Lone Tree, Colorado, United States · On-site
$115k–$130k/yr
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 …
Skills: Financial reporting, Regulatory reporting, Data analytics, SQL, Alteryx
Austin, Texas, United States · On-site
$115k–$140k/yr
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 …
Skills: User Experience Design, Digital Design System, Atomic Design, Figma, React
Los Angeles, California, United States · On-site
Your Opportunity *In addition to a base salary (posted), this role is also eligible for sales incentive opportunities* At Schwab, you’ll be part of a company driven by purpose—to champion every client’s goals with passio…
Skills: Business development, Outbound prospecting, UHNW client advisory, Relationship management, Estate planning
Wilmington, Delaware, United States · On-site
$85k–$145k/yr
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. W…
Skills: Trust administration, Relationship management, Compliance, Regulatory knowledge, Client service
Phoenix, Arizona, United States · On-site
$74k–$125k/yr
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. W…
Skills: Financial planning, Wealth management, Relationship building, Investment planning, Insurance planning
San Francisco, California, United States · On-site
$106k–$215k/yr
Your Opportunity At Charles 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 tog…
Skills: Technical Project Management, Crypto Custody, Blockchain Integration, Tokenization, AI-DLC
Phoenix, Arizona, United States · Remote OK
$59k–$67k/yr
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. S…
Skills: Financial services, Client relationship management, Problem-solving, Active listening, Communication
Phoenix, Arizona, United States · Hybrid
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. B…
Skills: Customer service, Client relationship management, Active listening, Problem-solving, Communication
Austin, Texas, United States · On-site
$48/hr–$54/hr
Your Opportunity 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 indus…
Skills: Java, J2EE, Spring Boot, SQL Server, JSON
Southlake, Texas, United States · On-site
$142k–$155k/yr
Your Opportunity 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 indus…
Skills: Data Engineering, Data Warehousing, ETL Development, Google Cloud Platform, BigQuery
Austin, Texas, United States · On-site
$140k–$170k/yr
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 …
Skills: Informatica PowerCenter, Informatica Intelligent Cloud Services, Google Cloud Platform, BigQuery, SQL
Creve Coeur, Missouri, United States · Remote OK
$150k–$225k/yr
Your Opportunity *In addition to a base salary range posted, this role is also eligible for bonus or incentive opportunities* This position allows for 100% remote work and selected candidate will need to currently be liv…
Skills: Business Development, Relationship Management, Wealth Management, Financial Planning, Investment Planning
San Diego, California, United States · On-site
$40/hr–$72/hr
Your Opportunity At Schwab, you’ll make an impact on your career while helping clients take ownership of their financial futures. In a collaborative, inclusive environment, you’ll build meaningful relationships, grow you…
Skills: Client relationship management, Leadership, Operational accuracy, Workflow efficiency, Regulatory compliance
San Francisco, California, United States · On-site
$95k–$145k/yr
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. Cha…
Skills: Strategic planning, Management consulting, Quantitative analysis, Qualitative analysis, Financial services
Alexandria, Virginia, United States · On-site
$68k–$98k/yr
Your Opportunity At Schwab, you’ll make an impact on your career while helping clients take ownership of their financial futures. In a collaborative, inclusive environment, you’ll build meaningful relationships, grow you…
Skills: Financial consulting, Relationship management, Active listening, Client outreach, Sales
San Francisco, California, United States · Hybrid
$90k–$160k/yr
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. P…
Skills: Alternative investment analysis, Credit underwriting, Risk management, Wealth management, Private banking
Tysons, Virginia, United States · On-site
$68k–$98k/yr
Your Opportunity Our branch network is part of the broader Investor Services organization and is primarily responsible for providing advice and counsel to individuals and families with their financial needs, including re…
Skills: Retirement planning, Educational planning, Investment management, Estate planning, Active investing
Austin, Texas, United States · On-site
$130k–$175k/yr
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 …
Skills: Site Reliability Engineering, Automation, Linux, Windows Server, Cloud Computing
Bonita Springs, Florida, United States · On-site
$27/hr–$39/hr
Your Opportunity At Schwab, you’ll make an impact on your career while helping clients take ownership of their financial futures. In a collaborative, inclusive environment, you’ll build meaningful relationships, grow you…
Skills: Financial consulting, Client relationship management, Active listening, Sales, Business development
Orlando, Florida, United States · On-site
$120k–$160k/yr
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. R…
Skills: Risk Management, Supervision, Regulatory Compliance, Internal Audit, Control Self-Assessment
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The manager will oversee financial and regulatory reporting processes, ensuring accuracy and compliance for the company and its subsidiaries. They will also lead change management initiatives, automate reporting workflows, and utilize data analytics to improve data quality and operational efficiency.
Candidates must hold a bachelor's degree or higher in a relevant field and possess significant experience in banking or financial services. Proficiency in SQL, Alteryx, Tableau, and Microsoft Office is required, along with strong analytical, communication, and problem-solving skills.
At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).
The Regulatory Reporting team, part of Schwab’s Corporate Controller organization, is responsible for delivering accurate and timely financial, regulatory, risk, and performance reporting for the consolidated company and its subsidiaries. As Manager, Financial and Regulatory Reporting, you will help strengthen the data, processes, and controls that support reports provided to federal regulators and the investing public.
In this role, you will own the team’s change management process, partner with technology and business teams to automate reporting workflows, and use data analytics to identify trends, investigate anomalies, and improve data quality. You will evaluate complex reporting processes, make informed decisions about control and efficiency improvements, and help integrate new products into established reporting frameworks.
Your ability to solve problems, adapt to evolving requirements, and build collaborative relationships across product, technology, risk, accounting, and other business areas will be critical to success. Through this work, you will improve reporting accuracy, strengthen data governance, and help create scalable solutions that support Schwab’s regulatory obligations and long-term growth.
In addition to the salary range, this role is eligible for bonus or incentive opportunities.
Charles Schwab is a different kind of investment services firm – one that strives to disrupt the status quo of the traditional Wall Street approach on behalf of our clients. We believe today, as we did on Day 1, that when you find ways to improve the investing experience for your clients, then business results will follow. Follow our company culture at #SchwabLife and see how we give back at #Schwab4Good. Support hours: 7 a.m.–7 p.m. CT or 24/7 at schwab.com/contact-us. Social Media Disclosures: https://www.aboutschwab.com/social-media (#0424-TM8W)
Offices: 3000 Schwab Way, Westlake, Texas 76262, US · 211 Main St, San Francisco, CA 94105, US · 9899 Schwab Way, Lone Tree, CO 80124, US · 2423 E Lincoln Dr, Phoenix, Arizona 85016, US · 200 S 108th Ave, Omaha, Nebraska 68154, US
Charles Schwab is a different kind of investment services firm – one that strives to disrupt the status quo of the traditional Wall Street approach on behalf of our clients. We believe today, as we did on Day 1, that when you find ways to improve the investing experience for your clients, then business results will follow. Follow our company culture at #SchwabLife and see how we give back at #Schwab4Good. Support hours: 7 a.m.–7 p.m. CT or 24/7 at schwab.com/contact-us. Social Media Disclosures: https://www.aboutschwab.com/social-media (#0424-TM8W)
Offices: 3000 Schwab Way, Westlake, Texas 76262, US · 211 Main St, San Francisco, CA 94105, US · 9899 Schwab Way, Lone Tree, CO 80124, US · 2423 E Lincoln Dr, Phoenix, Arizona 85016, US · 200 S 108th Ave, Omaha, Nebraska 68154, US
