Financial Writer
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 onsite in one the specified locations.
Schwab Asset Management (SAM), with more than $1 trillion in assets under management, is one of the industry’s largest providers of mutual funds, ETFs, and separately managed accounts. As a part of Client Communications and Product Services & Solutions (CCPSS), the Content Solutions Team is responsible for developing content and managing consistent editorial style and voice in communications related to SAM products and services, including sales requests and board and committee materials. Our audience consists of existing and potential institutional and retail investors, financial advisers, and board members.
The Sr. Manager, Financial Writer, is responsible for editing and writing for a variety of purposes, emphasizing strict editorial brand standards. In addition to working with members of the high-performing CCPSS Team, the Financial Writer will work with the broader SAM team, such as Product and Innovation business partners, subject matters experts, senior leaders, and legal and compliance personnel, to deliver accurate and polished content to our most important audiences.
Responsibilities include, but are not limited to:
- Meticulous copy editing across platforms, including select board materials, committee materials, requests for proposal, financial product narratives, and educational and reporting pieces. This includes detailed proofreading for voice, messaging, grammar, spelling, format, structure, and punctuation.
- Employing strong project management skills to routinely collaborate with and coordinate multiple business partners and subject matter experts.
- Developing an understanding of Schwab Asset Management products, audiences, business goals and objectives.
- Writing copy on occasion, but typically edit others’ work, and guiding content developers with feedback and recommendations to refine copy and optimize quality.
- Developing, implementing, and managing timelines and requirements for a project or group.
- Assisting with maintenance and application of editorial style guide.
- Collaborating with other members of the Content Solutions Team to drive innovation that embraces technology and revolutionizes processes.
What you have
Required Qualifications
- Bachelor’s degree in journalism, communication, English, marketing, or related field
- 7+ years’ experience copy editing / writing in financial services or another regulated industry
- Financial services experience, preferably within asset management
Preferred Qualifications
- Excellent writing and editing skills, a passion for consistency in content, and exceptional attention to detail
- Ability to deliver feedback and recommendations in a clear, professional, and credible manner
- Confidently communicating with individual partners, groups, and senior leaders
- Coordinating multiple projects / personnel simultaneously
- Operating in a deadline-driven, regularly fast-paced 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, 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
Required Qualifications
- Bachelor’s degree in journalism, communication, English, marketing, or related field
- 7+ years’ experience copy editing / writing in financial services or another regulated industry
- Financial services experience, preferably within asset management
Preferred Qualifications
- Excellent writing and editing skills, a passion for consistency in content, and exceptional attention to detail
- Ability to deliver feedback and recommendations in a clear, professional, and credible manner
- Confidently communicating with individual partners, groups, and senior leaders
- Coordinating multiple projects / personnel simultaneously
- Operating in a deadline-driven, regularly fast-paced 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.