Sr. Specialist, Operational Risk Management
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 locations.
Schwab Asset Management (SAM) is the asset management arm of the Charles Schwab Corporation. SAM delivers a wide variety of products including mutual funds, exchange-traded funds (ETFs), separately managed accounts (SMAs), and money market funds offered within and outside of Charles Schwab. SAM team members exhibit our firm’s commitment to providing client-centric solutions that help Schwab clients achieve their financial goals.
SAM Business Unit Risk performs several key first line risk functions supporting the business including cyber security, business continuity, risk metrics, and risk oversight. This junior level role will primarily be in support of our risk monitoring, cyber security and business continuity efforts including the following:
- Building foundational relationships with key stakeholders, cross-functional teams, and senior team members to support the execution of risk and monitoring activities critical to SAM.
- Be an advocate for the usage of artificial intelligence (AI) tools by integrating those tools into existing workflows, helping the team focus less on redundant and repetitive tasks and more on analysis, insight and improvement.
- Support all areas of Business Unit Risk were asked upon including in areas such as metric reporting, business records, and business continuity testing.
What you have
Required Qualifications
- Bachelor's degree required
- Experience in BI tools (e.g., Power BI, Tableau), Excel, and SQL.
- Strong desire to develop and learn new financial and technical concepts and skills
- Ability to solve complex problems with ambiguous or incomplete data
- Excellent interpersonal skills and understanding of client service and peer group interactions
- Microsoft Office proficiency
Preferred Qualifications
- Strong desire to develop and learn new financial and technical concepts and skills
- Ability to solve complex problems with ambiguous or incomplete data
- Excellent interpersonal skills and understanding of client service and peer group interactions
- Excellent attention to detail and the ability to work independently
- Outstanding interpersonal skills, including presentation and communication skills – both written and oral.
- Strong time management, organization, and prioritization skills; ability to complete multiple concurrent tasks within established deadlines with a high degree of accuracy and detail
- Demonstrated mindset of continuous learning and improvement.
- Investment Adviser and/or Investment Company experience
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 required
- Experience in BI tools (e.g., Power BI, Tableau), Excel, and SQL.
- Strong desire to develop and learn new financial and technical concepts and skills
- Ability to solve complex problems with ambiguous or incomplete data
- Excellent interpersonal skills and understanding of client service and peer group interactions
- Microsoft Office proficiency
Preferred Qualifications
- Strong desire to develop and learn new financial and technical concepts and skills
- Ability to solve complex problems with ambiguous or incomplete data
- Excellent interpersonal skills and understanding of client service and peer group interactions
- Excellent attention to detail and the ability to work independently
- Outstanding interpersonal skills, including presentation and communication skills – both written and oral.
- Strong time management, organization, and prioritization skills; ability to complete multiple concurrent tasks within established deadlines with a high degree of accuracy and detail
- Demonstrated mindset of continuous learning and improvement.
- Investment Adviser and/or Investment Company experience
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.