T. Rowe Price jobs in Colorado Springs, CO

At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach to investing, offering our dynamic perspective and meaningful partnership so our clients can feel more confident. We believe doing the right thing for our clients and our associates is good business. With a career at the firm, you can expect opportunities to create real impact at work and in your community. You'll enjoy resources to support your career path, as well as compensation, benefits, and flexibility to enrich your life. Here, you'll find a collaborative culture that respects and values differences and colleagues who share a spirit of generosity. Join us for the opportunity to grow and make a difference in ways that matter to you. About this Position Reporting to the Broker/Dealer Chief Compliance Officer, the role is responsible for ensuring compliance programs including written supervisory procedures appropriately address the regulatory requirements relative to the firm's business activities. Individual serves as a subject matter expert in the broker/dealer regulatory landscape. Works closely with key stakeholders across the firm including Legal and Compliance colleagues to review, interpret and implement new regulatory requirements as well as enhance existing compliance program to ensure regulatory standards are met. The role will also support the North America Compliance Team and business units by providing regulatory advisory support. The role requires an expert level of knowledge of the FINRA, SEC, MSRB and state broker dealer regulatory requirements and landscape, strong analytical skills with attention to detail, the ability to work with evolving priorities and under heavy workload. Role Summary Works with a high degree of independence and is responsible for ensuring the firm's compliance with FINRA, SEC, MSRB and State rules and laws. Advises internal clients on considerations and resolutions of compliance issues using experience, rule interpretation skills, and sound judgement from a risk perspective. Ensures compliance policies and procedures adhere to requirements by leading projects to improve or implement compliance processes/programs. Responsibilities * Provides specialized, expert legal counsel and effective solutions for multiple business units across the firm. * Develop and implement compliance vision and strategy in conjunction with the Chief Compliance Officer. * Monitor ongoing legal and regulatory developments. Design and lead efforts to implement new compliance initiatives as law, compliance and business circumstances evolve. * Manage responses to requests for information and examinations by regulatory organizations. * Utilizes expert knowledge of regulatory requirements and experience to assess controls and identify risk priorities in consultation with Chief Compliance Officer. * In consultation with the Chief Compliance Officer and others within the Legal and Compliance Group, recognizes current industry compliance issues and leads efforts to research, access impact on T. Rowe Price, develop remediation plan and ensure implementation of plan. Qualifications Required: * Bachelor's degree or the equivalent combination of education and relevant experience AND * 8+ years of total relevant work experience * FINRA Series 7 and Series 24 registrations, Series 24 may be obtained within the first 6 months of hire if not currently held Preferred: * Strong knowledge of broker/dealer regulatory requirements including FINRA, SEC, MSRB and state rules and regulations * In depth knowledge and understanding of broker/dealer activities such as distribution of mutual funds, exchange traded funds, private placement agent activities, dealer/manager of business development company, and introducing broker/dealer for individual brokerage customers * Demonstrated ability to establish yourself as a trusted advisor to colleagues at all levels of seniority * Excellent effective communication, judgement, decision making and negotiation skills * Demonstrated ability to influence senior leadership and peers * Demonstrated ability to prioritize work in a fast-paced collaborative environment * Demonstrated ability to lead implementation efforts of regulatory change or initiatives across the firm within varying business units * Demonstrated ability to interpret, establish reasonable policies and procedures and implement laws and regulations FINRA Requirements FINRA licenses are required and will be supported for this role. Work Flexibility This role is eligible for hybrid work, with up to one day per week from home. Base Salary Ranges Please review the job posting for the location of this specific opportunity. $108,000.00 - $184,000.00 for the location of: Maryland, Colorado, Washington and remote workers $119,000.00 - $203,000.00 for the location of: Washington, D.C. $135,000.00 - $230,000.00 for the location of: New York, California Placement within the range provided above is based on the individual's relevant experience and skills for the role. Base salary is only one component of our total compensation package. Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance. This job posting is expected to be available until: 01/31/2026 Commitment to Diversity, Equity, and Inclusion At T. Rowe Price, our associates are our greatest asset. We thrive because our company culture is built on inclusion and because we sustain a work environment where associates can bring their best selves to work every day. The backgrounds, talents, and experiences of our global associates allow us to embrace new ideas and perspectives that move our business priorities forward and enable us to deliver strong client outcomes. Here, you can expect equal opportunity and fair and consistent treatment for all. Benefits We value your goals and needs, at work and in life. As an associate, you'll be supported with resources, benefits, and work-life balance so you can thrive in ways that matter to you. Featured employee benefits to enrich your life: * Competitive compensation * Annual bonus eligibility * A generous retirement plan * Hybrid work schedule * Health and wellness benefits, including online therapy * Paid time off for vacation, illness, medical appointments, and volunteering days * Family care resources, including fertility and adoption benefits Learn more about our benefits. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.

* Applications are reviewed throughout the posting period. Applicants are encouraged to apply early. * Parks, Recreation and Cultural Services Director The Parks, Recreation and Cultural Services Director is an at-will executive leadership role reporting to the Chief of Staff/Chief Administrative Officer. This position provides strategic direction for one of the City's largest and most visible departments, overseeing park operations, recreation programs, natural and cultural resource management, planning and design, and major community facilities including golf courses, cemeteries, community centers, aquatics sites, and the Pikes Peak Highway. Learn more about the Parks, Recreation and Cultural Services department: ******************************** About the City of Colorado Springs Nestled at the base of Pikes Peak-America's Mountain-Colorado Springs is home to more than 506,000 residents and offers 195 square miles of natural beauty, cultural vibrancy, and economic opportunity. With 243 days of sunshine annually, the City features over 150 parks, 375 miles of trails, a thriving downtown, diverse neighborhoods, and a strong military, academic, and nonprofit presence. It is also home to the U.S. Olympic and Paralympic Committee and a growing aerospace, defense, and cybersecurity industry. The City operates under a Council-Mayor form of government, led by a popularly elected Mayor and nine-member City Council. The Position As the Director, you will guide all aspects of Parks, Recreation and Cultural Services, ensuring high-quality service delivery, sound financial management, and strong community relationships. You will oversee budgeting and staffing; manage acquisitions and procurement; evaluate departmental performance; and align resources to support strategic goals. This role requires regular engagement with elected officials, advisory boards, outside agencies, and the public, as well as leadership in maintaining national accreditation standards. Key responsibilities include: Leading departmental operations, programs, and divisions. Overseeing financial, personnel, and operational activities. Managing acquisitions, RFPs, and procurement processes in collaboration with internal partners. Monitoring service delivery and adjusting resources to meet goals. Serving as liaison to the Parks and Recreation Advisory Board and TOPS Working Committee. Representing the department to elected officials, agencies, and community groups. Responding to complex community inquiries and advancing positive engagement. Staying current on trends and best practices in the field. Other duties as assigned. Learn more about this job by reviewing the class specification on the City of Colorado Springs Class Specifications page The Ideal Candidate The City is seeking a visionary, collaborative leader who brings deep knowledge of parks, recreation, and cultural services; strong analytical and strategic thinking skills; and the ability to communicate effectively with diverse audiences. The ideal candidate excels at managing complex projects and fostering a high-performing, motivated team. Minimum Qualifications Bachelor's degree from an accredited college or university with major coursework in public administration, parks and recreation administration, business administration, or a related field Seven years of full-time professional parks and recreation program administration experience Three years of leadership and supervisory experience. We value a diverse range of qualifications and experiences. Our organization views each year of further education as equivalent to each year of relevant work experience, and each year of additional relevant work experience as equivalent to each year of required education. Additional Information Note: This position is subject to budget required furloughs to be implemented in the 2026 calendar year, and any furloughs subsequently approved. Please contact Kristen Clinton at *********************************** for any questions about this position.

Financial Planning Analysts provide exceptional service to our clients and support Financial Advisor(s) teams on a daily basis. As key members of the service team, the Financial Planning Analyst position offers a unique opportunity to assist Financial Advisors (FA) teams with the use of firm-approved financial planning systems and engaging with clients. DUTIES and RESPONSIBILITIES: Cultivating relationships with business partners and colleagues, including Financial Planning Directors and other specialists Supporting the FA/PWA/team in enhancing new and existing client relationships through an exceptional client experience • In conjunction with the FA/PWA/team, participate in existing client and/or prospective client meetings to review financial plans, representing the service lens Utilize the Firm's financial planning tools and work with FAs/PWAs/teams to enhance client relationships and generate financial plans Help build and establish a repeatable and scalable planning process for FAs/PWAs/team as a part of their book of business At the request of FA/PWA/team, participating in existing client and/or prospective client meetings to review financial plans, representing the service lens Providing guidance and support to peers within the market, assisting with financial planning support in an administrative capacity (e.g., tool usage) as needed Remaining current on all policies, procedures and new platforms • Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management - particularly those relating to financial planning EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience 5+ years of work experience in a field relevant to the position required 4-year college degree or professional certification preferred Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required Complete and maintain internal Financial Planning Specialist designation requirements Willingness to obtain Certified Financial Planner (CFP) and/or Certified Private Wealth Advisor (CPWA) designation Knowledge/Skills Knowledge of financial planning Excellent listening skills Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts Technically proficient and quick learner of new and updated platforms Detail oriented with superior organizational skills and ability to prioritize Expert knowledge of basic personal computer, MS Office and internet applications Exceptional writing, interpersonal and client service skills • Strong time management skills Team player with the ability to collaborate with others Ability to work in a fast-paced, evolving environment • Adaptable and ability to multi-task Goal oriented, self-motivated and results driven Reports to Business Service Officer WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Salary range for the position: $50k-$95k/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. The application window is expected to close 8/18/2025 but may be extended depending on whether a candidate has been selected Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach to investing, offering our dynamic perspective and meaningful partnership so our clients can feel more confident. We believe doing the right thing for our clients and our associates is good business. With a career at the firm, you can expect opportunities to create real impact at work and in your community. You'll enjoy resources to support your career path, as well as compensation, benefits, and flexibility to enrich your life. Here, you'll find a collaborative culture that respects and values differences and colleagues who share a spirit of generosity. Join us for the opportunity to grow and make a difference in ways that matter to you. Role Summary This Business Analyst (BA) brings together three areas: growth of and support for the AI Champions program, coordination of business AI requests, and owning the training and enablement of tools that the GD GenAI program delivers. They work with Sr. AI Product Managers and AI Champions to time user enablement with product releases, tracking adoption and usage KPIs. Responsibilities * AI Champions network (ownership): Independently own and mature the AI Champions program across Global Distribution, setting role expectations, keeping playbooks current, running a regular cadence, and serving as the single point of contact for Champions and business partners. * AI Champions network (support & visibility): Coach Champions on practical use of AI tools; synthesize user/stakeholder feedback into clear improvements; provide leadership with concise updates on progress, risks, and what is needed to unlock value. * Business-driven AI requests (intake & routing): Act as the front door for priority AI requests that aren't on a major roadmap; quickly assess scope, data needs, potential value, and risks and recommend the delivery approach; align stakeholders on the plan. * Business-driven AI requests (delivery & handoff): Lead business analysis across delivery approaches, clarify the problem and success measures, translate needs into lightweight requirements, coordinate user validation, and plan a clean handoff to business and technology owners with clear support and adoption plans. * Training & skill development (ownership): Own the enablement and training plan for the GD GenAI Program's tools and capabilities; map role-based skills to the outcomes targeted by GD GenAI Strategy; coordinate curriculum and delivery with various GD and Enterprise training and development teams, platform owners, and Sr. Product Managers; be accountable for the plan and outcomes. * Training & skill development (execution & outcomes): Stand up practical learning paths for AI Champions and end users (short modules, hands-on labs, office hours, etc.); partner with Sr. Product Managers and AI Champions to sequence enablement with product releases and drive adoption; track proficiency and adoption indicators tied to GD GenAI Strategy OKRs, and feed insights into program reporting and backlogs. Mindset * Proactively embraces emerging technologies, with a particular enthusiasm for AI. * Demonstrates curiosity and a hands-on attitude, continually exploring and experimenting with new tools. * Initiates projects independently and has a track record of building solutions from the ground up. * Exhibits resourcefulness and thrives in environments where ambiguity is present. Qualifications Required: * Education and Experience: Bachelor's degree (or equivalent experience) in business, communications, information systems, or a related field and 5+ years in roles such as management consulting, internal strategy, digital/AI transformation, or product/analytics consulting where you designed and implemented new ways of working across teams. * Advanced GenAI and LLM expertise: Strong grasp of generative AI, large language models, and agentic AI business use cases. Hands on with prompts, agent-builder tools, evaluation approaches, and safe use patterns. Able to separate hype from value. * Business and technical translation: Turns complex AI concepts into plain English for business partners, then converts business needs into clear requirements and acceptance criteria for engineers and data teams using Excel and/or BI tools. * Vision and systems building: Able to define a vision for new operating models for AI usage, training, and request handling, then break that vision into practical processes, templates, and routines that can be tested and improved over time. * Operating model creation: Designs and maintains cross-team workflows for intake, communications, playbooks, and simple tracking using digital tools. Comfortable creating structure where none exists. * Enablement and adoption ownership: Builds role-based enablement tied to releases and owns adoption outcomes. Sets targets with product leaders and reports progress with clear actions. * Communication and stakeholder management: Excellent written and verbal communication. Aligns power users, managers, SMEs, and senior partners with concise updates and reliable follow-through. * Analytical skills: Comfortable analyzing usage and adoption data in multiple analytics platforms and turning insights into actions that move KPIs. * Self-starter and builder: Resourceful and comfortable with ambiguity. Proven ability to create something from scratch and improve it over time. Early adopter of AI and modern productivity tools. Preferred: * Advanced education: Master's degree in a relevant field. * Professional certifications: Business analysis or Agile credentials such as CBAP, CPOA, CSM, or SAFe. * Technical foundation: Education or prior role in computer science, data science, AI/ML, or business analytics. * Agentic workflow familiarity: Exposure to multi-step AI workflows, prompt chaining, human in the loop designs, and basic eval concepts. * Industry experience: Financial services or another regulated environment with experience coordinating Legal, Risk, or Compliance inputs. * Community development experience: Experience designing and running communities of practice, user groups, or ambassador networks, including defining the purpose, engagement model, communications, and success measures. * Enablement and learning tools: Experience building short training modules, office hours, and quick reference guides in common enterprise tools and aligning them with specific outcomes. * Portfolio and intake experience: Experience triaging/routing a pipeline of requests and use cases, estimating value and complexity, and helping stakeholders align on what to do now versus later. FINRA Requirements FINRA licenses are not required and will not be supported for this role. Work Flexibility This role is eligible for hybrid work, with up to one day per week from home. Base Salary Ranges Please review the job posting for the location of this specific opportunity. $94,500.00 - $161,000.00 for the location of: Maryland, Colorado, Washington and remote workers $103,000.00 - $177,000.00 for the location of: Washington, D.C. $117,000.00 - $201,000.00 for the location of: New York, California Placement within the range provided above is based on the individual's relevant experience and skills for the role. Base salary is only one component of our total compensation package. Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance. This job posting is expected to be available until: 01/31/2026 Commitment to Diversity, Equity, and Inclusion At T. Rowe Price, our associates are our greatest asset. We thrive because our company culture is built on inclusion and because we sustain a work environment where associates can bring their best selves to work every day. The backgrounds, talents, and experiences of our global associates allow us to embrace new ideas and perspectives that move our business priorities forward and enable us to deliver strong client outcomes. Here, you can expect equal opportunity and fair and consistent treatment for all. Benefits We value your goals and needs, at work and in life. As an associate, you'll be supported with resources, benefits, and work-life balance so you can thrive in ways that matter to you. Featured employee benefits to enrich your life: * Competitive compensation * Annual bonus eligibility * A generous retirement plan * Hybrid work schedule * Health and wellness benefits, including online therapy * Paid time off for vacation, illness, medical appointments, and volunteering days * Family care resources, including fertility and adoption benefits Learn more about our benefits. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.

At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach to investing, offering our dynamic perspective and meaningful partnership so our clients can feel more confident. We believe doing the right thing for our clients and our associates is good business. With a career at the firm, you can expect opportunities to create real impact at work and in your community. You'll enjoy resources to support your career path, as well as compensation, benefits, and flexibility to enrich your life. Here, you'll find a collaborative culture that respects and values differences and colleagues who share a spirit of generosity. Join us for the opportunity to grow and make a difference in ways that matter to you. Role Summary As a Senior Sales Specialist, you will play an integral role in the success of our organization. You will be responsible for servicing and deepening participant relationships by providing foundational retirement strategy and insights, general portfolio needs, and resolving complex situations. As part of our sales team, you will identify and qualify high-value participants to a Retirement Specialist or Financial Consultant who will deliver enhanced personalized consultations. Our teams live the mission of helping our participants reach their long-term financial goals through exemplary service, education, and support. Join our team and you will receive dedicated paid time and resources to support you through a successful licensing process. T. Rowe Price offers unparalleled active management products and services. Come join our team and help our clients be successful in their investment and retirement planning! Responsibilities * Serve as the initial point of contact for inbound participant service requests * Respond to requests for investment, mutual fund, and account information. Resolve complex account issues * Identify and qualify participants to be referred to a Retirement Specialists and/or Financial Consultants to advance the relationship * Demonstrate a consultative approach to gain a thorough understanding of the participant's needs and offer appropriate solutions * Retain assets through education and guidance of available plan-specific and general distribution options * Deliver on defined sales targets and other role-based responsibilities * Understand the overall Financial Services industry and related legal, tax, and regulatory issues to guide clients * Develop and maintain proficient knowledge of T. Rowe Price products and services * Follow up with clients from inbound retention opportunities * Participate in special projects and perform other duties as assigned Qualifications Required: * Bachelor's degree or the equivalent combination of education and relevant experience * FINRA Series 7 and 66 (must be obtained within first 6 months) * Exceptional client service skills with strong communication skills * Possess intellectual curiosity and interest in developing business and financial acumen * Demonstrate sound judgment, problem-solving skills, and hyper focused on compliance and risk mitigation * The ability to thrive in a fast-paced work environment and adapt to a wide variety of internal and external factors, all while pursuing excellence with passion and humility Preferred: * 4+ years of total relevant work experience within the financial services industry FINRA Requirements FINRA licenses are required and will be supported for this role. Dedicated paid time and resources are provided to support through the licensing process. Work Flexibility This role is eligible for hybrid work, with up to one day per week from home, after the successful completion of a training program. Base Salary Ranges Please review the job posting for the location of this specific opportunity. $57,000 - $73,000 for the location of: Maryland, Colorado, Washington and remote workers $57,000 - $73,000 for the location of: Washington, D.C. $57,000 - $73,000 for the location of: New York, California This job is eligible for overtime pay. Placement within the range provided above is based on the individual's relevant experience and skills for the role. Base salary is only one component of our total compensation package. Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance. This job posting is expected to be available until: 11/5/2025 Commitment to Diversity, Equity, and Inclusion At T. Rowe Price, our associates are our greatest asset. We thrive because our company culture is built on inclusion and because we sustain a work environment where associates can bring their best selves to work every day. The backgrounds, talents, and experiences of our global associates allow us to embrace new ideas and perspectives that move our business priorities forward and enable us to deliver strong client outcomes. Here, you can expect equal opportunity and fair and consistent treatment for all. Benefits We value your goals and needs, at work and in life. As an associate, you'll be supported with resources, benefits, and work-life balance so you can thrive in ways that matter to you. Featured employee benefits to enrich your life: * Competitive compensation * Annual bonus eligibility * A generous retirement plan * Hybrid work schedule * Health and wellness benefits, including online therapy * Paid time off for vacation, illness, medical appointments, and volunteering days * Family care resources, including fertility and adoption benefits Learn more about our benefits. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.

**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 full-time senior specialist, you will be part of the Product Modeling team within the Treasury Modeling department. The Product Modeling team is responsible for developing data-driven analytics, time-series forecasting and classification models. These models are then deployed and maintained by the team, generating actionable insights and forecasts on a recurring cadence across deposits, margins and other on-/off-balance sheet products. You'll join a collaborative culture that values continuous learning, professional development, and meaningfully contribute to our mission of empowering investors. This role is primarily focused on model development, architecture and optimization within the Treasury Modeling team, where you will be at the forefront of developing fully automated solutions by coding new models (or migrating existing ones) in Python in close collaboration with model owners. This position requires individuals with strong Python coding foundations, and overall knowledge of data science. If you're passionate about data science and analytics, eager to learn, then build sophisticated predictive models and extract insights from large datasets, and want to make a meaningful impact within the dynamic Treasury Modeling organization that harnesses the power of data science to transform financial services, we want to hear from you. **What you have** + Solid understanding of statistical and quantitative modeling concepts and practical experience using statistical techniques to extract insights from large datasets. + Ability to develop new models, improve efficacy of existing models and rigorously test them. + Programming skills in Python and familiarity with object-oriented coding principle. Understanding of coding architecture for the deployments of models is a plus. + Experience with a modern software change management process. + Experience in extracting data from relational databases (e.g., via SQL) + Experience in visualizing data analytics and model results. + Strong work ethics, high self-motivation, proactive approach, attention to detail and ability to deliver under tight deadlines. + Excellent communication skills, both verbally and written. + Strong interpersonal skills and a collaborative team-player + Advanced skills in Excel and PowerPoint **What you'll do:** + Gain a deep understanding of the various forecasting models which measure the market risk in financial projections associated with a diverse set of products across the balance sheet. + Develop and maintain automated model infrastructure by orchestrating complex scheduling architectures, building robust data pipelines, and implementing version control systems that support enterprise-level model deployment and monitoring. + Master advanced coding frameworks for financial modeling by learning Python-based model development, understanding object-oriented programming principles for model architecture, and implementing scalable solutions that integrate with existing Treasury systems and databases. + Design and implement model validation frameworks by creating automated testing suites, building data quality checks, and developing monitoring systems that ensure model accuracy and regulatory compliance throughout the model lifecycle. + Collaborate on model enhancement initiatives by working with cross-functional teams to translate business requirements into technical specifications, optimize model performance through code refactoring, and contribute to the evolution of Treasury's modeling infrastructure and best practices. In addition to the salary range, this position 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 CO Salary Range: USD $36.01 - $67.31 / Hour 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. 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 $61,300 - $69,800 depending on related experience, plus an_ annual bonus opportunity of 10% of your base pay and other eligible earnings. Your actual pay will be based on your skills and experience -- talk with your recruiter to learn more. **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 CO Salary Range: USD $21.59 - $41.25 / Hour 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 Schwab Advisor Services (AS), a division of Charles Schwab & Co., Inc., is the leading provider of custody, trading, technology, and practice management services to independent registered investment advisors (RIAs). RIAs choose independence because they are determined to take charge of their future. They want the freedom to serve their clients without compromise and to control their destiny as business owners. And like them, Schwab believes in doing the right thing for investors - it's a basic shared value. The Business Consulting and Education (BCE) team is part of Schwab Advisor Services and creates and delivers industry-leading consulting, benchmarking, and education programs that help advisors achieve their goals and gain competitive advantage. Its extensive offer includes the RIA Benchmarking Study, immersive multi-week 'Insight to Action' consulting programs, the Schwab Executive Leadership Program and more. BCE programs are developed by a skilled program team and delivered by a nationwide team of experienced consultants. The team's success is grounded in its deep expertise in core business issues firms face and its ability to create highly relevant and scalable programs that convert insights into actions that advisors can implement in their firms. The primary responsibility of the Sr. Technology Consultant is to partner with the Advisor Services Sales organization to deliver quality consulting to our prospective registered investment advisor (RIA) clients. These consulting engagements are opportunities to guide our prospective RIA clients and manage through change that will allow them to manage their business and serve their clients better through more effective use of technology from Schwab and third parties. This will be accomplished by partnering with Business Development officers and consulting counterparts to identify advisor's vision for the future, desired end-client and internal team experiences, and guiding the advisor through technology infrastructure design and providing tailored decision support. * This position is offered as a remote role and will include approximately 30% travel. The role is primarily supporting the Western region of the United States, and the selected candidate is expected to reside within this region. Preference will be given to candidates located in Colorado, California, Arizon, and Texas." What you'll do: As a key contributor of the BCE team, the Technology Consultant will be responsible for actively driving and managing the technology evaluation stage of the sales process with prospective clients while serving as an advocate for the Schwab platform and integration program. Through this work, the Technology Consultant will partner with Schwab team members, so the ability to communicate effectively and work collaboratively is a must. Key business partners include other BCE Consultants and leadership team, AS Business Development (sales), Digital Product Management (integration solutions), Field Marketing, and Advisor Conversion Services team members. Successful BCE team members are energized by the opportunity to build relationships and deliver customized consulting from early and deep discovery, planning phase, to implementation in a highly collaborative environment. They are intellectually curious and passionate about learning new things and motivated to leverage their strengths to deliver meaningful results. The ideal candidate enjoys having fun at work, embraces the opportunity to share and receive feedback, thrives in a fast-paced iterative environment, and has strong verbal and written communication skills. Positivity, flexibility, transparency, and efficiency are valued on the team, as is the ability to work with and influence individuals at all levels of the organization. What you have * Bachelor's degree or equivalent * 7+ years experience in business operations, technology consulting, or technology sales * Up to 30% travel as needed * A 'can-do' client-first approach to business * Proven talent to deliver high-quality work in a fast paced, dynamic and collaborative environment * Desire to be part of a team that celebrates and advocates for each other * Intellectual curiosity and proven ability to listen, assess issues, analyze options, solve problems, and develop win/win solutions * Strong communication skills, including written, verbal, and visual communication skills applied to virtual and in-person onscreen demonstrations, and presentation delivery with use of PowerPoint and other visual aids * Ability to develop personalized plans, influence partners and external parties and deliver feedback * Desire to continuously develop your skills and positive mindset * A bias for action and the ability to overcome obstacles to successfully execute on multiple consultations or projects simultaneously * Strong understanding the independent advisory and fintech landscape

**Your opportunity** At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. The Treasury Capital Analytics & Reporting team is part of the Treasury department. The team is responsible for both Capital Stress Testing (CST) and monthly business-as-usual (BAU) capital forecast reporting, as well as ensuring the submission of the annual CCAR FRY-14A form. The team is also responsible to build/maintain the Treasury ALM/Capital forecast data repository infrastructure, to develop end-to-end analytical/reporting platform and to implement/execute the forecast automation to support the capital forecast. This position will be primarily responsible to support BAU and CCAR filing production, develop/enhance automated comprehensive data quality checks, implement data standards, procedures, data governance oversight, and build the analytic solutions and develop reporting intelligence for the regulatory filing. Charles Schwab has been a leader in financial services for over four decades, working to make investing more affordable, accessible and understandable to all. Driven by our purpose to champion every client's goals with passion and integrity, we're committed to providing an environment that respects and appreciates the diversity of our employees, our clients, and the communities we serve. Our goal, as seen through clients' eyes, is that Schwab continuously improves on being a premier financial service provider through best-in-class service, technology, products, people and advice. **What you have** + Bachelor's degree in Finance, Economics, Accounting or related field + At least 3 years of experience in finance and/or accounting + Understanding of corporate finance theory, financial markets and financial statement analysis + High proficiency in Excel and PowerPoint + Database and SQL skills with MS SQL Server and Google Cloud Data Warehouse + Experience in Alteryx, Tableau, and Python is a plus + Quick independent learner of technical solutions and concepts + Experience with Github and code repository management is a plus + Experience in Asset Liability Management platform PolyPaths or QRM preferred + Experience in Capital management is a plus + Strong understanding and background of the FR Y-14A/M/Q CCAR reporting preferred + Excellent quantitative and analytical skills + Excellent oral and written communication skills + Strong attention to detail, Strong critical thinking ability and problem resolution skills + Ability to prioritize work and successfully manage multiple competing deliverables under tight deadlines + Proactive self-starter and team player who can work well in a fast-paced, time-sensitive environment **What you'll do:** This role provides a terrific opportunity for someone who has a strong business knowledge in the financial industry and technical aptitude in delivering solid solution for regulatory reporting, data analytics and process designs. + Prepare the data collection/mapping, data quality check/reconciliation and the final submission of the CCAR regulatory filing and supporting documentation + Ensure the maintenance of the CCAR data definitions, authorized data sources and calculations, create data control and implement the data standards, procedures, data governance oversight in compliance with the enterprise data policy and the CCAR standards + Document various governance roles and responsibilities and the detailed governance process to ensure critical data issues are communicated timely for remediation + Work with the team to run capital forecast from end-to-end, partner with the business stakeholders to evaluate/understand the key forecast assumptions and the associated system/data dependencies and automate key data inputs/outputs in CST and BAU NIR and capital forecast + Collaborate with various groups to analyze and report data from disparate systems including the ability to understand the system framework + Collaborate with various groups to test vendor model changes or data process changes including regression testing and creating test scripts as needed + Build new data processes that are compliant with internal and external governance/controls + Working knowledge of general ledger (GL), different data warehouses, ETL, SQL, data cleansing, and overall database architecture. + Automate and streamline manual operation steps to improve data process efficiency by mapping end-to-end requirements and implementing a viable solution + Perform other duties as assigned In addition to the salary range, this position 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 CO Salary Range: USD $90,000.00 - $200,100.00 / Year What's in it for you: At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call ************.

**Your opportunity** At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. The Sarbanes-Oxley Compliance Office (SCO) performs risk assessment, scoping, testing, concluding, and results reporting for the annual assessments of management's Internal Control over Financial Reporting (ICFR) for SOX and FDICIA, and for the annual assessment of management's Internal Control over Compliance (ICOC) for SEA Rule 17a-5. The SCO supports Schwab's mission by assessing controls addressing the completeness and accuracy of Schwab's financial reporting, and Schwab's financial reporting is used to secure financing so the company can meet the needs of our clients. In addition, the SCO assesses ICOC addressing the protection of client assets, which gives clients comfort to invest their assets with Schwab. The SCO is looking for a Senior Specialist to support the Business Process (BP) portions of the ICFR and ICOC Assessments. This Senior Specialist will be accountable for the portions of the assessments that they are assigned to prepare, and this position reports to a Team Manager, BP Audits and SOX Compliance. This position is located in Lone Tree, Colorado, and candidates must be within commuting distance of their assigned location within a reasonable period after starting in the role to enable participation in Schwab's Hybrid Work & Flexibility Program. **What you have** + Bachelor's degree in Accounting, Internal Audit, Information Systems, or Finance required + Two or more years of related work experience in BP controls-based testing required with SOX and Big 4 public accounting experience preferred + Knowledge of SOX requirements or the Financial Responsibility Rule requirements **What you'll do:** + Gain exposure to broker-dealer, bank, and corporate processes through robust risk assessments, varied ongoing control testing, and unique project assessments + Contribute to a risk-based approach to the BP portions of Schwab's annual ICFR and ICOC assessments by seeking and applying understanding of Schwab's risks and controls + Collaborate with management, Schwab's external auditor, and other Schwab testing programs to enhance Schwab's control environment + Self-manage and lead the preparation of assigned assessment portions, including documenting high-quality work in accordance with team policies, standards, and procedures + Encourage and participate in a high performing, engaged, and positive team environment + Grow your career on a supportive team that holds weekly supervisor one-on-ones, regular skip-level one-on-ones, and quarterly formal feedback conversations + Improve and innovate the SCO's assessment and operational approaches, including with automation and data visualization tools In addition to the salary range, this position 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 CO Salary Range: USD $32.16 - $65.77 / Hour 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. 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. This engineering role supports the business by accelerating the delivery of infrastructure platforms that power critical financial applications, enabling faster time-to-market for new services. It helps reduce operational overhead and risk through automation, ensuring systems are resilient, scalable, and compliant with industry standards. By integrating emerging technologies, the role contributes to long-term innovation and efficiency across the enterprise. What you have * 1+ years of experience in software development or infrastructure automation. * Proficiency in C# (.NET) and scripting with Ansible or similar tools. * Hands-on experience with container platforms (Kubernetes, PCF) and infrastructure-as-code. * Familiarity with CI/CD pipelines, Agile methodologies, and platform SRE practices. * Ability to work independently and collaboratively across cross-functional teams. * Strong problem-solving skills and a proactive approach to technical challenges. * Exposure to or interest in emerging technologies like Agentic Automation and MCP Server Tools. * Design, develop, and maintain automation solutions for infrastructure platforms using C# (.NET) and Ansible. * Lead technical implementation of onboarding workflows for container platforms (Anthos, PCF). * Collaborate with platform architects and infrastructure engineers to deliver scalable, resilient automation. * Integrate intelligent automation flows using Agentic Automation and MCP Server technologies. * Participate in Agile ceremonies, contribute to backlog refinement, and ensure timely delivery of sprint commitments. * Provide technical mentorship to junior engineers and contribute to internal knowledge sharing. * Continuously improve automation patterns, CI/CD pipelines, and observability practices.

**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 Regulatory Reporting Team is part of the Corporate Controller's department and is responsible for ensuring the accuracy and timeliness of the Company's regulatory financial and risk reports, as well as other performance metrics. Reports are prepared for the consolidated corporation and its subsidiaries, with most disclosed to both the investing public and federal regulators. The Regulatory Reporting team is looking for a Manager to support ongoing reporting obligations as well as several projects the team is working on to enhance reporting efficiency, integrate new products into reporting, and establish data governance and controls. Through this work you will partner with product, technology, risk, accounting, and other teams across the firm. **What you have** + Bachelor's degree or higher in Accounting, Finance, or related field. + 5+ years GAAP accounting experience, including specific experience with financial reporting. + Excellent analytical, organizational, and project management skills. + Excellent written, verbal, and interpersonal communication skills. + Motivation to learn, share ideas and embrace challenges. + High proficiency using MS Excel and working knowledge of other Microsoft Office applications. **Other desirable experience:** + Relevant banking or financial services accounting experience + Awareness of or experience with SQL and related applications such as Microsoft Access, Microsoft Power Query, Toad Data Point or Alteryx + Prior regulatory reporting experience (i.e. Call Report or SEC 10-Q/10-K) + Certified Public Accountant (CPA), other public accounting or consulting experience **What you'll do:** + Participate in a collaborative team-based approach to meeting goals and deadlines. + Make your voice heard and challenge the status quo. + Use your existing skills and ideas to make what we do better. + Develop new technology skills to enhance productivity, analytics, and accuracy. + Gain industry exposure to both broker-dealers and banks. + Become a subject matter expert and resource to others. + Serve as a flexible team member working on ad hoc requests and projects as needed. + Participate in a high performing, engaged, and positive team environment. + Grow your career on a supportive team. In addition to the salary range, this position 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 CO Salary Range: USD $83,800.00 - $150,000.00 / Year 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 ************.

At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach to investing, offering our dynamic perspective and meaningful partnership so our clients can feel more confident. We believe doing the right thing for our clients and our associates is good business. With a career at the firm, you can expect opportunities to create real impact at work and in your community. You'll enjoy resources to support your career path, as well as compensation, benefits, and flexibility to enrich your life. Here, you'll find a collaborative culture that respects and values differences and colleagues who share a spirit of generosity. Join us for the opportunity to grow and make a difference in ways that matter to you. Role Summary As an Associate Sales Consultant for Workplace, you will play an integral role in the success of our organization. You will be responsible for servicing and deepening participant relationships by providing foundational retirement strategy and insights, general portfolio needs, and resolving complex situations. As part of our sales team, you will identify and qualify high-value participants to a Financial Consultant who will deliver enhanced personalized consultations or offer products/services based on their needs. Join our team and you will receive dedicated paid time and resources to support you through a successful licensing process. Our teams live the mission of helping our participants reach their long-term financial goals through exemplary service, education, and support. T. Rowe Price offers unparalleled active management products and services. Come join our team and help our clients be successful in their investment and retirement planning! Responsibilities * Serve as the initial point of contact for inbound participant service requests. Respond to requests for investment, mutual fund, and account information. Resolve complex account issues. * Identify and qualify participants to be referred to a High-Value Financial Consultant to advance the relationship. * Demonstrate a consultative approach to gain a thorough understanding of the participant's needs and offer appropriate solutions. * Retain assets through education and guidance of available plan-specific and general distribution options. * Deliver on defined sales targets and other role-based responsibilities. * Understand the overall Financial Services industry and related legal, tax, and regulatory issues to guide clients. * Develop and maintain proficient knowledge of T. Rowe Price products and services. * Follow up with clients from inbound retention opportunities. * Participate in special projects and performs other duties as assigned. Qualifications Required: * Bachelor's degree or the equivalent combination of education and relevant experience * 0+ years of total relevant work experience * FINRA Series 7 and 66 (must be obtained within first 6 months) Preferred * Sales experience * Financial industry experience * Fully licensed candidate (currently holds 7 and 66) FINRA Requirements FINRA licenses are required and will be supported for this role. Dedicated paid time and resources are provided to support through the licensing process. Work Flexibility This role is eligible for hybrid work, with up to one day per week from home after the successful completion of a training program. WHAT TO EXPECT AFTER APPLYING 1. You will receive an email and text message to answer a few questions to verify your eligibility. If you apply for multiple jobs, you will receive separate invitations for each role and will need to respond to each. Estimated Time Commitment: 3-5 minutes 2. If you are eligible, you will be asked to complete an online assessment and record video responses to introductory questions with our vendor partner, HireVue. Take time to read all instructions carefully before responding. Some questions may require you to respond within a set time limit, or with limited retakes. You can use this opportunity to tell us more about your background and interest than we can learn from a resume alone. Estimated Time Commitment: 45 minutes 3. A member of our recruiting team will personally review your responses and follow up if you are selected for an interview. Base Salary Ranges Please review the job posting for the location of this specific opportunity. $65,000 - $91,000 for the location of: Maryland, Colorado, Washington and remote workers $65,000 - $91,000 for the location of: Washington, D.C. $65,000 - $91,000 for the location of: New York, California This job is eligible for overtime pay. Placement within the range provided above is based on the individual's relevant experience and skills for the role. Base salary is only one component of our total compensation package. Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance. This job posting is expected to be available until: 01/28/2026 Commitment to Diversity, Equity, and Inclusion At T. Rowe Price, our associates are our greatest asset. We thrive because our company culture is built on inclusion and because we sustain a work environment where associates can bring their best selves to work every day. The backgrounds, talents, and experiences of our global associates allow us to embrace new ideas and perspectives that move our business priorities forward and enable us to deliver strong client outcomes. Here, you can expect equal opportunity and fair and consistent treatment for all. Benefits We value your goals and needs, at work and in life. As an associate, you'll be supported with resources, benefits, and work-life balance so you can thrive in ways that matter to you. Featured employee benefits to enrich your life: * Competitive compensation * Annual bonus eligibility * A generous retirement plan * Hybrid work schedule * Health and wellness benefits, including online therapy * Paid time off for vacation, illness, medical appointments, and volunteering days * Family care resources, including fertility and adoption benefits Learn more about our benefits. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.

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 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. 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** _Do you have an interest in Financial Planning? If so, the Schwab Wealth Management Academy is the program for you!_ The Schwab Wealth Management Academy is a 15 month rotational program that prepares you for a role in financial planning and advice within the Wealth and Advice Solutions organization. With a series of steps that include learning, on-the-job experience, and mentorship, the Wealth Management Academy Academy is designed to position you for success in a dynamic industry. ****The program journey involves 4-5 months of licensing exam preparation. This time is meant for you to study and obtain you SIE, 7 and 66. If you already have 2 of the 3 licenses you would not be eligible for this program, as the program is heavily focused on preparation for the licenses.** We are currently accepting applications for our upcoming **2026 Wealth Management Academy classes in July and October for Denver, CO.** **_** Relocation assistance may be available for candidates relocating out of state to join the Wealth Management Academy**_** As a participant in our Academy, your career path towards a role in advice and planning will start with studying for and passing the required securities license exams. You will then receive training to prepare you to deliver outstanding service and assist our clients with trading needs. After your training, you will complete rotations within 4 unique Wealth & Advice Solutions businesses. Through these immersive rotation experiences, you will gain product and industry knowledge while being mentored on the soft skills needed for long-term success in your advice & planning career through live client interactions, coaching, and wealth management training. Upon graduation from the Academy, you will move into a role within our Schwab Wealth Advisory (SWA) Centralized Service Team. In this role, you will be an ambassador of Schwab helping to educate and solve problems by taking inbound calls from retail clients (individual investors) enrolled in this wealth management offer. **Throughout the Academy you will** **:** + Study and pass FINRA SIE, Series 7 and 66 licenses + Learn from our numerous mentors, coaches and leaders that aim to develop you and your career + Develop consultative skills through a needs-based process to provide helpful and relevant solutions to clients + Create business development opportunities through outbound or inbound calls, in-branch client events, and by identifying and championing client goals + Take inbound service/trading interactions (phone, chat, email), serving clients with passion and integrity + Develop the unique skill of providing world-class service to clients while building market expertise in preparation for building individual client relationships + Complete classroom, self-study, and web-based learning and development programs + Be greeted with the collaborative and supportive nature that comes from working in a corporate center environment + Be rewarded with the trust and rapport you establish with our clients **Investing in Yourself** + Comprehensive training program that includes a mix of instructor taught, web-based, and on the job learning. + Learn from a variety of team managers, your career mentor, leaders, and coaches that are focused on you and your destination career in financial planning and advice. + Promotion into a role in wealth management, as part of the SWA Service Team upon your successful completion of our Academy. **What You Are Good At** + Career aspirations to work in a financial planning & advice capacity + Drive to perform in a face-to-face or virtual sales environment + Commitment to see things through the clients' eyes + Ability to build relationships with clients and explain complicated subjects + Ability to adapt and implement changes as market and business conditions evolve **What you have** + Completed bachelor's degree in any discipline from an accredited college or university + Completed or enrolled in CFP Board-approved coursework + Ability to travel occasionally during the program (less than 10% of the year) \#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 CO Salary Range: USD $21.59 - $41.25 / Hour 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 locations.** Schwab Asset Management (SAM) is the asset management arm of the Charles Schwab Corporation. SAM delivers a wide variety of products including mutual funds, exchange-traded funds (ETFs), money market funds, collective investment trusts (CITs), and Separately Managed Accounts (SMAs). The overall SAM team embodies our firm's commitment to providing client-centric solutions that help Schwab clients achieve their financial goals. It is the goal of the SAM Fund Services team to actively contribute to the success of our proprietary mutual funds and ETFs, and bank collective trust funds. The Manager position within Fund Services will play an important role in the day-to-day oversight of custody operations. The Manager will also be an integral part of the broader organization by not only ensuring accuracy of work, but also through open communication and collaboration within a dynamic team. This will be an individual contributor role and will report to a Senior Manager People Leader on the team. Primary responsibilities of the Manager, Fund Services include, but are not limited to: + Preparation, review, and coordination with global custodians and internal partners on the execution of varying global market documentation, including but not limited to the following: + Subcustodian account opening documentation for 40 Act mutual funds and ETFs in various markets + Submission and maintenance of global tax forms and proxy voting Power of Attorney documentation + Daily review of global market updates and timely dissemination of information to Portfolio Managers, Traders, Middle Office, Fund Accounting, Tax, and Valuation teams. Ability to analyze applicability of information to our funds and clarify with custodians questions as they arise + Follow up on cash and share reconciliation exceptions, failed trade settlement, and outstanding corporate actions + Facilitate various aspects of the onboarding and maintenance of third-party Repurchase agreements, including contract negotiations, annual counterparty reviews, weekly and monthly meetings. + Substantial security ownership monitoring and reporting for the Schwab funds, ETFs, and SMAs + Fund liquidity, TMPG and ETF collateral oversight + Proxy voting oversight and related regulatory filing requirements **What you have** Required Qualifications: + Bachelor's degree required (Degree in Business, Finance, or Economics highly preferred) + Minimum 3 years of experience within the Financial Services industry, particularly in the Mutual Fund/ETF space Preferred Qualifications: + Experience with global market account applications/documentation for 40 Act mutual funds + Strong organizational skills with the ability to balance competing priorities in adherence to strict timeframes and deadlines + Demonstrated problem solving skills + Proven verbal communication and presentation skills and ability to interact with all levels in the SAM Fund Administration teams and with other external/internal partners + Strong attention to details + Drive and skillset to identify areas of opportunity and implement effective change and automation + Ability to work independently and with a team on executing risk and control oversight of internal and vendor processes, while ensuring deadlines are met, data is accurate, and the end-product adds value + Willingness to think outside the box and challenge assumptions in the spirit of creating efficiencies 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 CO Salary Range: USD $66,900.00 - $110,000.00 / Year 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. The Director, Corporate Financial Planning & Analysis serves as a strategic finance leader tasked with managing the firm's planning, forecasting, performance management, and capital stress testing FP&A functions. This role will support senior leadership, including the CEO, CFO, and Head of Investor Relations. In addition, the position partners closely with business leaders from Treasury, Risk functions, Enterprise Finance, to ensure financial strategies are aligned with the organization's growth objectives, capital and liquidity requirements, and evolving regulatory standards. The Director of Corporate FP&A is responsible for translating complex data into actionable insights, facilitating informed strategic decisions and supporting sustainable growth. Reporting to the MD, Corporate FP&A, this role will lead Revenue Planning and Capital Stress Testing FP&A. Key Outcomes: * Strategic Planning & Forecasting - Direct the annual budgeting, multi-year planning, and rolling forecast cycles, integrating macroeconomic factors, interest rate trends, and regulatory capital mandates. * Performance Management - Provide timely, accurate, and comprehensive reporting on business performance, KPIs, and variance analysis; offer recommendations to enhance profitability and operational efficiency. * Capital & Regulatory Integration - Work closely with Treasury and Risk teams to incorporate capital adequacy, liquidity planning, and regulatory stress testing into the overall financial planning framework. * Team Leadership - Lead and develop a high-performing FP&A team, fostering a culture of analytical rigor, commercial insight, and effective collaboration. * Operational Excellence in FP&A - Advance planning processes and tools through modernization and automation, enhancing speed and accuracy. Promote continuous improvement in reporting, analytics, and delivery of insights. What you have Required: * Minimum 10 years' experience in financial planning & analysis, corporate finance, or related Finance disciplines. * 5+ years' experience with direct people leadership. * Expertise in forecasting, budgeting, and financial modeling, demonstrating the capacity to generate accurate and insightful forward-looking analyses. * Experience integrating financial plans with enterprise strategy, balancing growth objectives with profitability and capital efficiency. * Proven ability to cultivate talent, enhance analytical and storytelling capabilities, and build a collaborative team environment. * Demonstrated influence across functions, partnering effectively with Treasury, Risk, Controllers, Investor Relations, and senior leadership. * Bachelor's degree in finance, economics, or accounting. Preferred: * MBA, master's degree, CPA, and/or CFA credentials.