Full-Time

Manager – Strategy & Analytics

Posted on 2/16/2025

Charles Schwab

Charles Schwab

10,001+ employees

Fintech
Financial Services

Senior

Lone Tree, CO, USA + 3 more

More locations: San Francisco, CA, USA | Westlake, TX, USA | Chicago, IL, USA

Category
Risk Management
Finance & Banking
Required Skills
Risk Management
Data Analysis

You match the following Charles Schwab's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
Requirements
  • Bachelor’s degree in Finance or business-related field.
  • 5+ years of related work experience.
  • Demonstrated detailed knowledge of finance and/or risk management.
  • Knowledge of broker-dealer and bank risk management capabilities.
  • Knowledge of Capital, Liquidity, Interest Rate and Regulatory Risk Management practices.
  • Knowledge of Enhanced Prudential Standard requirements and other relevant regulation.
  • Experienced with sweep deposit programs.
  • Experienced with financial systems and financial data.
  • Excellent analytical, strategic planning, problem solving skills.
  • Ability to translate sophisticated business problems into discrete quantifiable components.
  • Excellent oral and written communication skills and ability to interact cross-functionally.
  • Self-motivated, able to multi-task, perform under strict deadlines, and able to develop new processes.
Responsibilities
  • Develop and/or guide our business partners to create risk dashboards and capabilities exhibiting exposures, forecasts, and sensitivities under different scenarios at the top of the house, legal entity, and business unit levels, including cross-risk evaluation.
  • Simplify the comprehensive suite of limits/triggers and Early Warning Indicators across balance sheet composition, concentration risk, and Contingency Funding Plan / Capital Contingency Plan.
  • Assist in the funding planning and deposit pricing strategy to optimize the liability structure and maximize funding levers.
  • Aid in the assessment of new business/products across Finance risk stripes.
  • Prepare presentation materials for regulators, rating agencies, and senior management on risk management capabilities, exposures, trends, and any potential remediation work.
  • Conduct ad hoc analysis on emerging risks.
Desired Qualifications
  • Master’s degree in Business, Finance, or other related field.
  • CFA, CPA or FRM professional designation preferred.
  • Familiarity with bank and broker-dealer balance sheets.
  • Working knowledge of SQL, Tableau.
  • Experience creating presentations for executive audiences.

Company Size

10,001+

Company Stage

IPO

Total Funding

N/A

Headquarters

San Francisco, California

Founded

1973

Simplify Jobs

Simplify's Take

What believers are saying

  • Schwab's 24/5 trading can attract global clients seeking flexible trading hours.
  • The rise of fractional share trading attracts younger investors to Schwab.
  • Growing interest in ESG products presents an opportunity for Schwab's expansion.

What critics are saying

  • TD Bank's stake sale may cause volatility in Schwab's stock price.
  • Executive retirements could lead to strategic shifts and instability.
  • Competition from the Texas Stock Exchange may impact Schwab's market share.

What makes Charles Schwab unique

  • Schwab offers 24/5 trading, a unique feature among major brokerage firms.
  • The thinkorswim platform provides advanced trading tools for active traders.
  • Schwab's acquisition of Ameritrade enhances its trading capabilities and client base.

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Benefits

Professional Development Budget

Company News

FF News
Feb 13th, 2025
Schwab Makes Expanded 24-Hour Trading Available To All Clients

Charles Schwab, a leader in investing and trading with $10.10 trillion in total client assets that facilitates approximately six million daily average trades globally, today announced the launch of broad access to an expanded range of securities in the overnight trading session following a series of successful pilots at the end of 2024. Now, all Schwab clients globally can trade an expanded list of securities including the S&P 500 and Nasdaq-100 stocks 24 hours a day, five days a week (24/5), via the thinkorswim® platform suite.Ameritrade, which was acquired by Schwab in 2020, pioneered 24/5 trading in 2018 as the first U.S. retail broker-dealer to make it available to traders. Schwab began piloting expanded overnight access with a small group of clients in November 2024 and has gradually expanded the reach in the intervening months in preparation for broad availability.James Kostulias, Managing Director and Head of Trading Services at Charles Schwab, said: “We are proud to have been at the forefront of overnight trading several years ago and that we are continuing to evolve and enhance our capabilities and platforms to meet the needs of today’s modern traders.“Each day, Schwab facilitates about twice the trades of any competitor that shares that figure publicly, and we know that expanding access to overnight trading to our millions of clients is a significant milestone not just for Schwab, but for our industry. In consideration of Schwab’s leadership position and our ‘through clients’ eyes’ strategy, we have worked hard to combine the power of our world-class trading platforms, specialised 24-hour service and support, and tailored education to deliver an overnight trading experience that reflects the unique dynamics and potential risks this offering can present, while empowering clients to trade in the ways that suit them and their lifestyle best.”Insights from Schwab’s recent 24/5 expansion pilotDuring the expanded 24/5 pilot period, which ran from November 2024 through January 2025, a small group of clients were able to trade between the hours of 01:00-09:00 GMT/20:00-04:00 ET. The most active trading hours of the overnight session were the first and last, between 01:00-02:00 GMT/20:00-21:00 ET and 08:00-09:00 GMT/03:00-04:00 ET.The stocks Schwab clients most actively bought, sold, or both during the pilot were:Tesla Inc

PYMNTS
Feb 10th, 2025
TD Bank Selling Charles Schwab Stake to Combat AML Fallout | PYMNTS.com

TD Bank is reportedly selling its 10.1% stake in investment firm Charles Schwab. That’s according to a report Monday (Feb. 10) by The Wall Street Journal

PR Newswire
Jan 31st, 2025
Texas Stock Exchange Files Form 1 Registration To Operate As A National Securities Exchange

TXSE Group Inc closes its initial capital raise at $161 million, making it the most well-capitalized exchange to ever file a Form 1DALLAS, Jan. 31, 2025 /PRNewswire/ -- TXSE Group Inc announced today that the Texas Stock Exchange LLC (TXSE) has filed its Form 1 registration with the U.S. Securities and Exchange Commission (SEC).TXSE is one of the only fully integrated exchanges to file for SEC approval in the past 20 years. Its filing proposes trading, listings of corporate issuers and ETPs, auctions, and a range of data products.TXSE's goal is to provide greater alignment with issuers and investors and address the high cost of going and staying public. TXSE is also well underway in building an order matching engine that leverages the latest technology to deliver predictable performance, low latency, and speed comparable to that of the world's top-performing markets.TXSE will continue to work with the SEC on the approval of its registration. If granted, TXSE intends to launch trading in early 2026, with listings by the end of the same year."Today marks another milestone in our journey to make the Texas Stock Exchange a reality," said James H Lee, founder and CEO of TXSE Group Inc

Bloomberg
Jan 31st, 2025
Texas Stock Exchange Raises $161 Million, Sees 2026 Trading Start

TXSE Group Inc., parent company of the proposed Texas Stock Exchange, closed its initial fundraising round at $161 million and said the TXSE has filed for registration as a bourse with the US Securities and Exchange Commission.

Business Wire
Oct 9th, 2024
Dynasty Financial Partners Closes Minority Private Capital Raise

Dynasty Financial Partners today announced it closed a minority capital raise to fuel its ongoing growth. Several of Dynasty’s long-standing investors

Bloomberg
Oct 8th, 2024
BlackRock, JPMorgan Asset Back Dynasty Financial at $800 Million Valuation

Proceeds from minority raise will fund growth for Dynasty.

ETF.com
May 17th, 2024
Schwab RIA Boss Bernie Clark to Retire

Schwab RIA boss Bernie Clark to retire.

InvestmentNews
May 16th, 2024
Shakeup at Schwab as veteran leader Bernie Clark retires

Schwab also announced that Peter Crawford, chief financial officer since 2017, will retire after a 22-year career at Schwab.

Barron's
May 16th, 2024
Charles Schwab CFO to Retire Amid Executive Reshuffle

Peter Crawford, the company's chief financial officer, plans to retire and will be succeeded by former Citigroup executive Mike Verdeschi after a transition period, Schwab said Thursday.Joe Martinetto, the chief operating officer, will leave that role to become executive chairman of the Schwab Banks on June 28.

Business Wire
May 16th, 2024
Schwab Announces Executive Transitions

WESTLAKE, Texas--(BUSINESS WIRE)--The Charles Schwab Corporation today announced several executive transitions as part of the firm’s long-term succession planning strategy. Peter Crawford, after a distinguished 22-year career with the firm, including serving as Chief Financial Officer since 2017, has decided to retire from Schwab following a planned transition period. Crawford will be succeeded by Mike Verdeschi who will join the firm on May 20 as a Managing Director and Deputy Chief Financial Officer. The firm expects to appoint Verdeschi as Chief Financial Officer (CFO) following the transition period with Crawford. Effective June 28, 2024, Joe Martinetto will transition from his role as Chief Operating Officer to assume the role of Executive Chairperson of the Schwab Banks. Martinetto has served the firm, employees, and clients in multiple roles over the past 25-plus years, including roles as CFO and Treasurer