Sr Specialist, Trading & Trade Support
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).
The Trade Operations team provides control and oversight for daily trade processing and settlement supporting Schwab mutual fund and exchange traded fund (ETF) products. In this role, you’ll help ensure trades and related cash movements are confirmed, transmitted, and settled accurately and on time—protecting the integrity of the investment process and enabling portfolio managers and traders to stay focused on delivering outcomes for clients. You’ll investigate and resolve breaks in trades, cash, and positions by applying sound judgment, structured problem-solving, and effective decision-making in a fast-paced operational environment.
You’ll collaborate closely with internal partners and external vendors (brokers, custodians, prime brokers, and fund accountants), using clear communication and relationship-building to influence timely resolution and improve end-to-end workflow. You’ll also monitor vendor metrics and broker performance, identify opportunities to streamline processes, support operational projects, and contribute to team strength through mentoring, coaching, and leadership coverage when needed. This role follows a flexible 8-hour schedule within 7:00am–5:00pm CST.
What you have
Required Qualifications
- Bachelor’s degree
- Familiarity with the trade lifecycle and settlement processes for equity and/or fixed income instruments
- Ability to identify, investigate, and resolve issues in trades, cash, or positions through structured problem-solving and sound decision-making
- Strong attention to detail and commitment to data integrity across operational processes and systems
- Strong communication skills with the ability to build collaborative relationships across internal teams and external partners
- Ability to work independently with minimal day-to-day instruction and adapt to changing priorities while maintaining accuracy and timeliness
- Ability to work a flexible 8-hour schedule between 7:00am–5:00pm CST
Preferred Qualifications
- 1+ years of experience in financial operations, trade support, middle office, custody, fund accounting, or broker/dealer operations
- Experience with trade confirmation, transmission, and settlement activities, including cash movement and wire processing
- Experience monitoring vendor metrics or broker performance and driving workflow efficiencies or process improvements
- Experience mentoring or coaching teammates and supporting team leadership responsibilities when needed
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
- Familiarity with the trade lifecycle and settlement processes for equity and/or fixed income instruments
- Ability to identify, investigate, and resolve issues in trades, cash, or positions through structured problem-solving and sound decision-making
- Strong attention to detail and commitment to data integrity across operational processes and systems
- Strong communication skills with the ability to build collaborative relationships across internal teams and external partners
- Ability to work independently with minimal day-to-day instruction and adapt to changing priorities while maintaining accuracy and timeliness
- Ability to work a flexible 8-hour schedule between 7:00am–5:00pm CST
Preferred Qualifications
- 1+ years of experience in financial operations, trade support, middle office, custody, fund accounting, or broker/dealer operations
- Experience with trade confirmation, transmission, and settlement activities, including cash movement and wire processing
- Experience monitoring vendor metrics or broker performance and driving workflow efficiencies or process improvements
- Experience mentoring or coaching teammates and supporting team leadership responsibilities when needed
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.