Sr Manager, Analytics Consultant- Advisor Services
Your Opportunity
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.
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 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.
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.