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Director - Head of Models & Methodology - Finance Risk Management

AT Charles Schwab
Charles Schwab

Director - Head of Models & Methodology - Finance Risk Management

Westlake, TX

Salary: USD $116,100 - $258,100 / Year

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.

This is a role where you will be able to grow your expertise through consistent challenges with the backing of passionate leaders who will value your contributions and encourage your development.

The Finance Risk Management (FRM) function is an in-business risk function within Finance, which designs and implements a cohesive risk management strategy and framework to adequately identify and mitigate risk while driving innovation and business growth.

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The mandate encompasses liquidity risk, interest rate risk, capital risk and regulatory risk management across the Finance organization.

Additionally, the FRM function collaborates with the second line Corporate Risk Management function in the development and enhancement of risk management policies, procedures, and limits across the Finance risk disciplines. We partner across the firm to improve efficiency, effectiveness, and productivity by safeguarding financial flexibility to enable the company strategy.

We are seeking a Director - Head of Models & Methodology to join the group reporting to the Head of Finance Risk Management.

In this role, you will:

  • Develop comprehensive and consistent methodologies for risk modelling and measurement across Finance, ensuring safety and soundness while enabling optimization, forecasting, and strategic decision-making.
  • Guide internal stress testing scenarios and assumptions as well as regulatory stress testing interpretations across Finance risk stripes.
  • Work with Finance partners and Transformation team to adopt an integrated and robust infrastructure to effectively measure and manage risk across Finance by steering implementation of models and methodologies.
  • Enable deposit pricing strategy by implementing appropriate client segmentation to optimize client growth, net interest margin and funding resilience.
  • Align incentives to risk exposures through reliable ways for Transfer Pricing at various levels (business, product, and legal entity)
  • Partner across the firm to improve efficiency, effectiveness, and productivity by safeguarding financial flexibility to enable the company strategy.
  • Update senior management on risk management capabilities, trends, and any potential remediation work.
  • Represent Finance function risk management capabilities, exposures and activities to regulatory officials and rating agencies.

What you have

Required:

  • Bachelor's degree required.
  • 12+ years of related work experience
  • Demonstrated detailed knowledge of finance and/or risk management.
  • Deep knowledge of broker dealer and bank risk management capabilities
  • Deep knowledge of Capital, Liquidity, Interest Rate and Regulatory Risk Management practices
  • Deep knowledge of Enhanced Prudential Standard requirements and other relevant regulation
  • Experienced with sweep deposit programs.
  • Experienced with financial systems and financial data.
  • Excellent analytical, strategic planning, critical thinking skills.
  • Ability to translate sophisticated business problems into discrete quantifiable components.
  • Ability to think and lead under stress.
  • Excellent oral and written communication skills

Preferred:

  • MBA preferred.
  • CFA, CPA or FRM professional designation preferred.

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

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

Client-provided location(s): Westlake, TX, USA
Job ID: CharlesSchwab-2024-104698
Employment Type: Other

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • FSA
    • FSA With Employer Contribution
    • HSA
    • HSA With Employer Contribution
    • Pet Insurance
    • Mental Health Benefits
  • Parental Benefits

    • Birth Parent or Maternity Leave
    • Non-Birth Parent or Paternity Leave
    • Fertility Benefits
    • Adoption Assistance Program
    • Family Support Resources
    • Adoption Leave
  • Work Flexibility

    • Hybrid Work Opportunities
  • Office Life and Perks

    • Commuter Benefits Program
    • Snacks
    • Company Outings
    • On-Site Cafeteria
    • Holiday Events
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Personal/Sick Days
    • Sabbatical
    • Leave of Absence
    • Volunteer Time Off
  • Financial and Retirement

    • 401(K) With Company Matching
    • Stock Purchase Program
    • Performance Bonus
    • Financial Counseling
  • Professional Development

    • Tuition Reimbursement
    • Promote From Within
    • Shadowing Opportunities
    • Access to Online Courses
    • Internship Program
    • Work Visa Sponsorship
    • Leadership Training Program
    • Associate or Rotational Training Program
  • Diversity and Inclusion

    • Employee Resource Groups (ERG)
    • Diversity, Equity, and Inclusion Program