Charles Schwab Senior Manager, Business Intelligence in Lone Tree, Colorado

We believe that , when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.

As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.

Our Opportunity:

Analytics and Business Insight is a department of 100+ team members focused on firm-wide strategic decision support, client behavior diagnostics, advanced analytics, market research, client loyalty, management reporting, and client and prospect data management. Our mission is to help Schwab compete on analytics – in particular, to serve our clients and cultivate their loyalty by understanding their needs and goals better than anyone, and then to make data-driven, strategic decisions. Our services are in heavy demand due to our reputation for accuracy, strong business insight, outstanding productivity, and attention to detail.

This Sr. Business Intelligence Analyst will be responsible for leading measurement, reporting automation and analysis projects within the Institutional Analytics team that supports Schwab’s financial product areas, which include ETFs, mutual funds, managed accounts, fixed income, and insurance.

What you’ll do:

  • Lead efforts in providing business performance visibility on highly scalable, modern reporting platforms to drive business results

  • Get beyond the initial “ask” to understand the underlying business needs, critical path, and timeline surrounding key goals

  • Work aggressively toward developing optimal reporting strategies in satisfying both short and longer term priorities, with solutions ranging from traditional to more modern, interactive reporting tools

  • Leverage an analytic mindset in developing optimal ways to visualize results of key trends and insights for informed decision making

  • Work with data tables and reporting tools to deliver high impact production reports used by executives across the organization

Please note this role is a senior level individual contributor.

What you have:

  • Must be a motivated self-starter who can work independently but seeks out opportunities to work collaboratively with others in a dynamic, fast-paced environment

  • Must have hands on experience developing new reports, maintaining and enhancing existing reports, and designing dashboards on modern, highly scalable reporting platforms

  • Must have the ability to manage concurrent projects at different stages of completion

  • Must be able to understand and explain complicated subject matter to others across the business that are less connected to the situation and/or are less technically oriented

  • Must be able to work with and through others as well as lead projects in a cross-functional team environment to deliver and achieve results

  • Must have a thorough understanding of relational databases and architecture

  • Must be well practiced in Agile development and be comfortable dealing with changing priorities and timelines

  • 5-10 years of automating and managing reports, dashboards, self-serve tools, etc.

  • 5-10 years of experience using Teradata, Oracle, and advanced SQL in a large scale data warehouse environment


  • Experience with statistical/analytical tools (e.g. SAS, SPSS, R or similar)

  • Experience with agile visualization tools (e.g. Tableau, JMP, Domo or similar)

  • Knowledge of the brokerage business, financial services, and/or Schwab

What you’ll get:

  • Everyday Wellness: Healthy Rewards, Onsite Fitness Classes, Healthy Choices, Wellness Champions

  • Financial Fitness: 401k Match, Employee Discounts, Personalized advice, Brokerage discounts

  • Work/Life Balance: Sabbatical, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer

  • Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships

  • Not just a job, but a career, with an opportunity to do the best work of your life

Learn more about Life@Schwab at" .

Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law.

Position Located In: CO - Lone Tree