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Sr Specialist, Business Strategy
Sr Specialist, Business Strategy-March 2024
Austin
Mar 18, 2025
ABOUT CHARLES SCHWAB
At Schwab, “Own Your Tomorrow” embodies everything they do.
10,000+ employees
Financial Services, Technology
VIEW COMPANY PROFILE >>
About Sr Specialist, Business Strategy

  Salary: USD $65,300 - $110,000 / Year

  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

  Synthesize large quantities of information to generate insights through both quantitative and qualitative analysisDevelop high-impact analysis and presentationsBuild 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 SchwabPlan and implement workstreams for large, complex projects, as well as take full ownership end-to-end for smaller projectsIn 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 companyEducation on balancing "theory" and "practice" in adapting analysis and recommendations for the complexities of real-world conditions - industry trends, competitor actions, and client behaviorCredibility and rapports with key business partners as you learn about Schwab's clients and businesses and develop a deeper understanding of key business drivers

  What you have

  Requirements:

  Bachelor's degree2 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 preferredSuperior analytical skills and experience performing basic financial modeling, creativity in problem solving, and attention to detailHigh degree of comfort dealing with ambiguity; comfort in a dynamic and fast paced work environmentSuperior communication skills, both written and verbal, with validated ability developing materials and effectively addressing diverse audiencesStrong collaboration skills; ability to develop rapport and relationships with a wide range of business partnersExcellent problem solving and storytelling abilities; proficient in MS Excel and MS PowerPointAbility 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 planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance

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