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.
Within Advisor Services, this role sits on the Offer Development, Delivery and Analytics team— where data, strategy, and innovation come together to shape how we service advisors.
As a Senior Manager, Analytics Consultant, you’ll translate complex data into clear insights that influence strategy, inform new offer development, and support senior‑level decision making. You’ll work closely with partners across Advisor Services to explore opportunities, test ideas, and deliver recommendations that help advisors—and Schwab—grow.
This role is ideal for someone who enjoys working through ambiguity, building strong partnerships, and using analytical thinking to drive meaningful business outcomes.
Key Outcomes and Responsibilities
Lead end-to-end analyses (frame the problem, pull and explore data, analyze results, and synthesize insights) to deliver data-driven recommendationsPartner with cross-functional teams to size, test, and develop new offers and share insights with senior stakeholders
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.
Orlando: 1958 Summit Park Dr, Orlando FL 32810Westlake: 3000 Schwab Way, Westlake, TX 76262Denver: 9800 Schwab Way, Lone Tree, CO 80124Austin: 11800 Schwab Way, Austin, TX 78758 What you haveRequired Qualifications
Bachelor’s degree in quantitative field (e.g., math, statistics, economics, engineering, finance) or equivalent experienceAbility to work independently with ambiguity—pull, explore, and analyze data and turn it into recommendations5+ years using SQL and Python for data extraction and analysisStrong ability to build cross-functional partnerships with leaders and stakeholdersExpert use of PowerPoint and Excel
Preferred Qualifications
Advanced degree (MBA or master’s in a related field)5+ years with statistical tools (R, SAS); AI/machine learning experience is a plus5+ years of experience in the financial services industry and/or a B2B environmentIn addition to the salary range, this role is also eligible for bonus or incentive opportunities.
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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 Application FAQsSoftware Powered by iCIMS
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