Sr Manager, Analytics Consultant- Advisor Services
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 16,000 independent advisory firms who custody over $5 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. 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
- Collaborate with cross-functional teams to implement advanced analytics and emerging technologies (AI)
- Establish a trusted partnership with colleagues and stakeholders
The role is not available as fully remote. Must live within reasonable commuting distance from the following Charles Schwab campus locations:
- Westlake, TX
- Orlando, FL
What you have Required Competencies:
- Bachelor’s degree
- Strong cross-functional working relationships with leadership, colleagues, and stakeholders
- 5 years of experience with data management tools and coding languages (SQL, Python)
- Expert use of PowerPoint and Excel
Preferred Competencies:
- Advanced degree or MBA
- 5 years of experience with statistical tools (R, SAS); Experience with AI or machine learning is a plus
- 5 years of experience with reporting and data visualization tools (Business Objects, PowerBI, Tableau)
- 5 years of experience in the financial services industry and/or a B2B environment
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
Charles Schwab