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Senior Specialist, Workplace Services Business…
- Charles Schwab (Westlake, TX)
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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.
Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.
**Workplace Services Business Unit Risk** serves as a first line risk management team that supports the overall operations of Retirement Plan Services (RPS), Stock Plan Services (SPS), Designated Brokerage Services (DBS), and Retirement Business Services (RBS) from a control and governance perspective. We provide partners assistance with mitigating risk, minimizing errors, promoting operational efficiencies and complying with policies and procedures.
What you’ll do:
The Workplace Business Unit Risk **Senior Specialist** will be responsible for owning and supporting oversight and control type functions to assist in identifying, assessing, reporting, and monitoring both existing and emerging risks. This is an individual contributor role.
Responsibilities include but are not limited to:
+ Own and support day to day oversight and control functions, such as, daily review of external communications, risk documentation, loss reconciliation and metric reporting.
+ Provide consultation and support to the business as needed, and proactively drive the culture of risk management
+ Identify areas of process and control weakness, make recommendations, and drive implementation.
+ Participate in projects to enhance processes and strengthen the risk management environment within the business
+ Participate in, and/or lead other centralized projects or initiatives, as required.
What you have
To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.
Required Qualifications:
+ Bachelor’s degree or equivalent experience
+ Experience in a risk management role or strong transferable skillset and experience
+ Ability to work independently or under general direction and proactively participate in determining objectives or action plans
+ Ability to complete tasks within an established deadline while providing consistent updates to manager
+ Effective critical thinking, analytical and problem-solving skills; strong attention to detail while keeping a holistic approach
+ Excellent time management and organizational skills, with the appropriate sense of urgency and a proactive approach
+ Solid business acumen, flexibility, and judgment to evaluate issues/problems of high complexity and make sound decisions
+ Experience communicating effectively to business partners and leadership.
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 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
What’s in it for you:
At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. 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 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
Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at [email protected] or call 800-275-1281.
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Senior Specialist, Workplace Services Business Unit Risk
- Charles Schwab (Westlake, TX)