Patent Operations Coordinator

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 Patent Operations Coordinator will provide the operational foundation for Schwab’s growing patent program, enabling the Schwab Patent Office to scale effectively and operate consistently, accurately, and efficiently. The Coordinator manages the patent docket and associated records, patent files, SharePoint content, recurring reports, meeting materials, inventor rewards and recognition records, and patent education event logistics. Working closely with Schwab Patent Office leadership, inventors, internal partners, and outside counsel, the Patent Operations Coordinator will help ensure deadlines, records, communications, and follow-up activities remain current, consistent, auditable, and ready for leadership reporting.

• Maintain accurate patent docket, patent matter records, correspondence, and recurring records using established governance and naming standards; review exceptions and elevate deadline or data-quality risks.
• Maintain Schwab Patent Office information and resources by managing Schwab Patent Office SharePoint content, document libraries, forms, and training materials, and ensure information is organized, accurate, easy to locate and up to date.
• Prepare and validate recurring reports, dashboards, meeting materials, action logs, and supporting documentation.
• Administer inventor rewards and recognition program including tracking, communications, eligibility records, and internal coordination.
• Coordinate Patent Forum support, on-site and virtual patent education events, stakeholder communications, logistics, and follow-up.
• Identify opportunities to simplify workflows, improve documentation, reduce manual effort, and strengthen reporting accuracy and timeliness.
• Maintain patent and related confidential information in accordance with established information protection and records-management requirements.

• Patent docket, matter records, SharePoint content, and recurring trackers remain accurate, current, organized, and audit-ready.
• Key deadlines, follow-up items, action logs, and reporting deliverables are completed on time with minimal rework or escalation.
• Patent Office communications, meeting materials, education events, and inventor recognition activities are coordinated smoothly and consistently.
• Operational reports and dashboards provide reliable information that supports Patent Office leadership, Legal governance, and stakeholder decision‑making.
• Recurring processes become simpler, better documented, and less dependent on manual follow‑up over time.

• Demonstrated ability to manage multiple deadlines, records, follow‑up items, and recurring deliverables with strong attention to detail.
• Experience maintaining trackers, reports, document libraries, SharePoint pages, or comparable collaboration and records‑management tools.
• Strong written and verbal communication skills and the ability to handle confidential or legally significant information with discretion.
• Proficiency with Microsoft Word, Excel, PowerPoint, Outlook, Teams, and SharePoint.
• Ability to follow established procedures, identify data or process issues, elevate risks appropriately, and organize information for team and leadership use.

• Experience supporting intellectual property, patent, legal operations, program management, or another deadline‑driven professional function.
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