Job Information

Charles Schwab Manager, Investor Services Strategy in San Francisco, California

Your Opportunity

Charles Schwab's Investor Services (IS) Strategy group is the internal strategy group for the retail business unit of the firm, which manages approximately 50% of the firm’s assets and generates over 70% of its revenue. The IS Strategy group is one of the main intake points for premier talent at Schwab, providing members with an unparalleled opportunity to work on the major strategic and operational issues confronting the business while gaining visibility among the firm's executive and senior leadership.

The team is responsible for:

  • Insights: Deliver world class strategic insights and recommendations

  • Analysis: Conduct clear, consistent, fact-based analysis to inform key business decisions

  • Prioritization: Drive the allocation of scarce resources to the highest value issues across Schwab

  • Communication: Develop high impact presentations for key audiences, including the c-suite, Board, analyst community, and regulators

  • Partnership: Cultivate strong relationships with business partners across the company to inform and align strategy work, and to actively support the transition from recommendation to execution

Strategy Managers report to Managing Directors and interact with senior members of Schwab’s leadership team and executive partners within the business units. Recent representative project work includes acquisition diligence, platform and business strategy for the trading business, international expansion strategy, and other associated work.

What you are good at

  • Performing quantitative and qualitative analysis on core strategic issues

  • Gathering data through research and interviews

  • Planning and executing their own work streams for discrete projects or subsets of projects

  • Generating creative, action-oriented insights and recommendations

  • Ensuring quality control of data/research and preparing presentation materials for senior management

  • Developing strategic insights that will drive sustained growth in our business

What you have

  • 2+ years of work experience preferably with a top-tier consulting firm, financial services firm, Strategy group at a large organization, or in investment banking

  • Prior experience in financial services including experience with financial markets, products, technology and/or the fee-based investment advisory market preferred, but not required

  • Superior analytical skills and research capabilities

  • Superior attention to detail and ability to ensure error free analysis and output

  • Superior communication skills, both written and verbal, as well as the ability to develop concise and effective communications tailored to specific audiences

  • Ability to work across several projects concurrently

  • Strong and demonstrated teaming skills, especially in cross-functional teams

  • Comfort in a dynamic and fast-paced work environment

  • Strong sense of urgency and proactiveness

  • Advanced capabilities in MS Excel and PowerPoint


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Why Schwab?

At Schwab, “Own Your Tomorrow” embodies everything we do! We are committed to helping our employees unleash their potential and achieve their dreams. Our employees get to play a central role in disrupting a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth. We’re a modern financial services firm that stands apart from the industry, where you can go as far as your ambition takes you.

Hear from employees:

: a package designed to empower your health, wealth, career and life.

Schwab is committed to building a diverse and inclusive workplace where everyone feels valued.

As an equal employment opportunity employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law.

Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace.

We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.

Job Locations US-CA-San Francisco

Requisition ID 2020-64304

Posted Date 2 weeks ago (9/8/2020 2:49 PM)

Category Investment Research & Management

Position Type Full time