Senior Specialist – Retail Strategy
Charles Schwab, San Francisco, CA, United States
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).
In addition to the salary range, this role is eligible for bonus or incentive opportunities.
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 has 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. Our team of roughly 40 professionals is a premier pipeline for diverse and high potential talent, and alumni include senior leaders across the entire firm.
Retail Strategy & Analytics Serves Two Primary Functions
Assisting with strategic decisions, operational, and business planning needs for the Retail Leadership Team.
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.
Opportunity Summary We are seeking a Senior Specialist who will help shape plans for new initiatives and manage high priority strategy projects.
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
Benefit from minimal travel and a hybrid work environment (will be expected to be on‑site 4 days per week)
What you have
1+ 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
Structure quantitative and qualitative analyses
Identify key insights and implications (“so what”)
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 styleComfort operating in a fast paced, dynamic environment with evolving priorities
Working proficiency in PowerPoint and Excel
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
What’s in it for you At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. 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
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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).
In addition to the salary range, this role is eligible for bonus or incentive opportunities.
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 has 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. Our team of roughly 40 professionals is a premier pipeline for diverse and high potential talent, and alumni include senior leaders across the entire firm.
Retail Strategy & Analytics Serves Two Primary Functions
Assisting with strategic decisions, operational, and business planning needs for the Retail Leadership Team.
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.
Opportunity Summary We are seeking a Senior Specialist who will help shape plans for new initiatives and manage high priority strategy projects.
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
Benefit from minimal travel and a hybrid work environment (will be expected to be on‑site 4 days per week)
What you have
1+ 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
Structure quantitative and qualitative analyses
Identify key insights and implications (“so what”)
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 styleComfort operating in a fast paced, dynamic environment with evolving priorities
Working proficiency in PowerPoint and Excel
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
What’s in it for you At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. 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
#J-18808-Ljbffr