Director, Investor Relations

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 Investor Relations team is part of the broader Finance organization at Schwab. Reporting directly to the Chief Financial Officer, our team combines aspects of finance, strategy, and communication to disseminate corporate information to the public in a manner consistent with supporting a full and fair valuation for Schwab’s stock.

The team strives to achieve this goal through the execution of its ongoing Investor Relations program, which includes a range of scheduled and reactive investment community interactions. In a typical year, the Investor Relations team will hold upwards of 500 meetings, facilitates an additional 50+ investor meetings with Schwab leadership, and host 5 to 10 in-person or virtual road shows with institutional investors across the U.S., Europe, and Asia. At the same time, the team is constantly working to cultivate deep relationships across the firm which enables us to gather key insights, perspectives, and achievements to share during each quarterly earnings cycle.

As a pivotal member of the Investor Relations team, the Director will play a critical role in executing all aspects of the Investor Relations Program and ensure we are effectively delivering Schwab’s powerful story to both current and prospective investors.

What you have

• Bachelor’s degree with 10+ years of work experience, with advanced degree or industry certification a plus
• Superior analytical skills, creativity in problem solving, and research capabilities
• 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 exposure work environment
• While prior experience in the financial services industry is not required, we prefer that candidates demonstrate a strong interest in the financial services sector
• Previous Investor Relations experience is a plus, but not a prerequisite
• Key candidate characteristics include: intellectual curiosity, good work ethic, strong sense of responsibility, and attention to detail

What  you'll do:

• In partnership with Investor Relations leadership, play a leading role in the development of critical deliverables, including (but not limited to) quarterly earnings releases and business update presentations, annual stockholder meeting materials, intra-quarter SMART reports
• Prepare recurring and ad hoc analyses highlighting key trends within Schwab’s institutional ownership base for senior management and the Board of Directors
• Partner with cross-functional teams across Schwab to gather, comprehend, and validate key data points for Investor Relations team deliverables
• Oversee targeting analyses used by the Head of Investor Relations to facilitate executive meetings with current and/or prospective institutional stockholders
• Interface regularly with the Chief Executive Officer, Chief Financial Officer, and other members of Schwab’s Executive Council
• Work alongside members of Schwab’s Corporate Affairs function regarding media events and public releases
• Build rapport with members of the investment community
• Manage both team and individual workstreams with a high degree of organization and enthusiasm
• Enhance your understanding of Schwab’s strategy and financial model to support the team in addressing inbound questions from sell-side analysts and investors
• Contribute to the ongoing improvement of the team by refining existing processes and procedures

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