Happy New Year! Wishing you and your family a safe and happy holiday. We will be closed tomorrow for New Year's Day.
Did you know that those who save in a 401(k) and those who don't have different sources of financial stress? More about the differences between these groups here. http://bit.ly/2DRWtgn
Happy Holidays to you and your family! We will be closed December 25.
Cheers to the holidays and spending time with family. At Schwab we continue to celebrate family values. #SchwabLife
Happy New Year! Wishing you and your family a safe and happy holiday. We will be closed tomorrow for New Year's Day.
Did you know that those who save in a 401(k) and those who don't have different sources of financial stress? More about the differences between these groups here. http://bit.ly/2DRWtgn
Happy Holidays to you and your family! We will be closed December 25.
Cheers to the holidays and spending time with family. At Schwab we continue to celebrate family values. #SchwabLife
The identification, assessment, control and mitigation of risks in accordance with overall company standards
Preparing, maintaining and updating department policies and procedures, and evidence of supervision procedures
Completing the group's risk management tasks with the assistance of subject matter experts from each team, and with final approval performed from the various team Directors.
Collaborating with peers to create a staffing strategy for Project Services. Partnering with Project Services Leadership to understand evolving portfolio and department needs as input to staffing strategies.
Leading complex product development efforts, including where no "natural owner" for the new product exists and where there is a substantial degree of complexity related to the business, legal, and technical requirements for the new product.
Charles Schwab • Westlake, TX and 2 other locations
Opportunity to influence the key strategic decisions that are shaping the direction of the company. Meaningful exposure to a wide range of business leaders and executives, including strong support for further career development at Schwab.
Working with business partners and end users to develop robust solutions to meet their needs
Build effective working relationships with technology partners.
Charles Schwab • Westlake, TX and 1 other location
Maintaining a thorough understanding of the client's line of business, account purpose and/or expected activity at Schwab
Serving as the central point of contact for the advisor/FC/client and setting expectations around the KYC review during the on-boarding process.
Charles Schwab • Westlake, TX and 2 other locations
This individual will have responsibility for working closely with members of SRPS, Corporate Compliance, Corporate Legal Services, Corporate Technology Services, Enterprise Risk Management and other business partners to identify, assess, and report compliance risk within SRPS.
Charles Schwab • Westlake, TX and 2 other locations
Facilitate RCSA certification activities within the Compliance RCSA and centrally support Compliance's role as a Risk Oversight Group including the use of the Compliance Risk Taxonomy within Business Unit RCSAs.
Provide timely compliance advice and guidance, consistent with Corporate Compliance Standards, to Bank business unit management on policies, procedures and controls necessary for the Bank to achieve compliance with consumer banking regulatory requirements applicable to the Bank's lending activities.
Conduct business with respect for sensitivity to risk matters and ability to act in a diplomatic way and build strong partnerships with internal business units.
Design and execute program management for multi-year enterprise wide data governance rollout partnering with Project Office, Data Governance Office, Global Data Platforms group, Global Data Technology and business partners.
Prepare Powerpoint presentations and Excel models of key data-driven decisions related to the deposit products. Write complex SQL queries to gather data from Schwab's data warehouse as needed for analyses such as deposit behavior, client segmentation, and transaction flows.
Lead the knowledge digital transformation and execute on our vision to deliver the right information, to the right person, at the right time. Execute the strategic vision of the knowledge management platform experience to ensure leverage and scalability across unique client journeys.
Generate actionable recommendations and building business cases for initiatives to create senior management support
Collaborate closely with multiple partner organizations across Schwab to ensure strategic alignment of overall business plans and priorities, as well as individual initiatives.
Support core Bank Operations programs and projects as necessary to maintain high quality service and build teamwork while ensuring compliance with Federal and State regulations.
Leading programs with cross-functional partners such as Credit Risk, Underwriting, External Vendors, Sales Administration, Marketing, Legal/Compliance, and Client Web Services.
Partner with Financial Consultants in assigned region to discuss UHNW client base and identify lending, deposit and trust opportunities and recommend opportunity action plans.
Provide outstanding client service with a "one call resolution" handling approximately 40 - 60 inbound calls per day while demonstrating empathy and problem solving skills.
Provide outstanding client service with a "one call resolution" handling approximately 40 - 60 inbound calls per day while demonstrating empathy and problem solving skills.
Provide outstanding client service with a "one call resolution" handling approximately 40 - 60 inbound calls per day while demonstrating empathy and problem solving skills.
Provide outstanding client service with a "one call resolution" handling approximately 40 - 60 inbound calls per day while demonstrating empathy and problem solving skills.
Coordinate, meetings/calls for internal and external participants; this includes complex calendar management that involves multiple attendees and locations/time zones.
Supporting Portfolio Analytics & Strategy team to achieve risk-return optimization mandate
Combine external market conditions with internal factors to optimally position investment portfolio through rate cycles, with a significant emphasis on credit risk management.
Model Schwab's revenues and expenses under both Federal Reserve-mandated and internally generated stress scenarios. Perform analyses on past, current, and proposed economic scenarios to develop forecasts for key revenue drivers such as client accounts, asset flows, deposit balances and client trading activity
Annual Report 
