Charles Schwab

Item: Charles Schwab
Rating: 3.5
Author: Anonymous

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Profile Highlights

High Quota Attainment

Charles Schwab quota attainment far exceeds the industry average

High Score for Professional Development and Training

Charles Schwab is in the 81st percentile for Professional Development and Training

Performance Category Ratings

See how employees rated Charles Schwab in RepVue’s key performance categories.

Category Score

Industry Percentile

Industry Rank

Culture and Leadership

3.1

42nd%of Finance orgs

# 199of 341 Finance orgs

Base Compensation

3.3

51st%of Finance orgs

# 165of 341 Finance orgs

Incentive Compensation Structure

3.1

47th%of Finance orgs

# 184of 341 Finance orgs

Product - Market Fit

4.2

78th%of Finance orgs

# 72of 341 Finance orgs

Professional Development and Training

3.6

81st%of Finance orgs

# 64of 341 Finance orgs

Inbound Lead / Opportunity Flow

3.5

74th%of Finance orgs

# 88of 341 Finance orgs

Diversity and Inclusion

3.5

33rd%of Finance orgs

# 231of 341 Finance orgs

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About Charles Schwab

Greater Dallas Area

Charles Schwab is a different kind of investment services firm – one that strives to disrupt the status quo of the traditional Wall Street approach on behalf of our clients. We believe...More

Percent that Attain Quota?

Excellent!58%of team members typically hit their quota

Finance Industry Average

48%

Global Average

43%

Quota Attainment at Charles Schwab

Salaries

Job Role

Median Base Pay

Median OTE

Top Performer

Customer Success ManagerSalary data from 5 ratings

Base Pay$55k

OTE$75k

Top Performers$121k

Account ManagerSalary data from 5 ratings

Base Pay$75k

OTE$110k

Top Performers$324k

Sales Development RepresentativeSalary data from 5 ratings

Salaries at Charles Schwab

Reviews

Former Employee

2.6

Apr 23, 2025

They are knowledge able, but they rely too much on a silo or vertical and are unable to truly help clients or firms or other industry leaders be able to help anyone. This is because they are forced to transfer and apply a by the books, very limited view of what they should be taking ownership of. Client Success and relationship management took a large hit with the...Read More

Useful

Current Employee

3.3

Dec 10, 2024

My experience is great worth life balance but comp is hard to get to great levels

Useful

View All Reviews

Reviews at Charles Schwab

Employee Ratings

Total Employee Ratings

Total Ratings

Ratings Verified by RepVue

Verified Ratings

53%

Job Categories

Account Executive

33%

Customer Success

22%

Account Management

20%

SDR / BDR

13%

Leadership Roles

Other

Employee Status

Ratings submitted by current employees

33%

Ratings submitted by former employees

67%

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Frequently Asked Questions

Charles Schwab has an overall employee rating of 3.5 out of 5 and a RepVue score of 80.93. They are ranked #117 out of all Finance organizations.

Currently it is reported that 58.0% of the reps at Charles Schwab are hitting quota.

Charles Schwab has a rating of 3.1 out of 5 for culture and leadership. They are ranked #2942 in this category out of 5525 companies.

Charles Schwab has a rating of 4.2 out of 5 for Product - Market Fit and is ranked #72 out of 341 Finance companies.