• Headquarters Location

    San Francisco, CA (United States)

  • Number of Employees


  • Website

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At Charles Schwab we believe in the power of investing to help individuals create a better tomorrow. We have a history of challenging the status quo in our industry, innovating in ways that offer our clients and the advisors and employers who serve them, more value and a better experience. Investing can be transformative when investors actively seek the right financial provider. We champion our clients' goals with passion and integrity, looking at those goals, and the opportunities and challenges that affect them, from their perspective. We exist to help people achieve better financial outcomes for themselves and their families. And, we do this by offering investors and those who serve them with a contemporary, full-services approach to build and manage their wealth.

The Charles Schwab Corporation and its affiliates are unaffiliated with Fairygodboss.
Highlights from Charles Schwab
  • Charles Schwab Neesha Hathi

    Meet a Fairygodboss at Charles Schwab

    • Name

      Neesha Hathi

    • Position

      Executive Vice President and Chief Digital Officer

      San Francisco, CA

    Neesha Hathi leads the Digital Services organization that serves over $3 trillion in client assets* and over 10 million accounts* through the Investor Services and Advisor Services lines of business.  In her role, Hathi is responsible for defining and developing the strategy, offers, and experiences to drive the growth and loyalty of existing and prospective clients.  Hathi oversees the digital platforms that support retail and registered independent advisor (RIA) clients, digital advice solutions, including Schwab Intelligent Portfolios® and Schwab Intelligent Advisory™, Schwab’s data office, and business innovation.

    Since joining Schwab, Hathi has held a range of leadership roles across the organization.  She was the EVP of platforms and client experience for Investor Services, led Advisor Technology Solutions, delivering digital platforms and solutions to RIA advisor clients, served as the COO of Schwab Performance Technologies®, and also led a range of strategy and client experience teams.

    Prior to joining Schwab in 2004, Hathi held leadership roles in strategy, marketing, and finance for various start-ups, including Enuvis and Kibu. She began her career in the investment banking industry, supporting the execution of initial and secondary public offerings and M&A transactions at PricewaterhouseCoopers and EVEREN Securities.

    Hathi has been awarded numerous recognitions for her leadership and advocacy.  In 2016, she received the Industry Leader Award by the Professional Business Women of California and was named one of the most influential people in the industry by Investment Advisor magazine.  She has also been recognized by InvestmentNews as one of the 20 most powerful people in the industry.  In 2012, the United Nations Convention on the Elimination of Discrimination against Women also honored Hathi with the Women’s Human Rights Award for Leadership.

    Hathi currently serves on the Board of Governors of the Boys & Girls Clubs of San Francisco. Hathi earned a Bachelor of Business Administration degree from the University of Michigan and a Master of Business Administration degree from the Anderson School at the University of California Los Angeles.  She holds Series 7 and 24 registrations.

    * As of Dec. 31, 2017
    For important disclosure: https://www.aboutschwab.com/leadership/neesha-hathi

  • Charles Schwab Marie Chandoha

    Meet a Fairygodboss at Charles Schwab

    • Name

      Marie Chandoha

    • Position

      President and Chief Executive Officer, Charles Schwab Investment Management Inc.

      San Francisco, CA

    Marie A. Chandoha is president and CEO of Charles Schwab Investment Management, Inc. (CSIM), the investment advisor to Schwab Funds®, Laudus Funds® and Schwab ETFs™ and one of the largest money market and index fund providers in the industry.

    Chandoha has more than 30 years of investment experience. Prior to joining Schwab in 2010, she spent three years as the global head of the fixed-income business at BlackRock (formerly Barclays Global Investors). She previously served as co-head and senior portfolio manager in charge of the Montgomery fixed-income division at Wells Capital Management; a senior bond strategist at Goldman Sachs; and managing director responsible for the global fixed-income research and economics department at Credit Suisse First Boston. Earlier in her career, Chandoha held research positions at Morgan Stanley and The Federal Reserve Bank of New York. 

    Chandoha earned a Bachelor of Arts degree in Economics from Harvard University. She serves on the Executive Committee and Board of Governors of Investment Company Institute, is a trustee of the Schwab Funds, Laudus Funds and Schwab ETFs and a Director of the Charles Schwab Worldwide Funds. She is also a trustee of the California chapter of The Nature Conservancy.

    For important disclosure: https://www.aboutschwab.com/leadership/marie-chandoha

  • Charles Schwab Terri R. Kallsen

    Meet a Fairygodboss at Charles Schwab

    • Name

      Terri R. Kallsen

    • Position

      Executive Vice President, Investor Services

      San Francisco, CA

    Terri R. Kallsen leads Investor Services and is responsible for driving profitable, long-term growth and increasing client loyalty in the retail business, serving individual investors. Kallsen manages Schwab’s branch network, Independent Branch Services, client service and support, wealth management, financial planning, acquisition delivery, supervision and controls, portfolio consulting.

    Previously, Kallsen led the Branch Network, where she was responsible for leading a nationwide network of over 300 retail branch offices dedicated to helping new and existing clients achieve their financial goals. She also served as senior vice president of Portfolio Consulting, responsible for the strategic growth and operations of Schwab’s multiple retail advisory services for affluent and high-net-worth investors. Kallsen joined Schwab in May of 2012, bringing with her over 20 years of financial services industry experience.

    Kallsen came to Schwab from USAA, where she was senior vice president of Wealth Management. At USAA, she led key enterprise strategies providing high-net-worth members with financial planning, risk management, asset accumulation, retirement income distribution and estate planning. Prior to joining USAA, Kallsen served as vice president for Thrivent Financial, where she provided strategic leadership to the sales and marketing process for insurance, investments and banking in 32 regional offices.

    Kallsen earned a Bachelor of Science degree from College of St. Benedict in St. Joseph, MN and a Master's degree from the University of Wisconsin. She is on the Board of Directors of The Charles Schwab Foundation and Charles Schwab Trust Company. Kallsen also serves on the Board of Trustees for the College of Saint Benedict. She previously served on the Board of Trustees for the American College, and is an active volunteer in the area of financial literacy.

    Kallsen is a CERTIFIED FINANCIAL PLANNER™ practitioner, a Certified Wealth Strategist®, a member of the Financial Planning Association and she holds the Series 6, 7, 24, 63, 65 and 66 securities registrations.

    For important disclosure: https://www.aboutschwab.com/leadership/terri-r-kallsen

Twitter Updates

What Women Should Know about Working At Charles Schwab
At Charles Schwab, we believe it's critical that our female employees get involved, actively develop their careers, and help lead our company in reaching out to those women who need help, support, and guidance. 

Recruit more women into the financial services industry: Charles Schwab leaders often host site visits for young students in order to expose them to Charles Schwab's mission, values, and culture, as well as communicate opportunities we provide in the financial services industry.

Empower employees to take ownership of their career development: Through programs like Career Path Chats and Executive Chats, women leaders and role models share their insights into the range of career paths available at Charles Schwab, provide guidance for building a successful career, and inspire employees to explore different career-building opportunities.

Develop business opportunities to promote financial capability among women: From starting at a grassroots level to engaging key leaders, WINS developed and piloted a new initiative: Financial Life Planning Month for Women. The initiative promotes tools and guidance to build more inclusive practices that better engage and serve women investors.

Build relationships to support women in the community: Across our organization, our WINS chapters actively partner with various non-profits, like Dress for Success and Girl Scouts of the U.S.A., to host events, and lead financial literacy programs that help women gain greater control of their financial lives and futures.

Meet Our Employees:
Learn more about working at Charles Schwab from current employees.

Programs, initiatives, groups

    • Additional information
    • More women are earning advanced degrees and higher salaries, resulting in greater purchasing power. This is changing the way women approach their financial futures. And it's why we believe it's critical that our female employees get involved, actively develop their careers, and help lead our company in reaching out to those women who need help, support, and guidance. 

      Women’s Interactive Network at Schwab (WINS) is an employee resource group dedicated to helping women employees advance their careers, demonstrate their leadership capabilities, and create outreach programs that help other women become more financially literate.

      Schwab Parents Network (SPAN) is an employee resource group dedicated to provide support for Charles Schwab parents and is comprised of both women and men.  This includes networking, information, resources, and referrals.  Key goals of this group are to: improve work/life balance, build a community of parents at Charles Schwab and build partnerships with other Employee Resource Groups.
    • Unconscious bias training
    • Yes
    • Internal mentorship / sponsorship programs
    • Yes
    • Internal employee networking
    • Yes
    • Diversity initiatives / processes for recruiting
    • Yes
    • Diversity initiatives / processes for performance evaluation
    • Yes
    • Sabbatical leave benefits
    • Yes, Charles Schwab believes that having time off for personal or professional development contributes to higher levels of future performance and retention. In particular, Charles Schwab believes that extended continuous time off can afford long-term employees valuable time to refresh and recharge that regular vacation may not provide, and enable them to return to work better able to contribute and grow. To support this belief, Charles Schwab offers eligible employees the opportunity to apply for a paid sabbatical. This is a discretionary program designed to reward certain valued non-officer employees who regularly demonstrate strong performance.

      A sabbatical consists of twenty-eight continuous calendar days off during which an employee continues to receive his or her regular pay. None of these days off are considered vacation time under the Company vacation policy. If approved, the time may be used for personal or professional development (including, for example, community service, career reflection, or education) as long as the activity does not conflict or compete with Charles Schwab's business.

Flexible working

    • Flexible working policies
    • Telecommuting is an alternative work arrangement intended to provide eligible employees with options of performing their job functions from a home office, or other pre-approved remote work location, on a regularly scheduled basis. Charles Schwab views telecommuting as a privilege and an option under limited circumstances when there is a clear advantage to the business, job oversight requirements suit such an arrangement, and the employee meets eligibility criteria.
    • Remote working
    • Yes, Eligible after one year of service for an ongoing work from home schedule, and prior to that on an ‘as needed’ basis, based on manager discretion.

Parental Leave

    • Overview: Parental leave policies
    • Charles Schwab provides eligible full- or part-time employees with paid parental leave for the care and well-being of their newborn or newly adopted (or newly placed for adoption) child. Charles Schwab offers up to six weeks of Paid Parental Leave following the birth or adoption of a child. This is in addition to any Short Term Disability pay the employee may be eligible for.

      Paid Parental Leave is offered to eligible employees regardless of their gender, sexual orientation, marital/family status or any other legally protected basis.

      New for 2018: 6 weeks of Paid Parental Leave is available for both Primary and Secondary caregivers.

      Up to 12 weeks of unpaid Family/Medical Leave for (1) an employee's own serious health condition (2) leave to care for a child within 12 months after birth, adoption, or placement in foster care (3) leave to care for a spouse, domestic partner, child, or parent who has a serious health condition.
    • Paid maternity leave
    • Yes, Up to six weeks for Parental Leave
    • Unpaid maternity leave
    • Yes
    • Paid paternity leave
    • Yes, Up to six weeks for Parental Leave
    • Unpaid paternity leave
    • Yes
    • Adoptive paid leave
    • Yes, Up to six weeks
    • Short-term disability benefits
    • Yes
    • Additional short-term disability info
    • If a Charles Schwab employee is eligible for Short Term Disability (STD), Paid Parental Leave will start after they are no longer being paid STD. They are paid STD while they are considered disabled after the birth of their child, generally between six and eight weeks. The amount of STD paid depends on which option was elected (55% or 66 2/3%). Once STD is exhausted, employee will be paid at 100% of their eligible earnings for up to six weeks under Paid Parental Leave.

      Up to 12 weeks of unpaid Family/Medical Leave for (1) an employee's own serious health condition (2) leave to care for a child within 12 months after birth, adoption, or placement in foster care (3) leave to care for a spouse, domestic partner, child, or parent who has a serious health condition.

Maternity-Related Benefits

    • Lactation facilities
    • Yes, Charles Schwab offers New Mom Rooms which are private rooms for lactation.
    • Maternity leave coaching
    • Yes, Both of our health plans offer pregnancy programs through the duration of pregnancy.  Lifecare offers counseling, education, and referral services to prepare and care for the new child.
    • Fertility benefits
    • Yes, Charles Schwab offers the Infertility Services and Reproductive Resource Services (RRS) Program through United Healthcare participants.  It provides high quality Therapeutic services for the treatment of infertility when provided by or under the direction of a Physician. The Plan pays Benefits for infertility when provided by Designated Facilities participating in the Reproductive Resource Services (RRS) program. All treatment will be facilitated through one of UHC’s Centers of Excellence.

Care-taking benefits

    • Care-taking benefits information
    • Dependent Care Flexible Spending Account (FSA)

      The FSA is a great way to save money if you have dependents because it allows you to set aside money from your paycheck before taxes. The FSA isn’t only for children. You can use it to pay for care for your elderly parent or any other dependent who is physically or mentally incapable of self-care. The adult dependent must live with you, be your tax-qualified dependent and require care while you are at work.

      With an FSA, you can:
      Pay for eligible expenses, such as day care for a child, that are necessary for you and/or your spouse to work, look for work or attend school full time
      Contribute up to $5,000 per household in 2018.
      Charles Schwab contributes $100 per month, per child, up to $200 per month, if certain eligibility requirements are met
      Please note: Your Dependent Care FSA cannot be used for health care expenses.

      Charles Schwab contributes to your FSA account every month when you meet certain income requirements. Although you do not have to contribute to the FSA to receive the Charles Schwab contribution, you must actively enroll each year.

      Charles Schwab is implementing services from Bright Horizons effective 4/1/18 for elder care assistance.

      Also, Group Legal Plan. You can have the option to add your parents and parents-in-law so they can receive certain services.
    • Back-up childcare
    • Yes
    • Childcare subsidies
    • Yes
    • PTO that explicitly covers care-taking
    • Yes, Employees are able to use Sick Time for their own injury or illness or that of a family member.
    • Elder-care benefits
    • Yes

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