Charles Schwab

Manager, Strategy & Initiatives

Charles Schwab • $95K — $115K *
Lone Tree, CO 80124In-Person
Finance & Insurance
Less than 5 years of experience
Today
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Job Overview by Ladders

Qualifications

  • Bachelor's degree with 3+ years of relevant experience
  • 3+ years in analytics, strategy, and/or data science preferred
  • 3+ years of coding experience (SQL, Python, etc.) preferred
  • Experience in the Financial Services industry preferred
  • Proficiency with low-code tools like Power Automate and Power Apps

Responsibilities

  • Support the design and implementation of automated solutions for operational processes
  • Assist in executing strategic initiatives and tracking project status
  • Collaborate with cross-functional teams to gather requirements and support project alignment
  • Synthesize findings into executive-ready materials with clear insights
  • Maintain and develop reporting processes, ensuring data accuracy
  • Conduct analytics to address business questions on sales effectiveness
  • Design solutions and draft documentation to meet stakeholder needs
  • Build low-code automation solutions to enhance process reliability

Benefits

  • Opportunity for professional development and career growth
  • Collaborative work environment with cross-functional teams
  • Access to modern data tools and technologies
  • Engagement in strategic initiatives impacting client relationships
  • Dynamic role in a rapidly evolving sector
Full Job Description
Your Opportunity

The Field Operations team is responsible for designing and implementing programs that support the evolution of our client relationship models across our mass affluent, high-net-worth and ultra-high-net-worth client segments. The team provides support and insight to deliver best practices, scale, and enhanced sales effectiveness across Retail sales channels.  Responsibilities include but are not limited to:  

  • Support the design, documentation, and implementation of scalable and automated solutions for Practice Assignment and Branch Information Change processes, with a focus on accuracy, efficiency, and repeatability. 
  • Assist with day‑to‑day execution of strategic initiatives, including project tracking, documentation, stakeholder coordination, and status updates regarding Practice Assignment. 
  • Partner with cross‑functional teams across Sales, Technology, and Operations to gather requirements, incorporate subject‑matter expertise, and support alignment across initiatives. 
  • Contribute to executive‑ready materials by synthesizing findings into clear insights and recommendations. 
  • Develop and maintain recurring and ad‑hoc reporting, including data validation, documentation, ETL support, and continuous improvement of analytics processes. 
  • Conduct analytical work to help answer key business questions related to practice assignment, sales effectiveness, and operational performance. 
  • Work with stakeholders to understand business problems, design solutions, and draft clear requirements documentation to support development and delivery. 
  • Build and support automation and low‑code solutions (e.g., Power Automate, Power Apps) to reduce manual effort and improve process reliability. 
  • Partner with technology and data teams to support solutions leveraging modern data architecture, cloud databases, and version‑controlled development practices. 
  • Manage and support ad-hoc strategy projects, investigating / answering critical questions for senior executives around practice assignment  

  

The ideal candidate will possess the following capabilities: 

  • Hands‑on experience with following: 
  • Python  
  • SQL 
  • GitHub 
  • Accessing data through cloud databases such as BigQuery 
  • Working in agile or scrum‑based environments 
  • Low code tools such as Power Automate and Power apps 
  • A client-centric focus that keeps clients in the forefront of decisions and connects plans and actions to our purpose of serving investors and branch network personnel. 
  • Demonstrated experience building relationships and working with cross-functional teams to design and deliver client experience initiatives, including evaluating opportunities and making recommendations based on the unique needs of the business. 
  • A passion for proactively seeking opportunities to make improvements, gain efficiencies and meet unknown needs. 
  • Develop creative solutions to reduce manual tasks including scripting, reporting, and process improvement. 
  • Ability to partner with technology and data teams to execute complex projects. 
  • Understand data architecture, tools, and applications with the ability to do data modeling, SQL/Big Query 
What you have
  • Bachelor’s degree with 3+ years relevant experience 
  • 3+ years in analytics, strategy, and/or data science is preferred. 
  • 3+ years of coding (SQL, Python, etc.) is preferred. 
  • Financial Services industry experience is preferred  
  • Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship 

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
Finance & Insurance
Net Income
$3.2 billion
Founded
1973
5 Year Trend
+20%
Revenue
$12.1 billion
NASDAQ
SCHW
* Ladders Estimates

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