with minimal guidance * Ability to work on multiple projects simultaneously while prioritizing based on risk/business needs with effective organizational and time management skills * Strong interpersonal, analytical, problem-solving, influencing, prioritization and conflict resolution skills * Familiarity with audit and testing practices * Bachelor's degree Preferred Competencies: * CISSP, CISA, CISM, CRISC, or equivalent certification strongly preferred * 3+ years of experience in a risk, supervision/controls, compliance, or audit function * 2+ years of experience in financial services * Knowledge of risk control frameworks such as NIST, ISO as well as regulatory and industry requirements such as FFEIC, GLBA, PCI * Experience with GRC and Workflow tools such as IBM OpenPages or RSA Archer and Policy Tech or Policy Hub * Experience interfacing with auditors in support of audits