Sr. Specialist, Management Initiatives

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Job ID:
Job Category:
Investment Management & Research
Relevant Work Experience:
Financial Services-6+ yrs, Administrative Support-6+ yrs, Investment Management - 6+ yrs, Accounting and Finance-6+ yrs
Current Licenses / Certifications:
Position Located In:
CO - Lone Tree
Job Type:
Full Time

Lone Tree - CO, DENR2, 9800 Schwab Way, 80124
Axle J Marcoline

We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.

As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.

Our Opportunity:

Charles Schwab Investment Management (CSIM), the asset management arm of Charles Schwab Corporation (Schwab), has approximately $320 billion in assets under management (AUM) and is one of the nation’s largest retail money managers. CSIM provides a wide variety of products ranging from money market funds, index mutual funds, actively managed mutual funds, exchange traded funds and asset allocation fund-of-funds. As a provider of core investment products, CSIM is both an important enabler in fulfilling Schwab’s mission of helping everyone be financially fit and a critical engine in the company’s profitability and growth. 

The Sr. Specialist role will be an individual contributor position providing coordination, logistical and administrative support to the Management Initiatives office.  It will report directly to CSIM’s Management Initiatives leader. The role will be based in our Lone Tree, Co. location with limited travel when necessary.

What you’ll do:

  • Coordinates logistics for events, programs and special projects sponsored by senior leaders.
  • Collaborates with corporate real estate partners and maintain seat maps for CSIM locations.
  • Coordinates and provides logistical support for all-company meetings.
  • Prepares and coordinates materials for meetings.
  • Establishes schedules, sends communications, monitors attendance and reports metrics.
  • Administers internal mailbox and website and responds to employee and/or vendor questions.
  • Serves as a liaison with employees, business partners and vendors and leaders.
  • Invoice processing and budget tracking, working with Vendor Management and Accounts Payable.
  • Additional projects and tasks as assigned and/or identified.

What you have:

Strongly desired background and skills: 

  • Outstanding interpersonal and communication skills for interfacing with employees at all levels of the organization
  • Proficiency in Microsoft Office Suite including Word, Excel, Outlook and PowerPoint
  • Excellent organizational, analytical and time management skills
  • Exceptional attention to detail
  • Ability to prioritize and manage multiple projects simultaneously
  • Ability to remain flexible to work in a fast-paced, changing environment
  • Ability to work independently yet collaboratively with openness and receptivity to feedback
  • Ability to use basic office technology (PC, copier, printer, etc.)
  • Proactive, self-starter 

Desired background and skills: 

  • Bachelor’s degree is preferred
  • Financial Services or related industry experience is preferred
  • Microsoft office skills
  • Experience in managing contractual relationships with vendors and consultants 
  • Experience with expense management, control and monitoring of budgeting
  • Advanced PowerPoint skills, and strong Word and Excel skills

What you’ll get:

  • Everyday Wellness: Healthy Rewards, Onsite Fitness Classes, Healthy Choices, Wellness Champions
  • Financial Fitness: 401k Match, Employee Discounts, Personalized advice, Brokerage discounts
  • Work/Life Balance: New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer
  • Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships
  • Not just a job, but a career, with an opportunity to do the best work of your life

Learn more about Life@Schwab.

Charles Schwab & Co., Inc. is an equal opportunity/affirmative action employer committed to diversifying its workforce. All applications are considered without regard to race, color, religion, sex, sexual orientation, national origin, age, disability, protected veteran status (disabled veterans, recently separated veterans, active duty wartime or campaign badge veterans, Armed Forces service medal veterans), or based on any individual's status in any group or class protected by applicable federal, state or local law.

Job Specifications
Relocation Offered?: No
Work Schedule: Days
Languages: English - spoken
Current Licenses / Certifications: None
Relevant Work Experience: Financial Services-6+ yrs, Administrative Support-6+ yrs, Investment Management - 6+ yrs, Accounting and Finance-6+ yrs
Position Located In: CO - Lone Tree
Education: BA/BS
Job Type: Full Time

Category:Investment Management & Research
Activation Date: Tuesday, February 6, 2018
Expiration Date: Wednesday, March 14, 2018
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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. Schwab also does not discriminate against applicants or employees because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.

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.

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.