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.

The Corporate Development team at Schwab is a part of the Corporate Development & Strategy function in the Finance organization. The team supports the inorganic growth strategy of the firm by analyzing and executing acquisitions, divestitures, and strategic investments.

In recent years, the Corporate Development team has been very active and successfully completed numerous transactions, including the acquisition of the assets of USAA’s Investment Management Company and the all-stock acquisition of TD Ameritrade. These transactions created a large-scale, full-service investment firm with world class solutions and unlocked meaningful financial benefits for our stockholders. We expect to continue to remain active in the evaluation and execution of transactions going forward. 

As a key member of the Corporate Development team, the Sr. Manager will help evaluate acquisition, divestiture, and strategic investment opportunities, coordinate due diligence processes, assist in negotiations, and participate in the overall execution of transactions.

What you are good at:

Prepare and/or oversee the preparation of detailed financial analysis of mergers and acquisitions, divestitures, and strategic investmentsPrepare and/or oversee the preparation of presentations which outline the strategic and financial rationale for transactions for senior management and the Board of DirectorsPartner with cross-functional teams across Schwab to coordinate and administer due diligence effortsCoordinate communications among project teams, senior Schwab management, external advisors, and counterpartiesNegotiate NDAs and other transaction related agreements with counterpartiesWork with the business enterprises, functional areas (e.g., Legal, Technology, Operations, Intellectual Property, Human Resources, etc.) and other areas of Finance on the analysis and execution of acquisitions, divestitures, and strategic investmentsInterface and partner with senior leaders to ascertain strategic goals of various business enterprisesConduct strategic industry analysis and landscape studiesContribute to the ongoing improvement of the team by refining existing processes and assisting in the training and development of new team membersWhat you have

Required Qualifications:

Bachelor's degree with 2-5 years of work experience at a top-tier company in investment banking or corporate development (M&A). Will also consider experience in management/strategy consulting, strategic finance, or valuation servicesPrior experience with M&A transactionsSuperior analytical skills, creativity in problem solving, research capabilities, and attention to detailStrong communication skills, both written and verbal, as well as the ability to develop concise and effective communications tailored to specific audiencesComfort working on a cross-functional team in a dynamic, fast-moving, and high stakes work environment

Preferred Qualifications:

While prior experience in the financial services industry is not required, we prefer that candidates have an interest to work in the financial services sector
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