San Francisco, California, United States · On-site
$121k–$270k/yr
Your Opportunity Director, Business Excellence (PL)_Schwab Asset Management At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the…
Skills: Business Strategy, Strategic Planning, Cross-functional Leadership, Data Analysis, Project Management
Westlake, Texas, United States · On-site
Job Description: Are you interested in serving the needs of millions of customers by building the best-in-class digital experience that helps them in financial planning, investing, and retirement solutions? Our engineeri…
Skills: Angular, Node.js, TypeScript, JavaScript, CSS
San Francisco, California, United States · On-site
$106k–$235k/yr
Your Opportunity 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). At Schwab, you’re empowered to make an impa…
Skills: International Marketing Strategy, Audience Strategy, Integrated Marketing Planning, Stakeholder Management, Strategic Thinking
Westlake, Texas, 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, Active Listening, Empathetic Communication, Problem Solving, Consultative Approach
Westlake, Texas, United States · On-site
Job Description: Software Engineer – Digital Experience Are you interested in serving the needs of millions of customers by building the best-in-class digital experience that helps them in financial planning, investing, …
Skills: .Net, C#, WPF, XAML, JavaScript
Lone Tree, Colorado, United States · Hybrid
$92k–$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. A…
Skills: Equity Compensation Accounting, ASC 718, IFRS 2, Financial Reporting, Business Analysis
Lone Tree, Colorado, United States · On-site
$27/hr–$52/hr
Your Opportunity At Schwab, you’re empowered to make an impact on your career. Innovative thinking and client‑focused service come together as we challenge the status quo and help clients take charge of their financial f…
Skills: Client Experience Management, Annuity Product Expertise, Relationship Building, Collaboration, Task Management
Lone Tree, Colorado, United States · Hybrid
$112k–$157k/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. C…
Skills: Strategic Sourcing, Vendor Management, Contract Negotiation, Category Management, Risk Management
Westlake, Texas, United States · On-site
Job Description: Note: Fidelity is not providing immigration sponsorship for this position. The Role The FFIO Pricing & Billing Technology team is seeking an experienced Director, Software Engineering to accelerate suppo…
Skills: Java, Spring, Spring Boot, Camel, JMS
Westlake, Texas, United States · On-site
$83k–$106k/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: Sales Support, Client Service, Time Management, Process Management, Verbal Communication
Westlake, Texas, United States · Hybrid
$157k–$168k/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. J…
Skills: Python, AWS SDKs, Boto3, AWS Lambda, Step Functions
Westlake, Texas, United States · Hybrid
$113k–$168k/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. J…
Skills: Angular, ASP.NET Core, C#, TypeScript, RESTful APIs
Westlake, Texas, United States · On-site
$68k–$140k/yr
Your Opportunity While Schwab remains committed to supporting career growth for all employees, this organization is currently hiring in the following locations only: <Westlake and Lone Tree > on the Opps team. Employees …
Skills: People Leadership, Alternative Investment Operations, Operational Due Diligence, Change Leadership, Asset Management
Westlake, Texas, United States · Hybrid
$142k–$215k/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. J…
Skills: C#, Python, R, SQL, AWS
Westlake, Texas, United States · On-site
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: Business Development, Needs-Based Discovery, Client Relationship Management, Financial Product Positioning, Communication
Phoenix, Arizona, United States · Hybrid
$28/hr–$33/hr
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: Client Service, Trading, Analytical Skills, Communication, Risk Mitigation
Westlake, Texas, United States · Hybrid
$209k–$215k/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. J…
Skills: Kubernetes, Terraform, Cloud Infrastructure Design, CI/CD, GitOps
Westlake, Texas, United States · Hybrid
$120k–$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. P…
Skills: Regulatory Translation, Risk-Based Thinking, Model Literacy, Supervisory Design, Influence & Collaboration
Quinte West, Ontario, Canada · Hybrid
$133k–$200k/yr
Join us in building the future of finance. Our mission is to democratize finance for all. An estimated $124 trillion of assets will be inherited by younger generations in the next two decades. The largest transfer of wea…
Skills: AML Compliance, Sanctions Compliance, Crypto Compliance, Fraud Prevention, SQL
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. T…
Skills: Regulatory Reporting, CCAR, FR Y-14A, SQL, Python
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
Acts as a strategic advisor and execution partner to the Head of Business Excellence, translating executive vision into actionable plans. Leads critical business priorities, manages operational functions, and coordinates across a matrixed organization to drive strategic initiatives.
Requires a bachelor's degree and over 10 years of financial services experience, specifically within asset management. Candidates should have a proven track record in leading teams, conducting data-driven analysis, and implementing corporate strategy.
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 financial services industry together. Schwab Asset Management (SAM) is one of the industry’s largest and most experienced asset managers. We offer a focused lineup of competitively priced ETFs, mutual funds and separately managed account strategies designed to serve the central needs of most investors. By operating our business through clients’ eyes, and putting them at the center of our decisions, we aim to deliver exceptional experience to investors and the financial professionals who serve them.
Reporting to the Managing Director, Head of Business Excellence, the Director and his/her team will act as a strategic through leader, proxy, and project manager—translating the executive's vision into actionable execution, while removing roadblocks. This role serves as a strategic advisor and execution partner to the Head of Business Excellence, providing leverage across a broad portfolio of chief-of-staff, operational, and strategic initiatives. The successful candidate will help free executive capacity by independently leading critical business priorities, driving cross-functional execution, and ensuring continuity across key business operations. This role is envisioned for well-rounded candidates who possess a diverse skillset, including the ability to lead/manage, collaborate, problem solve, and apply analytics.
The role will be based in Westlake, TX (preferred); San Francisco, CA
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
Based on 57 listings with disclosed salaries, most finance & accounting jobs in Westlake, TX pay between $70k–$200k per year. Individual offers vary with seniority, company size, and specialization.
There are currently 148 open finance & accounting positions in Westlake, TX listed on Clera. New openings are added daily as companies post roles.
Companies currently hiring include Fidelity Investments, Charles Schwab, Robinhood, Solera Holdings, LLC., Coury Hospitality, among others. Browse the listings above to see every active employer.
Yes — 29 of the 148 open finance & accounting positions offer remote or hybrid work (0 remote, 29 hybrid).
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.
