Sr Manager, Analytics Developer- Advisor Service Data & Analytics

Your Opportunity

Schwab Advisor Services, a division of Charles Schwab & Co., Inc. is the leading provider of custody, trading, technology, and practice management to registered investment advisors (RIAs). Schwab Advisor Services serves over 16,000 independent advisory firms who custody over $5 trillion of assets with Schwab.

Within Advisor Services, this role sits on the Offer Development, Delivery and Analytics team— turning complex data into clear, actionable insights for Wealth Services leaders through the tracking and reporting of key metrics.

This is an opportunity for someone who enjoys owning outcomes, working across teams, and using analytics to drive real business impact.

Key Outcomes and Responsibilities

The Senior Manager, Analytics Developer is responsible for leading business intelligence and data projects for our Wealth Services stakeholders. This individual will identify, define, and lead efforts to transform data into meaningful and actionable intelligence. We’re looking for someone who is self-motivated, highly analytical and has exceptional interpersonal and relationship-building skills.

Additional responsibilities include:

• Design, develop and maintain reporting solutions in Tableau and Power BI
• Partner with stakeholders to define and document business requirements
• Collaborate with technology teams to deploy scalable, production‑ready BI solutions

We believe in the importance of in-office collaboration and fully intend for the selectedcandidate for this role to work on site in the specified location.

• Orlando: 1958 Summit Park Dr, Orlando FL 32810
• Westlake: 3000 Schwab Way, Westlake, TX 76262
• Denver: 9800 Schwab Way, Lone Tree, CO 80124
• Austin: 11800 Schwab Way, Austin, TX 78758

What you have

Required Qualifications:

• Bachelor’s degree in Computer Science, Finance, or related quantitative field
• 5+ years of experience with reporting and data visualization tools (Power BI, Tableau)
• 5+ years of experience with data management tools and coding languages (SQL, Python)
• Strong cross-functional working relationships with leadership, colleagues, and stakeholders

Preferred Competencies:

• Advanced degree or MBA
• 5+ years of experience in the financial services industry and/or a B2B environment

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.