Finance Manager- Wealth and Advice Solutions
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.
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). This role is expected to be in the office 4 days a week.
The Finance Manager opportunity is a vital member of the Wealth and Advice Solutions (WAS) Finance team. This high-profile position provides direct financial oversight and decision support for various operations within the broader WAS organization.
In addition, you will work across the Finance organization. With your analytics and financial knowledge, you'll liaise between the Finance team and the functional areas it supports. You will resolve issues related to forecasting, planning, resource prioritization and business profitability, ad hoc strategic analysis, and you will help create and translate analyses into easy-to-understand presentations. This will be a great opportunity to gain business knowledge, exposure within Schwab with potential for future career possibilities and be part of a great team.
Responsibilities include:
- Support Managed Investing.
- Build and maintain financial models to inform decision making related to forecasting, planning, resource prioritization, and business profitability.
- Facilitate ongoing forecasting and the annual budgeting process (revenue, expense, households, and net flows).
- Lead monthly close process around revenue, expense, net flows, and related metrics.
- Relationship / thought partnership with product Managers and Directors.
- Help drive business decisions or influence the future direction of the product.
- Perform other financial reporting, ad-hoc analysis, and project needs as required by the business
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:
- An undergraduate degree in Finance, Accounting or related field, or equivalent work experience.
- 3-5 years of related Corporate Financial Planning & Analysis or similar experience.
- Strong experience with data analytics and decision support.
- Experience sourcing data from database applications and working efficiently with large data sets (SQL and/or Python experience nice to have).
- Strong PC skills, including proficiency in Excel, Word, PowerPoint, and financial modeling.
Preferred Qualifications:
- Prior financial industry experience.
- Ability to build relationships and interact with many different audiences and levels of management.
- Demonstrated track record of managing several projects simultaneously.
- Ability to synthesize data and summarize findings into effective presentations.
- Ability to quickly analyze issues and present workable solutions that are in the best interest of our business partners.
- Ability to articulate views in a clear and concise manner.
- Highly motivated, engaged, self-starter.
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
What you are good at
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:
- An undergraduate degree in Finance, Accounting or related field, or equivalent work experience.
- 3-5 years of related Corporate Financial Planning & Analysis or similar experience.
- Strong experience with data analytics and decision support.
- Experience sourcing data from database applications and working efficiently with large data sets (SQL and/or Python experience nice to have).
- Strong PC skills, including proficiency in Excel, Word, PowerPoint, and financial modeling.
Preferred Qualifications:
- Prior financial industry experience.
- Ability to build relationships and interact with many different audiences and levels of management.
- Demonstrated track record of managing several projects simultaneously.
- Ability to synthesize data and summarize findings into effective presentations.
- Ability to quickly analyze issues and present workable solutions that are in the best interest of our business partners.
- Ability to articulate views in a clear and concise manner.
- Highly motivated, engaged, self-starter.
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.