Associate, Corporate Development

Charles Schwab Inc.•San Francisco, CA

6h•$100,000 - $150,000•Hybrid

About The Position

Schwab’s Corporate Development team, part of the Schwab Investment Platforms, Solutions, and Strategy organization, helps shape the firm’s inorganic growth strategy by evaluating and executing acquisitions, divestitures, and strategic investments. The team supports opportunities that can strengthen Schwab’s capabilities, create value, and advance its long-term strategy. The Associate contributes to high-impact transactions from initial evaluation through execution. The role builds financial analyses and recommendations for senior leaders and the Board of Directors, coordinates due diligence, and collaborates with teams across Schwab and external advisors. The position offers opportunities to develop strategic and transaction skills and contribute to decisions across the firm. This hybrid position requires four days per week in the office and one remote workday. Candidates must live in or be willing to relocate on their own to San Francisco, California; Westlake, Texas (DFW); or Austin, Texas. Applicants must be currently authorized to work in the United States full-time without employer sponsorship. The role is eligible for bonus or incentive opportunities in addition to the salary range.

Requirements

Bachelor’s degree.
2 to 4 years of experience at a top-tier investment banking or corporate development organization, focused on mergers and acquisitions; relevant experience in management or strategy consulting, strategic finance, or valuation services may also be considered.
Prior experience supporting mergers and acquisitions transactions.
Strong analytical and research skills, creative problem-solving capabilities, and exceptional attention to detail.
Excellent written and verbal communication skills, including the ability to develop concise and effective materials tailored to different audiences.
Ability to collaborate effectively across functions in a dynamic, fast-moving, and high-stakes environment.
Must be currently authorized to work in the United States on a full-time basis without employer sponsorship.
Must live in or be willing to relocate on their own to San Francisco, CA; Westlake, TX (DFW); or Austin, TX.

Nice To Haves

Interest in building a career within the financial services industry.

Responsibilities

Prepare detailed financial analyses, valuation materials, and transaction models to support acquisitions, divestitures, and strategic investments.
Develop concise presentations communicating transaction rationale to senior management and the Board of Directors.
Partner with cross-functional teams to coordinate and manage due diligence activities.
Coordinate communications among project teams, senior Schwab leaders, external advisors, and transaction counterparties.
Work with Legal, Technology, Operations, Intellectual Property, Human Resources, and Finance to analyze and execute transactions.
Partner with senior leaders to understand strategic priorities and identify opportunities that support business goals.
Conduct strategic industry analyses and landscape studies, and develop company profiles.
Improve tools, analyses, and transaction processes.