Westlake, TX, US
1 day ago
Sr Specialist, Project Management
Welcome page Returning Candidate? Log in Sr Specialist, Project Management Job Locations US-NC-Raleigh | US-FL-Orlando | US-TX-Westlake Requisition ID 2025-118062 Posted Date 17 hours ago(1/22/2026 11:40 AM) Category Product & Project Management Salary Range USD $28.70 - $58.65 / Hour Application deadline 1/27/2026 Position Type Full time 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.

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 SQLCollege 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 platformsExperience 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.

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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