Financial Regulatory Communication, Sr Specialist
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 Enterprise Communications of Regulatory Experiences (ENCORE) team supports the management and delivery of Forms and Automated Communications. The group supportsa large portion ofSchwab’s business enterprises and works with a wide range of internal stakeholders including technology, operations, and strategy.
As a Senior Specialist within the Encore group, you will:
- Facilitate the intake, prioritization & quarterly socialization of requests.
- Maintain and refine the opportunity backlog to hand-off to product owner and scrum teams for PI Planning, aligning with capacity planning.
- Conduct comprehensive impact assessments to analyze changes, timelines, strategy and value.
- Enhance the governance model by identifyingopportunities to refine process, focusing on efficiency, value and decision-making.
- Coordinate meetings/calls with business partners and summarize takeaways.
- Participate in strategic planning discussions with technical, business, and operational stakeholders.
- Collaborate & build relationships with cross-functional teams including Schwab’s business enterprises, technology, operations, and strategy.
- Provide continuous transparency and enforce Encoreprocess & procedures.
- Ability to remove blockersand escalate to leadership when neededto ensure deadlines are met.
- Define metrics and reporting to provide to leadership on an on-going basis to drive strategic alignment and decisions.
- Integrate risk management principles into everyday decision-making and facilitate annual attestation of content owners.
What you have
Required Qualifications:
- 3-5 years of relevant work experience, including background in product management and financial services.
- Effective relationship builder with the ability to partner cross-functionally and work effectively with various levels of the organization.
Preferred Qualifications:
- Demonstrates excellent organization and time management skills.
- Highly motivated and results driven.
- Strong analytical and problem-solving skills with the ability to identify opportunities and execute to meet strategic objectives.
- Excellen written and verbal communication skills, including being able to synthesize data, develop recommendations, and influence and persuade partners.
- Comfort with ambiguity and an ability to learn quickly and thrive in a complex, dynamic environment.
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
Required Qualifications:
- 3-5 years of relevant work experience, including background in product management and financial services.
- Effective relationship builder with the ability to partner cross-functionally and work effectively with various levels of the organization.
Preferred Qualifications:
- Demonstrates excellent organization and time management skills.
- Highly motivated and results driven.
- Strong analytical and problem-solving skills with the ability to identify opportunities and execute to meet strategic objectives.
- Excellen written and verbal communication skills, including being able to synthesize data, develop recommendations, and influence and persuade partners.
- Comfort with ambiguity and an ability to learn quickly and thrive in a complex, dynamic environment.
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.