Job Description

Your Opportunity

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. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).

The Schwab Investment Platforms, Solutions, and Strategy (SIPSS) Internship Program offers a unique opportunity to gain hands-on experience supporting strategic growth, innovation, and investment platform initiatives that help shape the future of Schwab's products, platforms, and client solutions. This sourcing requisition represents the overall SIPSS Internship Program. Candidates selected through this posting may be considered for placement into one of the following internship tracks based on business need, interest, and alignment of skills:

• Corporate Development & Strategic Investments Internship (Austin or Westlake)
• Emerging Products & Innovation Internship (Westlake only)

Across these internship tracks, students will gain exposure to enterprise strategy, M&A, strategic investments, investment platform development, market and competitive research, innovation initiatives, product strategy, commercial analysis, and business growth opportunities. Interns will contribute to meaningful projects by conducting research, analyzing data and industry trends, evaluating strategic opportunities, supporting business cases and executive presentations, and helping develop recommendations that inform business decisions.

Through project-based learning, collaboration with business leaders and cross-functional partners, and access to coaching, networking, and professional development opportunities, interns will strengthen their analytical thinking, problem-solving, communication, and strategic planning capabilities while gaining valuable experience within one of Schwab's key strategic organizations.

Internship Dates: June 7, 2027 – August 6, 2027.

Potential Internship Tracks

Corporate Development & Strategic Investments (Austin or Westlake): Supports evaluation of strategic opportunities, investment assessments, market research, competitive analysis, and enterprise growth initiatives. As a Corporate Development Intern, you will support evaluation of strategic growth opportunities across the corporation. You will conduct structured research and analysis on markets, competitors, and potential partners or acquisition targets, while helping synthesize insights into clear recommendations for leadership. This role blends strategic thinking, financial and market analysis, and executive-level communication.

Emerging Products & Innovation (Westlake only): Supports research and strategy development related to new products, emerging technologies, innovation opportunities, and future platform capabilities. As an Emerging Products & Innovation Intern, you will support research, analysis, and early-stage strategy development for new investment products and platform capabilities. You will explore industry trends, evaluate emerging technologies and investment opportunities, and help translate insights into structured recommendations for product or platform innovation. This role blends strategic thinking, innovation mindset, and structured analysis in a fast-evolving environment with ambiguous problem spaces.

What you have

Required Qualifications:

• Currently pursuing a Bachelor's degree in Business, Finance, Economics, Strategy, Mathematics, Data Analytics, Technology, or related field.
• Authorized to work in the United States on a full-time basis without employer sponsorship.
• Demonstrated ability to conduct research, analyze information and/or data, and synthesize findings into meaningful insights through coursework, projects, internships, or other relevant experiences.
• Ability to structure complex or ambiguous business problems into logical steps and develop recommendations supported by evidence and analysis.
• Strong written and verbal communication skills with the ability to present ideas, research findings, analyses, and recommendations effectively.
• Demonstrated ability to collaborate effectively with peers, partners, and stakeholders across multiple functions.
• Proven ability to learn new concepts, industries, technologies, business models, or markets quickly while applying feedback to improve performance.
• Ability to manage assignments independently, maintain attention to detail, and deliver high-quality work in a fast-paced environment.

Preferred Qualifications:

• Strong interest in corporate strategy, innovation, investment products, financial services, financial markets, asset management, platform strategy, or business growth initiatives.
• Experience conducting market research, competitive analysis, strategic assessments, business analysis, or project-based work through academic, extracurricular, or internship experiences.
• Exposure to topics such as corporate finance, valuation concepts, artificial intelligence, fintech, digital assets, private markets, investment products, or platform economics.
• Experience using analytical tools, Excel, business intelligence resources, research methodologies, or data analysis techniques.
• Experience creating presentations, business cases, research summaries, dashboards, frameworks, or executive-ready recommendations.

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