Sr Manager, Analytics Consultant- Advisor Services
Listed on 2026-01-02
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IT/Tech
Data Analyst, Business Systems/ Tech Analyst
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.
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
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
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, Power
BI, 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.
Charles Schwab
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