Director, Investment Stewardship
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 industry together.
Charles Schwab Investment Management (CSIM) is the asset management arm of Schwab Asset Management (SAM). SAM is a part of the broader Schwab Asset Management Solutions organization (SAMS), a collection of business units of The Charles Schwab Corporation aligned by a common function—asset management-related services—under common leadership.
As 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 experiences to investors and the financial professionals who serve them.
The Investment Stewardship team is a member of the Product Management and Innovation Group. This Group is responsible for product strategy, product development and management, and client experience for the Schwab ETFs™, Schwab Funds®, and separate account strategies managed by SAM and the Charles Schwab Trust Bank Collective Investment Trusts (CITs).
The Investment Stewardship Team (Team) is committed to ensuring our proxy ballots are voted in the best interests of our shareholders. We accomplish this through in-depth research into corporate governance topics, the development of thoughtful and practical proxy voting policies, and oversight of CSIM’s proxy advisors. The Team also engages with portfolio companies and activist shareholders to gain perspectives that inform our case-by-case analysis, voting decisions and policy development. We also use our engagements with companies to encourage improved corporate governance practices and grow long-term value for shareholders. The Director will be focused on supporting CSIM’s proxy voting activities, including voting proxies, making annual updates to voting policies, and oversight of our proxy voting process and proxy advisors, as well as executing the firm’s strategic engagement program. Responsibilities will also include reporting on the Team’s activities for internal and external purposes.
What you have
- Knowledge of current investment stewardship industry issues through 5+ years of experience in proxy policy roles at a proxy advisor, investment firm or other proxy-related firm
- Familiarity with principal proxy advisors and proxy voting issues, as well as industry-leading investors’ voting policies
- Bachelor’s degree required. Advanced degree in Business, Finance, Economics or Law preferred
- Superior writing and presentation skills to support oral and written communication with senior management and external content
- Strong research and analytical skills
- Excellent organizational skills and attention to detail; ability to meet deadlines and respond to requests in a timely manner
- Strong interpersonal skills and ability to work both independently and as part of a team to support CSIM’s investment stewardship activities
- Highly motivated self-starter with the ability to collaborate with various internal teams and represent Schwab externally
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
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
What you are good at
What you have
- Knowledge of current investment stewardship industry issues through 5+ years of experience in proxy policy roles at a proxy advisor, investment firm or other proxy-related firm
- Familiarity with principal proxy advisors and proxy voting issues, as well as industry-leading investors’ voting policies
- Bachelor’s degree required. Advanced degree in Business, Finance, Economics or Law preferred
- Superior writing and presentation skills to support oral and written communication with senior management and external content
- Strong research and analytical skills
- Excellent organizational skills and attention to detail; ability to meet deadlines and respond to requests in a timely manner
- Strong interpersonal skills and ability to work both independently and as part of a team to support CSIM’s investment stewardship activities
- Highly motivated self-starter with the ability to collaborate with various internal teams and represent Schwab externally
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
Why Schwab?
At Schwab, “Own Your Tomorrow” embodies everything we do! We are committed to helping our employees unleash their potential and achieve their dreams. Our employees get to play a central role in disrupting a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth. We’re a modern financial services firm that stands apart from the industry, where you can go as far as your ambition takes you.
Hear from employees: What’s it like to work at Schwab!
The benefits of working at Schwab : a package designed to empower your health, wealth, career and life. Schwab is committed to building a diverse and inclusive workplace where everyone feels valued.
As an equal employment opportunity employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. (Please click here to see policy.)
Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace. We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.