Charles Schwab

Manager, Finance

Charles Schwab$120K — $150K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor’s degree in Finance, Accounting, Economics, or related field
  • 5+ years of experience in financial planning, business analysis, or related finance work
  • Experience translating complex financial data into insights for decision-making
  • Proven track record of partnering with senior leaders and influencing outcomes
  • Advanced Microsoft Excel skills for complex data analysis and financial modeling
  • Strong Microsoft PowerPoint skills for executive-level reporting
  • Ability to manage multiple priorities and adapt to evolving business needs

Responsibilities

  • Analyze complex financial data to guide business decisions
  • Partner with Finance leaders to support revenue forecasting and reporting
  • Conduct business analysis to identify growth opportunities in wealth advisory
  • Strengthen reporting and data collection practices
  • Modernize delivery of financial insights for timely decision-making
  • Contribute to multi-year forecasting processes and analyze strategic options
  • Communicate financial insights clearly to stakeholders

Benefits

  • Eligibility for bonus or incentive opportunities
Full Job Description
Your Opportunity

As a Manager, Finance supporting Wealth Advisory, you will help turn complex financial data into clear insights that guide business decisions, strategy, and long-term client impact. In this role, you will partner closely with Finance leaders and Wealth Advisory stakeholders to support revenue forecasting, reporting, business analysis, and financial modeling tied to managed investing offers, net flows, advice fee revenue, product performance, and growth opportunities.

 

This is a highly collaborative role where your ability to analyze trends, solve problems, communicate clearly, and influence decisions will directly support leaders who are shaping the future of Schwab’s wealth solutions. You’ll contribute to monthly, quarterly, annual, and multi-year forecasting processes; assess financial impacts of strategic options; strengthen reporting and data collection practices; and help modernize how the team delivers timely, accurate, and actionable insights. Success in this role will come from balancing technical finance expertise with curiosity, adaptability, sound judgment, and the ability to build trusted partnerships across the business.

 

What you have

Required qualifications

  • Bachelor’s degree in Finance, Accounting, Economics, or a related field
  • 5+ years of experience in financial planning, business analysis, financial reporting, or closely related finance work
  • Experience translating complex financial data into insights that support forecasting, planning, and business decision-making
  • Experience partnering with senior leaders and influencing outcomes through analysis, recommendations, and clear communication
  • Advanced Microsoft Excel skills, including the ability to structure analysis, work with complex data, and support financial modeling
  • Advanced Microsoft PowerPoint skills to support executive-level reporting, storytelling, and decision support
  • Ability to manage multiple priorities, deliver accurate work under deadlines, and adapt as business needs evolve

Preferred qualifications

  • MBA or equivalent advanced degree
  • Experience in financial services, wealth management, asset management, or investment-related business areas
  • Experience in FP&A, embedded finance, or finance business partner roles
  • Experience supporting revenue forecasting, product performance analysis, business cases, or multi-year financial planning
  • Strong communication skills, including the ability to present insights clearly to senior audiences
  • Ability to identify process improvement opportunities across reporting, forecasting, data collection, and analysis
  • Strong collaboration skills with the ability to build trusted relationships across Finance, business leadership, and cross-functional partners

In addition to the salary range, this role is eligible for bonus or incentive opportunities.

 

About Charles Schwab

Charles Schwab is a financial services company that provides a full range of securities, brokerage, banking, money management, financial advisory, investor, and retirement plan services. It operates in four main divisions; investing, wealth management, banking, and trading. Charles Schwab provides a full-service brokerage platform that serves individual investors who invest on their own or through a workplace-sponsored retirement or equity plan, as well as banking through Schwab Bank. The firm was founded in 1973 and is headquartered in San Francisco, California.

Charles Schwab Careers

Join the vibrant team at Charles Schwab, a leader in global finance, where your career is propelled by innovation, leadership, and a commitment to diversity and professional growth. At Charles Schwab, we offer more than just job opportunities; we provide a platform for you to make a significant impact on the industry and our clients' lives.

Work You’ll Do

At Charles Schwab, we are dedicated to helping our clients manage their financial futures. Being part of our team means you'll work alongside some of the most skilled professionals in the financial services industry. Our culture thrives on teamwork, integrity, and relentless dedication to our clients. Whether you're looking for a position in financial consulting, technology, or administrative support, Charles Schwab offers a dynamic work environment where your skills will be honed and your achievements recognized.

Innovate and Lead

Embrace the opportunity to lead through innovation. Charles Schwab’s commitment to technology and innovation is fundamental to our service delivery. By joining our team, you will be at the forefront of developing new solutions that redefine the future of finance. Your leadership can guide significant projects that impact our company and the industry.

Grow Your Career

Charles Schwab believes in fostering the growth of its employees. Whether through professional development programs, diversity training, or leadership workshops, we ensure that our team members receive the support and training they need to advance their careers. With a variety of career paths available, your job at Schwab can evolve with your interests and expertise.

Internship and Employment Opportunities

Start your professional journey with Charles Schwab through our internship programs or full-time employment opportunities. We seek individuals who are passionate, curious, and ready to drive change. A career at Schwab is not just about having a job; it's about building a lasting relationship with a company that values your potential.

Benefits and Culture

Charles Schwab is renowned for its employee-friendly culture. We offer a comprehensive benefits package that supports the health, financial stability, and work-life balance of our team members. From competitive salaries and bonuses to health insurance and retirement plans, Schwab ensures that your career is as rewarding as it is enriching.

Networking and Professional Development

Expand your professional network and enhance your skills through our various networking events, mentorship programs, and training sessions. At Charles Schwab, we believe in leveraging collective expertise to foster learning and innovation. Engage with leaders, gain insights from experienced professionals, and build relationships that will aid your career trajectory.

Join Our Team

Explore the numerous career paths available at Charles Schwab and discover how your talents can be utilized to their fullest potential. Search open positions that match your skills and interests. We are continuously hiring across various disciplines and look forward to adding innovative, driven individuals to our team.

Stay Connected

Keep up to date with the latest from Charles Schwab Careers by subscribing to our job alert emails. Tailor your subscription to receive updates that align with your career preferences and be the first to know about new openings, company news, and professional tips.

Explore Charles Schwab Jobs

Ready to take the next step in your career? Visit our careers page to review current job openings, submit your resume, and prepare for your interview. At Charles Schwab, your future is waiting. [SEARCH CHARLES SCHWAB JOBS] Join Charles Schwab today and be part of a team that values diversity, innovation, and leadership—where your career can thrive in the exciting world of finance.
Learn more about Charles Schwab
Size
34,200 employees
Market Cap
$151.6 billion
Industry
Net Income
$3.2 billion
Founded
1973
5 Year Trend
+20%
Revenue
$12.1 billion
NASDAQ

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