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 are seeking a Fixed Income Liaison Trader who will execute fixed income transactions on behalf of both retail and registered investment advisor clients.  In this role you will be responsible for applying your knowledge and experience to make informed trading decisions while adhering to industry regulations and firm policies and procedures.  The Liaison Trading Team plays a key role in monitoring fixed income electronic trading, maintaining strong relationships with Alternative Trading Platforms and other market participants, and helping support our overall fixed income platform offering.  You will have the opportunity to work in a highly collaborative and fast paced environment.  

What you’ll do:

Manage client fixed income transactions in secondary corporate and municipal bonds as well as secondary CDs.Provide excellent service and support to our fixed income sales organization that supports Charles Schwab clients.Resolve trade problems while maintaining strong relationships with trading counterparties.Monitor trading performance metrics and conduct activities in support of overall execution quality.Perform a variety of support functions such as generating trading reports, onboarding new trading counterparties, conducting monthly reviews, monitoring counterparty credit thresholds, and participating in technology improvement activities.Adhere to industry regulations and ensure compliance with firm policies and procedures.Utilize data analytics tools to provide analysis for fixed income trading.Partner closely with teams in fixed income sales, risk, operations, technology, compliance and other external trading platforms and broker/dealers. Drive continued improvements to our business processes and technology.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

A bachelor’s degree or equivalent education and experience.FINRA Series 7 & 63 licenses required.FINRA Series 57 licenses required. (Can be obtained in 180 calendar days as a Condition of Employment) FINRA Series 52 required if the Series 7 was obtained after 11.7.2011. (Can be obtained in 180 calendar days as a Condition of Employment)  Proficient technical and analytical skills, including Microsoft applications.Ability to work independently, exercise sound judgement and manage daily work load.Strong interpersonal and communications skills with the ability to develop and grow relationships with internal and external business partners.Ability to work independently, exercise sound judgment, and balance multiple tasks with a high degree of attention to detail and accuracy.A proven track record of delivering on data driven projects or initiatives.Strong communication skills, a high degree of responsibility, and the ability to work well under pressure are paramount.

Preferred Qualifications

3-5 years of trading or financial markets experience, fixed income experienceExperience working in Bloomberg.

You’ll demonstrate these behaviors:

Fostering Innovation: Developing, sponsoring, or supporting the introduction of new and improved methods, products, procedures, or technologies
Building Collaborative Relationships: The ability to develop, maintain, and strengthen partnerships with others inside or outside of the organization who can provide information, assistance, and support
Analytical Thinking: Approaching a problem by using a logical, systematic, sequential approach.
Thoroughness: Ensuring that one’s own and other’s work and information are complete and accurate; careful preparation for meetings and presentations; following up with others to ensure that agreements and commitments have been fulfilled.
Fostering Teamwork-Team Members: As a team member, the ability and desire to work cooperatively with others on a team.
Adaptability: The ability to keep functioning effectively when under pressure and maintain self-control in the face of hostility or provocation.
Diagnostic Information Gathering: Identifying the information needed to clarify a situation, seeking that information from appropriate sources, and using skillful questioning to draw out the information when Others are reluctant to disclose it.
Flexibility: Openness to Different and new ways of doing things; willingness to modify one’s preferred way of doing things.
Decisiveness: Willingness to make difficult decisions in a timely manner.

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 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 Apply Save job