Director, Retail Digital Analytics (PL)
Your Opportunity
Your opportunity
We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in one of the specified locations.
At Schwab, you’re empowered to make an impact on your career, your partners, and the clients we serve. As the Director, Retail Digital Analytics, you’ll lead a team of analytics professionals that serves as a trusted analytics partner to leaders across Investor Services, Client Service & Support, and Retail Experience — illuminating how clients engage with Schwab across our digital channels, including schwab.com and the mobile app.
This is a people-leadership role at the intersection of business strategy, digital data, and insights generation. You’ll set the vision for digital analytics across Retail, translate complex questions about client behavior and digital experience into actionable insights, and develop a team that helps drive growth, improve the client experience, and enable confident, data-driven decisions.
You’ll lead within Schwab’s federated data and analytics operating model, in which analytics teams are embedded directly into the Retail business to increase proximity to business partners and elevate impact, while adhering to the consistency, governance, and risk standards expected of enterprise data practices. You’ll join a collaborative, inclusive environment where we succeed together as One Schwab, are guided by integrity and service, and are supported to own your tomorrow through meaningful work and continued skill development.
In this role you’ll:
- Set the strategic vision for digital analytics across Retail, ensuring that analytics work directly supports business priorities and elevates the quality of decision-making.
- Lead, develop, and mentor a highly engaged team of analytics professionals — shaping roles, fostering data fluency as the team matures, and growing analytical talent, including shepherding the team through advanced AI adoption and upskilling.
- Serve as a senior analytics advisor to Retail Digital business partners, building strong relationships and driving analytics solutions with an understanding of business priorities.
- Illuminate the digital client experience by leveraging data captured across engagement channels and journeys to understand how clients interact with Schwab’s digital footprint.
- Partner with stakeholders to clarify requirements, define success metrics, and scope analytical solutions, balancing business impact, feasibility, and delivery timelines.
- Define consistent metrics, KPIs, and measurement frameworks, including calculation methods and reporting standards, to track program health, adoption, outcomes, and business impact.
- Oversee the design and delivery of business intelligence dashboards and reporting using modern BI tools (e.g., Tableau, Power BI) to deliver recurring insights.
- Oversee A/B testing of digital experiences, partnering with product and business teams to measure results and translate findings into executive-ready recommendations.
- Lead in-depth (“deep dive”) analyses of structured and unstructured data to identify key themes, trends, and anomalies that inform strategic and operational decisions.
- Guide the development of SQL-based data queries and data sets, ensuring accuracy, consistency, and alignment with enterprise data standards.
- Collaborate with data engineering, governance, and analytics peers to deliver scalable, well-governed solutions that integrate across teams and systems.
- Identify instrumentation, taxonomy, identity, and data-quality gaps that affect measurement, partnering with Schwab Data and technology teams to prioritize data ecosystem improvements.
- Incorporate AI and automation to elevate team efficiency and effectiveness, streamlining recurring workflows and strengthening speed, scale, and quality of insights.
What you have
Required Qualifications
- 10+ years of experience across analytics, insights, business strategy, data governance, or related disciplines, with demonstrated success delivering data and analytics solutions.
- 5+ years of experience leading and developing analytical talent, with the ability to build a highly engaged team and foster data fluency in a fast-paced environment.
- Proven ability to partner effectively with senior business leaders and cross-organizational partners, influencing across functions, teams, and levels.
- Advanced knowledge of how analysts retrieve data from relational databases and generate insights using analytical, statistical, and visualization tools.
- Experience overseeing the development of dashboards and reports using business intelligence tools (e.g., Tableau, Power BI).
- Familiarity with A/B testing and experimentation concepts, with the ability to interpret test results and translate them into decisions.
- Ability to define KPIs and measurement frameworks and measure business results, including incremental impact and lift.
- Excellent written and verbal communication skills, with the ability to explain sophisticated messages and trade-offs, tailor communications to specific audiences, and present effectively to executive audiences.
- Excellent problem-solving skills and the ability to generate insights through both quantitative and qualitative analysis, matching analytic techniques to business problems.
- Ability to manage multiple priorities in a dynamic, cross-functional environment while maintaining strong partner trust.
Preferred Qualifications
- Experience with digital analytics and digital client experience, including familiarity with web/clickstream and digital engagement platforms (e.g., Adobe Analytics / Adobe Experience Platform, Google Analytics).
- Experience leveraging AI and automation to improve analytical efficiency and efficacy (e.g., streamlining recurring workflows and strengthening the speed, scale, and quality of insights).
- Experience supporting retail financial services, particularly retail client experience organizations within financial services.
- Familiarity with cloud data platforms or enterprise data environments (e.g., BigQuery, Oracle).
- Experience partnering with product, technology, or data engineering teams in a matrixed organization.
- Bachelor’s degree in statistics, data science, mathematics, economics, computer science, business analytics, or a related field, or equivalent practical experience.
- Personally and professionally aligned with Schwab’s vision and values, with a deep interest in financial services.
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
What you are good at
What you have
Required Qualifications
- 10+ years of experience across analytics, insights, business strategy, data governance, or related disciplines, with demonstrated success delivering data and analytics solutions.
- 5+ years of experience leading and developing analytical talent, with the ability to build a highly engaged team and foster data fluency in a fast-paced environment.
- Proven ability to partner effectively with senior business leaders and cross-organizational partners, influencing across functions, teams, and levels.
- Advanced knowledge of how analysts retrieve data from relational databases and generate insights using analytical, statistical, and visualization tools.
- Experience overseeing the development of dashboards and reports using business intelligence tools (e.g., Tableau, Power BI).
- Familiarity with A/B testing and experimentation concepts, with the ability to interpret test results and translate them into decisions.
- Ability to define KPIs and measurement frameworks and measure business results, including incremental impact and lift.
- Excellent written and verbal communication skills, with the ability to explain sophisticated messages and trade-offs, tailor communications to specific audiences, and present effectively to executive audiences.
- Excellent problem-solving skills and the ability to generate insights through both quantitative and qualitative analysis, matching analytic techniques to business problems.
- Ability to manage multiple priorities in a dynamic, cross-functional environment while maintaining strong partner trust.
Preferred Qualifications
- Experience with digital analytics and digital client experience, including familiarity with web/clickstream and digital engagement platforms (e.g., Adobe Analytics / Adobe Experience Platform, Google Analytics).
- Experience leveraging AI and automation to improve analytical efficiency and efficacy (e.g., streamlining recurring workflows and strengthening the speed, scale, and quality of insights).
- Experience supporting retail financial services, particularly retail client experience organizations within financial services.
- Familiarity with cloud data platforms or enterprise data environments (e.g., BigQuery, Oracle).
- Experience partnering with product, technology, or data engineering teams in a matrixed organization.
- Bachelor’s degree in statistics, data science, mathematics, economics, computer science, business analytics, or a related field, or equivalent practical experience.
- Personally and professionally aligned with Schwab’s vision and values, with a deep interest in financial services.
Why Schwab?
At Schwab, “Own Your Tomorrow” embodies everything we do! We are committed to helping our employees unleash their potential and achieve their dreams. Our employees get to play a central role in disrupting a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth. We’re a modern financial services firm that stands apart from the industry, where you can go as far as your ambition takes you.
Hear from employees: What’s it like to work at Schwab!
The benefits of working at Schwab : a package designed to empower your health, wealth, career and life. Schwab is committed to building a diverse and inclusive workplace where everyone feels valued.
As an equal employment opportunity employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. (Please click here to see policy.)
Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace. We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.