Senior Specialist, Alternative Investments
Company: Charles Schwab
Location: San Diego
Posted on: January 26, 2023
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Job Description:
Position Type: Regular
Your Opportunity
Advisor Services is the leading provider of custodial, trading,
technology and practice management to registered independent
advisory firms. We provide access to sophisticated
wealth-management services that help advisors attract and retain
affluent clients, as well as profitably grow, compete and succeed
in their business efforts.
Advisor Services Alternative Investment Services is an escalation
team that promotes client loyalty by providing high quality subject
matter expertise to our clients and internal business partners. The
team educates and partners with clients, prospects, and internal
business partners on matters relating to regulation, legislation,
exemptions, filings and Schwab's Alternative Investment process,
service, and policy.
What you are good at
Why work for us?
Own Your Tomorrow embodies everything we do! We are committed to
helping our employees ignite their potential and achieve their
dreams. Our employees get to play a central role in reinventing a
multi-trillion-dollar industry, creating a better, more modern way
to build and manage wealth.
Benefits: A competitive and flexible package designed to empower
you for today and tomorrow. We offer a competitive and flexible
package designed to help you make the most of your life at work and
at home-today and in the future. Explore further .
Schwab is committed to building a diverse and inclusive workplace
where everyone feels valued. As an Equal Opportunity Employer, our
policy is to provide equal employment opportunities to all
employees and applicants without regard to any status that is
protected by law. Please click here to see the policy.
Schwab is an affirmative action employer, focused on advancing
women, racial and ethnic minorities, veterans, and individuals with
disabilities in the workplace. If you have a disability and require
reasonable accommodations in the application process, contact Human
Resources at or call .
TD Ameritrade, a subsidiary of Charles Schwab, is an Equal
Opportunity Employer. At TD Ameritrade we believe People Matter. We
value diversity and believe that it goes beyond all protected
classes, thoughts, ideas, and perspectives.
Keywords: Charles Schwab, San Diego , Senior Specialist, Alternative Investments, Other , San Diego, California
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