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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’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

Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at [email protected] or call 800-275-1281.