Charles Schwab

Sr Manager, Finance - Trading Services

Charles Schwab$120K — $145K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field
  • 7+ years of progressive Finance experience with complex forecasting
  • Proven ability to analyze financial and operational drivers
  • Strong business acumen and decision-making skills
  • Exceptional communication and storytelling proficiency
  • Experience with analytical thinking to solve financial problems
  • Demonstrated cross-functional collaboration with various stakeholders

Responsibilities

  • Own and enhance established forecasting frameworks
  • Evaluate trading activity and client behaviors to influence financial performance
  • Identify business drivers and pressure-test financial assumptions
  • Conduct monthly performance analysis and quarterly forecasts
  • Support annual planning and evaluate trading-related expenses
  • Communicate financial insights effectively to senior leaders
  • Strengthen reporting and control processes in a fast-paced environment

Benefits

  • Bonus or incentive opportunities are available
  • Work in a dynamic and collaborative environment
  • Opportunity for professional growth and deeper expertise development
  • Engagement with diverse teams across the organization
  • Chance to influence senior-level decision-making
Full Job Description
Your Opportunity

As a Senior Manager within Trading Services Finance, you will serve as a senior individual contributor responsible for the revenue forecast supporting Schwab’s Retail Trading business. You will own and improve an established forecasting framework, evaluate how trading activity, client behavior, product mix, market conditions, and commission rates affect financial performance, and translate those movements into clear insights for senior Finance and business leaders.

 

Your impact will extend beyond producing an accurate forecast. You will identify the business drivers behind results, pressure-test assumptions, evaluate risks and opportunities, and communicate a concise point of view that helps leaders make informed decisions. This role also supports monthly performance analysis, quarterly forecasting, annual planning, and the evaluation of volume-sensitive trading expenses.

 

Success will require strong Business Acumen, Analytical Thinking, Decision Making, and Storytelling. You will collaborate across Finance, Trading Services, Operations, Accounting, Risk, and data teams, adapting your communication to different audiences while maintaining accountability for the quality and credibility of the financial outlook. You will have the autonomy to strengthen reporting, controls, assumptions, and processes while developing deeper expertise in a dynamic, market-sensitive business.

 

What you have

Required qualifications

  • Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field
  • 7+ years of progressive Finance experience, including ownership of a complex forecast, financial plan, or comparable decision-support process
  • Experience analyzing financial and operational drivers, developing forward-looking assumptions, and explaining material changes in business performance
  • Demonstrated Business Acumen and Decision Making, with the ability to form and defend a well-supported point of view when information is incomplete or assumptions are challenged
  • Demonstrated Communication and Storytelling skills, including experience presenting complex financial information and recommendations to senior leaders
  • Experience using Problem Solving and Analytical Thinking to evaluate financial results, identify root causes, and recommend practical actions
  • Experience with Stakeholder Management and Cross-Functional Collaboration across Finance, business, operational, accounting, risk, or data partners

Preferred qualifications

  • Experience supporting trading, brokerage, wealth management, capital markets, banking, payments, financial technology, or another transaction- or volume-driven business
  • Experience improving an established financial model, reporting process, governance structure, or control environment
  • Proficiency in Microsoft Excel and Microsoft PowerPoint, including the ability to analyze large data sets and create executive-ready financial presentations
  • Experience with SQL, data-querying tools, financial systems, driver-based models, or other analytical technologies
  • Experience with Strategic Planning, Financial Reporting, variance analysis, and the evaluation of revenue and volume-sensitive expenses
  • Ability to demonstrate Influencing Others by constructively challenging assumptions, responding confidently to questions, and building credibility with senior partners
  • Adaptability when business conditions, market activity, priorities, or available information change
  • Master of Business Administration, Certified Public Accountant certification, Chartered Financial Analyst designation, or related advanced education or professional training

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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