Sr Manager, Analytics Consultant- Advisor ServicesCharles Schwab • United States
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Sr Manager, Analytics Consultant- Advisor Services
Charles Schwab
- United States
- United States
Über
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.
Within Advisor Services, this role sits on the Offer Development, Delivery and Analytics team — where data, strategy, and innovation come together to shape how we service advisors.
As a
Senior Manager, Analytics Consultant , you’ll translate complex data into clear insights that influence strategy, inform new offer development, and support senior‑level decision making. You’ll work closely with partners across Advisor Services to explore opportunities, test ideas, and deliver recommendations that help advisors — and Schwab — grow.
This role is ideal for someone who enjoys working through ambiguity, building strong partnerships, and using analytical thinking to drive meaningful business outcomes.
Key Outcomes And Responsibilities
Lead end-to-end analyses (frame the problem, pull and explore data, analyze results, and synthesize insights) to deliver data-driven recommendations
Partner with cross‑functional teams to size, test, and develop new offers and share insights with senior stakeholders
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.
Office Locations
Orlando: 1958 Summit Park Dr, Orlando, FL 32810
Westlake: 3000 Schwab Way, Westlake, TX 76262
Denver: 9800 Schwab Way, Lone Tree, CO 80124
Austin: 11800 Schwab Way, Austin, TX 78758
What you have Required Qualifications
Bachelor’s degree in quantitative field (e.g., math, statistics, economics, engineering, finance) or equivalent experience
Ability to work independently with ambiguity—pull, explore, and analyze data and turn it into recommendations
5+ years using SQL and Python for data extraction and analysis
Strong ability to build cross‑functional partnerships with leaders and stakeholders
Expert use of PowerPoint and Excel
Preferred Qualifications
Advanced degree (MBA or master’s in a related field)
5+ years with statistical tools (R, SAS); AI/machine learning experience is a plus
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. What’s in it for you At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. 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
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Sprachkenntnisse
- English
Hinweis für Nutzer
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