Manager- Strategy & Transformation, Technology

Charles Schwab - Austin, TX4.1

Austin - TX, AUS1, 2309 Gracy Farms Lane, 78758
Sherry Urffer

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:
Internal strategy teams at Charles Schwab help set the direction for the company, business units, and product and service offerings. These teams are one of the main intake valves for top-tier talent at Schwab and provide members with an unparalleled opportunity to define and work on major strategic opportunities while gaining visibility among the firm's senior leadership. The goals of the strategy teams are to:

  • Deliver world-class strategy and innovation
  • Conduct clear, consistent, fact-based analysis to inform key business decisions
  • Drive the allocation of scarce resources to the highest-value issues across Schwab
What you’ll do:
The Manager will support development of long-term strategy, planning and innovation for one of Schwab’s largest and most critical organizations in support of multi-year modernization initiatives that will have significant impact on our future.

The Manager works in a team setting, reporting to a Director and working with multiple constituents across Schwab’s technology organization and business units. They typically take ownership of one or more work streams, perform data-driven analysis and contribute recommendations for strategy development. Project work is broad in scope and will require creativity, flexibility, analytical abilities, structured thinking, and strong written and oral communication skills. The successful candidate will be adaptable to a range of challenging projects and have a strong interest in technology, innovation and financial services. They will be self-motivated, results oriented and able to lead one or more work streams. They will have the ability to synthesize an array of internal and external inputs into a coherent picture to inform a winning strategy.

The Manager has responsibility for significant elements of project work, including:

Supporting strategic project definition, idea generation, and insight development for a several thousand person organization, with guidance from technology strategy managers and directors
Supporting and driving deliverables pertaining to annual operating planning and strategic workforce planning for the technology organization
Developing strategic insights that will drive the technology strategy
Performing quantitative and qualitative analysis on core strategic issues
Gathering data through research and interviews
Planning and executing their own work streams for discrete projects or subsets of projects
Generating creative, action-oriented insights and recommendations
Ensuring quality control of data/research and preparing presentation materials for senior management
The Manager primarily interacts with members of Schwab’s strategy team and stakeholders within the technology organization. Representative project work includes enabling the digital client experience, application modernization, strategic workforce planning, annual operating planning, security as a feature, blockchain opportunities within operations, partner and vendor analysis and selection, data center strategy, driving efficiencies within technology, new product development, collaboration with Fintech firms, promoting innovation, etc.

What you have:
Minimum 2 –3 years of work experience, preferably with a top-tier consulting firm, financial service firm, or strategy group at a large organization
Prior experience in financial services, including experience with financial markets, technology, fee-based investment advisory market preferred, but not required
Experience framing problems, analyzing solutions, building models, developing decks, facilitating / participating in meetings, and presenting to small audiences
Superior analytical skills, research capabilities and attention to detail
Superior communication skills, both written and verbal, as well as the ability to develop concise and effective communications tailored to specific audiences
Ability to work across several projects concurrently
Strong and demonstrated teaming skills, especially in cross-functional teams
Comfortable in a dynamic and fast-moving work environment
Strong academic record from a nationally recognized institution
Experience with Tableau is required
Experience with SQL, Alteryx, VBA, Access preferred, but not required

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-2-5 yrs, Banking-2-5 yrs
Position Located In: TX - Austin, TX - Dallas
Education: BA/BS
Job Type: Full Time

Category:Business Strategy
Activation Date: Thursday, October 18, 2018
Expiration Date: Saturday, December 8, 2018
Apply Here