Charles Schwab · 8 hours ago
Senior Manager – Balance Sheet Strategy
Lone Tree, CO
Full-time
Hybrid
Senior Level
5+ years expCharles Schwab is a company that empowers its employees to make an impact on their careers. The Senior Manager – Balance Sheet Strategy role involves managing the firm’s balance sheet and investment portfolio strategy while developing strategies and analyses for senior leaders.
Financial Services
Responsibilities
Assist in the management of the firm’s balance sheet and investment portfolio strategy, ALM positioning, and the net interest margin optimization across three banks, an off-balance sheet sweep deposit portfolio, and a broker dealer
Develop strategy and analysis for senior leaders
Execute on the firm’s balance sheet management framework
Measure and monitor portfolio performance
Partner with investment portfolio traders and other business partners to build strategy that aligns with firm’s risk appetite
Qualification
Required
5+ years of career experience in treasury, finance, corporate strategy and/or ALM roles of progressive level of responsibility and a minimum of three years of experience at an institution with similar size and complexity as Charles Schwab
Strong understanding of fixed income markets and modeling, asset liability management, and balance sheet strategy, including portfolio optimization, fixed income performance measurement, derivatives hedging strategies, and expertise in the ALM complexities associated with large non-maturity deposit portfolios
Excellent written and oral communication skills with experience in developing presentations and facilitating and influencing leadership for strategic decisions on balance sheet management
Enthusiasm to work in white space and the proven ability to create innovative analyses to help drive the strategy for the company with creative and actionable solutions
Experience with fixed income modeling in systems such as PolyPaths, BlackRock, Murex, Intex, Bloomberg, QRM, Calypso
Ability to multi-task while maintaining composure in a potentially stressful environment
Bachelor's degree required; Master's degree preferred
Preferred
Professional certification, such as CFA, FRM or PRM, preferred
Experience managing the risks associated with a combined broker-dealer and bank(s) balance sheet business model
Successful history of building and cultivating strong authentic relationships with internal/external business partners
Benefits
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Company
Charles Schwab
We have plans for every turn you take.
10001+ employees
H1B Sponsorship
Charles Schwab has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (579)
2024 (468)
2023 (455)
2022 (705)
2021 (483)
2020 (282)
Funding
Current Stage
Late StageLeadership Team
J
Jim McGreevy
Senior Project Manager
Recent News
2025-10-04
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