Charles Schwab Managing Director - Analytics, Investor Services in Phoenix, Arizona


Phoenix - AZ, PHX8040, 8040 South 48th Street, 85044

Lance Alan Britton


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 at 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:

Analytics and Business Insight is a department of 150+ team members focused on firm-wide strategic decision support, client behavior diagnostics, advanced analytics, data science, market research, client loyalty, management reporting, and client and prospect data management. Our mission is to help Schwab compete on analytics – in particular, to serve our clients and cultivate their loyalty by understanding their needs and goals better than anyone, and then to make data-driven, strategic decisions. Our services are in heavy demand due to our reputation for accuracy, strong business insight, outstanding productivity, and business impact.

This Managing Director role supports the Retail Organization, which generates 75% of Schwab’s revenue and is well-positioned for significant growth over the next 5 years. This is a high-impact, high-visibility role that will help drive transformational changes in the call centers through close partnership with the Digital Team. We are looking for a dynamic leader who is both strategic and analytic to lead a cross-functional team that will deliver thoughtful analysis, data-driven insights and business metrics to inform the strategy.

What you’ll do:

  • Lead a highly engaged, cross-functional team to deliver insights that measure the impact of strategic digital initiatives and inform the call center strategy

  • Engage in high-stakes problem-solving using best-in-class analytic and strategic frameworks

  • Demonstrate thought leadership by recommending appropriate analytic approaches and identifying new ways to apply research and analytics to grow the business

  • Develop executive relationships for maximum impact and to advance the overall data-driven decision culture

  • Build relationships with business partners and cross-functional support resources to gain alignment across stakeholders and fully maximize resources to support a fact-driven and “through clients’ eyes” decision-making culture

  • Manage all aspects of the project lifecycle, including scoping and prioritizing projects, anticipating obstacles and challenges, and nimbly adapting to changing business needs

What you have:

The ideal candidate is a proven leader, strategically-minded and able to match analytic techniques to business problems. This person will be an outstanding communicator and have the self-confidence to work comfortably with senior levels within the organization. This individual must be able to see and remove obstacles to their team’s success, influence critical business recommendations, and be able to build alignment through collaboration in a cross-functional, matrixed environment.

What you’ll bring:

  • Exceptional relationship management skills and the proven ability to be seen as a trusted advisor and thought partner by senior executive decision makers

  • Demonstrated experience directing analytic and reporting staff to deliver fact-based insights, while also developing talent in a fast-paced environment

  • Leadership skills demonstrated through 10+ years direct supervisory experience at managing and directing teams

  • Direct experience using or leading staff who use SQL, SAS, R, and Tableau (or comparable technologies and tools, with these above preferred)

  • Exceptional analytical skills with demonstrated ability to solve problems leveraging data and analytics, with sounds judgement to effectively balance precision with simplicity

  • Strong business acumen and intellect, including a demonstrable understanding of how analytics and data are used for business problem-solving

  • Collaborative interpersonal skills necessary to engage with business partners, scope projects, solicit and incorporate feedback, serve as a trusted content expert, and influence action

  • Superb project execution skills with a proven track record of developing and implementing strategic initiatives to drive growth

  • Strategy or management consulting experience preferred

  • Financial services industry experience preferred

  • MBA/similar advanced degree preferred

What you’ll get:

  • Everyday Wellness: Healthy Rewards, Onsite Fitness Classes, Healthy Choices,

  • Wellness Champions

  • Financial Fitness: 401k Match, Employee Discounts, Personalized advice,

  • Brokerage discounts

  • Work/Life Balance: Sabbatical, New Mothers returning to work Program, Tuition

  • Reimbursement Programs, Time off to volunteer

  • 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 and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law.

Job Specifications

Relocation Offered?: No

Work Schedule: Days

Languages: English - spoken

Current Licenses / Certifications: None

Relevant Work Experience: Analyst/Strategy-6+ yrs

Position Located In: AZ - Phoenix

Education: BA/BS

Job Type: Full Time

Category:Marketing Analytics

Activation Date: Tuesday, June 12, 2018

Expiration Date: Saturday, July 14, 2018

Apply Here