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Manager, Analytics Consultant

AT Charles Schwab
Charles Schwab

Manager, Analytics Consultant

Westlake, TX

Pay range: USD $83,800.00 - $130,000.00 / Year

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.

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 15,000 independent advisory firms who custody over $4 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. The Manager, Analytics Consultant is responsible for supporting analytical projects for risk and trading. We're looking for someone who is self-motivated, highly analytical and has exceptional interpersonal and relationship-building skills. Additional responsibilities include:

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  • Leverage strong analytical, strategic thinking, and problem-solving to deliver data-driven recommendations and solutions
  • Manage a dynamic workload, including multiple deliverables while maintaining alignment on strategic priorities
  • Establish a trusted partnership with colleagues and stakeholders

What you have

Required Qualifications:

  • Bachelor's degree
  • Expert user of PowerPoint and Excel
  • Strong cross-functional working relationships with leadership, colleagues, and stakeholders
  • 3+ years of experience with data management tools and coding languages (SQL, Python)

Preferred Qualifications:

  • Advanced degree or MBA
  • Experience with statistical tools (R, SAS)
  • Experience with reporting and data visualization tools (Business Objects, Tableau)
  • Experience in the financial services industry and/or a B2B environment
  • Experience with Salesforce.com

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

Client-provided location(s): Westlake, TX, USA
Job ID: CharlesSchwab-2025-112200
Employment Type: Other

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • FSA
    • FSA With Employer Contribution
    • HSA
    • HSA With Employer Contribution
    • Pet Insurance
    • Mental Health Benefits
  • Parental Benefits

    • Birth Parent or Maternity Leave
    • Non-Birth Parent or Paternity Leave
    • Fertility Benefits
    • Adoption Assistance Program
    • Family Support Resources
    • Adoption Leave
  • Work Flexibility

    • Hybrid Work Opportunities
  • Office Life and Perks

    • Commuter Benefits Program
    • Snacks
    • Company Outings
    • On-Site Cafeteria
    • Holiday Events
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Personal/Sick Days
    • Sabbatical
    • Leave of Absence
    • Volunteer Time Off
  • Financial and Retirement

    • 401(K) With Company Matching
    • Stock Purchase Program
    • Performance Bonus
    • Financial Counseling
  • Professional Development

    • Tuition Reimbursement
    • Promote From Within
    • Shadowing Opportunities
    • Access to Online Courses
    • Internship Program
    • Work Visa Sponsorship
    • Leadership Training Program
    • Associate or Rotational Training Program
  • Diversity and Inclusion

    • Employee Resource Groups (ERG)
    • Diversity, Equity, and Inclusion Program