AI Business Analyst - AI Strategy & Enablement

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.

At the heart of innovation at Schwab, the AI Strategy & Transformation (AI.x) team is where cutting-edge ideas come to life. Our mission is to develop new and novel artificial intelligence (AI) applications that transform the way Schwab serves its clients, enhancing experiences and driving value across the organization. We don’t just solve today’s challenges—we anticipate tomorrow’s opportunities, pioneering solutions that position Schwab as a leader in financial services innovation.

Within the AI.x team, the Strategy & Enablement team serves as Schwab’s central AI business enablement team. We bridge the gap between research, technology, and business units and ensure that AI-powered innovation is integrated seamlessly and strategically throughout the organization. From exploring transformative AI technologies to delivering practical applications, our team is dedicated to empowering every corner of Schwab with the tools, insights, and capabilities to succeed in an increasingly AI-driven world.

We are looking for an experienced and analytical Manager, AI Business Analyst to join our team and lead efforts in tracking our AI project pipeline, AI tool adoption, and ROI measurement. This role will report to the Director of AI Strategy & Enablement and will be responsible for delivering actionable insights that inform strategic decisions and accelerate AI adoption across Schwab.

What You’ll Do

• AI Pipeline Metrics: Define what metrics and KPIs need to be tracked to help capture quantitative and qualitative analysis on progress of AI initiatives, including cost savings, efficiency gains, and user experience improvements.

• AI Tool Adoption & Usage: Monitor usage metrics and adoption trends across business units for various AI tools deployed to internal employees. Collaborate with Change Management teams to inform enablement and training efforts.

• Identify & Communicate Insights: Through data analysis, proactively seek out and pinpoint patterns & opportunities to leverage AI into business processes and client solutions.

What you’ll gain

• Be a key driver of Schwab’s AI transformation journey.

• Exposure to cutting-edge AI technologies and enterprise analytics platforms.

• Opportunity to shape how Schwab measures and scales AI success across the firm.

• Collaborate with a dynamic, forward-thinking team at the forefront of financial services innovation.

• Ability to contribute to strategic business initiatives, positioning yourself for an impactful career at Schwab.

• Develop your personal brand and key relationships across the different enterprises.

What you have

Required Qualifications

• Bachelor's degree in Business, Analytics, Data Science, or related field.

• 5+ years of experience in business analysis, data analytics, or product operations.

• 3+ years of experience working with AI/ML initiatives or emerging technologies.

• Strong proficiency in BI tools (e.g., Power BI, Tableau), Excel, and SQL.

• Experience defining KPIs and measuring business impact.

• Excellent communication and stakeholder engagement skills.

• Strategic mindset with a passion for data-driven decision-making.

Preferred Qualifications

• MBA or Master's in Business Analytics, Data Science, or related field.

• Familiarity with AI lifecycle, model performance metrics, and responsible AI principles.

• Experience working in financial services or regulated industries.

• Strategic mindset with the ability to identify and leverage opportunities for collaboration between Schwab and other AI companies, ensuring productive and mutually beneficial connections.