Corporate Development Associate

ntinue to remain active in the evaluation and execution of acquisitions, both big and small, going forward. We are also active in making strategic investments, including Wealth.com, Dynasty Financial Partners, and Texas Stock Exchange.

As a Corporate Development Associate, you will play a key role in helping to evaluate acquisitions and strategic investment opportunities, coordinate due diligence processes, assist in negotiations, and participate in the overall execution of transactions.

Key Responsibilities:

• Prepare and/or oversee the preparation of detailed financial analyses related to acquisitions and strategic investments

• Prepare and/or oversee the preparation of presentations outlining the strategic and financial rationale for transactions to 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 leadership, external advisors, and counterparties

• Negotiate NDAs and other transaction-related agreements with counterparties

• Work with the business enterprises, functional areas (e.g., Legal, Technology, Operations, Intellectual Property, Human Resources, etc.) and others on the analysis and execution of transactions

• Interface and partner with senior leaders to ascertain strategic goals of various business enterprises

• Conduct strategic industry analyses 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

Required Qualifications:

• 3-7 years of work experience in investment banking, corporate development, and/or venture capital

• Bachelor's degree

Preferred Qualifications:

• Experience in the financial services sector

• Successful history of contributing to acquisitions or strategic investments

• 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

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