Director, Business Analysis - Charles Schwab (San Francisco, CA)

Whether you want to work face-to-face with customers or are drawn to opportunities behind the scenes, know that everybody who works at Schwab plays a vital role in offering our clients a range of valuable and ethical financial services. If you share our enthusiasm for providing the tools, resources and guidance that can help them achieve their financial goals, there's a place for you at Schwab.

Director, Business Analysis

Whether you want to work face-to-face with customers or are drawn to opportunities behind the scenes, know that everybody who works at Schwab plays a vital role in offering our clients a range of valuable and ethical financial services designed to help them become financially fit. If you share our enthusiasm for providing the tools, resources and guidance that can help them achieve their financial goals, there's a place for you at Schwab.

Cross Enterprise Strategy is an in-house strategy group. It is one of the main intake valves for top-tier talent at Schwab and provides members with an unparalleled opportunity to work on the major strategic and operational issues confronting the business and with visibility among the Firm's senior leadership. The group's focus is on driving resolution of critical questions of business strategy that cut across more than one revenue Enterprise. Upcoming activities include pricing strategy and articulation of a retirement strategy.

In this role, the Director of Cross Enterprise Strategy will be responsible for working with Enterprise leadership on critical strategic initiatives to improve performance. This position will span a wide range of strategic and analytic initiatives. Reports to VP, Cross Enterprise Strategy who in turn reports to EVP, Solution Services (a direct report of the President/COO of Schwab).

This position requires strategic thinking, strong analytic skills, project management capabilities, and significant personal presence. The candidate must be comfortable facilitating groups and influencing individuals across a range of tenures and working styles. Candidate must be self-motivated and results oriented in addition to working independently in leading cross-enterprise initiatives. Background requirements: financial industry experience; minimum 6 years of experience post undergrad; MBA preferred; preference for work in management consulting at a top-tier management consulting firm.

Key Success Factors

• Strong analytics: Ability to structure and deliver own analytics and quickly synthesize key insights;
• Strong emotional intelligence/maturity: understands what it takes to “move the system” and positively influence others toward actions that improve the business, is straightforward and inspires trust;
• Inter-personal/communications skills: Can interact and lead discussions with colleagues at all levels of the organization;
• Action-orientation: Is detail and action-oriented, i.e., has a desire to roll up sleeves and get into the nitty-gritty of the business.

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