Sr. Manager, Financial and Regulatory Reporting

Charles Schwab Inc.

At Schwab, you're empowered to make an impact on your career. The Financial and Regulatory Reporting Team function within Schwab Asset Management (SAM) is responsible for oversight of the following functions with respect to the proprietary mutual...

Last checked on May 18, 2026. We may earn a commission when you click through.

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If you're looking to make a mark in financial reporting, this role offers significant responsibility and impact.

✓ Opportunity to influence investment product oversight. ✓ Strong company reputation in the financial industry. ✓ Collaborative team structure.

Sr. Manager, Financial and Regulatory Reporting

Charles Schwab Inc.

Updated 2 days ago
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You'll be redirected to talent.com

New York

If you're looking to make a mark in financial reporting, this role offers significant responsibility and impact.

About this role

Charles Schwab Inc. is a leading financial services firm that provides investment services and products to individual investors and institutional clients.

About the Company

Charles Schwab Inc. is a leading financial services firm that provides a range of investment and banking services.

Key Highlights

  • Oversees financial and regulatory reporting for mutual funds and ETFs.
  • Contributes to the management of proprietary investment products.
  • Works in a collaborative team environment.

💡 Honest Take: This position demands strong financial expertise and regulatory knowledge, but the workload can be intense.

Pros

  • Opportunity to influence investment product oversight.
  • Strong company reputation in the financial industry.
  • Collaborative team structure.

Cons

  • High-pressure environment with tight deadlines.
  • Requires extensive knowledge of financial regulations.
  • Limited remote work options.

Best For: This position suits individuals with strong analytical skills and a thorough understanding of financial regulations.

Watch Out: Be prepared for a demanding workload and the need to stay updated on changing regulations.

Apply for this position

You'll be redirected to talent.com

Expert Review

This role at Schwab is not for the faint-hearted. It involves extensive oversight of financial and regulatory reporting, particularly for mutual funds and ETFs. The company is known for its commitment to transparency and compliance, which adds pressure to deliver accurate reports on time.

Expect to engage deeply with financial regulations. Candidates should have a solid grasp of SEC rules and reporting standards. Your ability to navigate these complexities will be critical. The position appears rewarding, but also challenging, requiring a high level of expertise.

Team dynamics at Schwab are often collaborative, which could enhance job satisfaction. However, the fast-paced nature of the financial sector means that workloads can escalate, particularly during reporting cycles. This is something to consider for work-life balance.

In summary, if you have a passion for finance and a knack for detail, this could be a great fit. But if you prefer a more laid-back atmosphere, you might want to explore other options. For more details, check out the official listing on Talent.com.

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