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 location(s).
As a Senior Manager within Trading Services Finance, you will serve as a senior individual contributor responsible for the revenue forecast supporting Schwab's Retail Trading business. You will own and improve an established forecasting framework, evaluate how trading activity, client behavior, product mix, market conditions, and commission rates affect financial performance, and translate those movements into clear insights for senior Finance and business leaders.
Your impact will extend beyond producing an accurate forecast. You will identify the business drivers behind results, pressure-test assumptions, evaluate risks and opportunities, and communicate a concise point of view that helps leaders make informed decisions. This role also supports monthly performance analysis, quarterly forecasting, annual planning, and the evaluation of volume-sensitive trading expenses.
Success will require strong Business Acumen, Analytical Thinking, Decision Making, and Storytelling. You will collaborate across Finance, Trading Services, Operations, Accounting, Risk, and data teams, adapting your communication to different audiences while maintaining accountability for the quality and credibility of the financial outlook. You will have the autonomy to strengthen reporting, controls, assumptions, and processes while developing deeper expertise in a dynamic, market-sensitive business.
What you have
Required qualifications
Bachelor's degree in Finance, Accounting, Economics, Business, or a related field
7+ years of progressive Finance experience, including ownership of a complex forecast, financial plan, or comparable decision-support process
Experience analyzing financial and operational drivers, developing forward-looking assumptions, and explaining material changes in business performance
Demonstrated Business Acumen and Decision Making, with the ability to form and defend a well-supported point of view when information is incomplete or assumptions are challenged
Demonstrated Communication and Storytelling skills, including experience presenting complex financial information and recommendations to senior leaders
Experience using Problem Solving and Analytical Thinking to evaluate financial results, identify root causes, and recommend practical actions
Experience with Stakeholder Management and Cross-Functional Collaboration across Finance, business, operational, accounting, risk, or data partners
Preferred qualifications
Experience supporting trading, brokerage, wealth management, capital markets, banking, payments, financial technology, or another transaction- or volume-driven business
Experience improving an established financial model, reporting process, governance structure, or control environment
Proficiency in Microsoft Excel and Microsoft PowerPoint, including the ability to analyze large data sets and create executive-ready financial presentations
Experience with SQL, data-querying tools, financial systems, driver-based models, or other analytical technologies
Experience with Strategic Planning, Financial Reporting, variance analysis, and the evaluation of revenue and volume-sensitive expenses
Ability to demonstrate Influencing Others by constructively challenging assumptions, responding confidently to questions, and building credibility with senior partners
Adaptability when business conditions, market activity, priorities, or available information change
Master of Business Administration, Certified Public Accountant certification, Chartered Financial Analyst designation, or related advanced education or professional training
In addition to the salary range, this role is eligible for bonus or incentive opportunities.
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
CO Salary Range: USD $150,000.00 - $180,000.00 / Year
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.
