Jobs at Charles Schwab
259,524 open positions
Charles Schwab is a leading financial services firm that has evolved into a tech‑centric brokerage platform, powering millions of online trades, automated investing, and data‑driven wealth management tools.
Schwab regularly hires software engineers, data scientists, cloud architects, full‑stack developers, product managers, and cybersecurity specialists. Candidates can expect rigorous technical interviews, a culture that rewards innovation, and opportunities to contribute to mission‑critical fintech products.
By browsing Schwab listings on Job Transparency, job seekers gain instant access to published salary ranges, employee sentiment scores, and real‑time market benchmarks—information that equips them to negotiate offers and assess fit before applying.
Sr Specialist, Risk Analyst
Company: Charles Schwab
Location: Other US Location
Posted Mar 16, 2024
The text describes a job opportunity at Schwab's Alternative Investment Custody Services (AICS) Asset Acceptance Team. The role of a Sr. Specialist Risk Analyst involves reviewing new alternative investments, performing quality control, communicating with internal and external partners, and ensuring compliance with risk criteria. The successful candidate should have 3+ years of alternative investment experience, a bachelor's degree, and a strong background in securities, brokerage, or financial services. The role requires excellent time management, business judgment, communication skills, and problem-solving abilities.
Senior Specialist, Institutional Trading (Phoenix/Denver)
Company: Charles Schwab
Location: Phoenix – Mesa – Scottsdale, AZ
Posted Mar 15, 2024
<p><strong>Your Opportunity<strong> <p> <p><strong>Your Opportunity <strong> <p> <p>Charles Schwab has been a leader in financial services for over four decades working to make investing more affordable accessible and understandable to all Driven by our purpose to champion every clients goals with passion and integrity were committed to providing an environment that respects and appreciates the diversity of our employees our clients and the communities we serve Our goal as seen through clients eyes is that Schwab continuously improves on being a premier financial service provider through best in class service technology products people and advice <p> <p>Advisor Services is the leading provider of custodial trading technology and practice management to registered independent advisory firms We provide access to sophisticated wealthmanagement services that help advisors attract and retain affluent clients as well as compete and succeed in their business efforts We provide dedicated service to these advisory firms The focus is on building relationships and a more personalized approach to service We build strong rapport with Investment Advisors know them on a first name basis and provide oneonone service that Schwab is known for <p> <p><strong>In addition to the salary range this role is also eligible for bonus or incentive opportunities<strong> <p> <p><strong>What you have<strong> <p> <p><strong>What Youre Good At <strong> <p> <p>Advisor Services Post Execution is a team of institutional trading professionals who differentiate themselves by combining a passion for service with a deep understanding of trading and post execution <p> <p>This position requires each individual to provide a consultative approach to the trading organizations needs This is accomplished through proactive communication with internal and external partners supporting the Equity and Derivatives trade desks in complex scenarios and managing the needs of our advisors after the trade has executed including but not limited to allocations account moves cancelrebills researching inventory breaks trade errors etc <p> <ul><li>At least 23 years of financial services industry experience<li> <li>Multi financial product experience including primarily Equities and Options<li> <li>A working knowledge of Trading and Settlement Operations with back office experience is a plus<li> <li>Knowledge of Allocation processes and systems<li> <li>Ability and desire to solve complex trading and settlement issues<li> <li> Strong organizational skills and ability to multitask are critical<li> <li>Knowledge of Step Out trading and Delivery versus Payment is a plus<li> <li>Strong customer contact skills along with excellent interpersonal verbal and written communication skills<li> <li>MS Excel and spreadsheet experience a plus<li> <li>Must work well in a collaborative team environment including cross locations<li> <li>Bachelors degree or equivalent experience is preferred<li> <li>FINRA Series 7 63 910 or 24 are required<li> <ul>
Sr. Systems Administrator
Company: Charles IT
Location: Hartford, CT
Posted Mar 13, 2024
<p><strong>Be a part of CTs finest and best places to work We are a thriving IT company experiencing rapid expansion and are proud to be listed among the Inc 5000s fastestgrowing companies Additionally we have been honored as one of MSPs Top 501 and recognized as one of Marcums Top Tech 40 Join us today<strong> <p> <p><strong>About Us<strong> Exceptional Service Endless Improvement Passionate People Honest and Forthright These are the core values of Charles IT We can achieve these values because of our team which makes us one of the most successful IT companies of its kind in the region And because of our team we offer a level of dedication to our employees rarely found anywhere else To prove it we encourage learning professional development and team member input all in a comfortable familyfriendly culture <p> <p><strong>Description <strong>Due to continued growth we are currently seeking to add a Sr Systems Administrator to our team Sr System Administrators at Charles IT primarily serve as the top tier of technical escalations and are the architects of custom client projects while performing the job functions below <p> <p><strong>Daytoday responsibilities<strong> <p> <ul><li>Design implement and support cloud infrastructure<li> <li>Provide support and troubleshooting to resolve technical issues for end users<li> <li>Support of Microsoftrelated technologies Windows Server Office 365Exchange SQL SharePoint etc<li> <li>Support of virtual environments including VMware and HyperV<li> <li>Support backup and disaster recovery solutions<li> <li>Configure install and support various network devices and services including WAN and LAN connectivity routers firewalls amp security<li> <li>Liaise with thirdparty vendors and other IT personnel for problem resolution<li> <li>Effectively communicate with customers on ticket progress impending changes or agreed outages etc <li> <li>Maintain strong client system documentation to include system reviews and recommendations<li> <li>Maintain daily documentation by entering time expenses and all work as service tickets in ConnectWise<li> <ul><p><strong>Requirements<strong> <p> <ul><li>Bachelors degree or equivalent in the IT field<li> <li>MCSE 20122016 or VCP 665 certification <strong>plus<strong> <li> <li>7+ Years of experience in the IT field is <strong>preferred <strong> <li> <li>Experience with Cisco Meraki Datto VMware Office 365 platform and Advanced Support on Mac OS a <strong>plus<strong> <li> <li>AWS or Azure experience a <strong>plus<strong> <li> <li>Superior communication skills <strong>required<strong> <li> <li>Ability to multitask and function collaboratively as a member of a clientorientated <li> <li>Enthusiastic and dedicated to the challenges of a growing company and client base<li> <li>Excellent followthrough to see tasks through completion<li> <li>High level of organization strong attention to detail<li> <ul><p><strong>What we believe in at Charles IT<strong> IT for humans by humans building up our team through professional and personal development an emphasis on worklife balance and fostering a startuptype environment founded upon a passion for our mission <p> <p><strong>What you wont find here at Charles IT<strong> boring workdays stagnant growth and tolerance for oldschool corporate norms that detract from our client and employee experience <p> <p>We want to hear from you if you can see yourself contributing to this mission through your systemsfocused skills and experience <p> <p><strong>Benefits<strong> <p> <p>Charles IT offers a competitive benefit program including Medical Dental Vision Life Disability Paid Holidays PTO 401K and bonuses In addition we offer free dry cleaning a fully stocked break room Friday team lunches paid trainings teambuilding outings every quarter professional development and so much more <p> <p>Charles IT does not discriminate on the basis of race sex color religion age national origin marital status disability veteran status genetic information sexual orientation gender identity or any other reason prohibited by law in provision of employment opportunities and benefits<p>
Manager Treasury - ALCO Reporting
Company: Charles Schwab
Location: Other US Location
Posted Mar 13, 2024
<p><strong>Your Opportunity<strong> <p> <p>At Schwab youre 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 <p> <p>The ALCO Reporting group within Treasury owns the AssetLiability Committee and other reporting processes for senior management executive and boardlevel committees of the Corporation and its subsidiaries ensuring compliance with all related policies procedures and regulations The ALCO Reporting group also provides significant analytical research and administrative support to Treasury and the Finance organization <p> <ul><li>Source data and prepare reporting schedules in a team approached process for executive level ALCO and Board of Directors<li> <li>Work with data analytics tools to perform data aggregation and analysis<li> <li>Create presentations graphs dashboards to display results in committee materials<li> <li>Engage in projects to streamline and automate analysis and reporting<li> <li>Query analyze and interpret large data sets<li> <li>Take initiative to enhance and improve reporting and committee materials<li> <ul><p><strong>What you have<strong> <p> <p>To ensure that we have fulfilled our promise of challenging the status quo this role has specific qualifications that successful candidates should have <p> <p><strong>Required Qualifications<strong> <p> <ul><li>Bachelors degree or higher in Accounting Finance or related field<li> <li>Handson experience with data tools and programming languages such as SQL Teradata and Alteryx<li> <li>Experience with analyzing data and information and applying problemsolving skills to deliver accurate reporting <li> <ul><p><strong>Preferred Qualifications<strong> <p> <ul><li>Results driven and action oriented with attention to detail and accuracy<li> <li>Solid critical thinking skills to scope and frame problems<li> <li>Effective communication skills to manage expectations and challenges<li> <li>Strong interpersonal skills with the demonstrated ability to build crossfunctional relationships<li> <ul>
Managing Editor, Schwab Charitable
Company: Charles Schwab
Location: Other US Location
Posted Mar 10, 2024
<p><strong>Your Opportunity<strong> <p> <p>Schwab Charitables mission is to increase giving in the US with donoradvised funds DAF and philanthropic tools and resources that make charitable giving taxsmart simple and efficient We offer tools guidance and relationships that empower donors to incorporate charitable planning into their everyday lives and make a bigger difference in the world Since our founding in 1999 as an independent 501c3 public charity Schwab Charitable donors have granted more than $26 billion to more than 230000 charities Visit SchwabCharitableorg for more information <p> <p>At Schwab Charitable we believe people have an inherent desire to give and that investing and giving when done together can empower us to make a real difference in the world We make it easy to integrate charitable giving into clients financial planning and wealth management conversations We believe that if our clients apply the same thoughtful strategy to their giving and philanthropy that they apply to their finances and investments they will be happier and more fulfilled donors With our uniquely integrated approach our simple and taxsmart giving solution our access to online resources and our team of charitable specialists we offer the tools guidance and relationships to help donors give more to the charities that matter most to them <p> <p>Schwab Charitable was founded by Charles Schwab amp Co and while it operates as an independent charity it is closely affiliated with and enjoys the support of Charles Schwab amp Co including contractual agreements to provide a variety of services This position will be an employee of Charles Schwab amp Co and will be subject to its human resources and risk policies and procedures but will report to and be accountable to Schwab Charitable for daytoday activities <p> <p>As a key member of the Schwab Charitable Knowledge Management amp Training KMT Team the Manager Editor will plan and manage KMT daily activity including task assignmentmanagement and oversight and maintenance of a formal inventorycontent calendar Additionally the Managing Editor will provide shared oversight of an internal communications program including development and deployment of orgwide editorial standards and driving adoption thereof This role will lead best practice change management and optimization for the team including managing and utilizing metrics to ensure continuous improvement and knowledge and training program optimization This role will also provide direction and support of various logistical activities regarding the delivery of training and knowledge content and activities <p> <p><strong>What youll do<strong> <p> <ul><li>Plan and manage daily KMT operations<li> <li>Coach and nurture team members<li> <li>Coordinate KMT publications and meetings<li> <li>Assign tasks for writers designers producers and editors <li> <li>Create and manage detailed content schedules <li> <li>Oversee proofreading procedures and edit copy when necessary<li> <li>Assist in evaluating finalized copy for compliance with policies style and tone<li> <li>Resolve issues as they arise<li> <li>Analyze performance metrics across properties to quantify results<li> <li>Monitor and optimize team production to meet traffic engagement and growth targets<li> <li>Implement best practices workflows tools and templates to maximize the efficiency and effectiveness of KMT production processes<li> <ul><p><strong>What you have<strong> <p> <ul><li>10+ years of professional experience<li> <li>Minimum of 12 years of experience supporting Schwab Charitable required<li> <li>Bachelors degree in related field advanced degree preferred<li> <li><strong>Exceptional communication skills<strong> written and oral with strong attention to detail and the ability to develop clear concise and cohesive content<li> <li>Demonstrated ability to <strong>apply effective strategic thinking<strong> via typical deliverables <li> <li>Outcomeoriented with demonstrated ability to <strong>deliver the most effective solution<strong> possible within time budget or resourcing constraints<li> <li>Demonstrated record as a <strong>selfstarter and fast learner<strong> with business and technical acumen<li> <li><strong>Strong problemsolving skills<strong> with demonstrated ability to work promptly and flexibly in response to changing priorities<li> <li><strong>Strong analytic skills<strong> with the ability to quickly analyze data to identify key insights and implications for business decisions<li> <li><strong>Strong influencing skills<strong>ability to build credibility with stakeholders lead meetings and drive action<li> <li>Strong and demonstrated <strong>project management skills<strong> with the ability to see things through from concept to implementation with previous experience in managing complex projects<li> <li><strong>Strong orientation<strong> to employees including ability to understand needs and apply this understanding to delivery enhancements user experience and content clarity<li> <li>Experience with <strong>leading andor supporting large crossfunctional teams<strong> of individuals at varied levels with varied skills<li> <li>Proficiency with Microsoft Office Suite of tools Word Excel PPT Teams etc <li> <ul><p><strong>Pluses include<strong> <p> <ul><li>Familiarity with DAFs Charles Schwab<li> <li>Passion and experience with knowledge management learning and development best practices and emerging trends <li> <ul>
Technical Sales Architect
Company: Charles IT
Location: Hartford, CT
Posted Mar 15, 2024
<p><strong>Be a part of CTs finest and best places to work We are a thriving IT company experiencing rapid expansion and are proud to be listed among the Inc 5000s fastestgrowing companies Additionally we have been honored as one of MSPs Top 501 and recognized as one of Marcums Top Tech 40 Join us today<strong> <p> <p><strong>About Us<strong> Exceptional Service Endless Improvement Passionate People Honest and Forthright These are the core values of Charles IT We can achieve these values because of our team which makes us one of the most successful IT companies of its kind in the region And because of our team we offer a level of dedication to our employees rarely found anywhere else To prove it we encourage learning professional development and team member input all in a comfortable familyfriendly culture <p> <p><strong>Description<strong> To support the growth of Charles IT we are seeking to add a Technical Sales Architect TSA to join our exceptional team The focus of the TSA is to provide presales support for our Business Development Projects and Account Management teams The TSA is an integral member of the organization as this position is responsible for bridging our technical solutions with our focus on client engagement and real relationships <p> <p>What Do We Do Create real relationships and raving fans by implementing and supporting best in class technology <p> <p><strong>Duties and Responsibilities<strong> <p> <ul><li>Support various arms of our business with the design quoting and delivery of technical solutions for prospective and existing clients<li> <li>Perform Operational Maturity Level OML assessments during the presales process of prospective clients<li> <li>Join various strategic meetings with executive audiences aimed at technical roadmapping or solutions <li> <li>Serve as a Subject Matter Expert in Charles ITs technical services for our clients and internal team members<li> <li>Provide ad hoc support for our projects team <li> <li>Augment our Technical Business Review process by assisting Account Managers on technical prep and delivery<li> <ul><p><strong>Requirements<strong> <p> <ul><li>Associates degree or equivalent in a related field and 58+ years related experience andor training or equivalent combination of education preferably in the technology field<li> <li>Superior oral and written communication skills required<li> <ul><ul><li>Proven ability to juggle multiple client needs with the ability to multitask and function collaboratively as a member of a fastpaced client orientated team<li> <li>Demonstrable ability to communicate present and work with key stakeholders at all levels of an organization including executives and Clevel<li> <li>Advanced Experience with CiscoMeraki Datto VMware Microsoft 365 Azure Microsoft Endpoint ManagerIntune Exchange Online SharePoint<li> <li>Expertise with ConnectWise RMMs VOIP phone systems and or Mac OS is a plus<li> <li>Enthusiastic and dedicated to the challenges of a growing company and client base<li> <li>Excellent followthrough to see tasks through completion<li> <ul><ul><li>Selfstarter with the ability to perform independently with little or no supervision<li> <li>High level of organization sharp attention to detail<li> <li>Ability to pass a background check<li> <li>Current valid US drivers license isrequired <li> <ul><p><strong>Benefits<strong> <p> <p>Benefits Charles IT offers a competitive benefits program including Health Life Disability Paid Holidays PTO Dental 401K In addition we offer free dry cleaning a fully stocked break room Friday lunches teambuilding outings professional development and so much more <p> <p>Charles IT does not discriminate on the basis of race sex color religion age national origin marital status disability veteran status genetic information sexual orientation gender identity or any other reason prohibited by law in the provision of employment opportunities and benefits <p> <p>The information contained in this job description is for compliance with the American with Disabilities Act ADA and is not an exhaustive list of the duties performed for this position Additional duties may be required<p>
SIE Program, On Campus Interviews - Advisor Support Associate (DFW)
Company: Charles Schwab
Location: Other US Location
Posted Mar 12, 2024
<p><strong>Your Opportunity<strong> <p> <p>On campus interviews are setup for students currently in the SIE Program at Grand Canyon University or University of Texas Arlington with the ability to begin working fulltime SpringSummer 2024 Interested and not in this program Apply to this position through our other Advisor Support Associate job postings <p> <p>At Schwab youre 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 <p> <p>When you join us as an Advisor Services Associate youre starting your career with the industry leader in providing custody trading technology and practice management services to independent advisory firms In Schwab Advisor Services Registered Investment Advisors RIAs and their clients are at the center of everything we do In this role you will build trust and inspire confidence through exceptional service one interaction at a time while working in a fastpaced dynamic service center environment You will assist advisors through a mix of inbound and outbound calls related to common topics such as new accounts transaction status money movement transfer of account retirement services and various other essential account maintenance components that help the advisor succeed in their daytoday business If youre looking to launch your career with a firm that will champion your development through passionate leaders collaborative teams and challenging impactful work this may be the role for you <p> <p><strong>What you have<strong> <p> <p><strong>Required Qualifications<strong> <p> <ul><li>Bachelors degree or equivalent work experience <li> <ul><p><strong>Preferred Qualifications<strong> <p> <ul><li>Excellent operational and organizational skills with the ability to manage transactional work selfdirect and quickly develop an understanding of our business and the financial services industry <li> <li>Strong interpersonal verbal and written communication skills with a desire to work in an inbound phone environment <li> <li>Aptitude and passion for working with technology and influencing our advisors in becoming a digital practice <li> <li>Ability to work in a fastpaced highvolume organization that remains committed to a secure and clientfocused experience <li> <li>Team orientation enthusiasm professionalism and strong work ethic <li> <li>Preference for prior customer servicerelated experience <li> <ul><p>campus<p>
Sales Representative
Company: Charles IT
Location: Hartford, CT
Posted Mar 13, 2024
<p><strong>Join one of CTs 5x Award Winning Best Places to Work for in CT<strong> We are an expanding IT company that is recognized as one of the Inc 5000s fastestgrowing companies and the MSPs Top 501 <p> <p><strong>Exceptional Service Endless Improvement Passionate People Honest and Forthright <strong>These are the core values of Charles IT We can achieve these values because of our dedicated team who makes us one of the most successful IT companies of its kind in the region And because of our team we offer a level of dedication to our employees rarely found anywhere else To prove it we encourage learning professional development and team member input all in a comfortable familyfriendly culture <p> <p>Due to growth we are currently seeking to add a <strong>Sales Representative <strong>to our exceptional team This will be a very fastpaced position where you will be tasked with having daily conversations with potential cold leads in order to gain their trust and build a relationship for a future potential sale A successful BDR must be friendly and persuasive You must be able to understand the clients requirements in a short time and present solutions that meet their needs The ideal candidate will also be patient and cooltempered to consistently make these impactful calls <p> <p><strong>What Do We Do<strong> <p> <p>To create real relationships and raving fans by implementing and supporting bestinclass technology <p> <p><strong>Responsibilities<strong> <p> <ul><li>Cold call people using a provided list to set appointments with other members of the team<li> <li>Answer incoming calls from prospective clients as a backup<li> <li>Accurately depict how Charles IT operates and what differentiates us from competitors<li> <li>Ask pertinent questions to understand the clients current pain points<li> <li>Persuade the client to meet by demonstrating how our services meet their needs<li> <li>Record the clients personal information accurately in a HubSpot<li> <li>Go the extra mile to meet sales quota and facilitate future sales<li> <li>Keep records of calls and sales and record useful information<li> <ul><p><strong>Requirements<strong> <p> <ul><li>Proven experience as telemarketer or similar salescustomer service role<li> <li>Proven track record of successfully meeting sales quotas preferably over the phone<li> <li>Working knowledge of relevant computer programs eg CRM software and telephone systems<li> <li>Proficient in English<li> <li>Ability to multitask and function collaboratively as a member of a fastpaced clientorientated team<li> <li>Enthusiastic and dedicated to the challenges of a growing company and client base<li> <li>Selfstarter with the ability to perform independently with little or no supervision<li> <li>High level of organization strong attention to detail<li> <li>Ability to pass a background check<li> <li>Current valid US drivers license is required<li> <ul><p><strong>What we believe in at Charles IT<strong> IT for humans by humans building up our team through professional and personal development an emphasis on worklife balance and fostering a startuptype environment founded upon a passion for our mission <p> <p><strong>What you wont find here at Charles IT <strong>boring workdays stagnant growth and tolerance for oldschool corporate norms that detract from our client and employee experience <p> <p>We want to hear from you if you can see yourself contributing to this mission through your systemsfocused skills and experience <p> <p><strong>Benefits<strong> <p> <p><strong>Charles IT offers a competitive benefit program including Medical Dental Vision Life Disability Paid Holidays PTO 401K and bonuses In addition we offer free dry cleaning a fully stocked break room Friday team lunches paid trainings teambuilding outings every quarter professional development and so much more<strong> <p> <p>Charles IT does not discriminate on the basis of race sex color religion age national origin marital status disability veteran status genetic information sexual orientation gender identity or any other reason prohibited by law in provision of employment opportunities and benefits <p> <p>The information contained in this job description is for compliance with the American with Disabilities Act ADA and is not an exhaustive list of the duties performed for this position Additional duties may be required<p>
*[2024 Bachelor's/Master's graduates] Economics Consulting Analyst/Associate
Company: Charles River Associates
Location: Washington DC
Posted Mar 11, 2024
<p>If your background is in <strong>Economics Business Finance Financial Economics Accounting Statistics Mathematics Computer Science or any other major focused on quantitative research<strong> learn more about CRA<p> <p><strong>About Charles River Associates<strong><p> <p>Charles River Associates is a leading global consulting firm that provides economic financial and business management expertise to major law firms corporations and governments around the world CRA advises clients on economic and financial matters pertaining to litigation and regulatory proceedings and guides corporations through critical business strategy and performancerelated issues Since 1965 clients have engaged CRA for its combination of industry experience and rigorous factbased analysis that provide clients with clear implementable solutions to complex business concerns<p> <p>Practices seeking to hire candidates with this profile include hiring locations listed<p> <ul><li>Finance Boston <ul><li>Our Finance experts work on valuation issues shareholder class actions and other corporate valuation disputes as well as matters focused on the functioning of financial markets and institutions alleged market manipulation and insider trading<li> <ul><li> <li>Financial Economics Washington DC <ul><li>The Financial Economics group provides analytical expertise and advisory services in financial economics and consumer credit markets to financial institutions legal teams and regulators<li> <ul><li> <ul><p><em>Learn more about our work by reviewing our Services and Industries on our website<em><p> <p><strong>Job Overview<strong><p> <ul><li>Work alongside and in a collaborative environment with talented and diverse colleagues including PhDtrained economists finance and accounting professionals CFAs and CPAs and valuation experts<li> <li>Conduct economic and industry research while analyzing client materials to build an understanding of a cases issues<li> <li>Performdevelop financial and economic analyses or valuation models to support case theories and present those results to colleagues and clients<li> <li>Program build models and perform regression analyses using languages such as Excel Stata R Python SQL or SAS<li> <li>Develop familiarity with data that serves as input to these analyses including company transactional data <em>eg<em> confidential sales data or winloss data financial reporting accounting statements and social and economic survey data as well as nonfinancial measures of organizational performance<li> <li>Review and summarize analyst reports academic literature client documents depositions license agreements and industry trade press<li> <li>Assist in the production and development of research summaries expert reports and the presentation of findings including creation of visuals like tables and charts<li> <li>Ensure reliability of analysis through quality control review<li> <ul><p><em>Check out our blog about<em><em> a typical day at CRA<em><em> and how you can make an <em><em>impact<em><em><em><p> <p><strong>Qualifications<strong><p> <ul><li>Bachelors or Masters degree candidates graduating December 2023Summer 2024 with an academic focus on quantitative research Economics Business Finance Financial Economics Accounting Statistics Mathematics Computer Science or related<li> <li>Completion of an honors thesis research apprenticeship or research seminar program is highly desired<li> <li>Demonstrated understanding of and ability to explain economic financial andor accounting concepts and quantitative and qualitative analysis methods<li> <li>Experience in Excel Stata Python R SQL SAS ArcGISArcPy or Cloud computing DatabricksSpark Google Cloud Azure AWS<li> <li>Curious and analytical thinkers who bring creative approaches to nonstandard problems<li> <li>Effective written and oral communication skills<li> <li>Eagerness to learn new skills and programming languages<li> <li>Demonstrated high level of initiative and leadership<li> <li>Strong teamwork and collaboration capabilities<li> <li>Excellent time management and task prioritization skills<li> <li>Clear and demonstrated interest in consulting through coursework work experience activities or attendance at CRA recruiting events<li> <ul><p><strong>To Apply<strong><p> <p>To be considered for a <strong>position in the United States<strong> we require the following<p> <ul><li><strong>Resume<strong> please include current address personal email and telephone number<li> <li><strong>Cover letter<strong> please describe your interest in CRA and how this role matches your goals Also please note if you have interest in a particular practice andor a location preference<li> <li><strong>Transcript<strong> may be unofficial <em>Note you must be graduating from a bachelors or masters degree program for this role If you are graduating from an MBAPhD program or have work experience please visit our Careers site to see current open roles<em><li> <li><strong>Writing Sample<strong> we prefer a soleauthored submission from an existing work class paper thesis internship or work product that includes your commentary on a quantitative analysis andor relevant to the field of economics<li> <ul><p>If you are interested in applying for one of our <strong>international locations<strong> please visit our Careers site to view and apply for available jobs<p> <p>Candidate resume review will commence August 31 and continue on a rolling basis until positions are filled<p> <p><strong> <strong><p> <p><strong>Career Growth and Benefits <strong><p> <ul><li>CRAs robust skills development programs including a commitment to offering 100 hours of training annually through formal and informal programs encourage you to thrive as an individual and team member Beginning with research and analysis skill building training continues with technical training presentation skills internal seminars and career mentoring and performance coaching from an assigned senior colleague Additional leadership and collaboration opportunities exist through internal firm development activities<li> <li>We offer a comprehensive total rewards program including a superior benefits package wellness programming to support physical mental emotional and financial wellbeing and inhouse immigration support for foreign nationals and international business travelers<li> <ul><p><strong>Work Location Flexibility<strong><p> <p>CRA creates a work environment that enables our colleagues to benefit from being together in the office to best deliver on our promise of career growth mentorship and inclusivity At the same time we realize that individuals realize a range of benefits when working from home periodically We currently ask that individuals spend 3 to 4 days a week on average working in the office which may include traveling to another CRA office or to a clients location with specific days determined in coordination with your practice or team At certain times of the year eg holiday periods additional remote work options are offered to those whose work commitments permit it although our offices remain open for those who choose or need to be there<p> <p><strong>Our Commitment to Diversity<strong><p> <p><span>Charles River Associates is an equal opportunity employer EOEAAE As part of our focus on equity and inclusion we work to ensure a fair and consistent hiring process We celebrate diversity and we are committed to an inclusive work environment<span><p> <p> <p> <p><span><em>The city of New York and the state of California require CRA to include a goodfaith estimate of the wage range for this role This range is specific to individuals applying to work in our New York and California offices and considers several factors including but not limited to experience education level and expertise A goodfaith estimate of the base wage range for this role is $87000 $91000 actual total compensation may also include benefits and bonus <em><span><p>
Sr. Manager, Business Strategy - Charitable Forecasting & Modelling
Company: Charles Schwab
Location: Other US Location
Posted Mar 12, 2024
<p><strong>Your Opportunity<strong> <p> <p><strong>At Schwab youre 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<strong> <p> <p>Schwab Charitables mission is to increase giving in the US with donoradvised funds DAF and philanthropic tools and resources that make charitable giving taxsmart simple and efficient We offer tools guidance and relationships that empower donors to incorporate charitable planning into their everyday lives and make a bigger difference in the world Since our founding in 1999 as an independent 501c3 public charity Schwab Charitable donors have granted more than $33 billion to more than 246000 charities Visit SchwabCharitableorg for more information <p> <p>Schwab Charitable was founded by Charles Schwab amp Co and while it operates as an independent charity it is closely affiliated with and enjoys the support of Charles Schwab amp Co including contractual agreements to provide a variety of services This position will be an employee of Charles Schwab amp Co and will be subject to its human resources and risk policies and procedures but will report to and be accountable to Schwab Charitable for daytoday activities <p> <p>As a key member of the Analytics and Data Governance team within Schwab Charitable you will help the organization adopt a data driven approach to decision making Our team gets involved across the organization anywhere data modeling or an analytical approach is needed This position will work on the execution of complex analytical projects requiring indepth knowledge of financial principles procedures and concepts and a solid understanding of how individual projects and related recommendations impact the overall business <p> <p>Key job responsibilities will include but not be limited to <p> <ul><li>Perform long term forecasting of financial and operational drivers to support capacity planning product pricing project review and other key leadership decisions<li> <li>Maintain and ensure the theoretical and numerical integrity of enterprise and product line models projections and pricing tools<li> <li>Lead operating revenue calculation collection and analysis procedures including quarterly billing and rebates competitive review of our standard fee schedule and margin analysis in support of pricing negotiations<li> <li>Lead cost analysis for the enterprise driving the creation of baseline cost per account figures and perform adhoc activitybased costing exercises to support project and product decision making<li> <li>Perform adhoc analysis related to understanding business trends business performance and product performance<li> <li>Partner closely with the Business Intelligence team provide subject matter expertise peer review and additional capacity for adhoc requests<li> <ul><p><strong>What you have<strong> <p> <p><strong>Required Qualifications<strong> <p> <ul><li>5+ years of work experience including 23 years of experience in a strategy analytics or corporate finance function<li> <li>Bachelors degree or equivalent work experience required graduate degree or higher preferred<li> <li>Advanced user of MS Excel and PowerPoint<li> <ul><p><strong>Preferred Qualifications<strong> <p> <ul><li>Excellent analytical skills creativity in problem solving and attention to detail<li> <li>Superb verbal and written communication skills with the ability to distill and summarize sophisticated information down to the main points while maintaining the appropriate level of detail to make it understandableactionable for senior leadership and key partners<li> <li>Experience with SQL Google BigQuery Tableau Crystal Reports or similar tools preferred<li> <li>A passion for turning data into insights that are easily understood and utilized<li> <ul>
Jr. Systems Administrator
Company: Charles IT
Location: Hartford, CT
Posted Mar 12, 2024
<p><strong>Be a part of CTs finest and best places to work We are a thriving IT company experiencing rapid expansion and are proud to be listed among the Inc 5000s fastestgrowing companies Additionally we have been honored as one of MSPs Top 501 and recognized as one of Marcums Top Tech 40 Join us today<strong> <p> <p><strong>About Us<strong> Exceptional Service Endless Improvement Passionate People Honest and Forthright These are the core values of Charles IT We can achieve these values because of our team which makes us one of the most successful IT companies of its kind in the region And because of our team we offer a level of dedication to our employees rarely found anywhere else To prove it we encourage learning professional development and team member input all in a comfortable familyfriendly culture <p> <p><strong>Description <strong>Due to continued growth we are currently seeking to add a Jr System Administrator to join our exceptional team Jr Systems Administrators at Charles IT primarily serve as firstline support for client requests while performing the job functions below <p> <p><strong>Duties and Responsibilities<strong> <p> <ul><li>Provide support and troubleshooting to resolve technical issues for end users<li> <li>Support Microsoftrelated technologies Windows Server Office 365Exchange SQL SharePoint etc<li> <li>Support of virtual environments including VMware and HyperV<li> <li>Effectively communicate with customers on ticket progress impending changes agreed outages etc <li> <li>Configure install and support various network devices and services including WAN and LAN connectivity routers firewalls amp security<li> <li>Document internal processes and procedures related to duties and responsibilities<li> <li>Maintain strong client system documentation to include system reviews and recommendations<li> <li>Review IT publications and online materials to remain up to date with current and future technologies emerging in the industry<li> <ul><p><strong>Requirements<strong> <p> <ul><li>Bachelors degree or equivalent in the IT field is <strong>preferred <strong> <li> <li>2+ Years of experience in the IT field <strong>preferred<strong> <li> <li>Experience with ConnectWise Cisco Meraki Datto VMware and Office 365 platforms a <strong>plus<strong> <li> <li>Superior communication skills <strong>required<strong> <li> <li>Ability to multitask and function collaboratively as a member of a fastpaced clientorientated team<li> <li>Enthusiastic and dedicated to the challenges of a growing company and client base<li> <li>Excellent followthrough to see tasks through completion<li> <li>Selfstarter with the ability to perform independently with little or no supervision<li> <li>High level of organization strong attention to detail<li> <ul><p><strong>What we believe in at Charles IT<strong> IT for humans by humans building up our team through professional and personal development an emphasis on worklife balance and fostering a startuptype environment founded upon a passion for our mission <p> <p><strong>What you wont find here at Charles IT<strong> boring workdays stagnant growth and tolerance for oldschool corporate norms that detract from our client and employee experience <p> <p>We want to hear from you if you can see yourself contributing to this mission through your systemsfocused skills and experience <p> <p><strong>Benefits<strong> <p> <p>Benefits Charles IT offers a competitive benefits program including Health Life Disability Paid Holidays PTO Dental 401K In addition we offer free dry cleaning a fully stocked break room Friday lunches teambuilding outings professional development and so much more <p> <p>Charles IT does not discriminate on the basis of race sex color religion age national origin marital status disability veteran status genetic information sexual orientation gender identity or any other reason prohibited by law in the provision of employment opportunities and benefits <p> <p>The information contained in this job description is for compliance with the American with Disabilities Act ADA and is not an exhaustive list of the duties performed for this position Additional duties may be required<p>
Relationship Specialist
Company: Charles Schwab
Location: Other US Location
Posted Mar 12, 2024
<p><strong>Your Opportunity<strong> <p> <p>At Schwab youre 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 Schwab Retirement Plan Services an affiliate of Charles Schwab amp Co Inc is one of the leading providers of bundled retirement plan services For midto large sized companies Schwab offers fullservice retirement plans featuring complete retirement services from a single source Schwabs combined expertise in recordkeeping and related services investment choice and awardwinning participant experience and education including retirement plan advice and highend technology helps employers offer competitive employee benefits Schwab Retirement Plan Services Inc is a wholly owned subsidiary of The Charles Schwab Corporation Schwab Retirement Plan Services provides recordkeeping administration participant education and communication plan design consulting actuarial services and compliance testing for a total of over 1300 defined contribution defined benefit and nonqualified retirement plans Schwab Corporate Services delivers high quality workplace solutions which enable employees to attain secure financial futures Our actions and decisions are driven by integrity by visibility and by advocacy of our clients best interests <p> <p><strong>What you have<strong> <p> <p>As a Relationship Specialist you are responsible for assisting in the daytoday servicing responsibilities for Schwabs recordkeeping clients consistent with Schwabs goals and guiding principles You will support a team of Relationship Managers responsible for our clients complete satisfaction with Schwab Included in your responsibilities are the daily administration assignments such as researching participant or client related questions comprehensionapplication of procedures processes and systems as well as direct contact with Schwabs clients The Specialist will also participate in the research development and production of strategic solutions to meet our retirement client needs including accumulation of supporting documents or reports The Relationship Specialist will also be required to demonstrate the ability to communicate clearly in both written and facetoface communications work collaboratively within the organization share best practices and aid in the continuous improvement of the services provided by Schwab <p> <ul><li>Bachelors degree or equivalent related work experience required directly relevant experience will be considered for a senior role<li> <li>Qualified PlanTrust administration experience preferred <li> <li>Basic understanding of ERISA pension trust and securities industries preferred<li> <li><strong>Strong communication skills<strong>written and oral with strong attention to detail and the ability to use appropriate communication channel <li> <li>Working knowledge of Excel Word Access and PowerPoint required<li> <li>Demonstrated record as a self<strong>starter and fast learner with<strong> business and technical acumen <li> <li>Ability to <strong>manage multiple workflows<strong> at a time and effectively prioritize time sensitive items <li> <ul><ul><li>Ability to analyze data to form meaningful conclusions<li> <li>Previous experience in <strong>client service andor developing client relationships <strong>and strong internal partnerships<li> <ul>