Managing Director – Institutional Analytics

Charles Schwab - Phoenix, AZ (30+ days ago)4.1

Phoenix - AZ, PHX4750A, 4750 E Francisco, 85044-5359
Lance Alan Britton

We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.

As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.

Our Opportunity:
Are you a data analytics leader looking for your next opportunity? Are you good at turning data into insights and insights into stories? Would you thrive working closely with service and product managers in a client-focused organization? Our Institutional Analytics organization is seeking a director to lead a team of business intelligence and analytics professionals in support of our Advisor Services business. Let’s talk.

A centralized Analytics & Business Insight organization with a clear mission to help Schwab compete on analytics and measurement – in particular, to understand client needs and goals better than anyone, and then to make data-driven, strategic decisions to drive business impact
A steady pipeline of interesting projects focused on Advisor Services, Schwab’s market-leading business to provide custody, client service, and trading services to thousands of independent financial advisors
A long history and culture of seeing investing Through Clients’ Eyes
1,400 professionals in a dynamic Phoenix campus that includes modern meeting facilities, a multi-station cafeteria, sit/stand desks, and located within walking distance of the South Mountain Preserve Trailhead

What you’ll do:
Lead a team of six business intelligence and analytics staff to deliver ongoing metrics, new insights, and business recommendations to service, trading, and technology leaders
Build executive relationships for maximum impact and to advance the overall data-driven decision culture
Develop talent by creating an engaging work environment and coaching for key skills, which include project definition, development, validation, packaging and delivery of results
Work collaboratively with others, including colleagues in our analytics group, technical partners and vendors
Deliver ongoing production reports, managing the portfolio toward usefulness, reliability and simplification
Demonstrate thought leadership by recommending modern business intelligence techniques and appropriate analytic methods
A typical month in this role might involve: facilitating a project steering meeting with 6-8 primary business leaders; presenting new dashboards and insights to project sponsors and users; guiding tool selection, methodology, technical development and code reviews for 10-15 active projects; and hosting a department event to encourage collaboration and social connections.

What you have:
Significant experience (5+ years) in strategy and/or business consulting roles leveraging both quantitative and qualitative inputs to impact business strategies and growth
Demonstrated ability (2+ years) at leading analytic and reporting staff focused on delivering fact-based insights
Experience with modern business intelligence tools, including SQL and others such as Tableau, Power BI, SAS, R, Python, and Hadoop
Strong business acumen and intellect, including an understanding of how analytics and data tie to business problem-solving
Collaborative interpersonal skills necessary to engage with business partners, scope projects, solicit and incorporate feedback, serve as a trusted content expert, and influence action
Experience at managing ongoing metrics reporting systems and scheduled dashboard updates
Demonstrated ability to recruit, retain and develop a high performing, highly engaged team
Strong oral, visualization, and written communication skills. Able to communicate and influence trade-offs in a consultative manner with technical and non-technical resources to deliver effective solutions

You might also have:
Graduate degree in data analytics or an MBA
Experience at a consulting firm, especially with projects focused on strategy and operations[
Experience in the financial services industry

What you’ll get:
Comprehensive Compensation and Benefits package
Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts
Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program
Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions
Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships
Not just a job, but a career, with an opportunity to do the best work of your life

Learn more about Life@Schwab.
Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law. Schwab also does not discriminate against applicants or employees because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. At Schwab, we believe that every employee, through their diverse abilities and experiences, can contribute to our growth, innovation and client loyalty. We embrace diversity and are committed to providing equal opportunity to all employees and applicants. If you have a disability, and require reasonable accommodations in the application process, call Human Resources at 800-725-3535. We will be happy to assist you. Schwab will only share your accommodation request with those individuals who have a specific need to know. The request for an accommodation will not affect Schwab's hiring decisions. All other submissions should be performed online.

Job Specifications
Relocation Offered?: No
Work Schedule: Days
Languages: English - spoken
Current Licenses / Certifications: None
Relevant Work Experience: Analyst/Strategy-6+ yrs, Financial Services-2-5 yrs
Position Located In: AZ - Phoenix
Education: BA/BS
Job Type: Full Time

Category:Business Strategy
Activation Date: Friday, May 18, 2018
Expiration Date: Sunday, July 1, 2018
Apply Here