Sr Specialist, Trading Operations

Your Opportunity

Schwab remains committed to providing increased visibility to career growth opportunities and job requirements. This posting announcement is part of increased transparency and while all qualified applicants will be reviewed and considered, this organization has a preferred candidate identified for this role.

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).

The AI Sr. Specialist (Distributions) plays a critical role within Alternative Investments Custody Services by supporting the accurate, timely, and well-controlled processing of distribution activity. This role is responsible for reviewing and researching distribution-related wires, resolving questions and exceptions, and serving as a senior resource for the team on complex or high-volume distribution matters.

In addition to hands-on distribution support, the Sr. Specialist acts as a subject matter expert by developing deep process knowledge, researching issues thoroughly, and providing clear guidance when team members have questions or concerns. The role partners closely with internal teams and business partners to ensure appropriate transparency, timely escalation, and consistent communication across Schwab.

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:

• Three (3) or more years of experience in Alternative Investments operations, distributions, wires, settlements, or related operational functions.
• Strong understanding of distribution processing, wire review, exception management, and related operational controls.
• Demonstrated ability to research complex issues, analyze details, and determine appropriate resolution paths.
• Proven ability to act as a subject matter expert and provide clear, accurate guidance to team members.

Preferred Qualifications: 

• Strong judgment and risk awareness, including knowing when to escalate issues or provide transparency to leaders and business partners.
• Excellent communication skills with the ability to explain issues clearly, provide timely updates, and partner effectively across Schwab.
• Ability to prioritize effectively and support team execution during high-volume or time-sensitive distribution cycles.

In addition to the salary range, this role is also eligible for bonus or incentive opportunities