Sr Manager, Business Data & Analytics

Your Opportunity

Schwab remains committed to providing increased visibility to career growth opportunities and job requirements. This posting announcement is part of increased transparency and while all qualified applicants will be reviewed and considered, this organization has a preferred candidate identified for this role.

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).

Workplace Services Sales & Field Enablement is a multi-faceted organization which supports frontline professionals and a variety of internal partners through Field Enablement, Field Communications, Workplace Services Knowledge Management, CRM Strategy, and Data Analytics. Within the broader org, the Workplace Services Field Analytics & Tools team is responsible for partnering across lines of businesses, product owners, and integration managers to develop a field-facing Salesforce and analytics strategy that enables the field to effectively and efficiently support clients.

The Sr Manager, Field & Data Strategy Lead will develop and support the execution of the overall strategy, planning, and implementation of the Workplace Services data strategy. The role will require working cross-functionally with all levels within the Workplace Services enterprise and other Schwab organizations.

The Sr. Manager, Workplace Services Data Strategy Lead will determine what insights matter most, how they should be measured, and how they are delivered to the field through dashboards, reporting, and Salesforce. The role blends strategic thinking with hands‑on execution, ensuring data is not only available, but actionable, trusted, and embedded into daily field workflows.

What you have

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

Required Qualifications:

• Experience leading data strategy, analytics, or field performance insights in a sales, relationship management, or field‑facing environment.
• Ability to think strategically about data, translating business priorities into clear metrics, insights, and dashboards that drive action.
• Strong analytical and problem‑solving skills, with the ability to synthesize complex data into simple, compelling insights.
• Experience partnering cross‑functionally with sales, enablement, operations, product, and technology teams.

Preferred Qualifications: 

• Hands‑on experience building dashboards and reports, with a strong point of view on what data is useful versus distracting.
• Comfort operating in ambiguity, helping define structure, standards, and direction where none previously existed.
• Strong communication skills, including the ability to explain data and insights to non‑technical audiences.
• A field‑first mindset, focused on ease of use, clarity, and adoption rather than data volume or technical complexity.
• Demonstrated ability to influence without authority, guiding decisions through insight, credibility, and partnership

In addition to the salary range, this role is also eligible for bonus or incentive opportunities