Specialist, Event & Sponsorship Services

Charles Schwab Corporation; San Francisco (CA); On-site; USD 60,000 - 80,000; Full time

Job summary

Charles Schwab Corporation is seeking an Event Specialist to support a range of events for clients, shareholders, and employees. The role emphasizes planning, budgeting, and coordinating with external vendors to deliver memorable experiences.

The position requires Bachelor’s degree and the ability to travel as needed. On-site collaboration is emphasized, with work spanning both in-person and virtual formats.

Qualifications

• Ability to support multiple event workstreams, timelines, deliverables and stakeholders from planning through on-site or virtual execution.
• Strong organizational skills with attention to detail and ability to manage competing priorities in a fast-paced environment.
• Experience partnering with external vendors to deliver events that support defined business objectives and client experience standards.
• Proficiency in event documentation including project plans, budgets, and post-event follow-up.

Responsibilities

• Assist with events ranging from 5 to 2,500 participants for Schwab’s clients, shareholders, and employees.
• Help design and plan a wide range of event types—from high-touch hospitality to national virtual educational events.
• Provide on-site or virtual execution support and coordinate with vendors as needed.

Skills

Multi-event management

Organizational skills

Vendor management

Budget management

Forecasting

Collaboration

Travel readiness

Flexibility

Problem solving

Attention to detail

Education

Bachelor’s degree

Tools

Cvent

Job description

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, a preferred candidate has been identified for this role.

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).

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.

Event and Production Services (EPS) designs and delivers events and multimedia productions that attract, engage, and retain clients and employees. We take pride in creating memorable experiences that differentiate the Schwab brand.

The Event Specialist is responsible for assisting with events ranging in size from 5 to 2,500 participants supporting Schwab’s various clients, shareholders and employees. In this role you will assist in designing and planning a wide range of event types – from high-touch, experiential hospitality events for exclusive audiences to national virtual events (educational & experiential) for a broader client base.

What you have

Required:

• Demonstrated ability to support multiple event workstreams, timelines, deliverables, and stakeholders from planning through on-site or virtual execution.
• Strong organizational and project management skills, with consistent attention to detail and the ability to manage competing priorities in a fast-paced environment.
• Experience partnering with external vendors to deliver events that support defined business objectives and client experience standards.
• Ability to support event documentation, including project plans, experiential decks, budgets, and post-event follow-up.
• Sound judgment and problem-solving skills during event planning and execution, including the ability to adapt quickly as requirements or circumstances change.
• Experience in event planning and execution in a fast-paced environment.
• Desire to build a strategic lens into the scope of work and to bring new ideas to the table.
• An innovative and forward-thinking mind, with a keen eye for detail.
• Ability to support events of varying sizes and levels of complexity.
• Ability to be flexible, adaptable, and comfortable with ambiguity while course correcting based on evolving decisions and circumstances.
• Strong fiscal approach with excellent budget management and forecasting skills.
• Solid collaboration and long-term partnership skills.
• Ability to travel as required in the role. On‑site execution experience and assistance of oversight of multiple vendors.
• Ability to work outside of standard business hours as needed
• Bachelor’s degree required.

Preferred:

• Experience delivering high-touch hospitality or educational programs
• Working knowledge of Cvent
• Experience supporting scalable events across in‑person and virtual formats.