Charles Schwab Staff - Technical Project Management, Reference Data in Lone Tree, Colorado


Lone Tree - CO, DENR2, 9800 Schwab Way, 80124

Tammie Raven


We believe that , when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.

As a company, we were established by Chuck at over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.

Our Opportunity:

The Staff Security Master Consumer Relationship member is responsible for supporting the onboarding of 75+ downstream applications onto the security master and fundamental data platforms. This includes meeting with all the teams representing each new downstream application; guiding them through our onboarding and governance process; partnering to define their business and data requirements; prioritizing new requirements with product owners and technology; and managing UAT/production parallels to ensure that data meets clients’ needs. This position includes active engagement with senior leaders, business and technology partners. Expertise in analyzing data is required.

What you’ll do:

  • Partner with internal stakeholders to define consumer business and data requirements and data quality comparisons while managing the onboarding process of the data points

  • Define and streamline consumer onboarding tools and processes to enhance the onboarding experience

  • Coordinates material and schedules consumers attending the working leadership team meeting presentations

  • Organizes cross-functional activities, ensuring completion of the project i.e. product on schedule while communicating any budget constraints.

  • Facilitate governance approvals of data usage on behalf of new consumers. This includes tracking the use of each data point across each new consumer and presenting this information to the Security Reference Data Governance (SRDG) committee for approval

  • Partner with the Product Owners and data operations teams to prioritize ESM client pain points and minimize migration timeline impacts

What you have:

  • Minimum of 5 years’ experience in Financial Services Security Reference Data domain and/or Trading Lifecycle (trading, middle office, settlement and reporting)

  • Must have strong attention to detail, the ability to work across the enterprise or within cross-functional team

  • Strong data analytic skills and the ability to effectively distill a varied set of inputs to drive decisions and define requirements

  • Outstanding written and verbal communication skills with demonstrated ability to communicate effectively with all levels of an organization

  • Ability to multitask through multiple projects at one time

  • General knowledge of most product security types

  • Familiarity using SQL to extract and analyze data highly preferred

  • Advanced knowledge of Excel and other MS Office Products and applications

  • An undergraduate degree is preferred; Master’s degree is a plus

  • Security licenses including series 7 preferred

You’ll demonstrate these behaviors:

  • Forward Thinking : Anticipating the implications and consequences of situations and taking appropriate action to be prepared for possible contingencies.

  • Customer Orientation: Demonstrated concern for satisfying one’s external and/or internal customers.

  • Persuasive Communication : The ability to plan and deliver oral and written communications that are impactful and persuasive with their intended audiences.

  • Conceptual Thinking : Finding effective solutions by taking a holistic, abstract or theoretical perspective.

  • Building Collaborative Relationships: The ability to develop, maintain, and strengthen partnerships with others inside or outside of the organization who can provide information, assistance and support.

  • Thoroughness: Ensuring that one’s own and other’s work and information are complete and accurate; careful preparation for meetings and presentations; following up with others to ensure that agreements and commitments have been fulfilled.

What you’ll get:

  • Comprehensive Compensation and Benefits package

  • Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts

  • Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program

  • Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions

  • Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships

  • Not just a job, but a career, with an opportunity to do the best work of your life

Learn more about Life@Schwab at" .

Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law. Schwab also does not discriminate against applicants or employees because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. At Schwab, we believe that every employee, through their diverse abilities and experiences, can contribute to our growth, innovation and client loyalty. We embrace diversity and are committed to providing equal opportunity to all employees and applicants. If you have a disability, and require reasonable accommodations in the application process, call Human Resources at 800-725-3535. We will be happy to assist you. Schwab will only share your accommodation request with those individuals who have a specific need to know. The request for an accommodation will not affect Schwab's hiring decisions. All other submissions should be performed online.

Job Specifications

Relocation Offered?: No

Work Schedule: Days

Languages: English - spoken

Current Licenses / Certifications: None

Relevant Work Experience: Project Management-2-5 yrs, Brokerage Operations-2-5 yrs, Financial Services-2-5 yrs

Position Located In: CO - Lone Tree, CO - Denver

Education: BA/BS

Job Type: Full Time

Category:Brokerage Operations & Trading

Activation Date: Thursday, November 8, 2018

Expiration Date: Saturday, December 8, 2018

Apply Here