Welcome page Returning Candidate? Log in Sr Manager, Analytics Consultant- Advisor Services Job Locations US-TX-Westlake | US-FL-Orlando Requisition ID 2025-116630 Posted Date 1 month ago(11/3/2025 12:15 PM) Category Data, Analytics, Business Insights & Strategy Salary Range USD $115,000.00 - $168,600.00 / Year Application deadline 12/19/2025 Position Type Full time Your Opportunity

Schwab Advisor Services, a division of Charles Schwab & Co., Inc. is the leading provider of custody, trading, technology, and practice management to registered investment advisors (RIAs).  Schwab Advisor Services serves over 16,000 independent advisory firms who custody over $5 trillion of assets with Schwab.

 

This individual will be a part of the Offer Development, Delivery and Analytics department within Advisor Services.  Specific to the analytics function, the department delivers data-driven insights and enables accountability through the tracking and reporting of key metrics.

 

What you will do:

The Senior Manager, Analytics Consultant is responsible for leading analytical projects.  We’re looking for someone who is self-motivated, highly analytical and has exceptional interpersonal and relationship-building skills.   Additional responsibilities include:

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

 

The role is not available as fully remote. Must live within reasonable commuting distance from the following Charles Schwab campus locations:

Westlake, TXOrlando, FL What you have

Required Competencies:

Bachelor’s degreeStrong cross-functional working relationships with leadership, colleagues, and stakeholders5+ years of experience with data management tools and coding languages (SQL, Python)Expert use of PowerPoint and Excel

 

 Preferred Competencies:

Advanced degree or MBA5+ years of experience with statistical tools (R, SAS); Experience with AI or machine learning is a plus5+ 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

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

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Why work for us?

At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry.

We offer a competitive benefits package to our full-time employees 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 Application FAQs

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