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Within SIPSS, this role sits in Investment Offers & Solutions (IOS) and focuses on Schwab’s Alternative Investments and Structured Products offer.

Within this environment, the Senior Manager, Centralized Risk Supervisor plays a critical role in strengthening a proactive, risk-aware culture by overseeing supervisory activities tied to registered representative conduct and client-facing interactions.

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): Westlake, TX The Sr Manager, Credit Analysis will participate in complex credit underwriting and risk assessment for bank clients.

What you have Required Qualifications FINRA Series 7 and 63 licenses required Bilingual in Cantonese or Mandarin (need to be able to speak, read and write) Preferred Qualifications 1-3 years of experience in Client Service (Core or eServices), Financial Services and/or Brokerage Services with an emphasis in trading, engaging with clients in a proactive and consultative manner.

What you have Required Qualifications • 10+ years of fiduciary tax experience within a bank trust department, independent trust company, or similar environment JD, LLM, CPA, or Master of Taxation (MT) 3+ years of leadership or management experience with demonstrated ability to lead, mentor, and develop high-performing teams Bachelor’s degree • Strong analytical and problem-solving skills with the ability to research complex tax issues, identify root causes, and implement effective solutions Demonstrated ability to manage high volume work and multiple stakeholders in a fast-paced environment • Experience overseeing tax preparation processes, timelines, and vendor performance to ensure accuracy and compliance Excellent written and verbal communication skills, including the ability to explain complex tax concepts to diverse audiences Ability to proactively identify process improvement opportunities and drive efficiency-focused solutions • Strong organizational and time management skills with the ability to prioritize competing demands Preferred Qualifications Experience working with external tax preparation firms or managing vendor relationships International or foreign nexus tax experience Experience working with trust accounting or tax workflow systems What’s in it for you At Schwab, you’re empowered to shape your future.

What you’ll do The Advisor Services (AS) Cost Basis Team services all Schwab advisors with their tax, cost basis and statement needs.

The Advisor Services Cost Basis Team supports Schwab advisors with tax, cost basis, and statement inquiries. Daily duties include responding to phone calls about cost basis, tax reporting, statements, and researching corporate actions while providing tailored solutions.

What you have Required Qualifications • 5-7+ years relevant experience as a user experience designer, user interaction designer, or related role Expertise working on a Digital • Design System, atomic-based design, and with front-end technologies (Tailwind, HTML, CSS, JavaScript, React, AI-assisted design and prototyping tools (e.g., v0 and similar emerging tools)) Proficiency in Figma, including the ability to create components and document your work in Figma • Experience with Jira and working with a product delivery team in agile processes to accomplish work within deadlines In-depth knowledge of design principles, including layout, type, color, and composition, as well as current WCAG accessibility standards General skills & competencies Able to navigate ambiguity and drive a cross-functional team through change management Detail-oriented with a clear and polished communication and presentation style to clearly articulate design ideas and rationale verbally and in writing to developers, other designers, marketers, and decision makers Be a self-starter who can lead yourself and a team on discovery work on new design patterns and experiences in multiple channels, including web, email, and mobile app experiences Accustomed to using data and UX research to inform and iterate on design decisions Comfortable working on a distributed team (i.e., DDS team members sit within other teams across Schwab) that operates collaboratively as one team on unified objectives within the same workflow • Familiarity with content management systems (CMS) and authoring interfaces Ability to intake feedback and quickly pivot when needed This role is ideal for a collaborative, forward-thinking design leader who thrives in fast-paced environments, embraces continuous learning, and is passionate about enabling teams to deliver exceptional digital experiences through a unified design system.

You will join a high-impact product team focused on Conversational AI, Enterprise Search, and Digital • Support experiences across web and mobile.

Balance Sheet Forecasting & Analytics is responsible for forecasting the balance sheets, Net Interest Income (NII) and capital actions in our business-as-usual FP&A and CCAR exercises.

Balance Sheet Forecasting & Analytics is responsible for forecasting the balance sheets, Net Interest Income (NII) and capital actions in our business-as-usual FP&A and CCAR exercises.

Product Manager to join the Advisor Services AI Solutions team to play an essential role in creating, hands-on developing, and advancing our Internal Use Cases & AS AI Employee Partners that will augment and elevate the roles of our human, relationship-first AS Client • Experience Solutions workforce.

Key Responsibilities AI strategy and program leadership • Lead AI strategy and execution across Workplace Services, aligning with business objectives and client experience goals. • Define and execute the WS AI vision, strategy, and multi-year roadmap aligned to business and client priorities.

As an AI Researcher within Schwab’s AI Strategy & Transformation (AI.x) organization, you’ll operate at the intersection of advanced applied research and production‑grade AI systems that support millions of investors, advisors, and employees.

What you have Required Qualifications • 8-10+ years of experience designing and developing production-ready analytics data assets using SQL, python, and orchestration frameworks (alteryx, control-M, airflow, etc) in an enterprise data environment An undergraduate degree in Engineering, Information Management, Finance, Mathematics or related field Must be a motivated self-starter who can work independently and seeks out opportunities to work collaboratively with others in an energetic, fast-paced environment Must have the ability to manage concurrent projects at different stages of completion Must be able to explain complicated subject matters to others across the business that are less connected to an initiative and/or are less technically oriented • Experience applying data modeling practices to support scalable reporting across shared datasets • Experience partnering with business stakeholders to translate requirements into analytics solutions, and drive an analytics and data curation roadmap Understanding of financial services data, including client behavior, transactional flows, and/or operational metrics • Strong focus on data quality, documentation, and maintainability Ability to work across teams and navigate ambiguity in complex problem spaces Preferred Qualifications Experience with semantic or metrics layers and reusable analytics frameworks Exposure to digital or product analytics and behavioral data Familiarity with enterprise data platforms and evolving analytics ecosystems Interest in AI-driven analytics and automation capabilities What’s in it for you At Schwab, you’re empowered to shape your future.

The Director - AI / Unstructured Data Management plays a critical leadership role in advancing Schwab’s AI readiness by ensuring AI‑relevant datasets - particularly unstructured data - are discoverable, governed, trusted, and reusable across the firm.

As a Senior Manager on the Digital Wealth Advisory Offer Management team, you will help shape how Schwab evaluates, prioritizes, and advances new capabilities that enhance the digital wealth advisory experience for clients and advisors.

5+ year hands on experience in on data strategy, data analytics, data science, data governance, and / or data engineering 5+ year hands on experience delivery of reporting solutions that quantify risk • Proven track record leading and developing business change initiatives Preferred Qualifications Experience with and understanding of project management, agile planning and change management process in Schwab along with related tools like Jira.

As a Technical Product Manager – AI, you will play a critical role in shaping and delivering Schwab’s growing portfolio of analytical AI/ML and generative AI solutions.

As a Portfolio Manager on our Tax-Exempt Fixed Income SMA team, you will help drive investment outcomes across a growing separately managed account platform by bringing together market insight, portfolio construction expertise, disciplined risk oversight, and sound investment judgment.