Welcome page Returning Candidate? Log in Senior Manager, Advisor Services Analytics Consultant Job Locations US-CO-Lone Tree | US-TX-Westlake Requisition ID 2024-105420 Posted Date 7 hours ago(11/15/2024 6:43 PM) Category Data, Analytics, Business Insights & Strategy Salary Range USD $123000.00 - $187000.00 / Year Application deadline 11/20/2024 Position Type Full time Your Opportunity

Schwab Advisor Services, a division of Charles Schwab & Co., Inc. is the leading provider of custody, trading, technology, and practice management to registered investment advisors (RIAs).  Schwab Advisor Services serves over 15,000 independent advisory firms who custody over $4 trillion of assets with Schwab.

This individual will be a part of the Voice of the Client Analytics, Programs, and Business Optimization team within the CX Solutions department of Schwab Advisor Services.  The CX Solutions department drives the development, execution and tracking of short and long-term strategic priorities affecting client and associate experience for Schwab’s RIA business.  Specific to the analytics function, the department delivers data-driven insights and enables accountability through the tracking and reporting of key metrics.

 

What you will do:

This individual will identify, define, and lead efforts to transform data into meaningful and actionable intelligence.  The Senior Manager, Analytics Developer is responsible for leading data analysis, automation, and storytelling projects for all Advisor Services stakeholders that depend on insights about client experience feedback, survey scores, interactions, and correlations with other business performance metrics.  We’re looking for someone who is self-motivated, highly analytical and has exceptional interpersonal and relationship-building skills.

Additional responsibilities include:

Design, develop and maintain recurring reporting and data visualizations in TableauLeverage strong analytical and storytelling skills to summarize and deliver business intelligence to stakeholders and senior leadership Partner with stakeholders to define and document business requirements Partner with centralized data and technology teams to enable and deploy BI solutions to productionManage a dynamic workload, including multiple deliverables while maintaining alignment with strategic priorities What you have

Required Competencies:

5+ years of experience with reporting and data visualization tools (Business Objects, Tableau, PowerPoint)5+ years of experience with data management tools and coding languages (SQL, Python)Strong cross-functional working relationships with leadership, colleagues, and stakeholders

 

 Preferred Competencies:

Bachelor’s degree in Finance, Economics, Computer Science, or related quantitative fieldAdvanced degree or MBA5+ years of experience in the financial services industry and/or a B2B environment5+ years of experience with statistical tools and analysis (R, SAS)5+ years of experience with Client Experience and Voice of Client methodologies (survey methods, speech to text, topic taxonomies, interaction quality) Options Apply for this jobApplyShareRefer a friendRefer Sorry the Share function is not working properly at this moment. Please refresh the page and try again later. Share on your newsfeed Why work for us?

Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.

 

Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future.   Application FAQs

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