Manager -ALCO Reporting / Strategic Communications

s Lending, Operations, Fixed income investing and other Balance Sheet Modeling activities. The overall team manages fixed-income investments in several portfolios totaling over $200 billion, with approximately $480 billion in total balance sheet assets and $75 billion in off-balance-sheet brokered deposit agreement notional investments.

Key Responsibilities

• Collaborate closely with Subject Matter Experts to help them create clear, engaging, and audience-appropriate presentation materials that effectively communicate intricate financial concepts.

• Ensure consistency, accuracy, and high standards in reporting and presentation materials across the Treasury department.

• Translate complex financial data into clear, engaging graphics and stories for audiences with varying financial expertise.

• Shape communications, ensuring materials reflect Schwab's brand and strategic priorities.

• Tailor content and visualizations to suit the needs of internal and external stakeholders, including regulatory bodies.

• Foster two-way dialogue with teams to refine qualitative and quantitative presentations.

• Support the transformation of reporting into a strategic tool for optimizing bank and broker dealer functions.

What you have

• 5+ years relevant experience with an emphasis on communications, analytics, and reporting.

• The ideal candidate has a banking/financial background and/or investor relations with an understanding of finance, accounting and balance sheet management, or financial and regulatory expertise.

• MS Office suite experience required with an emphasis on PowerPoint and Excel; experience with design tools (Adobe Creative Suite or similar) on past projects is highly valued.

• Possesses a passion for communication with diverse teams and stakeholders; highly collaborative and resourceful.

• Suited to a high-pressure environment with strong organization skills to meet tight turnarounds.

• Strong attention to detail: the ability to make accurate evaluative judgments and ensure compliance with internal and regulatory requirements.

• Bachelor's degree required.

What's in it for you

At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. 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