Manager, Analytics Consultant

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.

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. The Manager, Analytics Consultant is responsible for supporting analytical projects for risk and trading.  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 Qualifications:

• Bachelor’s degree
• Expert user of PowerPoint and Excel
• Strong cross-functional working relationships with leadership, colleagues, and stakeholders
• 3+ years of experience with data management tools and coding languages (SQL, Python)

Preferred Qualifications:

• Advanced degree or MBA
• Experience with statistical tools (R, SAS)
• Experience with reporting and data visualization tools (Business Objects, Tableau)
• Experience in the financial services industry and/or a B2B environment
• Experience with Salesforce.com