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Charles Schwab & Co., Inc

Senior Analyst - Investor Services Strategy Group - Military veterans preferred

Charles Schwab & Co., Inc - San Francisco, CA

\t\t Description: San Francisco - CA, SF211MN, 211 Main St, 94105-1905Nicole Stefanski0918-36210We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client\u2019s 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 \u2018own your tomorrow\u2019 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 \u00a0Chuck 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:Charles Schwab's Investor Services Strategy group is the internal strategy group for the Retail business unit of the firm.\u00a0 Investor Services drives ~70% of total revenue for Charles Schwab, offering clients services across wealth management, brokerage, trading, and Schwab ETF and Mutual Fund products.\u00a0 The group is one of the main intake valves for top-tier talent at Schwab and provides members with an unparalleled opportunity to define and work on the business\u2019s major strategic opportunities while gaining visibility among the firm's senior leadership.\u00a0 The goals of the group are to deliver world-class strategy; conduct clear, consistent, fact-based analysis to inform key business decisions; and drive the allocation of scarce resources to the highest-value issues across Schwab.\u00a0What you\u2019ll do:The Senior Analyst role is responsible for delivering thoughtful, insightful contributions to Retail\u2019s core strategic work.\u00a0 The Senior Analyst works in a team setting, reporting to a Director and working with multiple constituents across Schwab\u2019s business units.\u00a0\u00a0The Senior Analyst has responsibility for significant elements of project work, including: \u2013
Performing quantitative and qualitative\u00a0analysis on core strategic issues
Gathering data through research and interviews
Planning and executing their own work\u00a0streams for discrete projects or subsets of projects
Generating creative, action-oriented insights and recommendations
Ensuring quality control of data/research and preparing presentation materials for senior management
Developing strategic insights that will\u00a0drive sustained growth in our business.\u00a0

Senior Analysts interact with senior members of Schwab\u2019s leadership team and executive partners within the business units.\u00a0 Projects are growth focused.\u00a0 Representative project work includes branch network expansion strategy, cross-sell strategy, \u201cthe next trillion\u201d dollars of asset growth, international expansion, the future of advice at Schwab, etc.\u00a0What you have:
2 \u2013 3 years of work experience,\u00a0preferably with a top-tier consulting firm, financial service firm, or strategy group at alarge organization
Prior experience in financial services including experience with financial markets, products, technology and/or the fee-based investment advisory market preferred, but not required
Superior analytical skills, research capabilities\u00a0and attention to detail
Experience with SQL, Alteryx, VBA, Access preferred, but not required
Superior communication skills, both written and verbal, as well as the ability to develop concise and\u00a0effective communications tailored to specific audiences
Ability to work across several projects concurrently
Strong and demonstrated teaming skills, especially in cross-functional teams
Comfort in a dynamic and fast-moving work\u00a0environment
Strong academic record from a nationally recognized institution
Strong sense of urgency and proactiveness
Advanced capabilities in MS Excel and Powerpoint

What you\u2019ll 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

\u00a0Learn more about Life@Schwab.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. Schwab also does not discriminate against applicants or employees because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.\u00a0 At Schwab, we believe that every employee, through their diverse abilities and experiences, can contribute to our growth, innovation and client loyalty. We embrace diversity and are committed to providing equal opportunity to all employees and applicants. If you have a disability, and require reasonable accommodations in the application process, call Human Resources at 800-725-3535. We will be happy to assist you. Schwab will only share your accommodation request with those individuals who have a specific need to know. The request for an accommodation will not affect Schwab\u2019s hiring decisions. All other submissions should be performed online.\u00a0Charles Schwab & Co., Inc. will consider for employment qualified applicants with criminal histories consistent with San Francisco ordinance 17-14 and federal law and regulations applicable to Charles Schwab. \t\t Job Specifications

Relocation Offered?:
No

Work Schedule:
Days

Languages:
English - spoken

Current Licenses / Certifications:
None

Relevant Work Experience:
Product Development-6 yrs

Position Located In:
CA - San Francisco

Education:
BA/BS

Job Type:
Full Time

\t\t\t\t\t\t Category:Product Development \t\t Activation Date: Sunday, October 15, 2017 \t\t Expiration Date: Friday, December 1, 2017 \t\t Apply Here \t
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8 days 18 hours ago

Charles Schwab & Co., Inc

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Senior Analyst - Investor Services Strategy Group - Military veterans preferred Charles Schwab & Co., Inc - San Francisco, CA, United States

   

Location: San Francisco, CA

Company Profile:
The Charles Schwab Corporation provides a full range of securities, brokerage, banking, money management, and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (“Schwab”), Member SIPC, offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products. Schwab Advisor Services™ serves independent investment advisors and includes the custody, trading, and support services of Schwab. Independent investment advisors are not owned, affiliated with, or supervised by Schwab. Schwab Retirement Plan Services, Inc. and Schwab Retirement Plan Services Company provide recordkeeping and related services with respect to retirement plans. Charles Schwab received the highest numerical score in the J.D. Power 2016 Full Service Investor Satisfaction Study, based on 6,006 responses from 20 firms measuring opinions of investors who used full-service investment institutions and we are surveyed in January 2016. To arrive at the top 50 Most Admired Companies overall (our “All-Stars”), Korn Ferry Hay Group asked 4,000 executives, directors, and securities analysts who had responded to the industry surveys to select the 10 companies they admired most. They chose from a list made up of the companies that ranked in the top 25% in last year’s surveys, plus those that finished in the top 20% of their industry. Anyone could vote for any company in any industry. The difference in the voting rolls is why some results can seem anomalous. For example, St. Jude Medical ranks No. 40 on the overall Most Admired list, returning after a two-year hiatus. But within the medical products and equipment subgroup, St. Jude Medical, based on its peers’ responses, missed the “Industry Standouts” cut by ranking in the bottom half of the group. (0416-EXLH) 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.