Pay range: USD $102,500.00 - $150,000.00 / Year
Your opportunity
At Schwab, you are 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 Strategy and Administration 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 successfully completed numerous transactions, including the acquisition of TD Ameritrade and Family Wealth Alliance, as well as strategic investments in Dynasty Financial Partners and the Texas Stock Exchange. These transactions helped to create 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.
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As a key member of the Corporate Development team, the Manager will help evaluate acquisition, divestiture, and strategic investment opportunities, coordinate due diligence processes, and participate in the overall execution of transactions.
What you are good at:
- Preparing detailed financial analysis
- Preparing presentations which outline the strategic and financial rationale for transactions for senior management and the Board of Directors
- Partnering with cross-functional teams across Schwab to coordinate and administer due diligence efforts
- Coordinating communications among project teams, senior Schwab management, external advisors, and counterparties
- Working with the business enterprises and functional areas (e.g., Legal, Technology, Operations, Intellectual Property, Human Resources, Finance, etc.) on the analysis and execution of acquisitions, divestitures, and strategic investments
- Interfacing and partnering with senior leaders to ascertain strategic goals of various business enterprises
- Conducting strategic industry analysis, landscape studies, and developing value-add company profiles
- Contributing to the ongoing improvement of the team by refining existing processes
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
- 2-4 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 services
- Prior experience with M&A transactions
- Superior analytical skills, creativity in problem solving, research capabilities, and attention to detail
- Strong communication skills, both written and verbal, as well as the ability to develop concise and effective communications tailored to specific audiences
- Comfort working on a cross-functional team in a dynamic, fast-moving, and high stakes work environment
- 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 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