Sr. Manager, Financial and Regulatory Reporting

Charles Schwab Inc.

The Sr. Manager position at Charles Schwab offers a significant opportunity for experienced financial professionals in regulatory reporting.

Last checked on June 8, 2026. We may earn a commission when you click through.

For experienced candidates, this position offers a robust opportunity in a reputable firm, but it demands significant expertise.

✓ Reputable company with strong market presence ✓ Focus on regulatory compliance and financial accuracy ✓ Opportunity for career advancement

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Sr. Manager, Financial and Regulatory Reporting

Charles Schwab Inc.

Updated 1 month ago

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Jersey City

For experienced candidates, this position offers a robust opportunity in a reputable firm, but it demands significant expertise.

About this role

The Sr. Manager position at Charles Schwab offers a significant opportunity for experienced financial professionals in regulatory reporting.

About the Company

Charles Schwab Inc. is a leading financial services company offering investment solutions and services.

Key Highlights

✓ Expertise in SEC Forms and regulatory filings
✓ Oversight of financial reporting for mutual funds and ETFs
✓ Senior-level management position
✓ Experience with iXBRL and fund filings

💡 Honest Take: This role is ideal for seasoned professionals with a strong regulatory background, but may not suit those new to financial reporting.

Pros

✓ Reputable company with strong market presence
✓ Focus on regulatory compliance and financial accuracy
✓ Opportunity for career advancement

Cons

✗ Requires substantial experience in financial reporting
✗ Not remote; must work in Jersey City
✗ High-pressure environment due to regulatory scrutiny

Best For: Ideal for senior-level candidates with a background in mutual funds and ETF compliance.

Watch Out: Candidates should be ready for a demanding role with tight deadlines and high accountability.

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What Customers Say

Employees appreciate the company's commitment to compliance but note the demanding nature of the work environment.

Expert Review

This position at Charles Schwab Inc. requires strong expertise in regulatory filings like SEC Forms N-CSR and N-CEN. Applicants should be well-versed in financial reporting standards specific to mutual funds and ETFs. Experience with iXBRL is crucial for this role, reflecting the increasing importance of digital reporting formats.

The responsibilities include oversight and authorization of fund filings, placing emphasis on accuracy and compliance. With the job situated in Jersey City, candidates should be prepared for an office-based role, which might not appeal to those preferring remote work.

The company culture at Schwab is known for its focus on integrity and innovation, making it a desirable workplace for finance professionals. Given the high stakes of regulatory compliance, this role is not recommended for those without significant experience in financial reporting.