Senior Manager, Finance
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.
The Investor Services Finance team provides financial analysis and business decision support for Schwab Retail Investor Services enterprise. The team’s objectives are to help business partners drive operational leverage and maximize profitability through rigorous analysis to support strategic decision making and planning, understand business trends, and communicate performance.
This position will play a significant role in providing strategic financial support and analytical insights for our expanding Retail Digital Assets organization. This role offers high visibility across the Firm to influence business decision-making and help shape our company’s digital asset roadmap.
What you have
5-7 years of experience in Finance, demonstrating progression into increasingly complex roles
Bachelor’s degree in finance, economics, or related field
Advanced skills in Excel, PowerPoint, and financial modeling
Excellent written and verbal communications and partnering skills. Demonstrated success in working with senior leaders and business partners
Strong attention to detail and accuracy with proven ability to identify and solve issues/challenges
Proactive self-starter and team player who can work independently in a challenging and fast-paced, time-sensitive environment
Demonstrate sound business judgement, strategic thinking, and ability to deal with ambiguity
Experience with ERP software or similar tools such as IBM Planning Analytic, Power BI, etc. SQL a plus.
MBA or equivalent graduate degree preferred
What you'll do:
5-7 years of experience in Finance, demonstrating progression into increasingly complex roles
Bachelor’s degree in finance, economics, or related field
Advanced skills in Excel, PowerPoint, and financial modeling
Excellent written and verbal communications and partnering skills. Demonstrated success in working with senior leaders and business partners
Strong attention to detail and accuracy with proven ability to identify and solve issues/challenges
Proactive self-starter and team player who can work independently in a challenging and fast-paced, time-sensitive environment
Demonstrate sound business judgement, strategic thinking, and ability to deal with ambiguity
Experience with ERP software or similar tools such as IBM Planning Analytic, Power BI, etc. SQL a plus.
MBA or equivalent graduate degree preferred
In addition to the salary range, this position 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
5-7 years of experience in Finance, demonstrating progression into increasingly complex roles
Bachelor’s degree in finance, economics, or related field
Advanced skills in Excel, PowerPoint, and financial modeling
Excellent written and verbal communications and partnering skills. Demonstrated success in working with senior leaders and business partners
Strong attention to detail and accuracy with proven ability to identify and solve issues/challenges
Proactive self-starter and team player who can work independently in a challenging and fast-paced, time-sensitive environment
Demonstrate sound business judgement, strategic thinking, and ability to deal with ambiguity
Experience with ERP software or similar tools such as IBM Planning Analytic, Power BI, etc. SQL a plus.
MBA or equivalent graduate degree preferred
What you'll do:
5-7 years of experience in Finance, demonstrating progression into increasingly complex roles
Bachelor’s degree in finance, economics, or related field
Advanced skills in Excel, PowerPoint, and financial modeling
Excellent written and verbal communications and partnering skills. Demonstrated success in working with senior leaders and business partners
Strong attention to detail and accuracy with proven ability to identify and solve issues/challenges
Proactive self-starter and team player who can work independently in a challenging and fast-paced, time-sensitive environment
Demonstrate sound business judgement, strategic thinking, and ability to deal with ambiguity
Experience with ERP software or similar tools such as IBM Planning Analytic, Power BI, etc. SQL a plus.
MBA or equivalent graduate degree preferred
In addition to the salary range, this position 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.