Sr Manager, Finance - Trading Services
Charles Schwab
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Benefits offered by this job
Job summary
Schwab is seeking a Senior Manager in Trading Services Finance to own and improve the revenue forecast for the Retail Trading business. You will translate market movements, client behavior, and product mix into clear insights for senior leadership, and support monthly performance analysis, quarterly forecasting, and annual planning.
The role emphasizes business acumen, analytical thinking, and storytelling, with extensive cross-functional collaboration across Finance, Trading Services,
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or Business.
- 7+ years of progressive Finance experience owning a complex forecast or plan.
- Strong ability to analyze drivers and explain changes to senior leaders.
- Proven communication and storytelling to present financial information.
- Experience partnering with cross-functional and senior stakeholders.
Responsibilities
- Own and improve a forecasting framework for Retail Trading revenue.
- Analyze how trading activity, client behavior, product mix, and rates affect performance.
- Translate movements into clear insights for senior Finance and business leaders.
- Support monthly performance analysis, quarterly forecasting, and annual planning.
- Evaluate volume-sensitive trading expenses and related costs.
Skills
Education
Tools
Job description
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).
As a Senior Manager within Trading Services Finance, you will serve as a senior individual contributor responsible for the revenue forecast supporting Schwab’s Retail Trading business. You will own and improve an established forecasting framework, evaluate how trading activity, client behavior, product mix, market conditions, and commission rates affect financial performance, and translate those movements into clear insights for senior Finance and business leaders.
Your impact will extend beyond producing an accurate forecast. You will identify the business drivers behind results, pressure-test assumptions, evaluate risks and opportunities, and communicate a concise point of view that helps leaders make informed decisions. This role also supports monthly performance analysis, quarterly forecasting, annual planning, and the evaluation of volume-sensitive trading expenses.
Success will require strong Business Acumen, Analytical Thinking, Decision Making, and Storytelling. You will collaborate across Finance, Trading Services, Operations, Accounting, Risk, and data teams, adapting your communication to different audiences while maintaining accountability for the quality and credibility of the financial outlook. You will have the autonomy to strengthen reporting, controls, assumptions, and processes while developing deeper expertise in a dynamic, market-sensitive business.
- Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field
- 7+ years of progressive Finance experience, including ownership of a complex forecast, financial plan, or comparable decision-support process
- Experience analyzing financial and operational drivers, developing forward-looking assumptions, and explaining material changes in business performance
- Demonstrated Business Acumen and Decision Making, with the ability to form and defend a well-supported point of view when information is incomplete or assumptions are challenged
- Demonstrated Communication and Storytelling skills, including experience presenting complex financial information and recommendations to senior leaders
- Experience using Problem Solving and Analytical Thinking to evaluate financial results, identify root causes, and recommend practical actions
- Experience with Stakeholder Management and Cross-Functional Collaboration across Finance, business, operational, accounting, risk, or data partners
- Experience supporting trading, brokerage, wealth management, capital markets, banking, payments, financial technology, or another transaction- or volume-driven business
- Experience improving an established financial model, reporting process, governance structure, or control environment
- Proficiency in Microsoft Excel and Microsoft PowerPoint, including the ability to analyze large data sets and create executive-ready financial presentations
- Experience with SQL, data-querying tools, financial systems, driver-based models, or other analytical technologies
- Experience with Strategic Planning, Financial Reporting, variance analysis, and the evaluation of revenue and volume-sensitive expenses
- Ability to demonstrate Influencing Others by constructively challenging assumptions, responding confidently to questions, and building credibility with senior partners
- Adaptability when business conditions, market activity, priorities, or available information change
- Master of Business Administration, Certified Public Accountant certification, Chartered Financial Analyst designation, or related advanced education or professional training
In addition to the salary range, this role is eligible for bonus or incentive opportunities.
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.
- 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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