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 16, 2026. We may earn a commission when you click through.

If you're ready to take charge in a key financial role, this could be your next step.

✓ Opportunity to make a significant impact. ✓ Work with a respected industry leader. ✓ Focus on compliance in a complex financial environment.

Sr. Manager, Financial and Regulatory Reporting

Charles Schwab Inc.

Updated 1 hour ago

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New York

If you're ready to take charge in a key financial role, this could be your next step.

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 investment services firm, empowering investors through innovative financial solutions.

Key Highlights

✓ Oversee financial and regulatory reporting for mutual funds and ETFs.
✓ Impactful role within Schwab Asset Management team.
✓ Strong emphasis on compliance and accuracy in reporting.

💡 Honest Take: This position is great for seasoned finance professionals, but it may not suit those looking for remote flexibility.

Pros

✓ Opportunity to make a significant impact.
✓ Work with a respected industry leader.
✓ Focus on compliance in a complex financial environment.

Cons

✗ Location in New York may require commuting.
✗ Limited remote work options.
✗ High expectations for regulatory compliance.

Best For: Ideal for professionals with a strong background in financial and regulatory reporting.

Watch Out: Be prepared for the fast-paced nature of financial compliance roles.

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Expert Review

This position at Charles Schwab is crucial for managing financial and regulatory reporting, especially in a landscape where compliance is key. The company expects thorough oversight of mutual funds and ETFs, making this a heavy responsibility. Those who thrive under pressure will find this role rewarding.

In New York, the cost of living is high, so ensure compensation aligns with your financial goals. The lack of remote work options can also be a drawback for those seeking flexibility. It’s a chance to work alongside top-tier professionals in the finance sector, but be ready for stringent compliance demands.

The official Schwab page emphasizes the importance of accuracy in reports, which is non-negotiable in this role. For anyone looking to climb the corporate ladder in finance, the exposure to regulatory challenges here can be a significant career booster.