Senior Specialist, Workplace Services Business Unit Risk
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.
Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.
Workplace Services Business Unit Risk serves as a first line risk management team that supports the overall operations of Retirement Plan Services (RPS), Stock Plan Services (SPS), Designated Brokerage Services (DBS), and Retirement Business Services (RBS) from a control and governance perspective. We provide partners assistance with mitigating risk, minimizing errors, promoting operational efficiencies and complying with policies and procedures.
What you’ll do:
The Workplace Business Unit Risk Senior Specialist will be responsible for owning and supporting oversight and control type functions to assist in identifying, assessing, reporting, and monitoring both existing and emerging risks. This is an individual contributor role.
Responsibilities include but are not limited to:
- Own and support day to day oversight and control functions, such as, daily review of external communications, risk documentation, loss reconciliation and metric reporting.
- Provide consultation and support to the business as needed, and proactively drive the culture of risk management
- Identify areas of process and control weakness, make recommendations, and drive implementation.
- Participate in projects to enhance processes and strengthen the risk management environment within the business
- Participate in, and/or lead other centralized projects or initiatives, as required.
What you have
To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.
Required Qualifications:
- Bachelor’s degree or equivalent experience
- Experience in a risk management role or strong transferable skillset and experience
- Ability to work independently or under general direction and proactively participate in determining objectives or action plans
- Ability to complete tasks within an established deadline while providing consistent updates to manager
- Effective critical thinking, analytical and problem-solving skills; strong attention to detail while keeping a holistic approach
- Excellent time management and organizational skills, with the appropriate sense of urgency and a proactive approach
- Solid business acumen, flexibility, and judgment to evaluate issues/problems of high complexity and make sound decisions
- Experience communicating effectively to business partners and leadership.
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
To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.
Required Qualifications:
- Bachelor’s degree or equivalent experience
- Experience in a risk management role or strong transferable skillset and experience
- Ability to work independently or under general direction and proactively participate in determining objectives or action plans
- Ability to complete tasks within an established deadline while providing consistent updates to manager
- Effective critical thinking, analytical and problem-solving skills; strong attention to detail while keeping a holistic approach
- Excellent time management and organizational skills, with the appropriate sense of urgency and a proactive approach
- Solid business acumen, flexibility, and judgment to evaluate issues/problems of high complexity and make sound decisions
- Experience communicating effectively to business partners and leadership.
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.