Charles Schwab Director, Marketing Data Analyst in Austin, Texas


Austin - TX, AUSTINB, 12401 Research Blvd, 78759

Pamela Ferrell


We believe that , when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.

As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.

Our Opportunity:

The Analytics & Business Insight (ABI) organization supports multiple business units across Schwab through quantitative-based decision support. Our mission is to help Schwab better understand our customers and harness the power of analytics, insights and thought leadership to drive business impact.

Our Data-Driven Communications (DDC) team within ABI provides our marketing and business partners with support in their acquisition and client engagement strategies by identifying events, triggers, alerts, attributes, etc., that create opportunities for relevant interactions with all customers. In addition to this targeted outreach, our team delivers analytics to measure and modeling to optimize the effectiveness of these programs.

Customer data is a critical component in building these communications and marketing touch-points through our campaign management, marketing automation, and machine-learning platforms. Therefore a role has been created to ensure our teams have the marketing data needed to meet the increasing demands of our customers and to be the primary liaison with our Global Data and Technology organizations.

What you’ll do:

The Director, Marketing Data Analyst will be responsible for identifying needs and requirements for data in support of current and new marketing initiatives. This role will be a key stakeholder in the management of Schwab’s marketing data mart and roadmap. They will also ensure the marketing data is of the highest quality, work with internal partners to test / profile new marketing data and troubleshoot issues with the data. Additionally, they will provide requirements and document all available marketing data and support training, as needed, for the teams that will be leveraging the data in their communications or models. They must ensure that the marketing data assets, capabilities & processes are properly integrated & maintained, and consistent with the long-term, enterprise Global Data strategy.

This candidate must be open-minded, flexible and prepared to support multiple marketing teams and partners and have the ability to lead cross-functional teams.

Responsibilities include:

  • Define needs and partner with GDO and GDT in delivery of all Data-Driven Communication-related data, for new and existing programs / initiatives.

  • Work with internal marketing teams and partners to analyze, audit, and define appropriate collection, management, and use of marketing data.

  • Primary liaison with Schwab’s Global Data Office and IT’s Global Data Technology teams for DDC providing priorities and data requirements. .

  • Partner with relevant stakeholders to design and implement a marketing data quality roadmap for DDC.

  • Troubleshoot data quality issues – partner in identification of root cause / system & document / communicate the resolution.

  • Create and implement standards and best practices for marketing data consumers in order to ensure appropriate data usage.

  • Validate newly captured marketing data / information to ensure it followed the designed flow & format.

  • Provide deployment and management by providing requirements for marketing data quality monitoring systems.

  • Proactively engage with business partners to define their needs, prioritize efforts and introduce them to new opportunities.

  • Prioritize work requirements across all areas of DDC

  • Drive projects/initiatives that improve the efficiency of all ABI analysts through improvements in data, technology and processes.

What you have:

  • A bachelor's or master's degree in computer science, information management, marketing, economics, or other quantitative discipline.

  • Be able to identify risk & dependencies and develop mitigation strategie

  • 7 years or mo work experience in a Information Management and / or Technical Marketing role

  • Excellent oral and written communication skills, including the ability to explain concepts and technologies to business leaders, as well as business concepts to technologists

  • Ability to coordinate and manage various data-related requests

  • Lead all activities (planning, analysis, testing & reconciliation) in support of the delivery of data-related enhancements or record of leading complex, multidisciplinary projects and delivering solutions

  • Communicate progress and status of the various initiatives around data acquisition, data management, and data consumption for DDC.

  • Be able to identify risk & dependencies and develop mitigation strategies

  • Proven track record of leading complex, multidisciplinary projects and delivering solutions

  • Demonstrated leadership and strong project management skills experience is preferred

  • General understanding of predictive modeling and machine learning algorithms and their appropriate use.

  • Experience with:

  • Data Warehouses, ETL tools, Analytical Data Marts

  • SAS , SQL

  • Data processing, data modeling, warehousing

  • Marketing Automation & Campaign Management (i.e. Salesforce Marketing Cloud, Marketo, IBM Unica)

  • Must be able to clearly understand and articulate the linkage between information / data and customer communications

  • Must possess strong interview/consulting skills to probe deep into understanding the information / data needs of our team members and partners

  • Must possess a love for problem solving and genuinely enjoy helping our business partners and team members succeed

  • Financial services experience preferred.

What you’ll get:

  • Comprehensive Compensation and Benefits package

  • Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts

  • Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program

  • Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions

  • Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships

  • Not just a job, but a career, with an opportunity to do the best work of your life

Learn more about Life@Schwab at" .

Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law.

Job Specifications

Relocation Offered?: No

Work Schedule: Days

Languages: English - spoken

Current Licenses / Certifications: None

Relevant Work Experience: Marketing-6+ yrs

Position Located In: TX - Austin

Education: BA/BS

Job Type: Full Time

Category:Marketing Analytics

Activation Date: Friday, July 7, 2017

Expiration Date: Saturday, August 12, 2017

Apply Here