Charles Schwab Data Scientist in Lone Tree, Colorado


Lone Tree - CO, DENR2, 9800 Schwab Way, 80124

Axle J Marcoline


We believe that , when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.

As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.

Our Opportunity:

Charles Schwab Investment Management (CSIM) is the asset management arm of the Charles Schwab Corporation, and has over $340 billion under management in mutual funds and ETFs. Products managed include a wide variety of active and indexed equity, fixed income, and asset allocation strategies, as well as money markets funds. CSIM uses a consistent and disciplined approach to investing across all our products and seeks to develop innovative new products to meet the core investing needs of our clients.

The Charles Schwab Investment Management Sales Analytic team is embedded within the sales team to provide close alignment and support to sales. We are sales people using analytic tools and techniques to drive enhanced sales outcomes. One’s contribution can be seen daily in the effectiveness of the sales team’s outreach, Marketo campaigns, and deepening of existing client relationships. We are looking for a highly-motivated, self-driven data scientist to help deliver actionable opportunities, insights, and leads to the Sales Team.

What You’ll Do:

The Senior Manager, Data Scientist, CSIM Sales Analytics, will be primarily responsible for developing, tuning, and socializing targeting models with the sales team and leadership, as well as, building out our prospect and client segmentation strategies across the different channels. This role will help shape the infrastructure and framework of an established and evolving data environment within CSIM, to support the machine learning, modeling and advanced analytics.

He/she will structure and analyze unstructured and disparate data to derive insights and prescribe action using advanced statistical methods that explain or predict customer behavior to increase prospect and client use of CSIM’s mutual funds, ETFs, and collective trust funds. They will define data to pursue and apply data mining techniques to acquire. They will cleanse and transform messy, incomplete, and unstructured data on which to perform analytics/predictive modeling. Perform a variety of statistical modeling techniques, time series regression, segmentation, predictive modeling, econometric modeling, and marketing mix modeling, to describe or predict patterns in the data. They will collaborate with direct data support functions in operationalizing data access and structuring processes.

The primary responsibilities of the Data Scientist will include, but not be limited to:

  • Working directly with sales leadership to explore new opportunities, and proactively analyzing the data to surface untapped insights to drive additional sales and client engagement

  • Work independently or collaboratively throughout the complete analytics project lifecycle including data extraction/preparation, analysis, activation, and presentation of results

  • Approach analytical problems with an appropriate blend of statistical/mathematical rigor with practical business intuition. Approaching analyses in multiple ways in order to evaluate methods and compare results

  • Supporting and/or driving the development of tools and infrastructure to scale operations, increase efficiencies, and improve quality of results

  • Work with engineers to evangelize data best practices and implement analytic solutions

  • Partner with technical and non-technical colleagues across the business to leverage their support and drive adoption of analytics recommendations

This is a summary only and duties and responsibilities may be changed from time to time, or over time

What you have:

Displaying strong business acumen and communication skills, the Senior Manager will communicate analytical results to business partners to help drive a measurable lift in Sales effectiveness. Our Sales colleagues place great emphasis on our ability to translate statistical and mathematical results in a way that tells a clear story and guides them in actionable leads and campaigns. One must be able to convey complex technical solutions into layperson’s terms so they can engage into the process and believe in the outcomes.

  • Bachelor’s degree required. A degree in Statistics, Mathematics, Computer Science, Economics, Mathematics, Operations Research, Engineering or similar quantitative field highly preferred.

  • Graduate degree in a quantitative field highly preferred

  • 8+ years’ experience in an analytical role (consulting to external clients and/or internal business partners) and a consistent track record of performing data analysis using SQL, Alteryx, R, and/or Python.

  • Strong understanding of how analytics supports outcomes, including being able to successfully articulate the linkage between business decisions, business objectives, and analytical approaches & findings

  • Excellent analytical skills with demonstrated ability to solve problems, and convey the analytical method and output to non-technical partners

  • Programming experience in multiple languages and environments (Teradata, Oracle, R, Alteryx)

  • Ability to work with large transactional databases across multiple platforms

  • Outstanding oral and written communication

  • Strong interpersonal skills to successfully build long-term relationships with colleagues and business partners

  • Experience in financial services would be a plus, but not a requirement

What you’ll get:

  • Comprehensive Compensation and Benefits package.

  • Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts.

  • Work/Life Balance: Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program.

  • Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions.

  • Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships.

  • Not just a job, but a career, with an opportunity to do the best work of your life.

Learn more about Life@Schwab at .

Charles Schwab & Co., Inc. is an equal opportunity/affirmative action employer committed to diversifying its workforce. All applications are considered without regard to race, color, religion, sex, sexual orientation, national origin, age, disability, protected veteran status (disabled veterans, recently separated veterans, active duty wartime or campaign badge veterans, Armed Forces service medal veterans), or based on any individual's status in any group or class protected by applicable federal, state or local law.

Job Specifications

Relocation Offered?: Yes

Work Schedule: Days

Languages: English - spoken

Current Licenses / Certifications: None

Relevant Work Experience: Financial Services-6+ yrs, Investment Management - 6+ yrs, Analyst/Strategy-6+ yrs

Position Located In: IL - Chicago, CO - Lone Tree

Education: BA/BS

Job Type: Full Time

Category:Investment Management & Research

Activation Date: Monday, June 11, 2018

Expiration Date: Saturday, July 14, 2018

Apply Here