Manager, Finance

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 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 Manager, Finance supporting Wealth Advisory, you will help turn complex financial data into clear insights that guide business decisions, strategy, and long-term client impact. In this role, you will partner closely with Finance leaders and Wealth Advisory stakeholders to support revenue forecasting, reporting, business analysis, and financial modeling tied to managed investing offers, net flows, advice fee revenue, product performance, and growth opportunities. This is a highly collaborative role where your ability to analyze trends, solve problems, communicate clearly, and influence decisions will directly support leaders who are shaping the future of Schwab’s wealth solutions. You’ll contribute to monthly, quarterly, annual, and multi-year forecasting processes; assess financial impacts of strategic options; strengthen reporting and data collection practices; and help modernize how the team delivers timely, accurate, and actionable insights. Success in this role will come from balancing technical finance expertise with curiosity, adaptability, sound judgment, and the ability to build trusted partnerships across the business. What you have Required Qualifications Bachelor’s degree in Finance, Accounting, Economics, or a related field5+ years of experience in financial planning, business analysis, financial reporting, or closely related finance workExperience translating complex financial data into insights that support forecasting, planning, and business decision-makingExperience partnering with senior leaders and influencing outcomes through analysis, recommendations, and clear communicationAdvanced Microsoft Excel skills, including the ability to structure analysis, work with complex data, and support financial modelingAdvanced Microsoft PowerPoint skills to support executive-level reporting, storytelling, and decision supportAbility to manage multiple priorities, deliver accurate work under deadlines, and adapt as business needs evolve Preferred Qualifications MBA or equivalent advanced degreeExperience in financial services, wealth management, asset management, or investment-related business areasExperience in FP&A, embedded finance, or finance business partner rolesExperience supporting revenue forecasting, product performance analysis, business cases, or multi-year financial planningStrong communication skills, including the ability to present insights clearly to senior audiencesAbility to identify process improvement opportunities across reporting, forecasting, data collection, and analysisStrong collaboration skills with the ability to build trusted relationships across Finance, business leadership, and cross-functional partners In addition to the salary range, this role is eligible for bonus or incentive opportunities. What’s in it for you 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. 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 planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance