Charles Schwab Senior Team Manager, Analytics and Business Insight in Lone Tree, Colorado

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:

As the Sr. Team Manager you will be primarily responsible for the decision support needs of Operations. This includes the following product areas: Cashiering, Document Control, Managed Accounts, Trading & Middle Office and Margin Services. The Senior Team Manager role will lead a team of reporting analysts in the Analytics & Business Insight (ABI) department. Along with managing a team of reporting analysts, this role calls for hands-on involvement in the design, development and maintenance of reports.

What you’ll do:

  • Manage, organize, and oversee the daily operations and activities of the ABI Delivery team (1-5 employees and/or contingent workers) where some employees may not be co-located

  • Assign and manage development tasks

  • Provide feedback for individual contributor development including training, mentoring, and coaching as required

  • Manage project queue and work with internal clients to prioritize projects/tasks

  • Evaluate candidates for new positions

  • Work side by side with internal client groups to understand their business reporting and decision support needs (This includes gathering and documenting business requirements, negotiating timelines/priorities with internal business partners, development, and delivery of solutions)

  • Design and construction of new reports as well as simplification and enhancement of existing reporting and reporting processes

  • Leverage an analytic mindset to develop visualization of key trends and insights for decision making

  • Collaborate with colleagues within Schwab ABI as well as other technical groups across the firm in the design and implementation of solutions to meet project goals

  • Be responsible for all phases of business intelligence/reporting development and information delivery including gatheringm of business requirements

  • Perform data analysis, programming, interface design, testing, documentation, maintenance and technical project management

What you have:

  • BS/BA in degree in Engineering, Information Management, Finance, Mathematics or related field

  • 8-10 years’ experience as a Systems Analyst, Data Analyst, or BI/Report Developer

  • Strong business consultancy skills that include; participation in business war room discussions, recommending business process direction and action, using data analytics to assist in driving decision making

  • Demonstrated successes as a team lead and managing small-to-medium sized projects

  • Ability to guide teams to appropriately scope and execute data analytics focused on the most meaningful and relevant metrics

  • Track record of solid project execution with deliverables having minimal defects

  • Advanced knowledge in database technologies

  • Excellent communication, management and interpersonal communication skills

  • Demonstrated ability to multitask, prioritize and make timely decisions

  • Must be a critical thinker and solutions-oriented

  • Strong analytical and problem-solving skills

  • Strong influencing, decision-making and conflict resolution skills

  • Experience writing detailed business requirements, functional specifications or technical requirements

  • Must be able to quickly grasp complex concepts and learn new technologies

  • Solid understanding of relational database concepts, with advanced SQL skills on Teradata platform; ability to write code freehand completely from scratch and understand existing complex SQL

  • Project management experience/knowledge with the ability to drive projects to successful completion

  • Experience interfacing with internal business partners at various levels including senior management

  • Experience with Teradata a plus


  • Demonstrated experience with managing a team of statistical analytics, business analyst or developers

  • Experience with statistical/analytical tools (e.g., SAS, SPSS, R or similar)

  • Experience with visualization tools (e.g. Tableau, JMP, Domo or similar)

  • Knowledge of the brokerage business, financial services, and/or Schwab

  • Experience in working in Agile Scrum team and collaborative environment, with resources in different geographical locations

What you’ll get:

  • Everyday Wellness: Healthy Rewards, Onsite Fitness Classes, Healthy Choices, Wellness Champions

  • Financial Fitness: 401k Match, Employee Discounts, Personalized advice, Brokerage discounts

  • Work/Life Balance: Sabbatical, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer

  • 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.

Position Located In: AZ - Phoenix, CO - Lone Tree