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About the Role

The Director, Investor Relations plays a key role in communicating Schwab's financial performance, strategic priorities, and growth opportunities to the investment community. This role offers exposure to senior leadership and partners across various departments, focusing on investor relations strategy, earnings, shareholder engagement, executive communications, and market intelligence.

Responsibilities

• Develop and execute investor relations strategy and external communications program.
• Lead the preparation of key Investor Relations deliverables, including quarterly earnings materials, business update presentations, annual stockholder meeting materials, earnings support documentation, investor presentations, and executive briefing materials.
• Support the development of clear, compelling, and accurate narratives regarding Schwab's financial performance, strategic priorities, capital position, competitive advantages, and growth opportunities.
• Help coordinate messaging across Finance, Corporate Affairs, Legal, Treasury, and business partners to ensure consistency and alignment with enterprise priorities.
• Contribute to the preparation of executive and Board-level materials related to investor engagement, shareholder feedback, valuation trends, and market developments.
• Develop and maintain relationships with members of the investment community, including institutional investors and sell-side analysts.
• Support investor meetings, conferences, roadshows, and other engagement activities by preparing materials, analysis, and executive briefing documents.
• Participate in discussions with investors and analysts, serving as a knowledgeable representative of Schwab's strategy, financial model, and business performance.
• Assist in responding to investor and analyst inquiries by partnering with internal subject matter experts to ensure accurate and timely information.
• Coordinate investor targeting efforts and shareholder engagement strategies that support long-term shareholder value creation.
• Lead analyses related to institutional ownership, shareholder composition, investor sentiment, peer benchmarking, valuation trends, and analyst perspectives.
• Provide recurring and ad hoc reporting to senior management and the Board regarding key market developments, shareholder activity, and external perceptions of Schwab.
• Monitor market trends, competitive developments, industry events, regulatory changes, and macroeconomic factors that may impact Schwab's business or investor sentiment.
• Synthesize complex financial, strategic, and market information into actionable insights for senior leadership.
• Support the development of market intelligence frameworks and analytical tools that enhance the effectiveness of the Investor Relations function.
• Partner closely with Enterprise Finance, Treasury, Corporate Strategy, Corporate Affairs, Legal, Risk, and business leadership teams to gather, validate, and communicate critical information.
• Drive complex, cross-functional workstreams supporting earnings preparation, investor communications, public disclosures, and strategic initiatives.
• Build strong relationships throughout the organization to develop a deep understanding of Schwab's business model, financial performance, strategic priorities, and operational execution.
• Help ensure Investor Relations processes and activities adhere to all applicable disclosure requirements and regulatory expectations.
• Identify opportunities to improve team processes, reporting capabilities, communication effectiveness, and operational efficiency.
• Manage multiple high-priority workstreams simultaneously in a fast-paced, highly visible environment.
• Mentor and develop junior team members while promoting strong analytical rigor, accountability, and collaboration.
• Help strengthen the Investor Relations function through continuous process improvement, enhanced market intelligence capabilities, and scalable operating practices.
• Serve as a trusted partner to Investor Relations leadership and senior executives by delivering thoughtful analysis, sound judgment, and execution excellence.

Requirements

• Bachelor's degree required.
• 8+ years of progressive experience in Investor Relations, Corporate Finance, Equity Research, Corporate Strategy, Capital Markets, Financial Communications, or a related field.
• Strong understanding of financial statements, valuation methodologies, capital markets, and public company financial communications.
• Exceptional analytical and problem-solving skills, including the ability to develop insights from complex and unstructured information.
• Outstanding written and verbal communication skills, with the ability to translate complex financial and strategic concepts into clear and compelling messages for a variety of audiences.
• Experience developing presentations, executive communications, earnings materials, Board-level reporting, or external-facing financial communications.
• Strong executive presence and ability to interact effectively with senior leaders, investors, analysts, and cross-functional stakeholders.
• Demonstrated ability to successfully manage multiple priorities and deliver high-quality work under tight deadlines.
• Proven ability to build relationships, influence outcomes, and drive alignment across diverse stakeholder groups.
• Intellectual curiosity, sound judgment, attention to detail, accountability, and a strong commitment to excellence.

Skills

• Financial statements
• Valuation methodologies
• Capital markets
• Public company financial communications
• Analytical skills
• Problem-solving skills
• Written communication skills
• Verbal communication skills
• Presentation development
• Executive communications
• Earnings materials preparation
• Board-level reporting
• External-facing financial communications
• Executive presence
• Stakeholder management
• Relationship building
• Influencing outcomes
• Driving alignment
• Market intelligence
• Strategic analysis

Location

• New York City
• Denver
• Charlotte
• San Francisco
• Dallas/Fort Worth

Work Type

• Temporarily based
• Relocation required

Experience Level

• 8+ years of progressive experience

Education Level

• Bachelor's degree required
• MBA, CFA, CPA, or other advanced degree/certification preferred

Salary/Compensations

• In addition to the salary range, this position is also eligible for bonus or incentive opportunities

About the Company

• At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.