Overview
On Site
USD 112,000.00 - 187,000.00 per year
Full Time
Skills
Trading
Practice management
Accountability
Metrics
Analytics
Relationship management
Business development
Relationship building
Analytical skill
Strategic thinking
Problem solving
Data
Management
Partnership
Microsoft Excel
Leadership
Data management
Software development
SQL
Python
MBA
R
SAS
Reporting
Data Visualization
Business Objects
Tableau
Financial services
Business-to-business
Salesforce.com
FOCUS
Finance
SAP BASIS
Insurance
Job Details
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:
Required Competencies:
Preferred Competencies:
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:
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
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
Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.