Sr Specialist, Project Management

Overview

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. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s). Our Digital Data services team is enhancing the core capabilities that we offer our internal product teams and business partners.

Ensuring that we are able to meet the complex and evolving requirements of product teams requires an individual with a knowledge of the product space as well as data management, technical reporting, and efficiency realization. Understanding the many moving parts and inputs associated with our technical reporting challenges will be key to succeeding in this role. This includes knowledge of both our Advisor and Retail clients and their unique requirements.

One of the core responsibilities of our team is to provide subject matter expertise on performance reporting. Performance reporting is often the driver for our technical reporting, business process, and other technical challenges asked of our team.

• Provide subject matter expertise on performance reporting and support related technical reporting, business processes, and data challenges.
• Understand the inputs and requirements of Advisor and Retail clients.

To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.

• 1-3 yrs experience with SQL
• College Education or equivalent work experience

• Providing key insights into both digital Advisor and digital retail performance reporting.
• Troubleshooting production support issues from our various Performance Reporting platforms.
• Creation and delivery of historical data files used for performance reporting platforms
• Experience with our data analysis tool, Alteryx.
• Working with internal teams to build sophisticated reporting and data processing tools.
• Functional business knowledge of both our Advisor Service and Retail organizations.
• Being familiar with Jira by Atlassian, Splunk, SQL and other data analytics tools.
• Experience in how data can help inform future development.
• Having a keen eye for process automation and self-service style business processes.

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. 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.

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance