Charles Schwab 2018 Schwab Intern Academy: Client Experience and Strategy Intern for Schwab Compliance Solutions in Lone Tree, Colorado


Lone Tree - CO, DENR1, 9800 Schwab Way, 80124

Amy Elizabeth Munson


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:

Work with a company that has been challenging the conventions of the financial services industry for over 40 years through an internship with Charles Schwab. Schwab’s mission is to help our clients create a better future for themselves, their families, and their communities. It is summed up in our tagline – Own your tomorrow – and it permeates everything we do.

Schwab Intern Academy is our centrally managed summer internship program that recruits juniors and rising seniors within a year of graduation. As an affirmative action employer, Schwab takes affirmative action to employ qualified minorities, women, individuals with disabilities, and protected veterans in our intern program. As a culture that values Diversity and Inclusion, Schwab encourages the application of Women, Minorities, Individuals with Disabilities and Protected Veterans.

The design of the program invites interns to engage directly in Schwab’s culture of service, while challenging them with a blend of learning programs, team-building activities, networking opportunities, and enriching work projects. Features of our 2018 program include:

  • Business Track Project : Work with a Schwab organization that provides a meaningful and valuable experience to translate classroom learning into real business projects.

  • Intern Cohort Project :Partner with other interns to brainstorm, discuss learning experiences, and present solutions.

  • Learning Activities :Participate in facilitated classroom training, team discussions and events, individual assessments and activities, senior leader meetings, and on-the-job training.

  • Feedback Loop : Receive regular feedback from your manager, participate in career-related discussions, and provide your own feedback.

  • Strengths Application: Learn about yourself and how to apply your unique strengths, abilities, and goals to the work you do as part of Schwab’s ‘strengths-based’ culture.

  • Networking: Gain support by interacting with professionals across Schwab, including senior leaders, peers, and Schwab Intern Academy Alumni.

We look for students with:

  • Optimism and curiosity, who are inspired by a keen sense of purpose, awareness, and knowledge

  • Adaptability and flexibility, who enjoy working through cross-functional partnerships and collaboration to achieve a common purpose

  • An innovative and questioning mindset, who constantly look for better ways to do things, have a passion for service, and aim to exceed client expectations

Because interns are considered a primary pipeline for full-time opportunities, every intern candidate must be eligible for full-time employment upon graduation and must also meet the following requirements:

  • Enrolled in a current undergraduate program tracking to a bachelor’s degree

  • Plan to graduate between December 2018 and May/June 2019

  • Can work full time and on-site at Schwab during the 9-week program (June 11 to August 10)

  • Have specific skills as needed by the hosting Business Track

Schwab is recognized as an industry leader, and our welcoming culture will embrace your individuality and partner you with other like-minded and solution-focused students. We will invest in your summer experience by providing you direction and leadership for a robust and well-rounded internship, as well as helping you focus on a potential future career with Schwab.

Please Note: The 2018 Schwab Intern Academy features multiple job opportunities. We encourage you to apply for all positions for which you are qualified and interested. Regardless of which opportunity you pursue, we will provide you with a consistent and unique experience – one you won’t soon forget!

Client Experience and Strategy Intern for Schwab Compliance Solutions

As part of the Compliance Solutions team, we have an opportunity to help employers leverage our employee-monitoring services and tools to help make compliance a competitive advantage rather than just a required task. In addition to supporting corporate clients with a comprehensive suite of employee-monitoring tools, we aim to promote and support financial wellness among our clients’ employees to drive engagement with Schwab’s products and services.

As a company, we were established by Chuck 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. By bringing financial wellness to the workplace, we believe we can help liberate people to create their own destiny and “own their tomorrow”.

The Client Experience and Strategy Intern will be part of a team of professionals that is charged with defining our business strategy, developing go-to market strategies, and implementing our vision for our corporate clients and investors. Client Experience and Strategy truly underpins all areas of the company because we focus on ensuring we delight our clients so they can “own their tomorrow.” This work includes examining, refining, and constantly improving products, offers, processes and solutions.

Help with following key responsibilities

  • Gain a deeper understanding of our existing clients (end investors) and analyze our Financial Wellness offer to identify opportunities for improving our offer, our communications strategy, and our go-to-market strategy.

  • Examine B2B and B2C processes and refine existing processes (or develop new ideas) based on interactions with stakeholders, customers and prospects.

  • Work with partner businesses to understand their processes and procedures, mining for opportunities to leverage solutions in Compliance Solutions.

  • Support team in outlining a client journey, identifying potential gaps in the client experience, and finding innovative solutions for our client base.

What you have

  • Superior communication skills (written and verbal);

  • Self-starter with outstanding organizational skills.

  • Curiosity to continually reevaluate existing designs.

  • Ability to track multiple projects (3-4) going on all at once.

  • Ability to develop multiple solutions to the same problem and identify the failure mechanisms associated with each.

  • Effective relationship builder--ability to partner cross-functionally, cross-enterprise and work effectively with various levels of the organization as well as various personality types.

  • Intermediate proficiency with MS Office

Charles Schwab & Co., Inc. is an equal opportunity/affirmative action employer committed to diversifying its workforce. All applications are considered without regard to race, color, religion, sex, sexual orientation, national origin, age, disability, protected veteran status (disabled veterans, recently separated veterans, active duty wartime or campaign badge veterans, Armed Forces service medal veterans), or based on any individual's status in any group or class protected by applicable federal, state or local law.

Job Specifications

Relocation Offered?: No

Work Schedule: Days

Languages: English - spoken

Current Licenses / Certifications: None

Relevant Work Experience: No Work Experience

Position Located In: CO - Lone Tree, TX - Westlake

Education: HS/GED

Job Type: Full Time

Category:Campus Programs/Internships

Activation Date: Monday, October 2, 2017

Expiration Date: Wednesday, November 1, 2017

Apply Here