Manager, Business Data Analytics
Your Opportunity
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. 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(s).
As a Business Analytics Lead on the Cross Retail Data & Analytics team, you will serve as a trusted analytics partner to leaders across Investor Services, Client Service & Support, and Retail Experience. Your work will turn complex business questions into actionable insights that support growth, strengthen client experiences, and enable informed decisions.
You will build relationships with business, product, data engineering, and governance partners to clarify needs, define success measures, and shape scalable analytics solutions. By applying Business Analytics, SQL, Problem Solving, and Storytelling, you will develop reliable datasets, identify trends and risks, and communicate recommendations that leaders can act on with confidence.
Success requires sound Decision Making, curiosity, and Adaptability as priorities evolve. Your ability to balance business impact, data accuracy, feasibility, and delivery expectations will help analytics engage earlier and deliver measurable value across Schwab.
What you have
Required Qualifications
- 3+ years of professional experience in business intelligence, analytics, or data analysis
- 3+ years of experience supporting business partners in a consultative, advisory, or liaison capacity
- Proficiency in SQL and experience translating business questions into structured queries and analyses
- Experience reconciling data across multiple source systems while maintaining accuracy and consistency
- Demonstrated Communication, Problem Solving, and Stakeholder Management skills
- Ability to manage competing priorities and adapt within a dynamic, cross-functional environment
Preferred Qualifications
- Bachelor’s degree in a quantitative or business-related field, or equivalent practical experience
- Experience supporting sales, risk, or client service organizations within financial services
- Experience working with cloud data platforms or enterprise data environments
- Experience partnering with product, technology, data engineering, or data governance teams
- Ability to use Storytelling and Data Interpretation to communicate complex findings to varied audiences
- Strong Curiosity and Decision Making when identifying trends, risks, and opportunities
In addition to the salary range, this role is 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
What you are good at
What you have
Required Qualifications
- 3+ years of professional experience in business intelligence, analytics, or data analysis
- 3+ years of experience supporting business partners in a consultative, advisory, or liaison capacity
- Proficiency in SQL and experience translating business questions into structured queries and analyses
- Experience reconciling data across multiple source systems while maintaining accuracy and consistency
- Demonstrated Communication, Problem Solving, and Stakeholder Management skills
- Ability to manage competing priorities and adapt within a dynamic, cross-functional environment
Preferred Qualifications
- Bachelor’s degree in a quantitative or business-related field, or equivalent practical experience
- Experience supporting sales, risk, or client service organizations within financial services
- Experience working with cloud data platforms or enterprise data environments
- Experience partnering with product, technology, data engineering, or data governance teams
- Ability to use Storytelling and Data Interpretation to communicate complex findings to varied audiences
- Strong Curiosity and Decision Making when identifying trends, risks, and opportunities
In addition to the salary range, this role is eligible for bonus or incentive opportunities.
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.