Sr Specialist, Retail Strategy
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).
Charles Schwab's Retail Strategy is the internal management consulting group for the Retail business, which is the primary business unit at Schwab and has 13,000 employees worldwide. Retail Strategy serves as a trusted adviser to the head of the Retail business and the Retail Leadership Team and works on strategic and operational issues at the top of senior management's agenda. Our team of roughly 15 professionals is a premier pipeline for diverse and high potential talent, and alumni include senior leaders across the entire firm.
Retail Strategy serves two primary functions: 1) assisting with strategic decisions for the Retail Leadership Team, and 2) supporting the reporting, operational, and business planning needs of the Retail Leadership Team. This is done through the three functional areas that make up the Retail Strategy team: Strategy & Biz Ops, Strategic Finance & Planning, and Management Reporting & Executive Operations.
This opening is for a Senior Specialist who will rotate through all three functions to gain exposure to different parts of the business. However, the “home base” of the role is in Strategy and Biz Ops. Typical projects in Strategy and Biz Ops include growth strategy, market assessment and entry evaluation, M&A and divestiture strategy, and operating model / organizational design.
Job summary:
We are seeking a Senior Specialist who will spend the majority of their time driving high priority strategy projects, while learning other parts of the business with rotations in the Strategic Finance & Planning and Management Reporting & Executive Operations functions. As a Senior Specialist, you will have the opportunity to:
- Refine your problem solving, communication, and leadership skills in an environment of mentorship and coaching
- Work alongside dynamic, motivated, and intellectually curious colleagues from top consulting firms and leading undergraduate and MBA programs
- Cultivate strong relationships with business leaders across the firm to drive strategic alignment and support the transition from recommendation to implementation
- Gain visibility within the firm's senior leadership
- Advance to other roles throughout the company
- Benefit from minimal travel and a hybrid work environment
What you have
Required Qualifications:
- 1-2 years of full-time work experience with a top-tier consulting firm, financial services firm, strategy group at a large organization, or investment bank
- Excellent communication skills, both written and verbal, as well as the ability to execute on concise and effective communications tailored to specific audiences
- Excellent problem-solving foundation and skills, including:
- Gathering information through research and interviews
- Executing analysis in structured frameworks to guide quantitative and qualitative analysis
- Evaluating data and information to determine the "so what"
- Translating strategic insights into actionable recommendations
- Ability to execute work independently or under direction for discrete projects or specific modules of multiple projects
- High attention to detail, sense of urgency, and proactiveness
- Comfort in a dynamic and fast-paced work environment
- Basic capabilities in PowerPoint and Excel
Preferred Qualifications:
- Demonstrated interpersonal skills, and ability to operate in cross-functional teams
- Comfort in a dynamic and fast-paced work 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, 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
What you are good at
What you have
Required Qualifications:
- 1-2 years of full-time work experience with a top-tier consulting firm, financial services firm, strategy group at a large organization, or investment bank
- Excellent communication skills, both written and verbal, as well as the ability to execute on concise and effective communications tailored to specific audiences
- Excellent problem-solving foundation and skills, including:
- Gathering information through research and interviews
- Executing analysis in structured frameworks to guide quantitative and qualitative analysis
- Evaluating data and information to determine the "so what"
- Translating strategic insights into actionable recommendations
- Ability to execute work independently or under direction for discrete projects or specific modules of multiple projects
- High attention to detail, sense of urgency, and proactiveness
- Comfort in a dynamic and fast-paced work environment
- Basic capabilities in PowerPoint and Excel
Preferred Qualifications:
- Demonstrated interpersonal skills, and ability to operate in cross-functional teams
- Comfort in a dynamic and fast-paced work 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.