Manager, Business Data Analytics

Charles Schwab; Westlake (TX); On-site; USD 110,000 - 160,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Sabbatical after 5 years of service

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking a Business Analytics Lead in Westlake, TX to partner with Investor Services, Client Service & Support, and Retail Experience. You will translate complex business questions into actionable insights, build reliable datasets, and communicate recommendations to executives for informed decisions.

Ideal candidates will leverage SQL, storytelling, and cross-functional collaboration to drive measurable value while balancing accuracy and feasibility in a fast-paced analytics

Qualifications

• 3+ years of professional experience in business intelligence, analytics, or data analysis.
• 3+ years of experience supporting business partners in a consultative, advisory, or liaison capacity.
• Proficiency in SQL and translating business questions into structured queries and analyses.
• Experience reconciling data across multiple source systems while maintaining accuracy and consistency.
• Demonstrated communication, problem solving, and stakeholder management skills.
• Ability to manage competing priorities in a dynamic, cross-functional environment.

Skills

SQL

Data analysis

Communication

Problem solving

Stakeholder management

Education

Bachelor's degree or equivalent

Tools

Cloud data platforms

Job description

Your opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).

As a Business Analytics Lead on the Cross Retail Data & Analytics team, you will serve as a trusted analytics partner to leaders across Investor Services, Client Service & Support, and Retail Experience. Your work will turn complex business questions into actionable insights that support growth, strengthen client experiences, and enable informed decisions.

You will build relationships with business, product, data engineering, and governance partners to clarify needs, define success measures, and shape scalable analytics solutions. By applying Business Analytics, SQL, Problem Solving, and Storytelling, you will develop reliable datasets, identify trends and risks, and communicate recommendations that leaders can act on with confidence.

Success requires sound Decision Making, curiosity, and Adaptability as priorities evolve. Your ability to balance business impact, data accuracy, feasibility, and delivery expectations will help analytics engage earlier and deliver measurable value across Schwab.

What you have

Required Qualifications

• 3+ years of professional experience in business intelligence, analytics, or data analysis
• 3+ years of experience supporting business partners in a consultative, advisory, or liaison capacity
• Proficiency in SQL and experience translating business questions into structured queries and analyses
• Experience reconciling data across multiple source systems while maintaining accuracy and consistency
• Demonstrated Communication, Problem Solving, and Stakeholder Management skills
• Ability to manage competing priorities and adapt within a dynamic, cross-functional environment

Preferred Qualifications

• Bachelor’s degree in a quantitative or business-related field, or equivalent practical experience
• Experience supporting sales, risk, or client service organizations within financial services
• Experience working with cloud data platforms or enterprise data environments
• Experience partnering with product, technology, data engineering, or data governance teams
• Ability to use Storytelling and Data Interpretation to communicate complex findings to varied audiences
• Strong Curiosity and Decision Making when identifying trends, risks, and opportunities

In addition to the salary range, this role is eligible for bonus or incentive opportunities.

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance