Charles Schwab

Senior Specialist – Retail Strategy

Charles Schwab • $80K — $110K *
Austin, TX 78745In-Person
Retail & Consumer Goods
Less than 5 years of experience
Reposted Today
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Job Overview by Ladders

Qualifications

  • 1+ years of experience in management consulting, financial services, corporate strategy, analytics, or investment banking
  • Strong analytical and problem-solving skills with both quantitative and qualitative analyses
  • Excellent written and verbal communication skills for senior-level presentations
  • Ability to independently execute work across discrete project modules
  • Strong interpersonal skills for cross-functional collaboration
  • High attention to detail with a proactive working style
  • Proficiency in PowerPoint and Excel

Responsibilities

  • Support high-priority strategy initiatives for Schwab’s Retail business
  • Partner with senior team members to own analysis and discrete workstreams
  • Execute structured analyses for complex projects
  • Develop fact-based strategic insights from data and stakeholder input
  • Influence strategic decisions through rigorous analysis and compelling storytelling
  • Collaborate with cross-functional partners to build relationships
  • Present insights and recommendations to senior leadership

Benefits

  • Hybrid work environment with minimal travel required
  • Opportunity to gain exposure to executive audiences
  • Build a strong foundation for career growth in strategic analytics
  • Ongoing professional development within a premier talent pipeline
  • Work in a dynamic environment with supportive team dynamics
Full Job Description
Your Opportunity

 

Charles Schwab's Retail Strategy & Analytics is the internal management consulting group for the Retail business, which is the primary business unit at Schwab, responsible for $18B in revenue, and has 13,000 employees worldwide.

 

Retail Strategy & Analytics serves as a trusted adviser to the head of the Retail business and the Retail Leadership Team and works on strategic, operational, and analytical issues at the top of senior management's agenda. Our team of roughly 40 professionals is a premier pipeline for diverse and high potential talent, and alumni include senior leaders across the entire firm.

 

Retail Strategy & Analytics serves two primary functions:

 

1) Assisting with strategic decisions, operational, and business planning needs for the Retail Leadership Team.

2) Supporting ongoing analytics and reporting needs for the Retail Leadership Team.

 

This opening is for the Retail Strategy function. Typical projects include growth strategy, market assessment and entry evaluation, M&A and divestiture strategy, and operating model / organizational design.

Opportunity Summary: 

We are seeking a Senior Specialist who will help shape plans for new initiatives and manage high priority strategy projects.

 

As a Senior Specialist, you will have the opportunity to:

  • Support high‑priority strategy initiatives for Schwab’s Retail business, helping shape recommendations on growth, operating model, and business performance topics
  • Partner with senior team members to own analysis and discrete workstreams that inform senior‑level strategic decisions
  • Execute structured analyses for large, complex projects, applying both quantitative and qualitative problem‑solving approaches
  • Develop fact‑based strategic insights by synthesizing data, research, and stakeholder input into clear implications and recommendations
  • Influence key strategic decisions through rigorous analysis and compelling storytelling
  • Work across a broad range of strategic topics, building a deep and well‑rounded understanding of Schwab’s Retail business
  • Collaborate closely with cross‑functional partners, developing strong relationships and credibility across the organization
  • Present insights and recommendations to senior leadership, gaining exposure to executive audiences
  • Build a strong foundation for an impactful career at Schwab, with opportunities to grow strategic, analytical, and communication skills
  • Benefit from minimal travel and a hybrid work environment (will be expected to be on-site 4 days per week)

 

What you have
  • Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship
  • 1+ years of full time work experience, preferably in management consulting, financial services, corporate strategy, analytics, or investment banking
  • Strong analytical and problem solving skills, including the ability to:
  • Gather and synthesize information through research and stakeholder input
  • Structure quantitative and qualitative analyses
  • Identify key insights and implications (“so what”)
  • Translate analysis into clear, actionable recommendations
  • Excellent written and verbal communication skills, with the ability to create clear, well structured materials for senior audiences
  • Ability to execute work independently or with guidance, across discrete workstreams or modules of larger projects
  • Strong interpersonal skills and comfort working in cross functional teams
  • High attention to detail, sense of urgency, and proactive working style
  • Comfort operating in a fast paced, dynamic environment with evolving priorities
  • Working proficiency in PowerPoint and Excel
  • Alignment with Schwab’s values and a strong interest in financial services and strategy
  • Personally and professionally aligned with Schwab’s vision and values, and a deep interest in financial services

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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