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2022 Charles Schwab - Investor Services - Business Strategy Undergraduate Internship

Location Westlake, Texas, United States Requisition ID 2021-77307 Category Internship Position Type Intern (Trainee)
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Your Opportunity


2022 Charles Schwab Intern Academy 

Do you want to spend your summer internship with a company that has been challenging the conventions of the financial services industry for over 45 years? Schwab’s mission is to help our clients build a better future for themselves, their families, and their communities. It is summed up in our tag-line – Own your tomorrow – and it permeates everything we do. 

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 2022 program include: 

  • Business Track Project: Working with your host business track at Schwab 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 training, team discussions and events, individual assessments and activities, senior leader meetings, and on-the-job training. 
  • Dedicated Intern Leader: Receive regular feedback from your leader, 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: Build your network by interacting with professionals across Schwab, including senior leaders, peers, and Schwab Intern Academy Alumni. 

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 or graduate program tracking to graduate between December 2022 and May/June 2024
  • Ability to work full time and be on-site at assigned Schwab location during the 9-week program (June 6 to August 5, 2022
  • Have specific skills as specified 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.  

Regardless of which opportunity you pursue, we will provide you with a consistent and outstanding experience – one you won’t soon forget! 

What you are good at


We look for students with:  

  • Optimism and curiosity, who possess a keen sense of purpose, awareness, and knowledge and who have the demeanor of an everyday leader 
  • Resourcefulness and flexibility, who enjoy working through cross-functional partnerships and collaboration to achieve a common purpose 
  • An innovative and questioning demeanor, who constantly look for better ways to do things, have a passion for service, and seek to exceed client expectations  

What you have


  • A strong desire to build and grow a career in the financial services industry 
  • Outstanding communication skills (written and oral) 
  • The courage to ask “why” 

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 to the Intern Academy.  

You can find additional program information at:  https://jobs.schwabjobs.com/internship-academy

Investor Services – Business Strategy Undergraduate Internship

Our Opportunity:

The business strategy team within Schwab’s Client Service & Support organization enables leaders across the service organization to explore & set strategy, prioritize our investments, understand the perspective of our clients, and tell our strategic story along the way.  As a business strategy intern on our team, you will be charged with delivering thoughtful and insightful contributions across a range of high-stakes strategic results for the service organization. You will work across the Retail organization alongside senior leaders and a hardworking team of strategy and industry veterans who are defining the Schwab of the future. 

What you’ll do:

As an intern you will: 

  • Work with your host business track at Schwab who will provide a meaningful and valuable experience to translate classroom learning into real business projects. 
  • Receive regular feedback from your leader, participate in career-related discussions, and provide your own feedback. 
  • Build your network by interacting with professionals across Schwab, including senior leaders, and peers 

Key Responsibilities: 

As an intern within our Investor Services Strategy team, you will: 

  • Support Strategy Managers and business leaders on key projects through data analysis, stakeholder interviews and storytelling through executive presentation  
  • Analyze complex, unstructured data to draw insights and optimization opportunities for the business  
  • Perform variance analyses against critical benchmarks to identify the root cause behind variances 
  • Synthesize and frame analysis into meaningful recommendations for senior executives; bridge the gaps between granular data and analysis to strategy 

What you have:

  • Currently pursuing an undergraduate degree (BS/BA) in an analytical field such as business, mathematics, statistics, economics, or engineering
  • Great organization skills, problem solving, and communication skills 
  • Self-driven with the ability to work in a self-guided manner 
  • Highly analytical with attention to detail 
  • Proficiency in Power-Point and Excel 
  • Personally, and professionally aligned with Schwab's vision and values, and a strong interest in financial services 
  • Strong relationship building and collaboration skills, especially in cross-functional teams 

What you’ll learn:

  • You will gain a unique exposure to Schwab’s Strategy teams 
  • You will gain experience developing and implementing strategies and operational improvements 
  • You will gain experience with a large investment management firm serving individuals, trusts, retirement plans, foundations, and endowments 
  • You will be given opportunities to research, create and present on process improvements  

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 applicantaccessibility@schwab.com or call 800-275-1281.

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.

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