At Schwab, you are 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 Corporate Development team at Schwab is a part of the Strategy and Administration organization. The team supports the inorganic growth strategy of the firm by analyzing and executing acquisitions, divestitures, and strategic investments.
In recent years, the Corporate Development team has successfully completed numerous transactions, including the acquisition of TD Ameritrade and Family Wealth Alliance, as well as strategic investments in Dynasty Financial Partners and the Texas Stock Exchange. These transactions helped to create a large-scale, full-service investment firm with world class solutions and unlocked meaningful financial benefits for our stockholders. We expect to continue to remain active in the evaluation and execution of transactions going forward.
As a key member of the Corporate Development team, the Manager will help evaluate acquisition, divestiture, and strategic investment opportunities, coordinate due diligence processes, and participate in the overall execution of transactions.
What you are good at:
Preparing detailed financial analysisPreparing presentations which outline the strategic and financial rationale for transactions for senior management and the Board of DirectorsPartnering with cross-functional teams across Schwab to coordinate and administer due diligence effortsCoordinating communications among project teams, senior Schwab management, external advisors, and counterpartiesWorking with the business enterprises and functional areas (e.g., Legal, Technology, Operations, Intellectual Property, Human Resources, Finance, etc.) on the analysis and execution of acquisitions, divestitures, and strategic investmentsInterfacing and partnering with senior leaders to ascertain strategic goals of various business enterprisesConducting strategic industry analysis, landscape studies, and developing value-add company profilesContributing to the ongoing improvement of the team by refining existing processes What you haveTo ensure that we fulfill our promise of “challenging the status quo,” this role has specific qualifications that successful candidates should have.
Required Qualifications:
Bachelor's degree 2-4 years of work experience at a top-tier company in investment banking or corporate development (M&A). Will also consider experience in management/strategy consulting, strategic finance, or valuation servicesPrior experience with M&A transactionsSuperior analytical skills, creativity in problem solving, research capabilities, and attention to detailStrong communication skills, both written and verbal, as well as the ability to develop concise and effective communications tailored to specific audiencesComfort working on a cross-functional team in a dynamic, fast-moving, and high stakes work environmentWhile prior experience in the financial services industry is not required, we prefer that candidates have an interest to work in the financial services sector Options Apply for this jobApplyShareRefer a friendRefer Sorry the Share function is not working properly at this moment. Please refresh the page and try again later. Share on your newsfeed Why work for us?Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.
Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future. Application FAQs
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