Charles Schwab Manager, Risk Intelligence in Westlake, Texas


Westlake - TX, TX2050R, 2050 Roanoke Road, 76262-9616

Julie Rulis


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 at 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:

In Corporate Risk Management, we provide an integrated risk management strategy that supports the delivery of predictable financial and operational performance in order to produce successful client and shareholder outcomes. We are organized around six primary functions: Credit, Market, and Investment Risk; Enterprise Risk; Information Security Risk; Model Risk, Operational Risk; and Deposits & Payments Risk. Our Deposits & Payments Risk team manages the risk of loss in deposit and payment services offered through Schwab Bank and Brokerage affiliates.

What you’ll do:

As a Manager of Risk Intelligence, you will take strong hands-on ownership of the reporting that allows risk decision makers to meet client, company and partner commitments. IYou will also be a report automation specialist and will be immersed not only in the Charles Schwab business and risk culture, but more specifically, you will master current operations including as many as two dozen, mostly manual, MS Office-based reports. Quickly following this fundamental learning period, and to the extent possible, you will automate many of the existing risk reports including directly sourcing data (e.g., ODBC or other) and delivering relevant insights to digital, visual format. Among other responsibilities, this will include converting Email, Excel, PowerPoint and Access-based documents to Tableau or similar electronic means. Beyond, you will utliize your business Intelligence abilities to help Corporate Risk Management evolve towards an electronic, Big Data Dashboarding ecosystem.

In addition to learning current processes and developing automated solutions, more strategically, you will play a key departmental role in understanding information needs. You will demonstrate a strong comfort level in presenting to groups and bringing important information to team discussions. Among other risk management topics, Client Experience and Fraud Prevention will be central themes, particularly as they relate to money movement channels (e.g., Wire, ACH, card, check, bill pay, account open, etc.).

Essential Duties:

  • Fully share in the responsibility to optimize the Client/Brand experience while helping to manage risk, minimize fraud and meet key performance metrics.

  • Leverage hands-on automation and technical business intelligence skills, market intelligence, business and client knowledge to contribute to the security of client and company assets.

  • Modernize and automate the current risk reporting platform, for example; From MS Excel and PowerPoint to Tableau Server and SharePoint.

  • Develop and maintain a substantial number of scheduled and ad-hoc data processes, reports and dashboards.

  • Ensure the highest levels of data, report and dashboard accuracy on a timely and dependable basis.

  • Electronically connect to new data sources such as relational as well as NoSQL databases, NAS drives, Weblogs and Hive tables.

  • Take an interactive and visible role within your own department - Risk Intelligence - as well as with partners in Deposits, Payments and Retail Credit Risk and other groups such as Technology, Data and Operations.

  • Own the Risk Intelligence, reporting/dashboarding process including tools, data and workflow automation.

  • Co-own the discussions, recommendations and results generated from the Risk Intelligence process.

What you have:


  • B.S./B.A. in Data Science, Computer Science, InfoTech or related field

  • Proven track record in business intelligence including the automation of data movement, reports and dashboards.

  • Relevant experience working in dynamic business reporting and dashboarding roles.

  • Very strong working knowledge of data visualization and dashboarding tools such as Tableau or JMP.

  • Hands-on experience writing SQL and working with large relational databases (e.g., Teradata, SQL Server, ORACLE).

  • Broad knowledge of various RDBMS query interfaces (e.g., Teradata SQL Assistant, SSMS, Toad, Chameleon).

  • Strong background working with a wide variety of (mostly) structured data sources, and connecting those sources to client applications.

  • Good knowledge of workflow tools such as SSIS or Alteryx.

  • Some knowledge of big data and weblog systems and query tools (e.g., Mongo, Hive-SQL, Splunk).

  • Knowledge of terminal emulators (e.g., PuTTy) and basic UNIX/LINUX commands, as well as S/FTP tools (e.g., WinSCP).

  • Some knowledge of Risk Management concepts.

  • Microsoft Windows operating system.

  • Microsoft Office Suite (I.e., Access, Excel, PowerPoint, Outlook; + SharePoint).

  • Flexibility and eagerness to learn and teach in a team setting, to quickly reprioritize and to dive in where needed.


  • Experience in Financial Services or related field

  • MS/MBA in Finance, Economics, Statistics, Mathematics or similar analytical/technical field

  • Familiarity with Big Data front-end tools (e.g., Hadoop, Spark, Python) a plus

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: Risk Analysis

Position Located In: TX - Westlake

Education: BA/BS

Job Type: Full Time

Category:Risk Management

Activation Date: Wednesday, July 12, 2017

Expiration Date: Saturday, August 12, 2017

Apply Here