Job Description

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. The Specialized Trading Operations Team supports the daily trading activity of Charles Schwab Trust Bank’s (CSTB) institutional retirement clients. The team engages in various forms of trading including mutual funds, equities, ETFs, alternative investments, and non-registered securities. The team also engages with fund companies to enter into new trading agreements, amend existing contracts, and maintain the division’s security master. In addition, the team is responsible for the coordination and execution of special handling events with fund companies. As an entry level position on the team with an initial role of managing an ETF trading product, the Trading Operations Associate will be responsible for monitoring and assisting in the successful execution of trades for retirement clients. In this fast-paced role the employee will have the opportunity to work across the team and with clients and gain an understanding of both the retirement industry and equity markets. Over time the associate will have the ability to learn various function across the Specialized Trading Operations team as well engage in projects benefiting the team and department. With the opportunity to review and enhance processes, you have the ability to leave a mark on a growing business unit in an industry leader with opportunities for growth and promotion. What you have What you are good at: Focused candidate with the ability to quickly learn, process, and identify improvements Interest in the financial services industry and wanting to learn more about how the markets function Interested in growth and development in a leading enterprise Success Factors: Engage with daily processes to determine process improvements Executes independent processes while working within a team Motivated worker looking to gain knowledge and experiences in the financial services industry Communication skills that include communicating with external clients, management, and business partners Analytical skills that include the ability to research and resolve issues Intermediate Excel skills preferred Interest in financial services and markets Bachelor’s Degree preferred #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 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 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 Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281. Charles Schwab

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