Charles Schwab
Sr Specialist, Business Strategy
Charles Schwab, Austin, TX
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.
The Corporate Strategy team is an internal strategy group that acts as a trusted advisor to executives and business leaders by providing thought partnership, strategic analysis, and insights. The group leads several key functions for Schwab to support informed decision making, including leading key strategic initiatives for our executives, maintaining perspectives on broader industry trends and Schwab's competitive landscape, and supporting the annual corporate strategic planning cycle. Corporate Strategy supports the Board, C-suite, and senior leaders, and is responsible for delivering thoughtful, insightful contributions across a range of high-level strategic projects.
The Sr. Specialist, Corporate Strategy will drive key pivotal initiatives and insights across a range of topics, typically at the cross-enterprise or corporate level while working with business partners of all levels across the firm. Working both independently and in a team setting, the Sr. Specialist will perform data-driven analysis, synthesize large quantities of information to generate insights, and supply recommendations for strategy development that will drive sustained growth for Schwab.
The group is one of the main intake valves for high caliber talent at Schwab and provides members with an unparalleled opportunity to define and work on Schwab's most critical strategic opportunities while providing insight to Schwab's senior leadership.
Job Summary
You will gain
Requirements:
What's in it for you
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. 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:
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.
The Corporate Strategy team is an internal strategy group that acts as a trusted advisor to executives and business leaders by providing thought partnership, strategic analysis, and insights. The group leads several key functions for Schwab to support informed decision making, including leading key strategic initiatives for our executives, maintaining perspectives on broader industry trends and Schwab's competitive landscape, and supporting the annual corporate strategic planning cycle. Corporate Strategy supports the Board, C-suite, and senior leaders, and is responsible for delivering thoughtful, insightful contributions across a range of high-level strategic projects.
The Sr. Specialist, Corporate Strategy will drive key pivotal initiatives and insights across a range of topics, typically at the cross-enterprise or corporate level while working with business partners of all levels across the firm. Working both independently and in a team setting, the Sr. Specialist will perform data-driven analysis, synthesize large quantities of information to generate insights, and supply recommendations for strategy development that will drive sustained growth for Schwab.
The group is one of the main intake valves for high caliber talent at Schwab and provides members with an unparalleled opportunity to define and work on Schwab's most critical strategic opportunities while providing insight to Schwab's senior leadership.
Job Summary
- Synthesize large quantities of information to generate insights through both quantitative and qualitative analysis
- Develop high-impact analysis and presentations
- Build and maintain perspective on strategic implications of key developments in the internal and external environment (e.g., industry trends, competitor actions)
- Form strong relationships across the firm and cultivate the team's linkages with different functional organizations across Schwab
- Plan and implement workstreams for large, complex projects, as well as take full ownership end-to-end for smaller projects
- In all aspects of the role, exercise professionalism and integrity in communications and actions, as well as prudent judgment in the handling of confidential strategic, financial, and other critical information
You will gain
- Opportunities to influence the key strategic decisions that are crafting the direction of the company
- Education on balancing "theory" and "practice" in adapting analysis and recommendations for the complexities of real-world conditions - industry trends, competitor actions, and client behavior
- Credibility and rapports with key business partners as you learn about Schwab's clients and businesses and develop a deeper understanding of key business drivers
Requirements:
- Bachelor's degree
- 2 or more years of work experience at a consulting firm or working on strategy related projects within corporate environments required; prior experience in financial services is preferred
- Superior analytical skills and experience performing basic financial modeling, creativity in problem solving, and attention to detail
- High degree of comfort dealing with ambiguity; comfort in a dynamic and fast paced work environment
- Superior communication skills, both written and verbal, with validated ability developing materials and effectively addressing diverse audiences
- Strong collaboration skills; ability to develop rapport and relationships with a wide range of business partners
- Excellent problem solving and storytelling abilities; proficient in MS Excel and MS PowerPoint
- Ability to create and adjust project plans and schedules and keep stakeholders accountable for deliverables
What's in it for you
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. 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