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DAI (Data, Analytics, and Insights) is a department of 150 team members focused on firm-wide strategic decision support, client behavior diagnostics, advanced analytics, market research, client loyalty, management reporting, and client and prospect data management. Our mission is to help Schwab compete on analytics in particular, to serve our clients and cultivate their loyalty by understanding their needs and goals better than anyone and make strategic decisions in a data-driven, fact-based, sophisticated manner. Our services are in heavy demand due to our reputation for accuracy, strong business insight, outstanding productivity, and attention to detail. What you are good atSchwab's Digital Services Analytics team within DAI (Data, Analytics, and Insights) plays a critical role in supporting Schwab's Digital Services organization. The team is responsible for providing reliable and timely analytics and insights to inform Digital Services strategies, business decisions, and improvements to Schwab s digital platforms. We leverage close, collaborative working relationships with our business partners to apply analytic solutions to a wide array of business problems and questions. Key Responsibilities:- Act as an internal strategy consultant to Digital Services stakeholders understand the challenges they face, form proactive, data-driven approaches, and execute quantitative analyses to inform business decisions
- Create analytical models, such as customer segmentation, experience impact analysis, and test and control designs to evaluate business decisions and opportunities
- Lead efforts in providing business performance visibility leveraging highly scalable, modern business intelligence platforms to drive business results
- Collaborate with product, business, and engineering stakeholders to gather requirements, hypotheses, identify success metrics, and determine feasibility of analyses in current and future states.
- Work aggressively toward engineering optimal solutions to support both short and longer term priorities, with solutions ranging from traditional to more modern, interactive business intelligence and analytic tools
- Create and deliver high-impact presentations in PowerPoint and clearly communicate methodologies and results in a concise, easy-to-understand fashion to drive action
- Create and maintain technical documentation (in Confluence) around analyses and dashboards.
- Develop subject matter expertise around key Schwab systems
- Collaborate with internal DAI partners to deliver best-in-class and holistic solutions
- Build strong partnerships with business partners to align, prioritize, and integrate our efforts
- 8-10+ years of full time work experience, including 7+ years in an analytical or data science role
- Superior analytical skills, creativity in problem solving, and attention to detail
- Must be able to translate business requirements into SQL "from scratch" without the assistance of a code generating tool and able to understand existing complex SQL
- Experience leveraging and reconciling data across multiple source systems.
- Experience with clickstream data and web analytics platforms (e.g: Google Analytics, Adobe Analytics) strongly preferred
- Experience with A/B Testing, a plus.
- Hands-on experience developing, maintaining, and enhancing dashboards using Tableau.
- Effective communication skills, both written and verbal, as well as the ability to develop concise and effective presentations tailored to specific audiences
- Strong relationship building and collaboration skills, especially in cross-functional teams
- Comfort in a dynamic, fast-moving, Agile, and highly matrixed work environment
- Proficient in Python or R programming and SQL skills
- Financial Services experience preferred but not required
- Strategy or Management Consulting experience a plus
- Undergraduate degree in Mathematics, Statistics, Information Systems, Economics, or other related field.
- Collaborative: Capitalizes on the diverse experience and expertise of colleagues and builds commitment around vision and priorities
- Exceptional Communicator: Communicates clearly, authentically, and persuasively
- Delivers Results: Delivers positive results regardless of circumstances, utilizing the right mix of analysis, judgment, agility, and urgency
- Role-Specific and/or Technical Skills:
- Scripting Language Skills (Python and/or R)
- Advanced SQL
- Tableau Development
- Experience w/ Google BigQuery, a plus
- Experience w/ A/B Testing, a plus