Sr Manager, Analytics Consultant- Advisor Services jobs in United States
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Charles Schwab · 2 months ago

Sr Manager, Analytics Consultant- Advisor Services

positionUS-TX-Westlake
timeFull-time
remoteOnsite
senioritySenior Level
money$115K/yr - $169K/yr
date5+ years exp

Charles Schwab is a leading provider of custody, trading, technology, and practice management to registered investment advisors. The Senior Manager, Analytics Consultant will lead analytical projects, deliver data-driven insights, and collaborate with cross-functional teams to implement advanced analytics and emerging technologies.

Financial Services
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H1B Sponsor Likelynote

Responsibilities

Leverage strong analytical, strategic thinking, and problem-solving to deliver data-driven recommendations and solutions
Collaborate with cross-functional teams to implement advanced analytics and emerging technologies (AI)
Establish a trusted partnership with colleagues and stakeholders

Qualification

SQLPythonPowerPointExcelData visualizationStatistical toolsAIMachine learningFinancial servicesInterpersonal skillsStrategic thinkingProblem-solving

Required

Bachelor's degree
Strong cross-functional working relationships with leadership, colleagues, and stakeholders
5+ years of experience with data management tools and coding languages (SQL, Python)
Expert use of PowerPoint and Excel

Preferred

Advanced degree or MBA
5+ years of experience with statistical tools (R, SAS); Experience with AI or machine learning is a plus
5+ years of experience with reporting and data visualization tools (Business Objects, PowerBI, Tableau)
5+ years of experience in the financial services industry and/or a B2B environment

Benefits

Bonus or incentive opportunities

Company

Charles Schwab

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We have plans for every turn you take.
dateFounded in 1973
location
San Francisco, California, USA
people-size10001+ employees
web-link
https://www.schwab.com/

H1B Sponsorship

Charles Schwab has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (579)
2024 (468)
2023 (455)
2022 (705)
2021 (483)
2020 (282)

Funding

Current Stage
Late Stage

Leadership Team

J
Jim McGreevy
Senior Project Manager
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