Job Information
Charles Schwab Senior Manager, Analytics Consultant in Phoenix, Arizona
Your opportunity
Schwab Advisor Services, a division of Charles Schwab & Co., Inc. is the leading provider of custody, trading, technology, and practice management to registered investment advisors (RIAs). Schwab Advisor Services serves over 15,000 independent advisory firms who custody over $4 trillion of assets with Schwab.
This individual will be a part of the Offer Development, Delivery and Analytics department within Advisor Services. Specific to the analytics function, the department delivers data-driven insights and enables accountability through the tracking and reporting of key metrics.
What you will do:
The Senior Manager, Analytics Consultant is responsible for leading analytical projects for relationship management and business development stakeholders. We’re looking for someone who is self-motivated, highly analytical and has exceptional interpersonal and relationship-building skills. Additional responsibilities include:
Leverage strong analytical, strategic thinking, and problem-solving to deliver data-driven recommendations and solutions
Manage a dynamic workload, including multiple deliverables while maintaining alignment on strategic priorities
Establish a trusted partnership with colleagues and stakeholders
What you have
Required Competencies:
Bachelor’s degree
Expert user of PowerPoint and Excel
Strong cross-functional working relationships with leadership, colleagues, and stakeholders
5+ years of experience with data management tools and coding languages (SQL, Python)
Preferred Competencies:
Advanced degree or MBA
5+ years of experience with statistical tools (R, SAS)
5+ years of experience with reporting and data visualization tools (Business Objects, Tableau)
5+ years of experience in the financial services industry and/or a B2B environment
5+ years of experience with Salesforce.com
What’s in it for you
At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
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
What’s in it for you:
At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
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
Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281.