Your opportunity

• Lead execution of Schwab’s investor relations strategy, ensuring external communications are clear, credible, and aligned to enterprise priorities.
• Advise the Head of Investor Relations, CFO, CEO, Executive Council, and senior Finance leaders on investor sentiment, valuation, shareholder engagement, disclosure strategy, and market positioning.
• Shape messaging for earnings, business updates, capital management initiatives, strategic transactions, market developments, and other material communications.
• Represent Schwab with institutional investors, buy-side and sell-side analysts, rating agencies, and other external stakeholders.
• Partner across Finance, Treasury, Corporate Strategy, Corporate Communications, Legal, Risk, and business leadership teams to ensure message discipline and readiness for external engagement.
• Lead market intelligence, ownership analysis, valuation benchmarking, peer tracking, and investor sentiment reporting to inform executive and Board-level discussions.
• Oversee earnings call materials, investor presentations, disclosure support, business updates, and strategic communication deliverables.Build and develop a high-performing Investor Relations team with strong analytical capability, execution discipline, and leadership depth.

What you have

• Deep understanding of investor relations, public-company communications, corporate finance, capital markets, financial services, securities disclosure, and the expectations of institutional investors and sell-side analysts.
• Exceptional executive communication skills, including the ability to distill complex financial, strategic, regulatory, and market topics into clear, compelling messages for senior leaders, investors, analysts, and the Board.
• Strong analytical capability with demonstrated experience developing unstructured analyses, pressure-testing assumptions, interpreting financial performance, assessing valuation drivers, and translating market feedback into actionable insight.
• Advanced stakeholder management skills with the judgment, poise, and credibility to advise C-suite executives, influence cross-functional leaders, and engage sophisticated external audiences.
• Strong command of financial modeling, reporting tools, databases, investor targeting, ownership analysis, peer benchmarking, and market intelligence practices that support earnings preparation and investor engagement.
• Proven people leadership capability, including the ability to develop talent, set clear expectations, strengthen team operating discipline, and foster a culture of accountability, collaboration, and continuous improvement.

• 15+ years of progressive experience in investor relations, corporate finance, equity research, capital markets, financial communications, or related senior finance roles within a complex publicly traded company.
• Senior-level experience in financial services strongly preferred, with exposure to brokerage, banking, wealth management, asset management, or other regulated financial institutions.
• Demonstrated experience preparing earnings materials, investor presentations, business updates, external messaging, management Q&A, disclosure support, and Board- or executive-level briefing materials.
• Proven ability to build and maintain relationships with institutional investors, buy-side analysts, sell-side analysts, and other members of the investment community.
• Experience advising senior executives on investor sentiment, valuation trends, competitive positioning, shareholder composition, capital markets developments, and external perception risk.
• Track record of leading teams or complex cross-functional workstreams in a high-expectation, fast-moving environment with significant visibility to executive leadership.
• Bachelor’s degree in Finance, Economics, Accounting, Business, or a related field required; MBA, CFA, CPA, or related advanced credential preferred.