Retail Investor Services Intern

Your opportunity
Retail Strategy & Analytics Intern

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. 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(s).

Retail Strategy & Analytics Intern

This internship offers hands-on exposure to how Schwab's Retail organization uses strategy, analytics, and structured problem solving to address important business opportunities and improve the client experience. Interns contribute to high-priority work while developing durable skills in analytical thinking, communication, problem solving, collaboration, and execution.

Through real-world projects and collaboration with business leaders and experienced professionals, interns gain insight into how Schwab evaluates complex business questions, translates data and information into meaningful insights, and develops recommendations that support clients and the broader Retail organization. Business Strategy interns work on issues tied directly to the Retail leadership agenda, while Analytics interns help deliver analytical insights and recommendations that inform Retail business decisions.

2027

Retail Strategy & Analytics Opportunity Areas Include:

Business Strategy
Operates as an internal consulting team focused on high-priority questions for Retail leadership, giving interns opportunities to contribute to strategic initiatives such as growth strategy, GenAI adoption, competitive and market assessments, M&A and integration planning, and organizational design. Interns receive meaningful ownership of a workstream and exposure to senior leaders across the Retail business.

Analytics Consulting
Partners with the Retail business to transform data into actionable insights and recommendations, with opportunities to analyze client and asset behaviors, forecast business outcomes, measure sales performance, build KPI dashboards, improve client experiences, and explore how AI can enhance analytics and decision-making.

What You'll Do

Depending on your assigned team, you may:

• Tackle complex and sometimes ambiguous business questions by breaking problems into structured components and identifying the information needed to develop solutions.
• Conduct quantitative and qualitative analysis to identify patterns, trends, business drivers, and actionable insights.
• Collaborate with business partners to develop analytical approaches and translate findings into clear recommendations.
• Conduct research and synthesize information to support strategic priorities and business decisions.
• Create stakeholder-ready presentations, analyses, dashboards, and written materials that clearly communicate findings and recommendations.
• Analyze client behavior, asset flows, sales performance, segmentation, or other business performance measures.
• Support strategic initiatives related to growth, client experience, competitive positioning, GenAI, business transformation, operating models, or organizational design.
• Build or contribute to performance measurement tools, KPI dashboards, forecasting models, or analytical reporting.
• Explore opportunities to use AI and productivity tools to improve analytical capabilities, business performance reporting, or ways of working.
• Take ownership of a defined workstream or deliverable and drive work from initial research or analysis through recommendations and next steps.

What You'll Learn

• How strategy and analytics support decision-making within a large financial services organization.
• How to approach ambiguous business challenges using structured problem-solving techniques.
• How quantitative and qualitative information can be translated into insights, recommendations, and business actions.
• How client behavior, asset flows, sales performance and other business metrics can inform strategic and operational decisions.
• How to identify the key 'so what' within complex information and communicate a clear recommendation.
• How analytics, dashboards, KPIs, and forecasting can be used to measure and improve business performance.
• How emerging capabilities such as GenAI can influence strategy, analytics, productivity, and the client experience.
• How cross-functional teams collaborate to address high-priority questions across Schwab's Retail business.

These opportunities provide exposure to work that can directly support Retail business…