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About the Role

Schwab's Retail Strategy & Analytics team is seeking a Senior Specialist to help shape plans for new initiatives and manage high-priority strategy projects. This role requires strong analytical rigor, structured problem solving, clear communication, and collaborative partnership to influence strategic decisions for Schwab's Retail business.

Responsibilities

• Support high-priority strategy initiatives for Schwab's Retail business, helping shape recommendations on growth, operating model, and business performance topics.
• Partner with senior team members to own analysis and discrete workstreams that inform senior-level strategic decisions.
• Execute structured analyses for large, complex projects, applying both quantitative and qualitative problem-solving approaches.
• Develop fact-based strategic insights by synthesizing data, research, and stakeholder input into clear implications and recommendations.
• Influence key strategic decisions through rigorous analysis and compelling storytelling.
• Work across a broad range of strategic topics, building a deep and well-rounded understanding of Schwab's Retail business.
• Collaborate closely with cross-functional partners, developing strong relationships and credibility across the organization.
• Present insights and recommendations to senior leadership, gaining exposure to executive audiences.
• Build a strong foundation for an impactful career at Schwab, with opportunities to grow strategic, analytical, and communication skills.

Requirements

• Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.
• 1-2 years of full-time work experience, preferably in management consulting, financial services, corporate strategy, analytics, or investment banking.
• Strong analytical and problem-solving skills, including the ability to gather and synthesize information through research and stakeholder input.
• Ability to structure quantitative and qualitative analyses.
• Ability to identify key insights and implications, including the so what.
• Ability to translate analysis into clear, actionable recommendations.
• Excellent written and verbal communication skills, with the ability to create clear, well-structured materials for senior audiences.
• Ability to execute work independently or with guidance, across discrete workstreams or modules of larger projects.
• Strong interpersonal skills and comfort working in cross-functional teams.
• High attention to detail, sense of urgency, and proactive working style.
• Comfort operating in a fast-paced, dynamic environment with evolving priorities.
• Working proficiency in PowerPoint and Excel.
• Strong analytical rigor and attention to detail, with the ability to build sound, well-structured quantitative analysis and stress-test your own work for accuracy.
• Proficiency using AI and productivity tools to work efficiently and elevate the quality of research, analysis, and deliverables.
• Naturally curious and self-directed, with the drive to go beyond the immediate ask.
• Alignment with Schwab's values and a strong interest in financial services and strategy.
• Personally and professionally aligned with Schwab's vision and values, and a deep interest in financial services.

Skills

• Analytical rigor
• Structured problem solving
• Clear communication
• Collaborative partnership
• Quantitative analysis
• Qualitative analysis
• Research
• Stakeholder input
• PowerPoint
• Excel
• AI and productivity tools

Location

• Austin
• Westlake
• San Francisco
• Chicago

Work Type

• On-site
• Hybrid

Experience Level

• 1-2 years of full-time work experience
• Senior Specialist

Benefits

• Eligible for bonus or incentive opportunities
• Minimal travel

About the Company

• Charles Schwab's Retail Strategy & Analytics is the internal management consulting group for the Retail business, which is the primary business unit at Schwab, responsible for $18B in revenue and 13,000 employees worldwide.
• Retail Strategy & Analytics serves as a trusted adviser to the head of the Retail business and the Retail Leadership Team and works on strategic, operational, and analytical issues at the top of senior management's agenda.
• The team of roughly 40 professionals is a premier pipeline for diverse and high-potential talent, and alumni include senior leaders across the firm.
• Retail Strategy & Analytics serves two primary functions: assisting with strategic decisions, operational and business planning needs for the Retail Leadership Team, and supporting ongoing analytics and reporting needs for the Retail Leadership Team.
• This opening is for the Retail Strategy function.
• Typical projects include growth strategy, market assessment and entry evaluation, M&A and divestiture strategy, and operating model / organizational design.