MicroVentures jobs in Austin, TX

MicroVentures is an alternative investment platform connecting angel investors with startups. We provide founders access to early-stage capital and accredited investors opportunities to invest in private equity. We are seeking a Content Strategist to support our marketing efforts with an emphasis on social media. In this role, you'll work directly with marketing and senior leadership to increase engagement and build awareness of our brand across social media posts and advertisements, email marketing, website content, and. You'll partner with our due diligence team to create content to promote innovative startups to our investor network.What you'll do at MicroVentures: Write, proofread, and edit short- and long-form copy for marketing, advertising, and social media purposes Assist with fast-paced editorial calendar by scheduling and publishing blogs, social media posts, and emails Brainstorm and pitch topics for blogs, whitepapers, and other educational website content Collaborate across departments to provide a creative, editorial POV on content, as needed Analyze content performance and present findings to senior leadership with data-driven recommendations for future content Research, check factual accuracy, and uphold editorial and compliance guidelines on all content pieces Provide a consistent, engaging voice for MicroVentures Stay up-to-date on changing regulations and startup/tech news What we're looking for: Experience in the financial/venture capital/startup industries is preferred A passion for content creation; someone who cares that no fact goes unchecked, no weak subject line is glossed over, and no grammatical error is shrugged off An eye for engaging and efficient design Strong organizational skills and attention to detail Comfortable communicating with sophisticated audiences and explaining highly technical or complicated subjects Excellent interpersonal skills and the ability to collaborate with a multidisciplinary team Ability to work and be adaptable under pressure and proactively manage workload Curiosity about MicroVentures and the startups we work with Experience with Iterable, Buffer, WordPress, Canva, or Asana a plus TWO writing samples and a cover letter must be submitted Perks Annual discretionary bonus Healthcare, dental, vision, disability 401(k) + match Company equity A challenging, fast-paced, continually changing environment Fully stocked break room

MicroVentures, a leading equity crowdfunding platform, is seeking an ambitious individual to join our Fund Management team. The team is responsible for the full investment life cycle, including: establishment and funding of an LLC, target investment completion, day-to-day Fund accounting, preparation of periodic reports and tax forms, managing the exit of the target investment, closing the Fund. The ideal candidate is a high-integrity individual with incredible attention to detail, commitment to accuracy, willingness to learn a unique business, and the ability to excel in a fast-paced financial environment.What you'll do at MicroVentures: Assist in the establishment and maintenance of over 800 Venture Funds Assist in the completion of target Fund investments Keep up to date with the performance of Fund investments Prepare quarterly and annual financial statements and reports Prepare investor notices, including capital call, fee, and distribution notices Perform day-to-day fund accounting tasks Participate on special projects related to the fund Assist in the preparation of applicable tax forms (e.g., Form 1065) Ensure compliance with regulatory requirements and other requirements of the funds' specifications Collaborate with compliance, operations, and executive leadership teams to meet all requirements to the highest standards of quality What we're looking for: Bachelor's degree in accounting, finance, or economics At least three years of experience, preferably within the financial industry Strong organizational and documentation skills Strong verbal and written communication skills Keen eye for details to identify trends, cause and effects Ability to manage multiple tasks and priorities at once Strategic thinker focused on continuous improvement Professional demeanor and strong work ethic Proficiency with Office Suite, especially Excel (formulas, macros, pivot tables, etc.) Note to candidates: Cover letters and CVs will be hand reviewed.

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) provides a variety of solutions to large, publically traded companies for the administration of their Equity Compensation plans, including stock options, restricted stock, and employee stock purchase programs. SPS offers solutions for the administration of these plans up to and including full outsourcing capabilities for the recordkeeping and employee services. 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. Specifically, the SPS Client Services team plays a vital role in the delivery of our services. They are responsible for the day to day interaction between Schwab and our largest, most complex corporate clients, ensuring all aspects of their plans are operating smoothly. This team provides training and guidance to our corporate clients on how to most efficiently utilize Schwab'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 within SPS to ensure a consistent client experience from implementation through to ongoing administration of the plan. The Client Services team is expected to partner with the SPS Relationship Management, Education, Trading, Product Management and Conversion teams to ensure a consistent and quality experience for our corporate clients and their employees. As a Client Service manager in SPS you will manage clients based on their value and specific needs. Specific responsibilities include: * Serve as primary daily 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 financial health in order to increase participant engagement for individual retail client solution opportunities * Provide oversight and planning of client events (i.e. grants, exercises, restricted stock releases, ESPP, dividends, etc.) for assigned companies to ensure flawless execution * 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 * 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. * Implement controls and oversight for high value transactions, including transactions for top level executives at target corporate clients * Responsible for weekly or bi-weekly check-ins 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 regular on-site client service review meetings with assigned clients * 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 * Provide guidance to technology teams and advocate for client needs and requests * Must have flexibility to provide after hours and periodic weekend support for client events and escalations 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 working knowledge of stock options, employee stock purchase plans, dividend equivalent rights, restricted stock, ASC718/IFRS2 and/or corporate accounting administration * 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 a flexible & adapt to shifting priorities and be a collaborative team player * Travel Requirements: 10- 15% Preferred qualifications: * Bachelor's degree * 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 * Project management, business analysis and/or consulting experience In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

MicroVentures gives both accredited and non-accredited investors access to invest in startups. We are one of the financial industry's first organizations to merge crowdfunding with the venture capital industry. MicroVentures provides an opportunity for angel investors to invest in startups alongside venture capitalists, often on the same terms. We are looking for service-oriented individuals to help us revolutionize the way our investors access and invest in private companies! Your Role at MicroVentures: You will provide an exceptional client experience to our investors through chat, email, and phone channels. During a typical day you will: 1) Build strong relationships by educating clients on the investment process and answer any questions during the lifetime of the investment. 2) Problem solve current client issues to meet the immediate need as well as identify opportunities to enhance future client interactions. 3) Work with your team to solve current problems our clients face and to improve the systems and processes MicroVentures uses. Qualities We Look For: Coachable Adaptable Persuasive Empathetic Entrepreneurial What Your First Year Looks Like - Phase 1: Learn the foundations of the position through our dynamic training program. Acquire FINRA Series 7 & 63 as a condition of employment. Weekly coaching which consists of Shadow sessions, roleplays to simulate the job experience and/or chat/email reviews Implement the training and coaching by helping our clients through their chosen communication channel (Chat, Email and/or Inbound phone calls) What Your First Year Looks Like - Phase 2: Now licensed, you will learn the role of an Investor Support Specialist through the tier 2 of our training program Weekly coaching which consists of Shadow sessions, roleplays to simulate the job experience and/or chat/email reviews Work with our high net worth accredited investors to ensure a smooth investment process. What Your First Year Looks Like - Phase 3: Ongoing training and coaching to develop your skills so you can engage clients through outbound calls to discuss current offerings and/or their existing portfolio Master your craft and encourage your entrepreneurial spirit at MicroVentures. What MicroVentures Does for You: Study materials and sponsorship of SIE, Series 7 & 63 401K Match (100% match on the first 5% and 50% on the next 5%) Annual discretionary bonus MicroVentures covers the base plan for Medical, Dental and Disability insurance 3 Weeks paid time off + holidays 4 Weeks paid sabbatical after 5 years with MicroVentures with a travel stipend Hybrid work environment in Austin TX $100 monthly technology stipend (phone and internet)

The Senior Compliance Analyst role is an integral function with the MicroVentures team, working across multiple offices and departments to meet compliance and business objectives defined by the management team. The ideal candidate is self-motivated, detailed-oriented, comfortable with virtual communication, and will excel in a rapidly changing financial environment.Primary Responsibilities Analysis, review, and approval of content, including materials developed in conjunction with the due diligence process for private placement securities offerings, to ensure adherence to applicable compliance regulations for both issuers and the broker dealer; Investment and electronic communication surveillance, collaboration with compliance team to investigate and resolve or escalate issues; Analysis and review of documentation such as trust agreements, articles of organization, investment offering materials, and accreditation verification documentation; Assist the compliance team with developing, testing, and maintaining policies and procedures that are adequately designed to prevent, detect, and correct any compliance deficiencies; and Work independently, and/or with others, to complete compliance-related projects, reviews, and other tasks as assigned. Required Qualifications A strong educational background, including an undergraduate degree and at least 5 years of relevant experience FINRA Series 7, 63, and 24 licenses Excellent analytical skills, strong organizational, written, verbal skills Working knowledge of federal securities regulations, e.g., the Securities Act of 1933, Investment Advisors Act of 1940, Investment Company Act of 1940, Regulation D, Regulation CF, and Regulation A+ Knowledge of the private placement and crowdfunding business, including the capital raise process, products, due diligence, compliance, and administration Service-oriented with the ability to seek logical, equitable, and compliant solutions in a collaborative, professional, and proactive manner Detail-oriented and focused on producing accurate and high-quality results Demonstrated ability to work effectively and cross-functionally within a small startup organization and with employees at all levels Ability to, prioritize, multi-task, meet or exceed deadlines, and maintain flexibility in fast-paced, changing environment Able to perform both collaboratively and with minimal supervision Perks Compensation commensurate with experience Annual discretionary bonus Healthcare, dental, vision, disability 401(k) + match Company equity A challenging, fast-paced, continually changing environment Fully stocked break room

MicroVentures, a leading equity crowdfunding platform, is seeking an ambitious individual to join our Fund Management team. The team is responsible for the full investment life cycle, including: establishment and funding of an LLC, target investment completion, day-to-day Fund accounting, preparation of periodic reports and tax forms, managing the exit of the target investment, closing the Fund. The ideal candidate is a high-integrity individual with incredible attention to detail, commitment to accuracy, willingness to learn a unique business, and the ability to excel in a fast-paced financial environment.What you'll do at MicroVentures: Assist in the establishment and maintenance of over 800 Venture Funds Assist in the completion of target Fund investments Keep up to date with the performance of Fund investments Prepare quarterly and annual financial statements and reports Prepare investor notices, including capital call, fee, and distribution notices Perform day-to-day fund accounting tasks Participate on special projects related to the fund Assist in the preparation of applicable tax forms (e.g., Form 1065) Ensure compliance with regulatory requirements and other requirements of the funds' specifications Collaborate with compliance, operations, and executive leadership teams to meet all requirements to the highest standards of quality What we're looking for: Bachelor's degree in accounting, finance, or economics At least three years of experience, preferably within the financial industry Strong organizational and documentation skills Strong verbal and written communication skills Keen eye for details to identify trends, cause and effects Ability to manage multiple tasks and priorities at once Strategic thinker focused on continuous improvement Professional demeanor and strong work ethic Proficiency with Office Suite, especially Excel (formulas, macros, pivot tables, etc.) Note to candidates: Cover letters and CVs will be hand reviewed. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

MicroVentures is looking for a Venture Analyst to help conduct due diligence for investments in startups. The Venture Analyst plays a key role in presenting findings to angel investors, venture capitalists, and high-net worth individuals through high quality written reports. The Venture Analyst will work directly with investment targets to complete a thorough due diligence process.Primary Responsibilities Reading/reviewing business plans and pitch decks Assessing market/company attractiveness to help identify compelling businesses Involvement in all aspects of due diligence on new investments (business analysis, industry theses, competitive landscape, business/pricing model, and data collection) Writing comprehensive research reports about investment opportunities Skillfully mining data sources for relevant information Additional Responsibilities Startup Analysis Market/vertical research Startup competition research Analysis of each startup's investor documents and capital raise details Staying current on tech industry trends Reviewing and understanding investor documents and other capital raise details Constructing accurately detailed summaries of the startup's business model Finding accurate information from reputable sources Monitoring the venture capital and tech startup landscape Required Qualifications You must have a strong understanding of financing and accounting You must be familiar with the investment due diligence process You must have excellent interpersonal skills and a demonstrated ability to thrive in an entrepreneurial environment with limited supervision Strong writing and grammar skills are a must A due diligence writing sample will be requested Perks Annual discretionary bonus Healthcare, dental, vision, disability 401(k) + match Company equity A challenging, fast-paced, continually changing environment Fully stocked break room

Your Opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s). Schwab Technology Services enables the future of how clients manage their money by providing innovative and reliable technology products and services as a part of our ongoing commitment to democratize access to investing and financial planning. As part of Schwab's AI Engineering & Operations team, you will be building the next generation Generative AI solutions that shape the future of technology at Schwab. In this role, you will contribute to the development and deployment of AI products that are instrumental in driving data-informed business decisions and elevating client experiences. You'll collaborate across teams to deliver scalable, secure, and high-performing AI systems that align with Schwab's innovation strategy and operational goals. What you have Required Qualifications: * 8+ years of ETL engineering experience, with 4+ years as a hands-on senior engineer * 5+ years designing and developing scalable data pipelines that integrate with large, complex datasets across diverse environments including structured and unstructured data formats. Must be proficient in working with various API types (REST, SOAP, Graph), handling authenticated data sources, and implementing complex extraction procedures. * 5+ years building and maintaining production-grade data pipelines across multiple data delivery modes (streaming, batch) and data classification protocols (internal, confidential, PII). * 5+ years of experience with data governance and risk frameworks, including metadata management and classification. * Bachelor's degree in Computer Science, Data Engineering, Mathematics, Analytics, or related field. * 3+ years working hands-on with containers and cloud-native applications. Preferred Qualifications: * Strong ETL/data engineering fundamentals and experience across the tech stack. * Commitment to quality-driving high standards including writing tests at all levels. * Strong written and verbal communication skills to clearly convey ideas and feedback. * Mentoring junior engineers and supporting their technical growth through code reviews and guidance. * Mindset of continuous learning and improvement. * Ability to solve complex problems with ambiguous or incomplete data in distributed systems. * Demonstrated business domain knowledge relevant to previous products. * Curiosity about new technologies and processes, proactively sharing knowledge and seeking improvement. * Experience with Python preferred but not required. * Master's or advanced degree in Computer Science, Data Engineering, Mathematics, Analytics, or related field. In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.

MicroVentures, a premier equity-based crowdfunding platform, is in search of an Investor Relations Manager to spearhead the growth and development of its equity crowdfunding platform. This role is pivotal in leading the Investor Relations team, providing strategic direction, and managing day-to-day operations of the team. The Investor Relations Manager will ensure we have the proper customer service and training procedures in place to enhance existing relationships, expand the investor base, enhance investor satisfaction, and meet internal deadlines.Leadership and Team Management: Supervise, manage, and expand the Investor Relations team. Oversee the training and development of staff to ensure high customer service standards. Manage a distributed team effectively, ensuring coverage across various time zones. Investor Engagement & Support Strategy: Act as the primary liaison to the investor base. Deepen existing investor relationships and onboard new ones. Assist with onboarding new investors and manage client communication related to KYC, fundings, and distributions. Drive key metrics in revenue growth and new business development. Operational Excellence: Maintain workflow documentation, training, and manage technology enhancements for efficient sales operations. Manage client communications through various channels including chat, email, phone, and queues. Ensure the team meets internal and external goals and metrics. Maintain awareness of client money flows and related regulations. Qualifications: 2-5 years of experience in managing a customer service team. Experience in the Financial Services industry, particularly in venture capital or private equity. Strong project management skills and ability to meet critical deadlines. Expertise in financial instruments, with a focus on private placements, venture capital, and private equity. Excellent communication skills (written and oral) and the ability to work effectively in a team environment. Experience with remote team management. Strong communication, organizational and project management skills Hold the following Securities licenses. Series 7, Series 63 or 65. Hold or be willing to obtain a Series 24. Candidates must reside in or be willing to relocate to Austin, TX Highlights of MicroVentures Benefits: 401K Match (100% match on the first 5% and 50% on the next 5%) Annual discretionary bonus MicroVentures covers the base plan for Medical, Dental and Disability insurance 3 Weeks paid time off + holidays 4 Weeks paid sabbatical after 5 years with MicroVentures with a travel stipend Hybrid work environment in Austin TX $100 monthly technology stipend (phone and internet)

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. 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 life cycle progresses. The Solutions Architect is a key member of the SPS organization. In this role you will work closely with the sales team, client service teams, product teams, our private equity third-party administration provider and prospects to gain a better understanding of their administrative needs and present solutions from our existing technology suite to meet those needs. This role will focus on the private equity administration space to support the launch of our Private Issuer Equity Services offer. What you'll do: * Quickly learn all aspects of the offer including the business-to-business (B:B) and business-to-consumer (B:C) service model, the administration platform, all aspects of the onboarding process, the conversion process at initial public offering (IPO), and understand how our service offer will change in the coming years as our technology develops. * Partner with sales to present our service and technology offer to private company prospects either in person or virtually. * Lead discovery and consultation conversations with prospects to assess needs and recommend solutions. * Identify non-standard service requests and coordinate with business acceptance, sales, leadership, administration teams, risk and legal to evaluate feasibility. * Support SPS conversion team as well as third party administrator by communicating prospect needs identified during sales process to further support the transition from sales to conversion. * Assist the business acceptance team with request for proposal (RFP) responses. * Participate in product meetings and collaborate with Schwab and third-party administrator's product teams to stay informed on new features. * Assist in training business partners * Stay updated on industry trends and participate in industry conferences. * Provide feedback and insights to product teams when enhancements are identified. 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: * Strong communication and presentation skills with an ability to quickly build relationships with prospects, our clients and internal partners * Positive attitude, enthusiasm, professionalism, and strong work ethic with high level of integrity and ethics * 10+ years of equity compensation experience in the public and/or private sectors * 5+ years' experience with SPS or similar administrative platforms; and ability to quickly learn technological features and explain those features to prospects * Ability to handle stressful situations and prioritize competing deadlines * Strong business analysis, problem-solving, multi-tasking, and troubleshooting skills with a high attention to detail * Collaborative team player focused on optimal outcomes for clients and prospects * Ability to balance prospect's needs and effectively communicate our service and technology best practices * Ability to travel Preferred Qualifications: * Experience with equity compensation in the private sector * Bachelor's degree * CEP 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. 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). Mobile Technology group is responsible for Mobile, Services and Cloud technology strategy for Schwab Retail, Retirement and Advisor Services. In this role, you will work in Schwab's Mobile Technology team driving a cutting-edge mobile experience for clients. As a Sr Engineering Manager in Mobile Technology you will report directly to the Director of Mobile Technology and are responsible for leading multiple Software Engineering delivery teams enabling them to achieve consistent, predictable, high-quality output by implementing design and execution best practices including, tools, metrics, automation frameworks, people management, leadership, software development and testing. You will serve as a strong and versatile hands-on technical leader to deliver high-quality solutions that meet business objectives in a flexible, collaborative, and rapidly changing environment. Postions Responsibilities: * Managing Performance (PL) - Taking responsibility for one's employees' performance, by setting clear goals and expectations, tracking progress against the goals, ensuring feedback and addressing performance issues promptly * Strategic Thinking - Analyzing an organization's competitive position and developing a clear and compelling vision of what the organization needs for success in the future * Forward Thinking - Anticipating consequences of situations and taking appropriate action to be prepared for possible contingencies * Building Collaborative Relationships - Ability to develop, maintain, and strengthen partnerships with others who can provide information, assistance and support * System Design and Architecture - Implementing concepts for system design, ensuring compatibility with cloud architectures, and utilizing adaptive approaches for lifecycle models and methodologies * Organizational Capability Improvement - Driving organizational performance by continuously assessing, improving, and implementing capabilities What you have Required Qualifications: * 6+ years of people management experience leading teams of 10+ software engineers, preferably in a large, complex and geographically dispersed organization. * 8+ years of hands-on experience with application and service development, or solution architecture building complex, resilient, and highly scalable applications in a large enterprise. * 4+ years of experience on Native applications(iOS/Android) or Retail Web applications * Experience developing distributed multi-tier applications and complex platform integrations * Bachelor's degree in computer science, engineering, information technology OR related degree and practical experience Preferred Qualifications: * 2+ years of experience in Financial Services industry * Knowledge of cloud computing platform technologies (i.e., AWS, GCP, Azure, PCF) * Good knowledge of API and Microservice Development using technologies such as C#/Java Leadership Traits: * Outstanding performer with a growth mindset and passion for driving efficiency and change * Ability to inspire and motivate all levels of staff toward both tactical and strategic delivery goals * Focused and disciplined leader with a high attention to detail * Inquisitive, analytical, a strategic thinker, proactive and solutions-oriented * High-energy, positive, entrepreneurial in spirit while goal-oriented and results-driven * Shows a commitment to high ethical standards and integrity and demonstrates this through actions In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

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

Your Opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. Schwab Technology Services enables the future of how clients manage their money by providing innovative and reliable technology products and services as a part of our ongoing commitment to democratize access to investing and financial planning. The Network Operation Engineer is the primary point of contact for Schwab's technology teams. The position works in the Information Technology Operations (ITO) Command Center and participates in the technical administration of network systems, as well as assisting with monitoring enterprise-wide alerts, performing incident, problem and change management work, this includes providing initial triages during an event and post review after an event. The role ensures production systems' environment operate reliably and efficiently. This team is one of five supporting 24/7/365 mission-critical operations, and this role will operate the hours of 1:00 pm- 1:30 am ET, Friday to Sunday. What you have Required Qualifications: * Bachelor's degree in Computer Science, or related discipline with an information technology focus or equivalent experience. * 1-3 years of experience in a large 24x7 high availability data center operations environment (1000+ servers) * Possess specialized knowledge and understanding of network and server operating systems normally obtained through formal technical training * Experience working with load balancers, to add/remove servers and/or service ports from load balancers. * Solid knowledge in network concepts; ability to configure NFS and NIS, use of basic network commands for troubleshooting/DNS validation and basic routing concepts. * A working knowledge of UNIX and Windows Server-based operating systems with strong background with paging and swapping, inter-process communication, devices and what device drivers do and file system concepts. * Fundamentals on writing scripts in some administrative languages (Perl, PowerShell). * Familiarity with Remedy/SmartIT or similar service management tools. * Strong problem solving and decision-making skills focusing on efficient service restoration. * Ability to pay close attention to details while performing technically detailed tasks. * IT management experience with process development and improvement. * Experience in implementing key IT standardized processes and methodologies (ITIL, Event Management, Incident, Problem and Knowledge Management). * A change agent and forward thinking, ability to influence team with continuous operational process and technology changes. Preferred Qualifications: * 5-7 years of network hands-on experience in a large 24x7 high availability data center environment (1000+ servers) * Experience in hybrid cloud or multi-site networks * Knowledge of AWS, GCP, and Azure Cloud administration. * Proficiency in programming languages like Python or Perl is a plus * Ability to prioritize tasks in high-pressure environments * Strong communication across teams and technical levels Applies specialized expertise to support initiatives that optimize performance * Writes concise, well-structured, and engaging business documents

Your Opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. We Believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s). Applicants must be currently authorized to work in the United States on a full time basis without employer sponsorship. Schwab's Workplace Financial Services supports retirement, stock plans and designated brokerage services for corporations and their employees. We're modernizing our accounting capabilities available to corporate Stock Plan Services (SPS) clients to be industry-leading, cloud ready and scalable to support continued business growth. The WFS Digital Product Management team is currently looking for a Digital Product Manager (Individual Contributor) with experience in equity compensation plan administration and developing digital products and experiences for corporate clients. What you'll do * Partnership - Work with our team of product owners, system analysts, developers and business stakeholders in an Agile environment. You would manage the welfare of the internal corporate applications and capabilities within Stock Plan Services at all stages of the product and release lifecycle including analyzing, defining strategy, and managing implementation of enhancements to existing and new capabilities. * Client Focus -Develop a comprehensive roadmap to both modernize existing application and creating specific client features within our internal applications. You will be the liaison with internal stakeholders and external B:B clients * Strategy - Use your knowledge of equity plan recordkeeping, data administration and related reporting to further the product vision for Workplace Financial Services * Execution - Own and drive all aspects required to bring new and enhanced stock plan capabilities to clients, including the definition, creation, development, and implementation of the solutions that help us achieve our mission. What you have To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have. Required Qualifications: * BA/BS degree or equivalent experience * 2+ years equity plan accounting and/or product management experience * Exceptional stock plan experience and product management skills - ability to synthesize data and stakeholder feedback into insights and actions * Superior business analysis skills, multi-tasking capabilities, and ability to troubleshoot issues * High attention to detail and the ability to see things through from concept to implementation * Ability to provide on-time delivery of project deliverables * Ability and desire to effectively and efficiently work in a collaborative team environment * Experience participating in cross functional projects, with an emphasis on systems, technologies, business process redesign and/or impact to field and customer service * Excellent written and oral communication skills Preferred Qualifications: * Agile/Scrum experience * Certified Equity Professional (CEP) certification * Entrepreneurial passion, professional persistence, and a perpetually positive attitude In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

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

Your Opportunity In addition to a base salary, this role is also eligible for bonus or incentive opportunities. 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 Retail Experience and Specialized Relationships organization, the Business Accommodation Team is responsible for supporting complex client retention and acquisition in the Retail Business through retail business acceptance functions, complex problem solving, and process improvement for Schwab's retail business. Our mandate is to deliver an intuitive, innovative and differentiated wealth management experience that drives growth and builds meaningful relationships with clients. We advocate on behalf of our clients and financial professionals, and we work with the field and other partners to ensure key processes / interactions are designed and executed smoothly. The SPWS Custom Reporting Team will broadly support the adoption and customization of class leading consolidated reporting software, as well as other Ad Hoc reporting needs for Ultra High Net Worth clients. The SPWS Complex Reporting Manager will be an Addepar specialist engaging directly with UHNW clients to understand personalized needs and execute solutions. The person in this position will have the opportunity to work on requests and/or projects with cross-functional partners including but not limited to branch network, service centers, operations, legal, AML and compliance. This person is required to be flexible and adaptive to support the flex force business strategy. The position is a individual contributor role that will work within the SPWS Custom Reporting Team. This role reports to the Director, Business Accommodations. What you'll do: * Manager will work directly with Ultra High Net Worth clients to identify, explore and develop reporting opportunities for ultra-affluent clients utilizing in-house and third party solutions. * Act as a in-house expert of Addepar reporting tool, engaging with internal teams and Financial Consultants. * Support custom reporting team tasked to build, maintain, and evolve reports for clients. Create and manage reporting templates as well as system/documentation maintenance * Identify, research, and look for solutions to resolve the needs of affluent clients * Identify opportunities to modify existing processes to efficiently manage escalations * Provide acquisition support on new complex accounts and managing the know your client review conducted during the on-boarding process. * Document client needs, assess which ones may warrant modifications to existing processes, and lead those changes * Demonstrate strong ability to collaborate with team members to develop solutions, champion the Schwab Challenger Brand and foster employee engagement * Develop recommendations and a business case to support the them What you have Required Qualifications: * Deep product expertise of Addepar reporting capabilities * A client-centric focus - keeps clients in forefront of decisions, connects plans and actions to our purpose of serving clients * Strong financial reporting acumen and technical understanding of associated systems as well as relevant policies/procedures with ability to analyze associated facts to make balanced decisions in the best interest of clients, shareholders, and the firm * Ability to influence partners at all levels and demonstrate strong ownership skills. * Superior analytical, problem-solving skills and business judgment with the ability to identify the root cause of an issue (not explicitly stated) quickly and accurately, efficiently research a complex problem, and quickly learn and apply new information * Excellent verbal and written communications skills including the ability to distill complex information, develop recommendations and present to senior management * Ability to manage a diverse set of priorities in a fast-paced, dynamic environment Comfort with ambiguity and an ability to create a clear path forward in such situations * Attention to detail and the ability to work efficiently to meet tight deadlines with little supervision * Curiosity, a "can-do" attitude and the ability to learn quickly and thrive in a complex, dynamic environment * Outstanding "soft" skills - including the ability to work well with a diverse range of partners * Bachelor's degree required; 4+ years of experience with UHNW client segment * 7+ years' experience in brokerage or financial services industry required. * Strong working knowledge of Schwab internal systems, tools, and resources; including Salesforce, Workfront, Specialized Proposal Tool, Relationship Pricing Model, Client Central, Knowledge Center and Legacy systems Preferred - industry specific licensing and/or designations (CPIM, CFA, CFP, etc. * Preferred - industry specific licensing and/or designations (CPIM, CFA, CFP, etc.)

Your Opportunity At Schwab, you're empowered to make an impact on your career and the future of digital finance. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s). As part of our Digital Assets organization, you'll help advance Schwab's leadership in blockchain-driven insights and cryptocurrency market understanding. In this role, you will apply your data-analysis and blockchain-forensics expertise to trace digital-asset flows, uncover patterns, and deliver insights that support Schwab's strategic decision-making. You'll be part of a forward-thinking team at the intersection of business strategy, data analytics, blockchain intelligence, and financial innovation, helping Schwab bring clarity and transparency to an evolving asset class. What you'll do: * Analyze blockchain activity: Collect, normalize, and analyze on-chain transaction data across multiple blockchains to identify trends, counterparties, and fund-flow patterns. * Deliver business insights: Build visualizations and dashboards (e.g., Tableau, BigQuery) that translate complex blockchain data into actionable intelligence for business partners. * Conduct market analysis: Track industry developments, token movements, and regulatory trends to inform Schwab's digital-asset strategy. * Develop data solutions: Design and maintain automated pipelines to integrate blockchain data into Schwab. * Partner across Schwab: Work closely with the Analytics, Data Engineering, and Product teams to develop reporting frameworks that meet strategic goals and business needs. What you have Required Qualifications: * Bachelor's degree in Data Science, Computer Science, Information Technology, or a related field * 5+ years of experience in data analytics, business intelligence, or data engineering * Working knowledge of SQL (BigQuery, Teradata, Oracle, or SQL Server) and data visualization tools (Tableau, Power BI, or similar) * Strong understanding of blockchain networks, cryptocurrency transactions, and digital wallets * Demonstrated ability to translate complex datasets into actionable insights and present findings clearly to business partners Preferred Qualifications: * Experience with blockchain data platforms such as Arkham, Dune, Nansen, or similar platforms * Familiarity with machine learning or entity-clustering algorithms applied to blockchain datasets * Certification in data analytics

Your Opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s). As a Specialist, Contact Center Software Development & Engineering role, you will be responsible for creating, maintaining, documenting & enhancing call, chat, and email routing flows for contact center business partners. The candidate in this role works on problems of diverse scope where analysis of data requires evaluating specific factors and requirements. The candidate works to improve technology, tools, and processes for the software development and engineering group, including providing discovery sessions, solution architecture, technical documentation and knowledge transfer to the other Schwab support and engineering team members. The candidate will utilize NICE CXOne studio and has a background and understanding of call routing techniques, rules and enhancements. Responsibilities / Job Duties In this role the primary responsibilities include (but are not limited to): * Implement technical solutions based on business requirements. * Works on problems of moderate to complex scope that require reviewing a variety of factors in the analysis of situations or data. * Utilize NICE CXOne Studio and custom built CCIS web portal to build, modify and enhance call routing flows based on business unit/Product Owner specified requirements. * Document and update routing flows via MS Visio. * Demonstrates standards to deliver high-quality products and services * Participates in feasibility studies for new applications and existing ones and consult senior team members regarding decisions. * Hands-on development experience, typically gained through experience in software development and a bachelor's degree or equivalent * Work within the Agile/Kanban framework to provide estimates and deliver new product functionality or requested modifications in a timely and efficient manner. * Provide support for our internal support organizations to troubleshoot and resolve complex implementation issues. * Ability to consult with business partners to provide technical direction for business requests. * Proactively communicates and updates the team on critical matters and changes. * Provide clear and accurate documentation as well as provide training to other Schwab team members as needed. * Receives general instruction from peers and more experienced colleagues to deepen understandings of industry trends and competitive landscape. * Contributes ideas for new approaches or technologies within a defined scope to drive innovation. * Demonstrates a broad understanding of quality standards, consistently delivering work that requires minimal revisions or adjustments. What you have Required Qualifications * Bachelor's degree in engineering, Computer Science, related field, or equivalent experience. * Minimum 1-4 years' technical, hands-on experience with focus on various digital technologies & solutions * Exposure to and understanding of Contact Center Technologies * Experience with JSON, XML (SCXML/VXML), NICE Studio Snippet language, and .NET a plus * Understand requirements specific to deploying IP telephony across both Cloud, LAN and WAN architectures. * Proficiency developing Visio diagrams, architectural and design documentations, functional and technical specifications, automated test process. * Ability to perform knowledge transfers to other team members and learn new skills via session given by team members. * Ability to write clear and concise implementation documentation. * Ability to analyze and evaluate code issues and makes decisions within general parameters under broad supervision. * Ability to clearly express ideas and summaries in writing and verbally. * Experience with the Atlassian tool stack (JIRA) Preferred qualifications: * Knowledge in Telecommunications, VoIP, computer networks design, overall knowledge of basic network infrastructure components: TCP/IP routers, proxies, load balancers and troubleshooting. * Ability to research and document production and test environments. * Knowledge of the Agile methodology and experience in an Agile working environment. * Exposure with NICE CXOne MAX integrations with Salesforce (via Lightning) or have general OpenCTI/Salesforce softphone integration experience

MicroVentures, a leading equity crowdfunding platform, is seeking an ambitious individual to join our Fund Management team. The team is responsible for the full investment life cycle, including: establishment and funding of an LLC, target investment completion, day-to-day Fund accounting, preparation of periodic reports and tax forms, managing the exit of the target investment, closing the Fund. The ideal candidate is a high-integrity individual with incredible attention to detail, commitment to accuracy, willingness to learn a unique business, and the ability to excel in a fast-paced financial environment.What you'll do at MicroVentures: Assist in the establishment and maintenance of over 800 Venture Funds Assist in the completion of target Fund investments Keep up to date with the performance of Fund investments Prepare quarterly and annual financial statements and reports Prepare investor notices, including capital call, fee, and distribution notices Perform day-to-day fund accounting tasks Participate on special projects related to the fund Assist in the preparation of applicable tax forms (e.g., Form 1065) Ensure compliance with regulatory requirements and other requirements of the funds' specifications Collaborate with compliance, operations, and executive leadership teams to meet all requirements to the highest standards of quality What we're looking for: Bachelor's degree in accounting, finance, or economics At least three years of experience, preferably within the financial industry Strong organizational and documentation skills Strong verbal and written communication skills Keen eye for details to identify trends, cause and effects Ability to manage multiple tasks and priorities at once Strategic thinker focused on continuous improvement Professional demeanor and strong work ethic Proficiency with Office Suite, especially Excel (formulas, macros, pivot tables, etc.) Note to candidates: Cover letters and CVs will be hand reviewed. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.