Description

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.

Within Advisor Services, this role sits on the Offer Development, Delivery and Analytics team- where data, strategy, and innovation come together to shape how we service advisors.

As a Senior Manager, Analytics Consultant , you'll translate complex data into clear insights that influence strategy, inform new offer development, and support senior-level decision making. You'll work closely with partners across Advisor Services to explore opportunities, test ideas, and deliver recommendations that help advisors-and Schwab-grow.

This role is ideal for someone who enjoys working through ambiguity, building strong partnerships, and using analytical thinking to drive meaningful business outcomes.

Key Outcomes and Responsibilities

• Lead end-to-end analyses (frame the problem, pull and explore data, analyze results, and synthesize insights) to deliver data-driven recommendations
• Partner with cross-functional teams to size, test, and develop new offers and share insights with senior stakeholders

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location.

• Orlando : 1958 Summit Park Dr, Orlando FL 32810
• Westlake : 3000 Schwab Way, Westlake, TX 76262
• Denver: 9800 Schwab Way, Lone Tree, CO 80124
• Austin: 11800 Schwab Way, Austin, TX 78758

What you have

Required Qualifications

• Bachelor's degree in quantitative field (e.g., math, statistics, economics, engineering, finance) or equivalent experience
• Ability to work independently with ambiguity-pull, explore, and analyze data and turn it into recommendations
• 5+ years using SQL and Python for data extraction and analysis
• Strong ability to build cross-functional partnerships with leaders and stakeholders
• Expert use of PowerPoint and Excel

Preferred Qualifications

• Advanced degree (MBA or master's in a related field)
• 5+ years with statistical tools (R, SAS); AI/machine learning experience is a plus
• 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.



Requisition #: 2026-120554

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Requirements

2026-120554