Manager, Strategy & Initiatives

Charles Schwab; Omaha (NE); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

401(k) with company match

Sabbatical after 5 years

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking a Field Operations analytics professional to design and implement scalable programs supporting client relationship models across mass affluent to ultra-high-net-worth segments.

You will collaborate with Sales, Technology, and Operations to gather requirements, develop automation using Power Automate/Power Apps, and deliver executive‑level insights for strategic initiatives.

Qualifications

• Bachelor’s degree and 3+ years relevant experience.
• 3+ years analytics, strategy, and/or data science preferred.
• 3+ years coding in SQL, Python; experience with data analysis.
• Financial services experience preferred.
• Authorized to work in the United States on a full‑time basis without sponsorship.

Responsibilities

• Design, document, and implement scalable, automated solutions for Practice Assignment and Branch Information Change processes.
• Assist with strategic initiatives, including project tracking, documentation, stakeholder coordination, and status updates for Practice Assignment.
• Collaborate with Sales, Technology, and Operations to gather requirements and align initiatives.
• Synthesize findings into executive-ready insights and recommendations.
• Develop and maintain recurring and ad-hoc reporting, data validation, ETL support, and analytics process improvements.
• Conduct analyses to answer questions on practice assignment, sales effectiveness, and operations performance.
• Draft clear requirements docs to guide development and delivery.
• Build and support automation and low-code solutions to reduce manual effort and improve reliability.
• Partner with technology and data teams to leverage modern data architectures and cloud databases.

Skills

Python

SQL

Agile/Scrum

Education

Bachelor’s degree

Tools

GitHub

BigQuery

Power Automate

Power Apps

Job description

Your opportunity

The Field Operations team is responsible for designing and implementing programs that support the evolution of our client relationship models across our mass affluent, high-net-worth and ultra-high-net-worth client segments. The team provides support and insight to deliver best practices, scale, and enhanced sales effectiveness across Retail sales channels.

Responsibilities include but are not limited to:

• Support the design, documentation, and implementation of scalable and automated solutions for Practice Assignment and Branch Information Change processes, with a focus on accuracy, efficiency, and repeatability.
• Assist with day‑to‑day execution of strategic initiatives, including project tracking, documentation, stakeholder coordination, and status updates regarding Practice Assignment.
• Partner with cross‑functional teams across Sales, Technology, and Operations to gather requirements, incorporate subject‑matter expertise, and support alignment across initiatives.
• Contribute to executive‑ready materials by synthesizing findings into clear insights and recommendations.
• Develop and maintain recurring and ad‑hoc reporting, including data validation, documentation, ETL support, and continuous improvement of analytics processes.
• Conduct analytical work to help answer key business questions related to practice assignment, sales effectiveness, and operational performance.
• Work with stakeholders to understand business problems, design solutions, and draft clear requirements documentation to support development and delivery.
• Build and support automation and low‑code solutions (e.g., Power Automate, Power Apps) to reduce manual effort and improve process reliability.
• Partner with technology and data teams to support solutions leveraging modern data architecture, cloud databases, and version‑controlled development practices.
• Manage and support ad‑hoc strategy projects, investigating / answering critical questions for senior executives around practice assignment

The Ideal Candidate Will Possess The Following Capabilities

• Hands‑on experience with following:
• Python
• SQL
• GitHub
• Accessing data through cloud databases such as BigQuery
• Working in agile or scrum‑based environments
• Low code tools such as Power Automate and Power apps
• A client‑centric focus that keeps clients in the forefront of decisions and connects plans and actions to our purpose of serving investors and branch network personnel.
• Demonstrated experience building relationships and working with cross‑functional teams to design and deliver client experience initiatives, including evaluating opportunities and making recommendations based on the unique needs of the business.
• A passion for proactively seeking opportunities to make improvements, gain efficiencies and meet unknown needs.
• Develop creative solutions to reduce manual tasks including scripting, reporting, and process improvement.
• Ability to partner with technology and data teams to execute complex projects.
• Understand data architecture, tools, and applications with the ability to do data modeling, SQL/Big Query

What you have

• Bachelor’s degree with 3+ years relevant experience
• 3+ years in analytics, strategy, and/or data science is preferred.
• 3+ years of coding (SQL, Python, etc.) is preferred.
• Financial Services industry experience is preferred
• Applicants must be currently authorized to work in the United States on a full‑time basis without employer sponsorship

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