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
Westlake, Texas, United States · On-site
$26/hr–$40/hr
Your Opportunity At Schwab, you’re empowered to make an impact—on your career, your clients, and the quality of service we deliver every day. As part of our specialized Estate Services team, you’ll guide trustees, execut…
Skills: Active Listening, Emotional Intelligence, Risk Mitigation, Critical Thinking, De-escalation
Westlake, Texas, United States · On-site
$60k–$80k/yr
Your Opportunity In addition to the salary range, this role is eligible for bonus and language incentive opportunities. At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creativ…
Skills: Equities Trading, Derivatives Trading, Options Trading, Futures Trading, Client Service
Westlake, Texas, United States · On-site
$92k–$204k/yr
Your Opportunity DAFgiving360™ is an independent nonprofit organization created to increase charitable giving in the U.S. We offer a donor-advised fund program and related philanthropic tools and guidance that empower do…
Skills: Business Process Mapping, Value Stream Mapping, Service Blueprinting, Project Management, Change Management
Westlake, Texas, United States · Hybrid
Job Description: Planning and Advice Associate As a Planning and Advice Associate, you serve as a trusted partner for our workplace and personal investment customers. You will engage in inbound and outbound conversations…
Skills: Client Relationship Management, Consultative Sales, Customer Engagement, Financial Services Knowledge, Retirement Planning
Quinte West, Ontario, Canada · Hybrid
$22/hr–$27/hr
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: Fraud Investigation, Customer Service, Pattern Detection, Critical Thinking, Data Analysis
Westlake, Texas, United States · Hybrid
Job Description: Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, this role is required to be onsite for one week (M-F, all 5 days) out of every …
Skills: Customer Service, Effective Communication, Active Listening, Professionalism, Empathy
Westlake, Texas, United States · Hybrid
Job Description: Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, this role is required to be onsite for one week (M-F, all 5 days) out of every …
Skills: Customer Service, Effective Communication, Listening Skills, Professionalism, Empathy
Westlake, Texas, United States · On-site
Job Description: Note: Fidelity will not provide immigration sponsorship for this role. The Role As a BPM Developer, you will play a hands-on technical role focused on automating, digitizing, and transforming operational…
Skills: JavaScript, Java, REST APIs, Camunda BPM, AWS
Westlake, Texas, United States · On-site
$28/hr–$35/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. B…
Skills: Customer Service, Communication Skills, Problem Solving, Empathy, Attention To Detail
Westlake, Texas, United States · Hybrid
Job Description: Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, this role is required to be onsite for one week (all 5 days) out of every four …
Skills: Customer Service, Financial Services, Problem Solving, Analytical Skills, Communication
Westlake, Texas, United States · Hybrid
$93k–$136k/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: Consultative Selling, Analytical Skills, Problem Solving, Relationship Management, Public Speaking
Quinte West, Ontario, Canada · Hybrid
$106k–$160k/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: Risk Management, Financial Services, Crypto Operations, Risk and Control Self-Assessments, Key Risk Indicators
Westlake, Texas, United States · On-site
$95k–$110k/yr
Your Opportunity The Internal Audit Department (IAD) of The Charles Schwab Corporation provides independent and objective assessments to figure out whether all significant risks are identified and appropriately reported …
Skills: Internal Audit, Model Risk Management, Quantitative Analysis, Statistics, Predictive Modeling
Westlake, Texas, United States · On-site
Job Description: Note: Fidelity will not provide immigration sponsorship for this position. The Role As an Engineering Manager within Workplace Investing Technology, you will define and execute the technical strategy for…
Skills: BPM, Workflow Automation, Object-Oriented Design, REST APIs, Distributed Systems
Westlake, Texas, United States · Hybrid
$94k–$144k/yr
Your Opportunity *In addition to a base salary (range posted), this role is also eligible for bonus or incentive opportunities* We believe in the importance of in-office collaboration and fully intend for the selected ca…
Skills: Leadership, Coaching, Performance Management, Financial Services, Sales Management
Westlake, Texas, United States · Hybrid
$19/hr–$24/hr
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: Cashiering Procedures, ACH Processing, Wire Transfers, Financial Market Knowledge, Data Entry
San Francisco, California, United States · On-site
$45/hr–$52/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. We …
Skills: Financial Planning, Business Analysis, Financial Reporting, Forecasting, Expense Management
Westlake, Texas, United States · On-site
Job Description: Principal Systems Analyst Note: Fidelity will not provide immigration sponsorship for this position. The Role The Principal Systems Analyst serves as a strategic liaison across business, product, and eng…
Skills: Systems Analysis, Business Analysis, Software Development Practices, Jira, Confluence
Westlake, Texas, United States · On-site
Job Description: Position Description: Note: Fidelity will not provide immigration sponsorship for this position. Designs, develops, and maintains high-quality, secure, and scalable microservice components for software a…
Skills: Angular, Java, Spring MVC, AWS, TypeScript
San Francisco, California, United States • On-site
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Lead the preparation and submission of CCAR and FR Y-14A regulatory filings while overseeing data governance frameworks. Develop automated data pipelines and quality controls to improve the scalability and accuracy of treasury reporting.
Requires a bachelor's degree and 5+ years of experience in data management, regulatory reporting, or financial analytics. Proficiency in SQL, Python, and knowledge of CCAR reporting frameworks are essential.
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 Manager, Treasury Regulatory Reporting & Automation is part of Schwab's Treasury organization and plays a critical role in supporting Capital Stress Testing (CST) and regulatory reporting requirements. The team is responsible for the preparation and submission of Comprehensive Capital Analysis and Review (CCAR) regulatory filings, including FR Y-14A reporting, while advancing the firm's data and automation capabilities.
In this role, you will help design, enhance, and oversee end-to-end regulatory reporting processes, data governance frameworks, and automation solutions that support accurate, timely, and scalable regulatory submissions. You will partner closely with Treasury, Technology, Data Management, and Risk teams to drive data quality, strengthen controls, and deliver meaningful analytics that support key business and regulatory objectives.
To ensure that we have fulfilled our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.
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 59 listings with disclosed salaries, most finance & accounting jobs in Westlake, TX pay between $69k–$200k per year. Individual offers vary with seniority, company size, and specialization.
There are currently 150 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 — 30 of the 150 open finance & accounting positions offer remote or hybrid work (0 remote, 30 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.
