Charles Schwab Corporation

Manager, Business Intelligence

Job Locations US-TX-Austin
Requisition ID
Posted Date
3 days ago(6/1/2020 11:23 AM)
Data, Analytics & Business Insight
Position Type
Full time

Your Opportunity

Data, Analytics and Insight is a department of 140 team members focused on firm-wide strategic decision support, client behavior diagnostics, advanced analytics, market research, client loyalty, management reporting, and client and prospect data management. Our mission is to help Schwab compete on analytics – in particular, to serve our clients and cultivate their loyalty by understanding their needs and goals better than anyone – and make strategic decisions in a data-driven, fact-based, sophisticated manner. Our services are in heavy demand due to our reputation for accuracy, strong business insight, outstanding productivity, and attention to detail.

What you’re good at

Schwab’s Digital Services Analytics team within Data, Analytics and Insight plays a critical role in supporting Schwab’s new Digital Services organization.  The team is responsible for providing reliable and timely analytics and insights to inform Digital Services strategies, business decisions, and improvements to Retail and Advisor platforms.  We leverage close, collaborative working relationships with our business partners to apply analytic solutions to a wide array of business problems and questions. 


Key responsibilities will include:

  • Partnering with stakeholders to identify, analyze & address key business questions and to help improve digital experiences
  • Web Analytics using Adobe Analytics to provide insights on client behavior
  • Collaborating with stakeholders to identify gaps in data capture strategy and drive continuous improvements in Adobe Analytics tool implementation, including tag optimization
  • Implement A/B tests consistent with our test and learn practices
  • Acting as an internal strategy consultant to Digital Services stakeholders – understanding the challenges they face, forming proactive, data-driven approaches to arrive at strategic recommendations for those challenges, then presenting recommendations in a concise, easy-to-understand fashion to drive action
  • Scoping and leading digital analysis projects to measure site and content performance, identify areas of risk and opportunity, and provide insight to guide marketing decisions
  • Providing strategic support for digital testing and personalization programs



What you have

The ideal candidate will be a proven analytical professional, strategically minded and able to leverage analytics to help answer key business questions. S/he will have a strong drive to understand clients and create measurable impact. This person will be an outstanding communicator and have the self-confidence to work comfortably with senior levels within the organization. S/he will have a demonstrable record of accomplishments within complex business environments and ability to build alignment through collaboration in a cross-functional, matrixed environment.

  • Hands-on experience with digital analytics and testing solutions, preferably Adobe Analytics & Target or Optimizely
  • Ability to translate a high level business questions into detailed analytic approaches and methodologies to solve them
  • Ability to grasp and explain complicated subject matter to others across the business that are less connected to the situation and/or are less technically-oriented
  • Exceptional story-telling skills – the ability to communicate an insight to be understood easily and to drive action
  • Experience in developing metrics implementing new measurement solutions
  • Experience with data visualization best practices
  • Excellent written and verbal communication skills
  • Understanding of digital marketing strategies, personalization strategies and Web site optimization
  • Intellectual curiosity and a passion for uncovering insight in data
  • A customer-centric mindset
  • Ability to manage concurrent projects at different stages of completion
  • Comfort dealing with changing priorities and timelines


  • Experience with the Adobe Marketing Cloud Suite of products
  • Experience with Tag Management solutions
  • Experience with visualization tools (Tableau, etc.)
  • Experience with SQL and Hadoop databases including any programming experience is highly desired
  • Knowledge of the brokerage business, financial services, and/or Schwab a bonus


Sorry the Share function is not working properly at this moment. Please refresh the page and try again later.
Share on your newsfeed

Why Schwab?

At Schwab, “Own Your Tomorrow” embodies everything we do! We are committed to helping our employees unleash their potential and achieve their dreams. Our employees get to play a central role in disrupting a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth. We’re a modern financial services firm that stands apart from the industry, where you can go as far as your ambition takes you.

Hear from employees: What’s it like to work at Schwab!

The benefits of working at Schwab: a package designed to empower your health, wealth, career and life.
Schwab is committed to building a diverse and inclusive workplace where everyone feels valued.

As an equal employment opportunity employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. (Please click here to see policy.)

Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace.
We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.