Charles Schwab

Manager, Business Data Analytics

Charles Schwab • $110K — $130K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3+ years in business intelligence, analytics, or data analysis
  • 3+ years in a consultative role supporting business partners
  • Proficient in SQL with ability to translate business questions into queries
  • Experience reconciling data across multiple systems accurately
  • Strong communication, problem-solving, and stakeholder management skills
  • Capable of managing competing priorities in a dynamic environment

Responsibilities

  • Serve as a trusted analytics partner to various business leaders
  • Convert complex business questions into actionable insights
  • Collaborate with partners to define needs and success measures
  • Develop reliable datasets and identify trends and risks
  • Communicate actionable recommendations to leaders
  • Balance data accuracy with business impact and delivery expectations
  • Engage in problem-solving to deliver measurable value across Schwab

Benefits

  • Participation in bonus or incentive opportunities
Full Job Description
Your Opportunity

As a Business Analytics Lead on the Cross Retail Data & Analytics team, you will serve as a trusted analytics partner to leaders across Investor Services, Client Service & Support, and Retail Experience. Your work will turn complex business questions into actionable insights that support growth, strengthen client experiences, and enable informed decisions.

You will build relationships with business, product, data engineering, and governance partners to clarify needs, define success measures, and shape scalable analytics solutions. By applying Business Analytics, SQL, Problem Solving, and Storytelling, you will develop reliable datasets, identify trends and risks, and communicate recommendations that leaders can act on with confidence.

 

Success requires sound Decision Making, curiosity, and Adaptability as priorities evolve. Your ability to balance business impact, data accuracy, feasibility, and delivery expectations will help analytics engage earlier and deliver measurable value across Schwab.

What you have

Required Qualifications

  • 3+ years of professional experience in business intelligence, analytics, or data analysis
  • 3+ years of experience supporting business partners in a consultative, advisory, or liaison capacity
  • Proficiency in SQL and experience translating business questions into structured queries and analyses
  • Experience reconciling data across multiple source systems while maintaining accuracy and consistency
  • Demonstrated Communication, Problem Solving, and Stakeholder Management skills
  • Ability to manage competing priorities and adapt within a dynamic, cross-functional environment

Preferred Qualifications

  • Bachelor’s degree in a quantitative or business-related field, or equivalent practical experience
  • Experience supporting sales, risk, or client service organizations within financial services
  • Experience working with cloud data platforms or enterprise data environments
  • Experience partnering with product, technology, data engineering, or data governance teams
  • Ability to use Storytelling and Data Interpretation to communicate complex findings to varied audiences
  • Strong Curiosity and Decision Making when identifying trends, risks, and opportunities

In addition to the salary range, this role is eligible for bonus or incentive opportunities.

 

About Charles Schwab

Charles Schwab is a financial services company that provides a full range of securities, brokerage, banking, money management, financial advisory, investor, and retirement plan services. It operates in four main divisions; investing, wealth management, banking, and trading. Charles Schwab provides a full-service brokerage platform that serves individual investors who invest on their own or through a workplace-sponsored retirement or equity plan, as well as banking through Schwab Bank. The firm was founded in 1973 and is headquartered in San Francisco, California.

Charles Schwab Careers

Join the vibrant team at Charles Schwab, a leader in global finance, where your career is propelled by innovation, leadership, and a commitment to diversity and professional growth. At Charles Schwab, we offer more than just job opportunities; we provide a platform for you to make a significant impact on the industry and our clients' lives.

Work You’ll Do

At Charles Schwab, we are dedicated to helping our clients manage their financial futures. Being part of our team means you'll work alongside some of the most skilled professionals in the financial services industry. Our culture thrives on teamwork, integrity, and relentless dedication to our clients. Whether you're looking for a position in financial consulting, technology, or administrative support, Charles Schwab offers a dynamic work environment where your skills will be honed and your achievements recognized.

Innovate and Lead

Embrace the opportunity to lead through innovation. Charles Schwab’s commitment to technology and innovation is fundamental to our service delivery. By joining our team, you will be at the forefront of developing new solutions that redefine the future of finance. Your leadership can guide significant projects that impact our company and the industry.

Grow Your Career

Charles Schwab believes in fostering the growth of its employees. Whether through professional development programs, diversity training, or leadership workshops, we ensure that our team members receive the support and training they need to advance their careers. With a variety of career paths available, your job at Schwab can evolve with your interests and expertise.

Internship and Employment Opportunities

Start your professional journey with Charles Schwab through our internship programs or full-time employment opportunities. We seek individuals who are passionate, curious, and ready to drive change. A career at Schwab is not just about having a job; it's about building a lasting relationship with a company that values your potential.

Benefits and Culture

Charles Schwab is renowned for its employee-friendly culture. We offer a comprehensive benefits package that supports the health, financial stability, and work-life balance of our team members. From competitive salaries and bonuses to health insurance and retirement plans, Schwab ensures that your career is as rewarding as it is enriching.

Networking and Professional Development

Expand your professional network and enhance your skills through our various networking events, mentorship programs, and training sessions. At Charles Schwab, we believe in leveraging collective expertise to foster learning and innovation. Engage with leaders, gain insights from experienced professionals, and build relationships that will aid your career trajectory.

Join Our Team

Explore the numerous career paths available at Charles Schwab and discover how your talents can be utilized to their fullest potential. Search open positions that match your skills and interests. We are continuously hiring across various disciplines and look forward to adding innovative, driven individuals to our team.

Stay Connected

Keep up to date with the latest from Charles Schwab Careers by subscribing to our job alert emails. Tailor your subscription to receive updates that align with your career preferences and be the first to know about new openings, company news, and professional tips.

Explore Charles Schwab Jobs

Ready to take the next step in your career? Visit our careers page to review current job openings, submit your resume, and prepare for your interview. At Charles Schwab, your future is waiting. [SEARCH CHARLES SCHWAB JOBS] Join Charles Schwab today and be part of a team that values diversity, innovation, and leadership—where your career can thrive in the exciting world of finance.
Learn more about Charles Schwab
Size
34,200 employees
Market Cap
$151.6 billion
Industry
Net Income
$3.2 billion
Founded
1973
5 Year Trend
+20%
Revenue
$12.1 billion
NASDAQ

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