Charles Schwab · 1 day ago
Director, Corporate Development (M&A)
Westlake, TX
Full-time
Hybrid
Mid, Senior Level
7+ years expCharles Schwab is a financial services company that empowers individuals to make impactful career decisions. The Director of Corporate Development (M&A) will evaluate acquisition opportunities, coordinate due diligence processes, and participate in the execution of transactions to support the firm's inorganic growth strategy.
Financial Services
Responsibilities
Conduct deep financial analysis to inform deal viability, including structuring, valuation, risk allocation, and long-term synergy capture
Lead valuation modeling, analyze deal structures and interpret financial impacts to shape recommendations to the CEO, Executive Council and Board
Prepare and/or oversee the preparation of presentations which outline the strategic and financial rationale for transactions for senior management and the Board of Directors
Lead cross functional diligence teams with dozens of stakeholders across finance, tech, legal, HR, operations, and external advisors
Shape and communicate deal frameworks to leadership, ensuring decision makers can properly evaluate tradeoffs and strategic outcomes
Coordinate communications among project teams, senior Schwab management, external advisors, and counterparties
Negotiate NDAs and other transaction related agreements with counterparties
Work with business enterprises, functional areas (e.g., Legal, Technology, Operations, Intellectual Property, Human Resources, etc.) and other areas of Finance on the analysis and execution of acquisitions, divestitures, and strategic investments
Interface and partner with senior leaders to ascertain strategic goals of various business enterprises
Conduct strategic industry analysis and landscape studies
Contribute to the ongoing improvement of the team by refining existing processes and assisting in the training and development of new team members
Qualification
Required
Bachelor's degree in related field or equivalent work experience
7 plus years of work experience at a top-tier company in investment banking or corporate development (M&A). Will also consider experience in management/strategy consulting, strategic finance, or valuation services
Demonstrated experience preparing financial analysis of mergers and acquisitions, divestitures, and strategic investments
Prior experience with M&A transactions at a similar level of scale and complexity
Engaging directly with senior executive leadership
Experience negotiating NDAs and other transaction related agreements
Preferred
Superior analytical skills, creativity in problem solving, research capabilities, and attention to detail
Advanced valuation and scenario modeling expertise
Strong communication skills, both written and verbal, as well as the ability to develop concise and effective communications tailored to specific audiences
Integration planning leadership for large-scale transactions
Comfort working on a cross-functional team in a dynamic, fast-moving, and high-stakes work environment
While prior experience in the financial services industry is not required, we prefer candidates to have an interest in working in the financial services sector
Benefits
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Company
Charles Schwab
We have plans for every turn you take.
10001+ employees
H1B Sponsorship
Charles Schwab has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (579)
2024 (468)
2023 (455)
2022 (705)
2021 (483)
2020 (282)
Funding
Current Stage
Late StageLeadership Team
J
Jim McGreevy
Senior Project Manager
Recent News
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2025-09-28
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