Liquidity Strategy Manager, Digital Assets

Charles Schwab Corporation; New York; Hybrid; USD 160,000 - 230,000; Full time

Job summary

Charles Schwab Corporation in New York is seeking an experienced liquidity and funding professional to lead liquidity strategy within Treasury. The role focuses on emerging products, intraday liquidity, and collateral optimization for digital assets and tokenized securities.

You will own end-to-end workstreams, design monitoring metrics, and liaise with senior management to communicate liquidity risks and opportunities. Requires 6+ years in finance and deep knowledge of liquidity regulations.

Qualifications

• Bachelor’s degree required; MBA preferred.
• CFA, CPA or FRM professional designation preferred.
• 6+ years in finance with 3+ years of experience managing Liquidity Risk for a Category IV or larger financial institution.
• Deep knowledge of broker / dealer liquidity requirements (series 27 preferred).
• Deep knowledge of bank liquidity requirements.
• Experienced with secured financing and collateral upgrade transactions.
• Experience assessing liquidity risks associated with digital assets, blockchain, tokenization, or other emerging financial products preferred.
• Experienced with financial systems and financial data.
• Excellent analytical, strategic planning, problem resolution skills.
• Ability to translate sophisticated business problems into discrete quantifiable components.
• Excellent oral and written communication skills.

Responsibilities

• Develop liquidity strategies and analytical frameworks to support emerging products, including long/short strategies, securities financing transactions, digital assets, and tokenized securities.
• Assess the intraday liquidity, funding, and collateral implications of new business activities, including 24/7 trading and evolving settlement models.
• Develop methodologies to quantify liquidity requirements and evaluate collateral eligibility, segregation, and operational readiness for digital assets and tokenized securities.
• Own Treasury workstreams and deliverables for digital asset and emerging product initiatives, and drive end-to-end delivery from ideation through implementation.
• Design and implement monitoring metrics and reports on intraday liquidity.
• Monitor customer trading activities and proactively identify emerging intraday liquidity risks.
• Remain abreast of the macro-economic environment, regulatory guidelines and market structure developments.
• Prepare and review ALCO, senior management, and Board committee materials.

Skills

Liquidity risk

Financial analysis

Strategic planning

Communication

Quantitative modeling

Digital assets

Education

Bachelor’s degree

MBA

Tools

Financial data systems

Job description

Charles Schwab Corporation in New York is seeking an experienced liquidity and funding professional to lead liquidity strategy within Treasury. The role focuses on emerging products, intraday liquidity, and collateral optimization for digital assets and tokenized securities.

You will own end-to-end workstreams, design monitoring metrics, and liaise with senior management to communicate liquidity risks and opportunities. Requires 6+ years in finance and deep knowledge of liquidity regulations.