Charles Schwab Managing Director, Strategic Analytics in San Francisco, California

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 140 team members focused on firm-wide strategic decision support, client behavior diagnostics, advanced analytics, data science, 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 business impact.

The Director – Strategic Analytics will be responsible for leading a number of important cross-departmental activities that are critical to achieving our vision of becoming a world class analytics organization. Working closely with the SVP and other members of the ABI leadership team, you will lead the creation of our annual strategic operating plan, enhance the overall ABI Brand, build best practices that can be leveraged across the organization, oversee cross-functional initiatives that improve our overall analytical capabilities and deliver actionable insights to our business partners on special projects.

What you’ll do:

  • Create and oversee the execution of the ABI Strategic Operating Plan and the three-year vision and roadmap

  • Develop strategic business cases to fund new projects and initiatives

  • Oversee cross-functional initiatives to improve ABI talent including recruiting, learning & development and engagement of the ABI team

  • Lead cross-functional projects as needed

  • Oversee the Rapid Response Capability that delivers rapid insights to senior leaders and business partners in response to market events and key competitive actions

  • Develop best practices for key topics (e.g., testing and experimentation, project lifecycle methodologies, etc.) that can be adopted across the teams

  • Lead high impact cross-functional analytical projects as needed

  • Coordinate regular monthly, bi-weekly and quarterly ABI status reports

  • Oversee department communications

The position will report to the SVP, Analytics and Business Insight. The role is initially an individual contributor role.

What you have:

Candidates for this position must be intelligent, flexible, and willing and able to execute a variety of tasks ranging from high level strategic thinking to diving into deep details. Candidates also need to be able to produce compelling executive level communications and have proven analytical skills. Specific skills include:

  • Ability to think strategically

  • Project management skills

  • Superior oral and written communication including demonstrated skills building executive-level PowerPoint presentations based on analytical insights

  • A willingness and ability to get into project details

  • Comfort and experience working with business cases and budgets

  • Strong business acumen

  • High sense of urgency with a drive to get things done

  • Proven team player thriving on overall success of team and organization

  • Ability to influence and work effectively across cross-function borders

  • Problem solving skills with proven experience working with data and analytics across a variety of applications

  • Deep experience in analytics and ability to develop best practices in how to define, execute and measure success of analytical projects

  • Ability to analyze data and create actionable insights

  • Bachelor’s degree required; MBA or advanced degree desired

  • 10+ years of relevant work experience in analytics, strategy and/or business consulting

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: TX - Austin, CO - Lone Tree, CA - San Francisco