Job Description

Your Opportunity

At Schwab, effective risk management enables growth. Our Wealth and Product Risk & Governance (R&G) team partners with business leaders to launch innovative products while maintaining strong governance and regulatory alignment. Following Schwab’s acquisition of Forge Global, we are expanding access to private markets—one of our most strategic growth areas.

As Director, Strategic Risk Support, you will serve as the primary risk subject matter expert for Forge and Private Markets. In this senior individual contributor role, you’ll guide complex risk decisions, support product integration, and help build scalable governance for alternative investment offerings. This role is ideal for a risk leader who thrives in ambiguity and enjoys influencing outcomes across product, legal, compliance, and enterprise risk teams.

What You’ll Do

Using your strategic risk management and private markets expertise, you will:

• Lead risk‑based decision making across the private markets product lifecycle, clarifying ownership and driving well‑documented outcomes
• Develop and integrate policies, procedures, and supervisory practices aligned to regulatory requirements and Schwab’s risk framework
• Translate complex guidance from Legal and second line of defense (2LOD) partners into clear, actionable risk positions
• Partner across risk, compliance, supervision, and business teams to ensure consistent governance and regulatory coverage
• Apply lessons learned from Forge integration to improve risk support for future complex products

What you have

Required qualifications:

• Senior‑level experience in risk management, governance, or supervision within financial services
• Knowledge of private markets, alternative investments, or complex financial products
• Strong understanding of regulatory, supervisory, and investor suitability considerations
• Proven ability to influence senior stakeholders and communicate complex risk concepts clearly

What’s In It for You

You’ll join a purpose‑driven organization offering competitive compensation, comprehensive benefits, hybrid work flexibility, and opportunities to grow while shaping the future of private markets at Schwab.