Our teams

People think financial services is just about stocks and bonds. Here at Schwab, we believe it is about helping improve people’s lives. Schwab employees are free to solve problems, to innovate, and to challenge the status quo. It’s a place where you have an opportunity to do your best work.

Our Teams

Serving individual investors

  • Client Service & Support (CS&S)

    Powered by a team of financial service professionals and provides clients with around-the-clock, one-on-one guidance and solutions using advanced financial service technology to deliver best-in-class assistance.

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  • Schwab Financial Consultant Academy

    Developmental rotational program that prepares individuals for a career as a financial consultant in one of our branches. Our Schwab Financial Consultant Academy seeks out high-performing candidates to prepare for a consultative role in one of our branches. The rotational program takes place over 18 to 24 months and is based in one of our major service centers.

    Learn more about the FC Academy: FC Academy

  • Branch Network

    Consists of more than 300 offices and is primarily responsible for helping individuals and families with their financial needs, including retirement planning, college savings plans, IRA rollovers, charitable giving, estate planning, portfolio advice, options and futures trading, insurance and annuities, educational resources, and managing banking and lending needs.

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  • Schwab Private Client

    Provides high-net-worth clients access to professional portfolio management solutions that draw on a wealth of expertise from a dedicated team of professionals that includes, among others, Portfolio Consultants, Financial Planners, Associate Financial Planners, and Fixed Income and Options Specialists.

    Search for SPC positions 

Specialty services

  • Windhaven Investment Management®

    Broadly diversifies investment portfolios across the global capital markets and regularly includes exposure to gold, commodities, and real estate in addition to more traditional investments in U.S. and non-U.S. stocks and bonds for high-net-worth individuals, trusts, retirement plans, foundations, and endowments. 

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  • ThomasPartners Investment Management®

    Specializes in the construction of growth-oriented investment portfolios that generate current dividend income streams and are actively managed with the goal of generating annual aggregate portfolio dividend income growth and capital appreciation for high-net-worth clients. 

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Serving professionals

  • Advisor Services

    Provides custodial, operational, and trading support for independent registered investment advisory firms, helping existing clients grow their business and attracting new independent advisors and advisors leaving wirehouses, independent broker-dealers, or banks looking to establish an independent RIA practice. 

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  • Retirement Plan Services (RPS)

    Provides a full-service defined-contribution 401(k)/defined-benefit offering for plan sponsors that includes Participant and Sponsor Services.

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  • Corporate Brokerage Services (CBS)

    Comprises Compliance Solutions, Stock Plan Services, Corporate Brokerage Retirement Services, and Financial Intermediary Services.

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  • Retirement Business Services

    Provides trust and custody sales, relationship management, operations, client service support, and practice management to independent recordkeepers or third-party administrators, who provide recordkeeping and compliance services to retirement plans, and RIAs, who provide investment selection, monitoring, and fiduciary services.

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Technology

Schwab Technology Services (STS) 
Is responsible for Schwab's use of information technology, including all telecommunications, operations, and client and business applications. STS supports and spans every enterprise at Schwab. From our website to wireless and from service centers to client branches, STS demonstrates leadership through innovative solutions and superior technology that provide our clients with world-class service. STS develops web trading and customer-reporting systems; integrates business units; maintains core brokerage functionality; operates client server systems; provides network architecture, engineering, and capacity planning; and oversees centralized mainframe computer systems and database management.

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Corporate support

  • Human Resources

    Supports the employee experience and corporate reputation through talent programs, compensation and benefits, events and production services, community services, employee communications, and public relations.

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  • Marketing

    Drives business results by engaging clients and prospects, building our brand, and motivating all of our colleagues to be ambassadors of our brand.

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  • Strategy

    Helps senior leaders with the most critical challenges facing their businesses, lifting the horizon beyond the immediate term and focusing on issues outside of day-to-day operations. The strategy group provides its members with a unique opportunity to work on major strategic and operational initiatives while gaining visibility among senior leadership.

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  • Finance

    Responsible for financial planning and analysis, treasury, taxation, corporate accounting, external and regulatory reporting, and corporate real estate.

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  • Audit

    Provides independent and objective assessments of the effectiveness of risk management activities and the internal control environment, as well as leadership of our engagement with Ernst & Young.

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  • Risk Management

    Supports the delivery of predictable financial and operational performance and is organized around six primary functions—bank risk, enterprise risk, information security services, market and investment risk, model risk, and operational risk. This group is responsible for identifying, evaluating, measuring, monitoring, and reporting risks.

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  • Compliance

    Provides proactive advice and guidance regarding the applicability of rules and regulations as well as conducting investigations, monitoring, testing, and training to achieve compliance with the financial services industry rules and regulations and the policies of the firm.

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  • Investment Management Services

    Responsible for developing and managing a core set of proprietary investment product and education resources that meet the needs of brokerage, corporate retirement services, and advisor clients.

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Banking

Schwab Bank 
Created to help make it easy for clients to manage their banking needs together with their investing experience. Schwab Bank offers retail consumer banking services, including lending solutions and FDIC-insured banking products such as checking, savings and money market accounts and certificates of deposit. The Bank also includes our Personal Trust Services division, which provides administrative trustee services for trusts of independent RIA clients.

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Operations

Operations 
Focuses on providing great service to our clients and the client-facing organizations within Schwab, as well as on safeguarding assets. Whether it’s processing corporate actions, performing trade order reviews, or answering service calls, Operations plays a critical role in helping our clients achieve their financial goals and inspiring client loyalty.

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Options carry a high level of risk and are not suitable for all investors. Multiple leg options strategies will involve multiple commissions. Spread trading must be done in a margin account. Certain requirements must be met to trade options through Schwab. Please read the Options Disclosure Document titled Characteristics and Risks of Standardized Options before considering any option transaction.

Futures involve substantial risk and are not appropriate for all investors. Please read the Risk Disclosure Statement for Futures and Options prior to applying for an account.

Please read the Schwab Private Client and the Schwab Private Client Investment Advisory, Inc. Disclosure Brochures for important information and disclosures about SPC. Portfolio management for SPC is provided by Schwab Private Client Investment Advisory, Inc., a registered investment advisor and an affiliate of Schwab.

The Portfolio Consultant, Associate Portfolio Consultant, and other representatives making investment recommendations in your Schwab Private Client accounts are employees of Schwab Private Client Investment Advisory, Inc.

Windhaven® Strategies and both versions of the ThomasPartners® Dividend Growth Strategy are available through Schwab's Managed Account Connection® program. Please read Schwab's disclosure brochure for important information and disclosures relating to Schwab Managed Account Connection and Schwab Managed Account Services™. In addition, please see the manager’s Form ADV Part 2A. Schwab makes available other equity strategies in its managed account programs that focus on dividend-paying stocks, including strategies that are managed by firms that are unaffiliated with Schwab.

Portfolio management for Windhaven and Thomas Partners is provided by Windhaven, ThomasPartners, and CSIM, respectively. All three are registered investment advisors and affiliates of Charles Schwab & Co., Inc. ("Schwab"). Please see the respective manager’s Form ADV Part 2A for additional information.

Windhaven’s portfolio risk management process includes an effort to monitor and manage risk, but should not be confused with (and does not imply) low risk.

Diversification strategies do not ensure a profit and do not protect against losses in declining markets. Investments in managed accounts should be considered in view of a larger, more diversified investment portfolio.

Schwab Advisor Services™ serves independent investment advisors and includes the custody, trading, and support services of Schwab. Independent investment advisors are not owned, affiliated with, or supervised by Schwab.

At Schwab, we believe that every employee, through their diverse abilities and experiences, can contribute to our growth, innovation and client loyalty. We embrace diversity and are committed to providing equal opportunity to all employees and applicants. If you have a disability, and require reasonable accommodations in the application process, call Human Resources at 800-725-3535. We will be happy to assist you. Schwab will only share your accommodation request with those individuals who have a specific need to know. The request for an accommodation will not affect Schwab’s hiring decisions. All other submissions should be performed online.

Brokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose Value

Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law.

The Charles Schwab Corporation provides a full range of securities, brokerage, banking, money management, and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (“Schwab”), Member SIPC, offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.

Schwab Advisor Services™ serves independent investment advisors and includes the custody, trading, and support services of Schwab. Independent investment advisors are not owned, affiliated with, or supervised by Schwab. Schwab Retirement Plan Services, Inc. provides recordkeeping and related services with respect to retirement plans.