Strategic Investor Relations Director

Charles Schwab; Charlotte (NC); Hybrid; USD 150,000 - 210,000; Full time

Benefits offered by this job

401(k) match

Employee stock purchase plan

Sabbatical after 5 years

Job summary

Charles Schwab is seeking a Director of Investor Relations to lead messaging and strategy for investors, analysts, and shareholders. The role partners with Finance, Strategy, and Legal to deliver clear narratives on performance, priorities, and growth.

The position provides exposure to senior leadership and requires strong leadership, communication, and market-insight skills. Hybrid work with relocation or travel as needed is expected.

Qualifications

• Bachelor's degree required; MBA, CFA, CPA, or other advanced degree/certification preferred.
• 8+ years of progressive experience in Investor Relations, Corporate Finance, Equity Research, Corporate Strategy, Capital Markets, Financial Communications, or a related field.
• Strong understanding of financial statements, valuation methodologies, capital markets, and public company financial communications.
• Exceptional analytical and problem-solving skills, including the ability to develop insights from complex and unstructured information.
• Outstanding written and verbal communication skills, with the ability to translate complex financial and strategic concepts into clear and compelling messages for a variety of audiences.
• Experience developing presentations, executive communications, earnings materials, Board-level reporting, or external-facing financial communications.
• Strong executive presence and ability to interact effectively with senior leaders, investors, analysts, and cross-functional stakeholders.
• Demonstrated ability to successfully manage multiple priorities and deliver high-quality work under tight deadlines.
• Proven ability to build relationships, influence outcomes, and drive alignment across diverse stakeholder groups.
• Experience within financial services, banking, wealth management, brokerage, asset management, or other regulated industries preferred.
• Intellectual curiosity, sound judgment, attention to detail, accountability, and a strong commitment to excellence.

Responsibilities

• Partner with Investor Relations leadership to develop and execute Schwab's investor relations strategy and external communications program.
• Lead the preparation of key Investor Relations deliverables, including quarterly earnings materials, business update presentations, annual stockholder meeting materials, earnings support documentation, investor presentations, and executive briefing materials.
• Support the development of clear, compelling narratives regarding Schwab's financial performance, strategic priorities, capital position, competitive advantages, and growth opportunities.
• Help coordinate messaging across Finance, Corporate Affairs, Legal, Treasury, and business partners to ensure consistency and alignment with enterprise priorities.
• Contribute to the preparation of executive and Board-level materials related to investor engagement, shareholder feedback, valuation trends, and market developments.
• Develop and maintain relationships with institutional investors and sell-side analysts.
• Support investor meetings, conferences, roadshows, and other engagement activities by preparing materials, analysis, and executive briefing documents.
• Participate in discussions with investors and analysts, serving as a knowledgeable representative of Schwab's strategy and financial performance.
• Assist in responding to investor inquiries by partnering with internal subject matter experts to ensure accurate information.
• Coordinate investor targeting efforts and shareholder engagement strategies that support long-term shareholder value creation.
• Lead analyses related to institutional ownership, shareholder composition, investor sentiment, peer benchmarking, valuation trends, and analyst perspectives.
• Provide recurring and ad hoc reporting to senior management and the Board regarding market developments, shareholder activity, and external perceptions of Schwab.
• Monitor market trends, regulatory changes, and macro factors that may impact Schwab's business or investor sentiment.
• Synthesize complex information into actionable insights for senior leadership.
• Support development of market intelligence frameworks and analytical tools for Investor Relations.
• Partner with Enterprise Finance, Treasury, Corporate Strategy, Corporate Affairs, Legal, Risk, and leadership teams to gather and communicate critical information.
• Drive cross-functional workstreams supporting earnings preparation, investor communications, public disclosures, and strategic initiatives.
• Build strong relationships to understand Schwab's business model, financial performance, and strategic priorities.
• Ensure Investor Relations processes comply with disclosure requirements and regulatory expectations.
• Identify opportunities to improve processes, reporting, and communication efficiency.

Skills

Executive communication

Analytical thinking

Stakeholder management

Financial modeling

Presentation development

Cross-functional collaboration

Education

Bachelor's degree

MBA/CFA/CPA preferred

Tools

PowerPoint

Excel

Financial modeling

Job description

Charles Schwab is seeking a Director of Investor Relations to lead messaging and strategy for investors, analysts, and shareholders. The role partners with Finance, Strategy, and Legal to deliver clear narratives on performance, priorities, and growth.

The position provides exposure to senior leadership and requires strong leadership, communication, and market-insight skills. Hybrid work with relocation or travel as needed is expected.