Description

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 Investment Platforms, Solutions, and Strategy Enterprise. 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 will do :

• Prepare and/or oversee the preparation of detailed financial analysis of mergers and acquisitions, divestitures, and strategic investments
• Prepare and/or oversee the preparation of presentations which outline the strategic and financial rationale for transactions for senior management and the Board of Directors
• Partner with cross-functional teams across Schwab to coordinate and administer due diligence efforts
• Coordinate communications among project teams, senior Schwab management, external advisors, and counterparties
• Negotiate NDAs and other transaction related agreements with counterparties
• Work with the business enterprises, functional areas (e.g., Finance, Legal, Technology, Operations, Intellectual Property, Human Resources, etc.) on the analysis and execution of acquisitions, divestitures, and strategic investments
• Interface and partner with senior leaders to ascertain strategic goals of various business enterprises
• Conduct strategic industry analysis and landscape studies
• Contribute to the ongoing improvement of the team by refining existing processes and assisting in the training and development of new team members

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
• 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 services
• Prior experience with M&A transactions required
• 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 in working in the financial services sector

Requisition #: 2026-120642

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Requirements

2026-120642