Charles Schwab

Lead and review internal audit quality assurance activities for IT audits, ensuring compliance with standards and regulations, and improve audit practices. | Minimum of 7 years in IT internal audit or related fields, with leadership experience, knowledge of IT governance frameworks, and relevant certifications preferred. | Position Type: Regular Your opportunity We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed. As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible, and understandable for all. As we enter our fifth decade, we are looking for talented, innovative, and driven people who believe they can help themselves, and our clients, create a better future. Our Opportunity: The Internal Audit Department (IAD) of The Charles Schwab Corporation provides independent and objective assessments to figure out whether all significant risks are identified and appropriately reported by management and risk functions to the Board and Executive Management, to evaluate whether risks are adequately controlled, and to challenge Executive Management to improve the effectiveness of governance processes, risk management, and internal controls. The Professional Practices Group (PPG) within IAD provides the processes, training, and tools to support the audit teams’ adherence to standards and expectations of quality and consistency. PPG also provides the data and analysis of internal audit activities and results to the leadership team, regulators, and to the Company’s governance committees to support their performance of effective oversight. The Quality Assurance (QA) team within PPG is seeking an IT Senior Manager, Quality Assurance to assist with independently evaluating that key internal audit activities continue to be performed with the level of quality and effectiveness as per departmental standards. The IT Senior Manager, Quality Assurance is an individual contributor role that reports to the Director, Quality Assurance. The QA team is a critical function within IAD that supports a growing department that continues to evolve to meet regulatory expectations of a large financial institution. What you’ll do: • Lead independent quality assurance reviews of various internal audit activities including IT focused audits (e.g., infrastructure, application, cybersecurity, and project audits), issue validation testing, and targeted reviews selected as part of the annual quality assurance and improvement program (QAIP) for conformance with internal policies and procedures, regulatory expectations, and professional standards. • Review audit workpapers, providing feedback to internal audit teams and reinforcing audit execution practices based on review results. • Prepare reports related to QAIP activities and results, including identifying thematic issues, and writing QA findings and recommendations. • Use knowledge of IT frameworks and standards to identify opportunities to improve internal audit practices and methodology to enhance the efficiency and effectiveness of the IAD. • Provide support, guidance, and feedback to team members and help enhance proficiency in various IT-related topics, including methods for assessing these areas. • Oversee the monitoring and validation of audit team remediation of QA findings. • Provide subject matter expertise to audit teams on internal audit methodology and drive continuous improvement of internal audit processes. • Support the maintenance and periodic refresh of the QA procedures manual, QA review templates, and reports. • Assist with documentation requests in connection with external quality assurance reviews and regulatory exams related to QA and IAD activities. • Periodically support the development and delivery of IAD methodology updates and training of internal audit team members. • Support strategic initiatives to expand the QAIP scope, coverage, and plan and contribute to ad hoc projects. What you have • At least seven years’ experience in IT internal audit, technology risk management, or similar role, preferably in a public accounting, financial services, and/or a regulatory agency, including at least 3 years in a management or leadership role. • Demonstrated experience leading and supervising IT audits (e.g. infrastructure, applications, cybersecurity). • Strong knowledge of IT governance frameworks (e.g., COBIT, NIST, ISO 27001) and regulatory requirements (e.g., GLBA, GDPR, 23 NYCRR 500). • Working knowledge of the Institute of Internal Auditors (IIA) Global Audit Standards, and the Federal Reserve Supplemental Policy Statement on the Internal Audit Function and Its Outsourcing (SR 13-1). • Strong understanding of risks and internal controls and the ability to evaluate and figure out adequacy and effectiveness of controls. • Effective project management skills with the ability to successfully manage multiple priorities and due dates. • Outstanding written and verbal communication skills, including ability to demonstrate strong interpersonal skills by delivering review results with succinct and impactful messaging to influence positive change and collaborate effectively across all levels. • Degree or equivalent experience required; CIA, CISA, CPA, CISSP or similar certification preferred. • Strong attention to detail, analytical, and problem-solving skills and experience with data analysis tools. What’s in it for you At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions • Paid parental leave and family building benefits • Tuition reimbursement • Health, dental, and vision insurance Position Type: Regular Your opportunity We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed. As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible, and understandable for all. As we enter our fifth decade, we are looking for talented, innovative, and driven people who believe they can help themselves, and our clients, create a better future. Our Opportunity: The Internal Audit Department (IAD) of The Charles Schwab Corporation provides independent and objective assessments to figure out whether all significant risks are identified and appropriately reported by management and risk functions to the Board and Executive Management, to evaluate whether risks are adequately controlled, and to challenge Executive Management to improve the effectiveness of governance processes, risk management, and internal controls. The Professional Practices Group (PPG) within IAD provides the processes, training, and tools to support the audit teams’ adherence to standards and expectations of quality and consistency. PPG also provides the data and analysis of internal audit activities and results to the leadership team, regulators, and to the Company’s governance committees to support their performance of effective oversight. The Quality Assurance (QA) team within PPG is seeking an IT Senior Manager, Quality Assurance to assist with independently evaluating that key internal audit activities continue to be performed with the level of quality and effectiveness as per departmental standards. The IT Senior Manager, Quality Assurance is an individual contributor role that reports to the Director, Quality Assurance. The QA team is a critical function within IAD that supports a growing department that continues to evolve to meet regulatory expectations of a large financial institution. What you’ll do: • Lead independent quality assurance reviews of various internal audit activities including IT focused audits (e.g., infrastructure, application, cybersecurity, and project audits), issue validation testing, and targeted reviews selected as part of the annual quality assurance and improvement program (QAIP) for conformance with internal policies and procedures, regulatory expectations, and professional standards. • Review audit workpapers, providing feedback to internal audit teams and reinforcing audit execution practices based on review results. • Prepare reports related to QAIP activities and results, including identifying thematic issues, and writing QA findings and recommendations. • Use knowledge of IT frameworks and standards to identify opportunities to improve internal audit practices and methodology to enhance the efficiency and effectiveness of the IAD. • Provide support, guidance, and feedback to team members and help enhance proficiency in various IT-related topics, including methods for assessing these areas. • Oversee the monitoring and validation of audit team remediation of QA findings. • Provide subject matter expertise to audit teams on internal audit methodology and drive continuous improvement of internal audit processes. • Support the maintenance and periodic refresh of the QA procedures manual, QA review templates, and reports. • Assist with documentation requests in connection with external quality assurance reviews and regulatory exams related to QA and IAD activities. • Periodically support the development and delivery of IAD methodology updates and training of internal audit team members. • Support strategic initiatives to expand the QAIP scope, coverage, and plan and contribute to ad hoc projects. What you have • At least seven years’ experience in IT internal audit, technology risk management, or similar role, preferably in a public accounting, financial services, and/or a regulatory agency, including at least 3 years in a management or leadership role. • Demonstrated experience leading and supervising IT audits (e.g. infrastructure, applications, cybersecurity). • Strong knowledge of IT governance frameworks (e.g., COBIT, NIST, ISO 27001) and regulatory requirements (e.g., GLBA, GDPR, 23 NYCRR 500). • Working knowledge of the Institute of Internal Auditors (IIA) Global Audit Standards, and the Federal Reserve Supplemental Policy Statement on the Internal Audit Function and Its Outsourcing (SR 13-1). • Strong understanding of risks and internal controls and the ability to evaluate and figure out adequacy and effectiveness of controls. • Effective project management skills with the ability to successfully manage multiple priorities and due dates. • Outstanding written and verbal communication skills, including ability to demonstrate strong interpersonal skills by delivering review results with succinct and impactful messaging to influence positive change and collaborate effectively across all levels. • Degree or equivalent experience required; CIA, CISA, CPA, CISSP or similar certification preferred. • Strong attention to detail, analytical, and problem-solving skills and experience with data analysis tools. What’s in it for you At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions • Paid parental leave and family building benefits • Tuition reimbursement • Health, dental, and vision insurance

Provide financial guidance and build client relationships in a banking/financial services setting. | Requires FINRA Series 7 license, and preferably Series 66 and Life & Health Insurance licenses, with experience in financial advising. | Your opportunity In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionals’ incentive structure. Investment Professionals' Compensation | Charles Schwab At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.   Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You’ll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities.  As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you’ll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you. What you have Required Qualifications: • A valid and active FINRA Series 7 license required   • Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job.   Preferred Qualifications: • Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations.   • Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client’s progress toward achieving their goals.   • Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning • Ability to adapt and implement change as the market and business conditions evolve   • Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation • Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management. • Bilingual in English/Mandarin preferred What’s in it for you At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions • Paid parental leave and family building benefits • Tuition reimbursement • Health, dental, and vision insurance

Assist clients with financial inquiries, educate about investment options, and support the onboarding process for new financial licenses. | Bachelor's degree in Finance, Economics, or related field, customer service experience, and eagerness to learn about finance. | Finance Customer Service Position Type: Regular Your opportunity At Schwab, you’re empowered to make an impact on your career.  Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.     Schwab’s service team is at the heart of our firm’s commitment to helping clients own their financial futures. In this role, you’ll learn to educate clients about investment strategies, trading tools, market mechanics, and retirement choices. You’ll engage with, and be an advocate for, clients when answering inbound calls, taking ownership, and tackling complex issues to offer the best possible solution. You’ll also take charge of your own professional journey by attending the Schwab Service Academy (SSA), which provides you with the paid training, study time, and support you need to obtain your Securities Industry Essentials and FINRA Series 7 & 63 licenses. If you are eager to pursue a career in finance, enjoy working in a team setting, and share our passion for serving clients - this role is for you.       We offer a competitive pay and bonus package. Starting compensation for this location begins at $51,400.00 during training (increases depending on related experience), plus an annual bonus opportunity of 10% of your base pay and other eligible earnings. Employees have the potential to increase their total compensation to $58,740.00 ($53,400.00 base, plus 10% bonus opportunity depending on individual/corporate performance) within their 1st year upon obtaining the required Licensing and achieving performance-based pay increases.   What you have If you’re not a finance expert, that’s okay! People coming from many different experiences have found tremendous success here at Schwab. Successful candidates will have a growth mindset, a willingness to learn, and a passion for serving others.  At Charles Schwab, we strive to make a difference in people's lives through our innovative solutions and world-class service.    Required qualifications  • Ability to work full time on-site during Schwab's training program (SSA), followed by a hybrid work schedule.  • Ability to work various shifts to serve our clients 24/7, including overnight and weekend availability.   Preferred qualifications   • Previous customer service experience   • Previous client relationship experience   • Bachelor’s degree or higher in Finance, Economics, or related field from accredited university  • Ability to adapt to changes in the market and business   • Eagerness to learn about finance   • Passion for service to clients • Motivation to learn about the securities industry, including the basic principles of equity, option, and mutual fund transactions  • Robust communication, influencing and client engagement skills  • Desire to be part of a supportive and collaborative team  • Shown success navigating multiple computer applications  #Campus What’s in it for you At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions • Paid parental leave and family building benefits • Tuition reimbursement • Health, dental, and vision insurance

Developing and executing marketing and communication strategies, managing media relations, overseeing branding and digital content, and contributing to organizational leadership. | Bachelor’s degree in a related field, 8+ years of marketing/communications experience, proven media relations skills, excellent copywriting, and digital platform management experience. | Your opportunity The Family Wealth Alliance (FWA), a division of Schwab Advisor Services, connects multifamily offices and family wealth firms with the people, ideas, and solutions they need to thrive. The Senior Manager of Marketing & Communications is responsible for shaping FWA’s external voice and ensuring a strong, consistent presence for members, prospects, and partners across the industry. This role oversees all marketing, PR, communications, and digital channels, effectively articulating the FWA story and delivering high-quality, on-brand outputs. This role reports to the President of FWA and sits on the FWA Leadership Team. What You’ll Do As Senior Manager, Marketing & Communications, you will develop and execute the marketing and communications strategy that supports FWA’s events, thought leadership, and member and prospect engagement. You will act as a brand steward, master copywriter, and PR strategist, managing external messaging and ensuring every touchpoint strengthens FWA’s value proposition in the family wealth industry. Key responsibilities include: • Marketing Strategy & Execution • Develop and execute integrated marketing plans to promote FWA’s thought leadership, events, research, membership, sponsorship, and community benefits. • Use data-driven strategies and analytics to measure impact and continuously improve engagement. • Partner with internal teams to craft messaging and campaigns tailored to member and prospect audiences, ensuring messaging supports organizational priorities. • Drive the voice, brand, and tone of FWA communications. • Supervise design, copywriting, and production of all marketing collateral and communications in alignment with FWA brand standards and basic design best practices. • PR & Media Relations • Serve as FWA’s lead on media relations, nurturing and managing press opportunities. • Draft press releases, media statements, and talking points for FWA leadership. • Build and maintain relationships with industry and business media outlets. • Communications & Brand Stewardship • Manage FWA’s brand guidelines and ensure consistent application across all touchpoints. • Oversee internal and external communications channels, including newsletters, announcements, promotional campaigns, PR, social media, and the FWA web site. • Monitor digital analytics and use insights to refine outreach and campaigns. • Collaborate with Schwab partners on communications alignment and compliance. • Write, edit, and proof communications with absolute precision — delivering letter-perfect, comma-perfect copy. • Cross-Functional Collaboration • Partner with Alliance Research, Events, and Member Experience teams to ensure effective promotion and visibility. • Provide communications support to FWA leadership, ensuring consistency of messaging. • FWA Leadership Team Contribution • Contribute to FWA’s overall strategic direction, long-term growth strategies, budget priorities, and organizational decision-making as a member of the leadership team. • Guide and uphold FWA’s brand, mission, and values across internal and external touchpoints. • Act as a thought partner on the Member Acceptance Committee and other leadership forums. • Help manage major technology and operational initiatives, including vendor selection and implementation. • Help manage organizational compliance, business continuity, and risk processes. • Support cross-functional initiatives as needed, modeling collaboration and a One Schwab mindset. The role is not available as fully remote. Must live within reasonable commuting distance from the following Charles Schwab campus locations: • Westlake, TX • Orlando, FL What you have • Bachelor’s degree required. • 8+ years of experience in marketing, communications, or a related field. • Creative agency experience highly desirable. • Proven ability to manage PR and media relations, including pitching, writing press releases, and coordinating media engagement. • Impeccable storytelling, editing, and proofreading skills — producing flawless, high-quality copy and setting the tone and voice for FWA. • Hands-on experience managing social media, web content, and digital platforms. • Familiarity with basic design principles and ability to oversee collateral development. • Ability to use data and analytics to inform and enhance engagement strategies. • Excellent organizational and project management skills with detail-oriented follow-through. In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What’s in it for you At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions • Paid parental leave and family building benefits • Tuition reimbursement • Health, dental, and vision insurance

Guide prospects through establishing and growing their RIA firms by providing strategic advice and operational support. | 7+ years in sales, relationship management, or consulting with a business/finance background, and ability to travel up to 30%. | Your opportunity You will be a part of Schwab Advisor Services’ Business Consulting and Educations (BCE) team. The BCE team creates and delivers high-quality, industry-leading consulting and education programs that help advisors establish and better manage their businesses, in addition to helping them plan and prepare for the future. The key to the team’s success lies in its ability to create highly relevant and scalable programs that turn practice management insights into actionable plans that are implemented with new and existing advisors. These programs are delivered by a nationwide team of experienced consultants who work closely with advisors and the broader Schwab team to deliver a high-touch consulting experience that further differentiates our offering. With over 25 years of experience, we know there is no one-size-fits-all approach for serving independent financial advisors. Their needs are unique, and we offer individual guidance, support, and tools for advisors at every stage of their journey, from start-up through well-established firms. Hundreds of large financial advisors from the wirehouse, independent broker dealer, and other channels decide to make the transition to independence by becoming an RIA and starting their own firms. While the move may be positively ambitious, it comes with a major challenge that these advisors have never experienced: starting and managing and ultimately growing their own business. Your role is to help navigate the considerations of a successful firm setup, ensure that their firm is launched with a solid foundation and then optimized for rapid growth that will enable it to succeed long into the future. More specifically, you will help guide prospects through the strategy, planning and design, and operational mechanics of establishing an RIA firm. You will help the prospect in areas such as building out a business plan and articulating their core value proposition, as well as defining their desired firm and end client experience. You will share insights, ideas and best practices from top performing firms. You will help prepare, introduce and support them in working with a variety of Schwab and third-party experts in areas such as legal and compliance, technology, marketing, real estate, infrastructure, and healthcare. The role is not available as fully remote. Must live within reasonable commuting distance from the following Charles Schwab campus locations: • Westlake, TX • Orlando, FL What you have For you to succeed in the role, you will need to: • Quickly establish a strong working relationship with the clients where they respect your expertise, listen to your ideas and trust that you are looking out for their best interests • Create a positive outcome through your consulting engagement so clients are better prepared for rapid growth • Develop strong internal relationships with your Schwab colleagues as collaboration and internal partnerships are critical to your success • Conduct discovery and listen well so you can help prospects/clients create a business that meets their needs, goals and dreams • Have bias for action and the ability to overcome obstacles to successfully execute on multiple consultations or projects simultaneously • Serve as an accountability partner to promote forward progress • Be a reason why prospects and clients decide to choose or stay with Schwab. • Have a combination of 7+ years of experience in sales, relationship management, consulting or other client facing roles with a strong understanding of the independent advisory landscape • Have a business/finance degree and/or a clear understanding of business fundamentals (e.g., financial statements, business functions, organization structure) • Some travel up to 30% In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What’s in it for you At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions • Paid parental leave and family building benefits • Tuition reimbursement • Health, dental, and vision insurance

Provide customer assistance and support at the front desk. | High school education and customer service skills, no finance or retirement plan experience required. | Position Type: Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations. Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship. As a Client Service Manager (CSM), within Charles Schwab Trust Bank, you will form lasting relationships with premier level clients. These clients are either Independent Recordkeepers, Registered Investment Advisors, or Third Party Administrators. As a CSM, you will provide extraordinary service and solutions to clients while working for a division of Schwab that is leading the industry in servicing retirement plans through intermediary relationships. If you enjoy forming relationships and share a passion in serving clients - this role is for you. The Client Service Manager (CSM) supports a specific group of premier client relationships by ensuring all service levels are met every day. They will be the clients' primary contact and will act as their advocate internally across multiple business lines and levels of management. Key functions of the CSM include but are not limited to: • Act as primary contact for assigned premier level independent recordkeepers and third-party administrator relationships and associated complex trust and custody accounts. • Responsible for presenting a professional image of Schwab in all communications. • Introduce new products and services as well as recommend service enhancements • Proactively consult and educate clients through knowledge sharing and efficiency training with the objective of promoting client retention and growth • Collaborate with internal partners in delivery of timely and accurate information in response to inquiries and/or service issues • Meet or exceed established service level standards. • Manage multiple tasks effectively by balancing high productivity with excellent service quality • Manage client expectations by providing ongoing, proactive communication on projects, deliverables, issue resolution, and other substantive items • Escalate client issues to appropriate internal resources • Manage client issues by working and communicating effectively with the appropriate internal resources to identify the root cause, resolution, and alternative What you have Required Qualifications • 1+ years of experience with qualified retirement plans within the financial industry required or experience with employee benefit plans providing trust/custody or recordkeeping services Preferred Qualifications • Bachelor's degree in finance, economics, business administration, or related area • Understanding of rules governing qualified retirement plans • Working knowledge of ERISA and regulatory environment governing retirement accounts • Excellent client service and problem resolution skills. • Excellent communication (verbal and written) skills with ability to organize, prioritize, and work with minimal supervision. • Ability to handle complex work, be self-directed, and quickly develop a full understanding of our business • Positive attitude, team orientation, enthusiasm, professionalism and strong work ethic with high level of integrity and ethics • Ability to plan and lead client meetings in a professional, consultative and effective manner • Capable of working well with diverse groups and individuals and willingness to assist where needed • Ability to multi-task, actively listen, assess client needs, research information, and provide clients with "outside of the box" solutions • Ability to use several different applications at one time, including Windows, internet research, database systems, and email • Proficiency with MS Office technology (Word, Excel, PowerPoint) • Experience with SalesForce and trust accounting systems, such as SEI is a plus In addition to the salary range, this role is also eligible for bonus or incentive opportunities. #SchwabBTSjobs What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility (/hybrid-work) approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package (/summary-of-benefits) that takes care of the whole you - both today and in the future: • 401(k) with company match and Employee stock purchase plan • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions • Paid parental leave and family building benefits • Tuition reimbursement • Health, dental, and vision insurance

Manage custom reporting solutions for ultra high net worth clients using Addepar, collaborate with internal teams and financial consultants, and support complex client acquisition and retention processes. | Bachelor's degree, 7+ years in brokerage or financial services, 4+ years serving UHNW clients, deep Addepar expertise, strong financial reporting and client management skills, and preferred industry licenses. | Your opportunity In addition to a base salary, this role is also eligible for bonus or incentive opportunities. At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. As part of the Retail Experience and Specialized Relationships organization, the Business Accommodation Team is responsible for supporting complex client retention and acquisition in the Retail Business through retail business acceptance functions, complex problem solving, and process improvement for Schwab’s retail business. Our mandate is to deliver an intuitive, innovative and differentiated wealth management experience that drives growth and builds meaningful relationships with clients. We advocate on behalf of our clients and financial professionals, and we work with the field and other partners to ensure key processes / interactions are designed and executed smoothly. The SPWS Custom Reporting Team will broadly support the adoption and customization of class leading consolidated reporting software, as well as other Ad Hoc reporting needs for Ultra High Net Worth clients. The SPWS Complex Reporting Manager will be an Addepar specialist engaging directly with UHNW clients to understand personalized needs and execute solutions. The person in this position will have the opportunity to work on requests and/or projects with cross-functional partners including but not limited to branch network, service centers, operations, legal, AML and compliance. This person is required to be flexible and adaptive to support the flex force business strategy. The position is a individual contributor role that will work within the SPWS Custom Reporting Team. This role reports to the Director, Business Accommodations. What you’ll do: • Manager will work directly with Ultra High Net Worth clients to identify, explore and develop reporting opportunities for ultra-affluent clients utilizing in-house and third party solutions. • Act as a in-house expert of Addepar reporting tool, engaging with internal teams and Financial Consultants. • Support custom reporting team tasked to build, maintain, and evolve reports for clients. Create and manage reporting templates as well as system/documentation maintenance • Identify, research, and look for solutions to resolve the needs of affluent clients • Identify opportunities to modify existing processes to efficiently manage escalations • Provide acquisition support on new complex accounts and managing the know your client review conducted during the on-boarding process. • Document client needs, assess which ones may warrant modifications to existing processes, and lead those changes • Demonstrate strong ability to collaborate with team members to develop solutions, champion the Schwab Challenger Brand and foster employee engagement • Develop recommendations and a business case to support the them What you have Required Qualifications: • Deep product expertise of Addepar reporting capabilities • A client-centric focus – keeps clients in forefront of decisions, connects plans and actions to our purpose of serving clients • Strong financial reporting acumen and technical understanding of associated systems as well as relevant policies/procedures with ability to analyze associated facts to make balanced decisions in the best interest of clients, shareholders, and the firm • Ability to influence partners at all levels and demonstrate strong ownership skills. • Superior analytical, problem-solving skills and business judgment with the ability to identify the root cause of an issue (not explicitly stated) quickly and accurately, efficiently research a complex problem, and quickly learn and apply new information • Excellent verbal and written communications skills including the ability to distill complex information, develop recommendations and present to senior management • Ability to manage a diverse set of priorities in a fast-paced, dynamic environmentComfort with ambiguity and an ability to create a clear path forward in such situations • Attention to detail and the ability to work efficiently to meet tight deadlines with little supervision • Curiosity, a “can-do” attitude and the ability to learn quickly and thrive in a complex, dynamic environment • Outstanding “soft” skills - including the ability to work well with a diverse range of partners • Bachelor’s degree required; 4+ years of experience with UHNW client segment • 7+ years’ experience in brokerage or financial services industry required. • Strong working knowledge of Schwab internal systems, tools, and resources; including Salesforce, Workfront, Specialized Proposal Tool, Relationship Pricing Model, Client Central, Knowledge Center and Legacy systemsPreferred – industry specific licensing and/or designations (CPIM, CFA, CFP, etc. • Preferred – industry specific licensing and/or designations (CPIM, CFA, CFP, etc.) What’s in it for you At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions • Paid parental leave and family building benefits • Tuition reimbursement • Health, dental, and vision insurance

Assist customers at the front desk and provide assistance as needed. | High school education, basic cash register skills, bilingual ability, and customer service experience. | Retirement Client Service Specialist Position Type: Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations. Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship. As a Client Service Manager (CSM), within Charles Schwab Trust Bank, you will form lasting relationships with premier level clients. These clients are either Independent Recordkeepers, Registered Investment Advisors, or Third Party Administrators. As a CSM, you will provide extraordinary service and solutions to clients while working for a division of Schwab that is leading the industry in servicing retirement plans through intermediary relationships. If you enjoy forming relationships and share a passion in serving clients - this role is for you. The Client Service Manager (CSM) supports a specific group of premier client relationships by ensuring all service levels are met every day. They will be the clients’ primary contact and will act as their advocate internally across multiple business lines and levels of management. Key functions of the CSM include but are not limited to: • Act as primary contact for assigned premier level independent recordkeepers and third-party administrator relationships and associated complex trust and custody accounts. • Responsible for presenting a professional image of Schwab in all communications. • Introduce new products and services as well as recommend service enhancements • Proactively consult and educate clients through knowledge sharing and efficiency training with the objective of promoting client retention and growth • Collaborate with internal partners in delivery of timely and accurate information in response to inquiries and/or service issues • Meet or exceed established service level standards. • Manage multiple tasks effectively by balancing high productivity with excellent service quality • Manage client expectations by providing ongoing, proactive communication on projects, deliverables, issue resolution, and other substantive items • Escalate client issues to appropriate internal resources • Manage client issues by working and communicating effectively with the appropriate internal resources to identify the root cause, resolution, and alternative What you have Required Qualifications • 1+ years of experience with qualified retirement plans within the financial industry required or experience with employee benefit plans providing trust/custody or recordkeeping services Preferred Qualifications • Bachelor’s degree in finance, economics, business administration, or related area • Understanding of rules governing qualified retirement plans • Working knowledge of ERISA and regulatory environment governing retirement accounts • Excellent client service and problem resolution skills. • Excellent communication (verbal and written) skills with ability to organize, prioritize, and work with minimal supervision. • Ability to handle complex work, be self-directed, and quickly develop a full understanding of our business • Positive attitude, team orientation, enthusiasm, professionalism and strong work ethic with high level of integrity and ethics • Ability to plan and lead client meetings in a professional, consultative and effective manner • Capable of working well with diverse groups and individuals and willingness to assist where needed • Ability to multi-task, actively listen, assess client needs, research information, and provide clients with "outside of the box” solutions • Ability to use several different applications at one time, including Windows, internet research, database systems, and email • Proficiency with MS Office technology (Word, Excel, PowerPoint) • Experience with SalesForce and trust accounting systems, such as SEI is a plus In addition to the salary range, this role is also eligible for bonus or incentive opportunities. #SchwabBTSjobs What’s in it for you At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions • Paid parental leave and family building benefits • Tuition reimbursement • Health, dental, and vision insurance

Assist customers at the front desk and provide assistance as needed. | High school education, customer service skills, bilingual ability, and cash register experience. | Position Type: Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations. Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship. As a Client Service Manager (CSM), within Charles Schwab Trust Bank, you will form lasting relationships with premier level clients. These clients are either Independent Recordkeepers, Registered Investment Advisors, or Third Party Administrators. As a CSM, you will provide extraordinary service and solutions to clients while working for a division of Schwab that is leading the industry in servicing retirement plans through intermediary relationships. If you enjoy forming relationships and share a passion in serving clients - this role is for you. The Client Service Manager (CSM) supports a specific group of premier client relationships by ensuring all service levels are met every day. They will be the clients' primary contact and will act as their advocate internally across multiple business lines and levels of management. Key functions of the CSM include but are not limited to: • Act as primary contact for assigned premier level independent recordkeepers and third-party administrator relationships and associated complex trust and custody accounts. • Responsible for presenting a professional image of Schwab in all communications. • Introduce new products and services as well as recommend service enhancements • Proactively consult and educate clients through knowledge sharing and efficiency training with the objective of promoting client retention and growth • Collaborate with internal partners in delivery of timely and accurate information in response to inquiries and/or service issues • Meet or exceed established service level standards. • Manage multiple tasks effectively by balancing high productivity with excellent service quality • Manage client expectations by providing ongoing, proactive communication on projects, deliverables, issue resolution, and other substantive items • Escalate client issues to appropriate internal resources • Manage client issues by working and communicating effectively with the appropriate internal resources to identify the root cause, resolution, and alternative What you have Required Qualifications • 1+ years of experience with qualified retirement plans within the financial industry required or experience with employee benefit plans providing trust/custody or recordkeeping services Preferred Qualifications • Bachelor's degree in finance, economics, business administration, or related area • Understanding of rules governing qualified retirement plans • Working knowledge of ERISA and regulatory environment governing retirement accounts • Excellent client service and problem resolution skills. • Excellent communication (verbal and written) skills with ability to organize, prioritize, and work with minimal supervision. • Ability to handle complex work, be self-directed, and quickly develop a full understanding of our business • Positive attitude, team orientation, enthusiasm, professionalism and strong work ethic with high level of integrity and ethics • Ability to plan and lead client meetings in a professional, consultative and effective manner • Capable of working well with diverse groups and individuals and willingness to assist where needed • Ability to multi-task, actively listen, assess client needs, research information, and provide clients with "outside of the box" solutions • Ability to use several different applications at one time, including Windows, internet research, database systems, and email • Proficiency with MS Office technology (Word, Excel, PowerPoint) • Experience with SalesForce and trust accounting systems, such as SEI is a plus In addition to the salary range, this role is also eligible for bonus or incentive opportunities. #SchwabBTSjobs What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility (/hybrid-work) approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package (/summary-of-benefits) that takes care of the whole you - both today and in the future: • 401(k) with company match and Employee stock purchase plan • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions • Paid parental leave and family building benefits • Tuition reimbursement • Health, dental, and vision insurance

Lead and coach a team of wealth advisors, develop client relationships, and ensure compliance and performance standards. | Requires CFP or CFA designation, FINRA Series 7, 66, 9/10 licenses, 5+ years in financial services, supervisory experience, and a bachelor's degree. | Your opportunity Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and Wealth Strategies Consulting Group. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab’s approach to investing. The Centralized Service & Operations group supports Fixed Income and Schwab Wealth Advisory clients as the client facing phone teams. The Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and Wealth Strategy teams. Additionally, they provide specialized products to meet income generation, risk mitigation, and liquidity needs. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations. As a Senior Regional Manager you will coach and counsel a team of 10-12 Wealth Advisors and Associate Wealth Advisors in a collaborative environment designed to both grow and support the client base they support. We value integrity, open communication, strong market knowledge, and a passion for client service. If you want to work with a firm that is dynamic, client focused, invests in your growth, and values your contributions, consider a career as a Senior Regional Manager. What you are good at- Motivating – As a leader you will inspire your team by providing support and championing the collaborative Schwab culture. Building collaborative relationships- You will build and foster relationships with internal partners as well as clients. Internal partners will include Branch Managers, Regional Branch Executives and Directors within the Investor Advice Solutions division. Developing others - We are seeking an individual with extensive financial services experience to share with their team of CFP® or CFA® investment professionals. Managing change- The Senior Regional Manager will establish strategies and design plans to ensure that asset and service targets are met. Managing performance- Part of this role includes the monitoring of client interactions and coaching to improve service and advice quality. You will coach to daily planning and execution that is being provided to SWAI clients. This includes performing the compliance and administrative tasks inherent in our industry. What you have We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include: • CFP® designation or CFA® designation required (may consider 24 month condition of employment) • Bachelor’s Degree required • Active and valid FINRA Series 7 license required • Active and valid FINRA 66 license required (may consider a 120-day COE) • Active and valid FINRA 9/10 required (may consider a 120-day COE) • Five plus years’ experience in the financial services industry • Minimum of 2 years supervisory experience strongly preferred In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What’s in it for you At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions • Paid parental leave and family building benefits • Tuition reimbursement • Health, dental, and vision insurance

Lead test plan creation, risk mitigation, test data strategy, test case development, defect resolution, and continuous improvement in QA for capital markets applications. | Bachelor’s in Computer Science or related field plus 5 years of experience in capital markets software development and testing with specific technical skills and tools. | Your opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. Job Responsibilities: Lead the creation of test plans, including technical and business requirements and tool selection. Identify risks and prepare mitigation plans. Develop Test Data Strategy. Assist QA and Release Specialist in preparing implementation timelines and in determining appropriate test environments. Create test cases according to standards, manual and automated. Engage Application Development in defect resolution. Complete defect tracking and follow through to ensure completion. Participate in continuous improvement efforts within the QA organization. Research and evaluate new testing technologies and tools. Evaluate and recommend process or technical changes to partner organizations. Provide guidance around automation strategies, working with the QA Specialist and Application Development. What you have Job Requirements: Bachelor’s in Computer Science, Electronic Engineering, or a related field, plus 60 months of progressive, post-bachelors experience. Experience must include 60 months of experience involving th following: Front office, middle office, and back-office forex processes for trading front office systems in capital markets, including equities, options, futures, forex, and migration activities; Java 11/12 or J2EE application development, including Microservices, JPA, Spring Boot, REST/SOAP APIs, and MVC architecture; Functional, regression, integration, and system testing of capital markets applications, including comprehensive test strategy and test plan development, test execution, and defect management; GCP Cloud, Bamboo, bitbucket, Kanban, AWS, Jenkins, GitHub, and CI/CD pipelines for test automation and deployment; Agile methodologies and tools including Kanban, Jira, GIT, and confluence tools; Selenium/Java; and SQL, Postgres, and Oracle. We offer competitive pay and benefits. Starting compensation depends on related experience. Annual bonus and other eligible earnings are not included in the ranges above. Benefits include: 401(k) w/ company match; employee stock purchase plan; paid vacation, volunteering, 28-day sabbatical after every 5 years of service for eligible positions; paid parental leave and family building benefits; tuition reimbursement; health, dental, and vision insurance; hybrid/remote work schedule available for eligible positions (subject to Schwab’s internal approach to workplace flexibility). What’s in it for you At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions • Paid parental leave and family building benefits • Tuition reimbursement • Health, dental, and vision insurance

Build and maintain enterprise platform engineering solutions, automate workflows, monitor application reliability, and collaborate on software delivery improvements. | Bachelor’s degree in Computer Science or related field with 8 years of progressive experience in platform engineering, automation, configuration management, monitoring, and infrastructure administration. | Your opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. Job Responsibilities: Identify opportunities to build innovative tools and solve unique operations problems on large enterprise and mission critical applications. Practice Site Reliability Engineering mindset and solve problems through automation and instrumentation Develop tools, frameworks, and instrumentation to validate and increase rollout success for applications. Partner within the Support organizations to build and rollout plans for enhanced telemetry and reduce defects for software delivery to multiple lower environments. Perform real-time troubleshooting of mission critical application workflows and incorporate feedback to product development. Monitor the current-state solution portfolio to identify deficiencies through aging of the technologies used by the application, or misalignment with business requirements. Understand, advocate and augment the Schwab Reliability Engineering principles, guidelines and standards. Analyze the business-IT environment (run, grow and transform the business) to detect critical deficiencies, and recommend solutions for improvement. Assist with the evaluation and selection of software product standards and services, as well as the design of standard and custom software configurations. What you have Job Requirements: Bachelor’s in Computer Science, Software Engineering, or a related field and 96 months of progressive, post-Bachelor’s experience in a related occupation. Experience must include 96 months involving the following: Platform Engineering (including Windows, Linux, and Cloud Platform Administration), and handling the infrastructure in on-premises and cloud Environments; PowerShell and Python automation; Designing and maintaining CI/CD solutions using Atlassian tools stack and Git Repos; Configuration Management using Ansible and Salt stack; Certificate management and Access management; Monitoring, Observability, and creating alerts and dashboard using Splunk and ITRS; and Active directory, DNS, DHCP, or Virtualization. We offer competitive pay and benefits. Starting compensation depends on related experience. Annual bonus and other eligible earnings are not included in the ranges above. Benefits include: 401(k) w/ company match; employee stock purchase plan; paid vacation, volunteering, 28-day sabbatical after every 5 years of service for eligible positions; paid parental leave and family building benefits; tuition reimbursement; health, dental, and vision insurance; hybrid/remote work schedule available for eligible positions (subject to Schwab’s internal approach to workplace flexibility). What’s in it for you At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions • Paid parental leave and family building benefits • Tuition reimbursement • Health, dental, and vision insurance

Assist Branch Manager in developing and implementing local business plans, coach branch team members, and support client asset growth and market share expansion. | Bachelor’s degree or equivalent experience, active Series 7 license, Series 66 and Series 9/10 licenses (or ability to obtain within 90 days), financial services experience, leadership skills, and willingness to relocate. | Your opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.   As an Assistant Branch Manager (ABM) within Schwab’s Branch Network, you have the unique opportunity to center your work around development and growth – for your clients, your team, and yourself. In collaboration with, and under the guidance of, the Branch Manager, you will develop and implement a comprehensive local business plan focused on growth of market share and client assets. As a branch leader, you will coach a driven team of branch professionals, attending to performance management and employee engagement. In more than 300 branch offices in 45 U.S. states, you'll find Branch Managers leading and coaching their teams as they work directly with our clients to achieve their financial goals. As an ABM, you are on a direct path to become a Branch Manager, a critical leader role within our Investor Services organization, which is responsible for helping individuals and families with their financial goals, including retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs. If you are seeking the next step in your career as a leader within wealth management, this may be the role for you. What you have  Required Qualifications: • Bachelor’s degree or equivalent work-related experience   • A valid and active Series 7 license required  • A valid and active Series 66 (63/65) license required (may be obtained within a 90 day condition of employment)  • A valid and active Series 9/10 (8) license required (may be obtained within a 90 day condition of employment)  • Since this is a development role, those that are hired into his position need to be flexible to relocate across the network when a manager role becomes available. Preferred Qualifications: • A minimum of 5 years in the financial services industry with leadership experience preferred  • Ability to provide ongoing employee coaching, development, and recognition  • Demonstrated business development experience with a strong drive for results • Passion to focus on retention and development of top talent through coaching, performance management, and employee engagement. • Openness to build and deepen relationships with clients, within the community and within Schwab to achieve desired results • A valid and active Life and Health Insurance license (may be obtained within a 120 day condition of employment)  • CFP® designation is preferred • Strong brokerage and industry knowledge In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What’s in it for you At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. We offer a competitive benefits package that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions • Paid parental leave and family building benefits • Tuition reimbursement • Health, dental, and vision insurance

Develop and maintain Python-based AI/ML model validation frameworks including coding, testing, documentation, and stakeholder presentations. | Bachelor’s degree in related field with 2+ years experience in data science or machine learning using Python and associated libraries, with knowledge of predictive and statistical modeling. | Your opportunity The Model Risk Oversight (MRO) team within Corporate Risk Management is responsible for identifying and managing model risk at the company. The MRO Research and Development Team develop software technologies that revolutionize model risk management. We are looking for a data science software engineer to join a highly engaged, driven, and innovative team at Schwab. We are currently building our validation automation framework which will bring incredible scalability and efficiency to model validations at Schwab. The role requires 70% of coding, testing, and documenting, and 30% of analysis, design, and presentations to key stakeholders. This individual contributor Data Science Software Engineer will: • Develop solutions using open-source Python libraries and vendor AI/ML platforms, implement feature engineering, data transformation, functions to test various characteristics such as fairness, bias, explainability, interpretability, and data drift. • Develop pipelines, models, and modules by integrating various Python libraries and platforms to create a reliable, dependable, and maintainable framework for AI/ML. • Develop model serving and model hosting solution and integrate with the Python infrastructure to enable model serialization, model execution, model performance monitoring, and sensitivity testing for the hosted models. • Design software solutions according to the established acceptance criteria and programming standards. Develop code to implement solutions in a manner that is straightforward, clear, and consistent with existing software modules and in compliance with the established Systems Development Life Cycle (SDLC). • Determine and address root causes of production issues in timely manner. Lead infrastructure related projects with Schwab IT departments, such as identifying and adding new Python libraries to Schwab approved Anaconda repositories. • Contribute positively to team culture by performing work in a professional manner and making decisions that improve user satisfaction. • The above list of responsibilities is not all inclusive and other duties may be assigned from time to time. What you have Required Qualifications: • Bachelor’s degree in Statistics, Computer/Data Science or related fields • 2+ year experience in data science or machine learning • 2+ year experience using Python, in particular Scikit-Learn, Statsmodels, Optuna, TensorFlow, NumPy, Pandas and Matplotlib etc. • Solid understanding of predictive modeling, statistical modeling, time series modeling, feature engineering, model tuning concepts such as hyperparameter optimization, etc. Preferred Qualifications: • Advanced degree in Statistics, Computer/Data Science or related field • Strong communication and presentation skills • Experience with Angular, Agile and C# • Experience with Gen AI and Cloud Technologies • Experience with Atlassian software (Bitbucket, Jira, Bamboo) What’s in it for you At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions • Paid parental leave and family building benefits • Tuition reimbursement • Health, dental, and vision insurance

Lead design and delivery of secure, scalable cloud solutions across financial services, crypto/blockchain, and AI/ML domains, ensuring compliance with regulations and translating architecture to engineering execution. | 8+ years cloud design experience in GCP or AWS, expertise in cloud security, cryptocurrency/blockchain, AI/ML architecture, automation tools like Terraform and Ansible, DevOps practices, and preferably certifications and financial services experience. | Your opportunity At Schwab, you are empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s). The Principal Cloud Architect will have the opportunity to help shape the next generation Cloud strategy and solutions for Charles Schwab. The ideal candidate will have experience in large-scale cloud design across multiple cloud platforms as well as a deep understanding and experience with AI and Crypto technologies. This role requires a unique blend of deep technical expertise, strong architectural storytelling, and the ability to bridge executive vision with engineering execution. Position Responsibilities • As a Principal Cloud Architect, you will be an ambitious individual contributor; provide efficiently organized and designed logic, be highly motivated and well versed in developing robust easily maintainable cloud solutions • Lead architecture design and delivery of secure, scalable, and compliant solutions across financial services, crypto/blockchain, and AI/ML domains • Ensure all designs comply with financial regulations, crypto-specific governance, and AI ethics frameworks • Ability to effectively transition your design reference materials to engineering organizations, and engineered solutions • You can quickly understand complex problems and identify simple solutions • Ability to communicate effectively with peers and executives translating technical language into actionable plans; have good listening skills and ask great questions • Good interpersonal, analytical, and problem-solving skills • Strong technology affinity and experience, as well as attention to detail is required • A willingness to learn and grow is a must. Teammate with strong collaborative qualities and a positive demeanor. You can transition and cross train peer teams on your designs and technology development • Ability to thrive in a fast-paced environment across multiple time zones and locations • Previous experience in a highly regulated environment with appreciation for audit and regulatory principles will benefit the applicant. • Strong architecture, critical thinking, and problem-solving abilities, along with an ability to lead sometimes ambiguous, and constantly evolving requirements • Self-directed leadership and organization against a strategic framework and mutually agreed priorities as a leading member in a high-paced and focused team What you have Required Qualifications • 8+ years highly technical experience with cloud design in Google Cloud Platform (GCP) or Amazon Web Services (AWS) • Experience creating detailed architectural designs in either GCP (preferred) or AWS • Experience with Cloud Security products and following secure design principles • Experienced in the development of policy and operational processes to insure high availability and service of entire technology stack, from front-end web traffic to back-end big-data infrastructure • Demonstrated knowledge and experience in cryptocurrency/blockchain platforms and protocols • Hands-on experience architecting AI/ML solutions, including data pipelines, model deployment, and governance • Coding proficiency with Terraform, Ansible, Salt or similar automation tools • Working proficiency with SCM and DevOps tool suites; examples include Git, Bitbucket, Bamboo, Jenkins, Concourse etc. • Experience designing for mission critical, 24x7 systems • Working knowledge of Agile/Scrum, experience adopting or leading continuous integration and continuous delivery concepts and frameworks • Bachelor’s degree in Information Technology, Computer Science, Cyber Security, related degree OR related practical experience • Google Cloud Professional Cloud Architect, AWS Certified Solutions Architect is a plus • Experience in the Financial Services industry is a plus In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What’s in it for you At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions • Paid parental leave and family building benefits • Tuition reimbursement • Health, dental, and vision insurance

Manage check operations including deposits and disbursements, resolve client issues, assess and manage risk, and collaborate with internal and external partners. | 2+ years of client service or operations experience in brokerage/financial industry, associate’s degree or equivalent, strong technical and communication skills, and ability to work in a high-volume environment. | Your opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. Charles Schwab’s Banking Operations is responsible for processing of money movements, education of policies and procedures related to these money movements, and risk prevention. This role specifically focuses on check operations, including but not limited to check deposits and disbursements. We focus on maximizing operating leverage by integrating functions, increasing productivity, and gaining efficiencies to better position Schwab to compete in the marketplace and to reinvest in areas that matter most to our clients. As an elite team of experts, we are committed to delivering efficient solutions that maximize trust while minimizing risk by owning every client interaction through clients’ eyes. As a Banking Operations Associate in Check Operations, you will promote client loyalty by providing the highest quality support to our internal and external customers via handling transactions that require attention to detail and priority management. You will be a primary contact for our branch partners and clients, internal partners, and external clients, and provide “best in class” service by: • Effectively managing and evaluating risk while depositing funds and processing disbursement requests. • Assess and resolve client issues that relate to check transactions by helping clients “Own their Tomorrow”. You will assist clients in navigating through money movement solutions and servicesavailable at Schwab. • Problem solving and conducting research/special requests through the use of internal processing systems, phone and emails. • Identifying situations where escalation is warranted and the ability to take action quickly in a high-risk environment. • Performing work that is detailed and communicated in a clear, effective manner. • Work collaboratively and effectively with others in a fast-paced environment. • Proactively educate clients and internal partners on our processes and services. • Support business initiatives by developing strong partnerships. • Work cooperatively with others to produce innovative solutions. • Collaborate with team members in a diverse work environment. What you have To ensure that we fulfill our promise of 'challenging the status quo,' this role has specific qualifications that successful candidates should have. Required Qualifications: • 2+ years’ experience in client service or operations with brokerage/financial industry Preferred Qualifications: • Associate’s degree or equivalent work experience. • Ability to quickly learn new technology and utilize a variety of data and systems to proactively identify solutions to meet client needs. • Self-driven and demonstrated ability to work in a high-volume environment. • Intermediate technical skills, with the ability to use multiple applications simultaneously and efficiently, including Windows, internet research, database systems, and email. • Excellent operational and follow-up skills with the ability to manage complex work. • Engaging interpersonal, verbal, and written communication skills. • Demonstrated ability to be self-directed and quickly develop a full understanding of the business. • Knowledge regarding regulatory, audit, and compliance policies related to the financial industry will need to be obtained. • Positive attitude, team orientation, enthusiasm, professionalism, forward thinking, and strong work ethic. • Due to the nature of risk inherent in assigned responsibilities, attention to detail and accuracy is required. In addition to the salary range, this role is also eligible for bonus or incentive opportunities What’s in it for you At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions • Paid parental leave and family building benefits • Tuition reimbursement • Health, dental, and vision insurance

Design, implement, and maintain cryptographic solutions and infrastructure to secure data across on-prem, SaaS, and cloud environments while leading a cybersecurity engineering team. | 8+ years in cybersecurity with hands-on cryptography experience, knowledge of encryption algorithms, HSM management, strong communication skills, and experience in financial services preferred. | Position Type: Regular Your opportunity At Schwab, you are empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. Schwab’s Cybersecurity organization is the first line of defense for Schwab. The Lead Engineer of Cryptography will play a key role on a team of cyber security data protection subject matter experts and engineers to create, implement, and maintain cryptography controls using on-prem, SaaS, and IaaS cloud-based solutions to reduce risk and enforce Schwab’s security policies and standards for data protection. You are a driven lead engineer with a deep passion to be an accelerator and change agent with the ability to build a security community and progressive Dev/SEC/Op’s culture. You will be responsible for innovating, developing, and implementing groundbreaking cryptography capabilities to secure data in on-prem, SaaS, and IaaS workloads. You have Lead level engineer experience in implementing cryptographic solutions through design, implementation, and maintenance phases to secure infrastructure and applications by developing and applying complex algorithms, mathematical models, and encryption techniques to protect sensitive data from unauthorized access, ensuring data integrity and confidentiality within an organization. This role requires expertise in the cybersecurity industry. Responsibilities Include, but not Limited to: • Design, analyze, and implement various cryptographic algorithms like symmetric encryption (AES), asymmetric encryption (RSA), digital signatures, and key management protocols based on organizational needs. • Integrate cryptographic algorithms into applications and systems, ensuring proper key handling, secure communication channels (TLS/SSL), and compliance with industry standards. • Identify potential weaknesses in existing cryptographic systems and propose solutions to mitigate security risks. • Stay informed about emerging threats and cryptographic attacks to proactively address potential security vulnerabilities. • Optimize cryptographic operations to maintain system efficiency while ensuring robust security. • Ensure adherence to relevant security regulations and best practices related to cryptography. • Work closely with software engineers to integrate cryptographic components into applications and provide technical guidance on secure coding practices. • Maintain close ties to various stakeholders, developers, and engineers across the company, ensuring the services we create meet their needs as products evolve. • Communicate extensively with Data Protection Product and engineering teams across the organization. • Drive complex technical initiatives to full delivery leveraging knowledge of Cyber security practices, software engineering principles, agile frameworks, and customer engagement. • Lead team to design, build, and maintain infrastructure to meet the organization’s requirements and ensure high availability. • Applying adept understanding and experience with systems automation platforms and technologies. What you have Required: • 8+ years of hands-on experience in network security, data security, and/or other cybersecurity-related controls and technologies. • Bachelor’s Degree in computer science or related field highly preferred. • Experience with managing Hardware Security Modules (HSMs). • Extensive knowledge of symmetric and asymmetric encryption algorithms, digital signatures, hashing functions, key exchange protocols, and secure random number generation. • Ability to foster collaborative, open, working relationships with technology groups and other stakeholders, including vendor relationships. • Clear communication skills and ability to interact effectively at multiple levels of an organization, and to influence leadership (Including translating technical information based on specific audiences). • Experience working on multiple high-visibility and high-impact enterprise cybersecurity projects with cross-functional teams while maintaining superior results including planning, development and management of technical requirements, design, testing and deployment of security solutions. Preferred: • Experience in on-premises and cloud cybersecurity within the Financial Services sector. • Experience with native tooling in Public Cloud offerings as well as third party security controls. • Multiple certifications in cybersecurity and data protection cybersecurity highly preferred (CISSP, GIAC, CISM, CCSP, CISA, or Security+, or other related certifications). “In addition to the salary range, this role is also eligible for bonus or incentive opportunities.” What’s in it for you At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions • Paid parental leave and family building benefits • Tuition reimbursement • Health, dental, and vision insurance

Lead and architect the iOS platform, provide technical leadership, establish best practices, ensure scalability and security, align with business goals, drive innovation, collaborate cross-functionally, document technical plans, and mentor engineers. | 10+ years IT experience, 5+ years mobile architecture, 4+ years iOS development with mastery of Swift and frameworks, experience with Xcode, Bitrise, Firebase, concurrency, debugging, modular design, Agile, and preferably a master's degree. | Your opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. We are looking to add an iOS Architect to our organization to provide dedicated oversight for our most widely used platform. While we have strong architectural leadership in mobile, investing in an iOS-focused expert will ensure we continue to align with our strategic goals and maintain excellence in the platform our client rely on most. This role will help drive daily technology decisions, optimize iOS development processes, and contribute to broader strategic initiatives, strengthening our overall mobile strategy. Position Responsibilities: • Leading the iOS Platform: As the most used platform in our organization, the iOS platform is critical to our success. The iOS Architect will ensure high visibility and support by a dedicated engineer, driving technology decisions and innovation. • Providing Technical Leadership: Currently, iOS engineers and leads lack a dedicated technical leader to guide their decisions and foster a culture of technical excellence. This role will empower them to become technology drivers and contribute more effectively. • Establishing Best Practices: The dedicated architect will establish and enforce best practices, reducing technical debt, improving code quality, and increasing development efficiency. • Supporting Strategic Focus: The role will free up the Distinguished Engineer and existing Android Architect to focus on broader strategic issues and initiatives across the organization. • Ensuring Scalability, Performance, and Security: The iOS Architect will ensure the scalability, performance, and security of the iOS applications. This requires a high level of expertise and undivided focus to dig deep into these details for the platform. • Aligning with Business Goals: Ensuring alignment with overall business goals and architectural standards. As teams work on features daily, there needs to be constant oversight to ensure that the gap between technology and business needs does not deviate. • Driving Innovation: The iOS Architect will drive technology decisions and innovation, ensuring that the iOS platform remains at the forefront of mobile technology. • Collaborating with Cross-Functional Teams: Work closely with other architects and technical leads to ensure that iOS development aligns with the broader mobile and backend architecture. • Documenting Technical Plans: Plan and write technical documentation to support the development and maintenance of the iOS platform. • Mentoring and Training: Mentor and train iOS engineers to foster a culture of continuous learning and improvement. What you have Required Qualifications: • 4+ years of experience developing on glass solutions for iOS • 5+ years of Mobile architecture design experience • 10+ years of Information Technology experience • Ability to define and present a vision for the future of Mobile Application Technology • Broad knowledge of the Native iOS development: Mastery of Swift is crucial and deep knowledge of SwiftUI & UIKit frameworks • Experience with Xcode, Bitrise, Firebase • Proficiency with concurrency and multithreading for performance • Strong grasp of ARC and tools like instruments for debugging leaks • Ability to profile apps and optimize • Strive for top quality results and continuously look for ways to improve and enhance application security • Experience designing modular architectures to improve maintainability and team efficiency. • Familiar with Apple’s HIG ensuring compliance to UI/UX standards • Ability to collaborate closely with other architects and technical leads to align iOS development with broader mobile and backend architecture • Experience with planning and writing technical documentation • Ability to work in an Agile environment • Master’s degree in computer science preferred In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What’s in it for you At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions • Paid parental leave and family building benefits • Tuition reimbursement • Health, dental, and vision insurance