Manager – Capital Forecasting (Capital Stress Testing)

About Schwab

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. Charles Schwab has been a leader in financial services for over four decades, working to make investing more affordable, accessible and understandable to all.

Driven by our purpose to champion every client's goal with passion and integrity, we're committed to providing an environment that respects and appreciates the diversity of our employees, our clients, and the communities we serve. Our goal, as seen through clients' eyes, is that Schwab continuously improves by being a premier financial service provider through best-in-class service, technology, products, people, and advice.

About the Team

The Treasury Capital Analytics & Reporting team sits within the Treasury department. The team is responsible for Capital Stress Testing (CST), the monthly benchmark capital forecast, and comprehensive submission of the annual CCAR FR Y-14A form. In addition, the team builds and maintains the Treasury ALM/Capital forecast data repository infrastructure, develops the end-to-end analytical and reporting platform, and implements forecast automation to support capital forecasting.

About the Role

This position will lead the key components of the firm's capital forecasting process in support of the Comprehensive Capital Analysis and Review (CCAR) and related internal capital stress testing. You will partner across Finance, Risk, and Model Risk to ensure forecasts are well-controlled, transparent, and audit-ready. Your work will produce clear analytics and materials for senior management and regulatory audiences, driving the narrative behind capital ratio movements and ensuring alignment with upstream balance sheet and PPNR inputs.

Equal Opportunity

Schwab is an equal opportunity employer. We consider qualified applicants regardless of background, race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.