Requisition ID 2021-69651
Category Data Analytics and Strategy
Position Type Regular
Your Opportunity
The Operations Strategy team resides in the Operational Services Group at Charles Schwab and is responsible for executing a wide range of strategic activities that drive transformation. The team is also responsible for leading various critical initiatives in support of the TD Ameritrade integration. Examples of the group’s activities include:
- Develop frameworks for various initiatives that drive operational efficiency (scale and automation initiatives, expense management exercises, processes optimization, integration planning, etc.)
- Provide thought partnership to our Operations businesses leaders on a range of topics
- Build executive level read outs to facilitate decision making and support ongoing business needs (town halls, business updates, etc.)
- Create program-level deliverables for the Schwab/TDA Operations Integration track (e.g., synergy planning, location strategy)
Reporting to a Managing Director (MD) in Operations, the Director will provide support across these activities depending on business needs, offering a unique and unparalleled opportunity to work on major central initiatives for the firm.
What you are good at
- Synthesizing information to develop compelling fact-base hypothesis
- Working with large data sets and drawing insights
- Facilitating group discussions and motivating people without direct channels of authority
- Managing multiple and potentially conflicting priorities
- Dealing with and managing through ambiguity and uncertainty
- Leading projects from beginning to end with little guidance
What you have
- 8+ years of work experience, including 2-3 years demonstrated ability in business analysis or strategy, preferably with a consulting firm or strategy group in a large organization
- Bachelor’s degree; MBA a plus
- Strong analytical skills, creativity in problem solving, and attention to detail
- Strong communication skills, both written and verbal, with demonstrated ability in developing materials and effectively presenting information
- Proficiency in PowerPoint and can build financial models in Excel
- Comfort dealing with ambiguity in a dynamic and fast paced work environment
- Personally and professionally aligned with Schwab’s vision and values, and a strong interest in financial services and industry leading practices and innovation
- Familiarity of broker-dealers or wealth managers is a plus
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. Explore further.
Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an Equal 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 the policy.
Schwab is an affirmative action employer, focused on advancing women, racial and ethnic minorities, veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281.
TD Ameritrade, a subsidiary of Charles Schwab, is an Equal Opportunity Employer. At TD Ameritrade we believe People Matter. We value diversity and believe that it goes beyond all protected classes, thoughts, ideas, and perspectives.
