Description

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 Technology Services enables the future of how clients manage their money by providing innovative and reliable technology products and services as part of our ongoing commitment to democratize access to investing and financial planning.

The Business Reporting and Insights team (BRIT) within infrastructure and operations helps to support our leadership in making data driven decisions. This role will partner closely with the various technology owners within Infrastructure, and other parts of Schwab technology services to provide actionable insights around how we're managing and supporting systems within or technology environment. This individual will work closely with leadership within Infrastructure to track, document, and trend key metrics on infrastructure progress to rationalize our data center footprint and help to make trade off decisions. Additionally, individuals will partner with other teams in Infrastructure to understand their key team priorities, create action-oriented visualizations, and identify opportunities for improvements to how we deliver across Infra Operations.

What you have

Required Qualifications:

• BA/BS degree or equivalent experience
• 3-5 years related experience, preferably in financial services and/or technology space.
• Outstanding communication skills
• Analytical skills that you employ to take initiative in solving problems creatively
• Ability to work independently, prioritize tasks and handle multiple projects simultaneously
• Ability to coordinate a variety of data sources, and to discuss design and results with non-technical colleagues
• Experience developing, automating, and maintaining reports, dashboards, and/or self-service tools
• Hands-on experience developing, maintaining, and enhancing dashboards (PowerBI, Tableau, Altyrex, or other similar tools).

Preferred Qualifications:

▪ Synthesizes complex data, manages resources, and develops strategic insights
▪ Establishes communication processes for smooth information flow with others involved in a project or effort
▪ Collaborates across teams, facilitates partnerships, and supports cooperative efforts
▪ Provides thought leadership in the business area and independently drives strategic initiatives
▪ Provides customer insights that drive strategic decisions and cross-functional initiatives
▪ Supports peers in technical areas to refine their knowledge, skills, and abilities
▪ Uses advanced techniques to analyze complex problems and data sources
▪ Enables stakeholders to align decisions with business goals
▪ Influences best practices to plan to prepare for opportunities or challenges
▪ Champions innovative solutions to improve efficiency
▪ Influences decisions that drive functional success and operational improvements
▪ Verbally articulates ideas impactfully, fostering open dialogue
▪ Inspires confidence with proven expertise, integrity, and accurate communication
▪ Presents compelling arguments to inspire action
▪ Sets performance-driven goals across groups and drives continuous improvement
▪ Leverages diverse expertise to develop strategies in cross-functional projects or programs
▪ Creates clear, persuasive, and professional written documents that meet business standards



Requisition #: 2026-120731

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Requirements

2026-120731