Sr Specialist, Project Management

Charles Schwab; Raleigh (NC); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

401(k) with company match

Paid vacation and volunteering time

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

A leading financial services firm in Raleigh seeks a candidate for a role that focuses on performance reporting and technical challenges. The successful candidate will have 1-3 years of SQL experience, a college education, and the capacity to provide support for Advisor and Retail clients. The company emphasizes collaboration and offers benefits such as a 401(k) plan, tuition reimbursement, and a culture of trust and continuous learning. Hybrid work flexibility is a key feature of this position.

Qualifications

• 1-3 years experience with SQL.
• Experience with data analysis tools like Alteryx.
• Experience with performance reporting and data platforms (Alteryx).

Responsibilities

• Provide subject matter expertise on performance reporting.
• Support related technical reporting and business processes.

Skills

SQL

Data analysis

Performance reporting

Process automation

Education

College Education or equivalent work experience

Tools

Alteryx

Jira

Splunk

Job description

Overview

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). Our Digital Data services team is enhancing the core capabilities that we offer our internal product teams and business partners. Ensuring that we are able to meet the complex and evolving requirements of product teams requires an individual with a knowledge of the product space as well as data management, technical reporting, and efficiency realization. Understanding the many moving parts and inputs associated with our technical reporting challenges will be key to succeeding in this role. This includes knowledge of both our Advisor and Retail clients and their unique requirements. One of the core responsibilities of our team is to provide subject matter expertise on performance reporting. Performance reporting is often the driver for our technical reporting, business process, and other technical challenges asked of our team.

Responsibilities

• Provide subject matter expertise on performance reporting and support related technical reporting, business processes, and data challenges.
• Understand the inputs and requirements of Advisor and Retail clients.

What you have

To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.

Required Qualifications

• 1-3 yrs experience with SQL
• College Education or equivalent work experience

Preferred Qualifications

• Providing key insights into both digital Advisor and digital retail performance reporting.
• Troubleshooting production support issues from our various Performance Reporting platforms.
• Creation and delivery of historical data files used for performance reporting platforms
• Experience with our data analysis tool, Alteryx.
• Working with internal teams to build sophisticated reporting and data processing tools.
• Functional business knowledge of both our Advisor Service and Retail organizations.
• Being familiar with Jira by Atlassian, Splunk, SQL and other data analytics tools.
• Experience in how data can help inform future development.
• Having a keen eye for process automation and self-service style business processes.

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.

Benefits

• 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