Manager, Operational Control
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).
Stock Plan Services is seeking a self-motivated professional to support standard and customized reviews, audits, and internal reconciliations across operational activities, accounts, and procedures, including daily break resolution. This role also supports tax form reconciliation and escheatment processing, while contributing to audit readiness, policy and procedure updates, and regulatory guidance for the broader Stock Plan Services organization.
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:
- Two or more years of experience in the brokerage or financial services industry required
- Series 7 and 63 licenses required
- Strong familiarity with financial and brokerage industry concepts, practices, and procedures
Preferred Qualifications:
- Two years of Stock Plan Services experience preferred
- Previous reconciliation experience preferred
- Series 9 and 10 licenses preferred
In addition to the salary range, this role is also eligible for bonus or incentive opportunities
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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