Charles Schwab

Managing Director, Liquidity Management

Charles Schwab • $150K — $200K *
Lone Tree, CO 80124In-Person
Finance & Insurance
8 - 10 years of experience
Today
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Job Overview by Ladders

Qualifications

  • Extensive leadership experience in treasury or related financial risk discipline.
  • Deep expertise in regulatory liquidity frameworks, including LCR and NSFR.
  • Proven experience with regulatory reporting and governance in a regulated environment.
  • Demonstrated ability to influence stakeholders on complex financial matters.
  • Strong understanding of liquidity implications across diverse products and strategies.
  • Experience engaging directly with financial regulators and managing supervisory reviews.
  • Sound judgment in dynamic market conditions, demonstrating leadership through ambiguity.

Responsibilities

  • Lead liquidity strategy and planning across all legal entities.
  • Own and govern the firm’s regulatory liquidity framework with execution oversight.
  • Advise senior leadership on liquidity implications of business strategies.
  • Represent the firm with regulators during supervisory reviews.
  • Drive cross-functional alignment for strengthened liquidity capabilities.
  • Anticipate emerging risks to protect financial flexibility.

Benefits

  • Collaborative work environment with cross-functional teams.
  • Opportunity to shape the firm’s liquidity governance framework.
  • Engagement opportunities with senior leaders and regulators.
  • Strategic role that directly impacts the firm’s growth and financial strength.
  • Chance to lead through a dynamic market and regulatory landscape.
Full Job Description
Your Opportunity

Managing Director, Liquidity Management

 

Role Overview Summary:

 

The Managing Director, Liquidity Management sets the firm’s liquidity strategy and oversight across all legal entities, ensuring a resilient, well-governed liquidity position supporting growth and protecting financial strength. This executive leads the firm’s regulatory liquidity framework, including LCR, NSFR, and FR 2052a, and serves as a senior advisor to Finance, Risk, business leadership, and regulators on liquidity risk, strategic tradeoffs, and enterprise implications.

 

Key Outcomes:

  • Lead enterprise liquidity strategy and planning across all legal entities, ensuring sufficient liquidity in business-as-usual and stressed conditions.
  • Own the firm’s regulatory liquidity framework, including LCR, NSFR, and FR 2052a, with strong governance, controls, and execution.
  • Advise the CFO, CRO, and senior leaders on liquidity implications of strategy, forecasts, growth initiatives, and product decisions.
  • Represent the first line with prudential regulators and lead support for supervisory reviews and examinations.
  • Drive cross-functional alignment across Finance, Risk, Audit, business leadership, and Technology to strengthen liquidity capabilities, infrastructure, and decision-making.
  • Anticipate emerging risks and regulatory shifts to protect the firm’s financial flexibility, reputation, and capacity for responsible growth.
What you have

Required Experience:

  • Extensive leadership experience in treasury, liquidity, balance sheet management, or a related financial risk discipline within a large, complex financial institution.
  • Deep expertise in regulatory liquidity frameworks, including LCR, NSFR, and prudential supervisory expectations.
  • Proven experience leading regulatory reporting, governance, and control disciplines in a highly regulated environment.
  • Demonstrated ability to influence senior executives and cross-functional stakeholders on complex financial, strategic, and risk matters.
  • Strong command of liquidity and funding implications across products, business activities, and enterprise strategy.
  • Experience engaging directly with regulators and leading responses to examinations and supervisory reviews.
  • Sound judgment in dynamic market and regulatory conditions, with the ability to lead through ambiguity and change.
  • Track record of building trusted partnerships across Finance, Risk, business leadership, and enabling functions.

Preferred Experience:

  • Experience leading liquidity strategy in a bank or bank-affiliated institution subject to Federal Reserve oversight.
  • Familiarity with Schwab’s business model and the liquidity dynamics of brokerage, banking, and margin-related products.
  • Experience advancing liquidity tools, reporting infrastructure, and data capabilities.
  • Background supporting strategic growth, new product assessment, or business expansion in regulated environments.
  • Experience preparing executive communications and materials for senior governance forums.

Success Profile:

  • Strategic and forward-looking, with the ability to anticipate risks, constraints, and regulatory change before they become material issues.
  • Credible and influential with senior leaders, regulators, and cross-functional partners.
  • Decisive, accountable, and composed under pressure, with strong judgment and disciplined execution.
  • Collaborative and enterprise-minded, with a strong orientation toward shared ownership and alignment.
  • Focused on protecting the firm’s safety, soundness, and reputation while enabling responsible growth.

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
Finance & Insurance
Net Income
$3.2 billion
Founded
1973
5 Year Trend
+20%
Revenue
$12.1 billion
NASDAQ
SCHW
* Ladders Estimates

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