Charles Schwab

Sr. Specialist - AI & Data Engineer

Charles Schwab$100K — $130K *
Information Technology
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor’s degree in Computer Science, Engineering, Data Science, Finance, Economics, or related field
  • 2+ years of experience building data, analytics, or software solutions in a business environment
  • Advanced proficiency in Python for data analysis and application development
  • Hands-on experience building and deploying applications using Streamlit or a comparable framework
  • Strong SQL skills and foundational expertise in data modeling
  • Experience developing dashboards and reporting using modern BI tools (e.g., Power BI, Tableau, Looker)
  • Demonstrated success partnering with business stakeholders to deliver actionable solutions

Responsibilities

  • Design and develop data-driven applications and reporting solutions
  • Replace manual processes with automated, scalable capabilities
  • Create intuitive dashboards and interactive tools
  • Integrate data across systems and apply strong data modeling practices
  • Present work to senior leadership and articulate trade-offs
  • Leverage Python, modern BI tools, and emerging AI capabilities for analytics
  • Continuously identify new areas to drive impact within Treasury operations

Benefits

  • Eligibility for bonus or incentive opportunities
Full Job Description
Your Opportunity

The Treasury Analytics & Reporting team plays a critical role in advancing how Corporate Treasury operates—delivering scalable analytics, modern reporting, and automation that drives better decision-making across the balance sheet. As a Senior Specialist, you will act as a builder and problem-solver, translating complex business needs into practical, high-impact solutions. You’ll partner closely with Treasury stakeholders to understand challenges, shape ideas into tangible products, and bring them into production—enabling faster insights, greater efficiency, and improved operational performance.

In this role, you will design and develop data-driven applications and reporting solutions that replace manual processes with automated, scalable capabilities. Leveraging Python, modern BI tools, and emerging AI capabilities, you will create intuitive dashboards, interactive tools, and advanced analytics that empower leaders with clearer, more actionable insights. You will integrate data across systems, apply strong data modeling practices, and ensure solutions are reliable, performant, and adaptable over time.

Success in this role requires curiosity, ownership, and comfort operating in ambiguity—taking broad, undefined problems and structuring them into clear, executable solutions. You’ll present your work to senior leadership, articulate trade-offs, and influence decisions through evidence-backed insights. This is an opportunity to shape how innovation, automation, and AI enhance Treasury operations while continuously identifying new areas to drive impact.

What you have Required Qualifications

  • Bachelor’s degree in Computer Science, Engineering, Data Science, Finance, Economics, or related field
  • 2+ years of experience building data, analytics, or software solutions in a business environment
  • Advanced proficiency in Python for data analysis and application development
  • Hands-on experience building and deploying applications using Streamlit or a comparable framework
  • Experience applying AI/ML techniques, including large language models (LLMs), prompt design, or retrieval-based solutions
  • Strong SQL skills and foundational expertise in data modeling
  • Experience developing dashboards and reporting using modern BI tools (e.g., Power BI, Tableau, Looker)
  • Experience integrating systems through APIs
  • Demonstrated success partnering with business stakeholders to deliver actionable solutions
  • Strong communication skills with the ability to present insights and recommendations to senior leaders
  • Proven ability to drive outcomes independently in ambiguous environments
Preferred Qualifications
  • 3+ years of experience building scalable analytics or software solutions
  • Experience with cloud platforms such as AWS, Azure, or GCP
  • Familiarity with version control, testing, and CI/CD practices
  • Experience deploying machine learning or AI solutions into production environments
  • Background in financial services, corporate finance, or treasury functions
  • Demonstrated contributions to open-source projects or a technical portfolio
  • Strong written documentation skills to enable scalability and knowledge sharing

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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