Manager - SCFR Financial Planning, Investing & Wealth Advice Tools

Schwab Stock Plan Services; Texas; On-site; USD 66,000 - 137,000; Full time

Job summary

A leading financial services company is seeking a Manager for SCFR Financial Planning, Investing & Wealth Advice Tools. This role involves supporting financial planning tools, conducting performance analysis, and collaborating with various teams to enhance investment solutions. Ideal candidates will have a Bachelor's degree and significant experience in the financial industry, along with strong analytical and communication skills.

Benefits

401(k) with company match

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Qualifications

• At least four years of experience in the financial services industry.
• Strong understanding of global investment markets.
• Ability to collaborate with diverse business partners.

Responsibilities

• Maintain and support the SCFR Charts capability.
• Conduct quarterly performance reporting and analysis.
• Analyze multiple asset classes and benchmarks.

Skills

Data analytic skills

Quantitative skills

Strong communication skills

Education

Bachelor’s degree in Economics, Accounting, Business or Finance

Tools

MS Office

Tableau

Bloomberg terminal

Morningstar Direct

Job description

Join to apply for the Manager - SCFR Financial Planning, Investing & Wealth Advice Tools role at Schwab Stock Plan Services

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Join to apply for the Manager - SCFR Financial Planning, Investing & Wealth Advice Tools role at Schwab Stock Plan Services

Lone Tree, CO ; Austin, TX

Requisition ID 2025-110225 Category Investment Management Position type Regular Pay range USD $66,900.00 - $136,800.00 / Year Application deadline 2025-06-02

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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 power of financial planning, investing, and wealth management to help individual investors and their families achieve their financial and life goals. To support this mission, this position will be part of a team focused on thought-leadership, consulting, & support for Schwab’s financial planning, investing, & wealth management advice tools, with the goal to help our retail and advisory partners deliver, improve, and deepen advice to clients.

As part of the Schwab Center for Financial Research (SCFR) this role will:

• Maintain and support the SCFR Charts capability, including production of both the SCFR Chart Library, the SAM Chartbook, and various other offerings
• Conduct quarterly performance reporting and analysis of fund managers
• Analyze multiple asset classes and benchmarks
• Provide expertise on new trends and innovation in product structures, asset allocation, rebalancing, and investment analysis
• Make detailed presentations to the internal audience for training and other consultative purposes
• Work with other internal teams to prepare content (training, education, articles, marketing collateral etc.) to help internal representatives and clients understand the broad range of investment solutions available
• Respond to ad hoc requests from internal and external parties
  
  

What you have

Required Qualifications

• Bachelor’s degree required with preference for majors in Economics, Accounting, Business or Finance.
• At least four years of experience in financial services industry. Industry knowledge of advisor client interactions. Data analytic skills a strong plus.
• The ability to collaborate with diverse business partners such as technology teams, marketing, product, and compliance teams.
• Strong understanding of global investment markets including an understanding of underlying economic, fundamental, behavioral, and other factors. Ability to identify and evaluate intangible factors for performing data analysis and research.
• Strong quantitative skills with a detailed understanding of Statistical concepts, Hands-on SAS, SQL, Excel, Monte Carlo Simulation, Security Analysis, Performance Reporting and Attribution.
• Experience with the following tools required: MS Office, Tableau, Bloomberg terminal, and Morningstar Direct.
• Excellent oral and written communication skills with a focus on attention to details. Strong ability to verbally present material to small or large audiences and in-person or virtually.
  
  

Preferred Qualifications

• CFP and/or CFA Charter holder or progress towards preferred.
• A high comfort level with coding in VBA, Python, or R is a plus.
• A well-organized self-starter with high energy and creativity, able to manage multiple tasks through prioritization.
• Ability to network with senior team members internally and externally across departments.
• A curious mindset that leads to new, creative approaches to solving problems and servicing business partners.
• Traits: Adaptable, attention to detail, able to operate and embrace ambiguity, intellectual curiosity.
  
  

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

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
  
  

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Eligible Schwabbies receive

• Medical, dental and vision benefits
• 401(k) and employee stock purchase plans
• Tuition reimbursement to keep developing your career
• Paid parental leave and adoption/family building benefits
• Sabbatical leave available after five years of employment

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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