Director, Business Data & Analytics (PL)

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.

Schwab Advisor Services, a division of Charles Schwab & Co., Inc., is the leading provider of custody, trading, technology, and practice management to registered investment advisors (RIAs). Schwab Advisor Services serves over 16,000 independent advisory firms that custody over $5 trillion in assets with Schwab.

This role sits within AS Data & Analytics (ASDA) in Advisor Services. The team delivers data-driven insights, enables accountability through reporting, and partners closely with business leaders to support decision-making across the organization.

Within ASDA, the Platform Analytics function focuses on internal performance and productivity analytics across trading, risk, sales, and digital. This role plays a key leadership role in helping Advisor Services operate more effectively and scale with growing demand.

What you will do:

The Director, Business Data & Analytics is a people leader responsible for leading the Platform Analytics function and delivering internal performance and productivity analytics to measure results and inform decision-making across trading, risk, sales, and digital. We’re looking for someone who is highly analytical, comfortable operating across a broad set of stakeholders, and experienced in building and leading high-performing teams.

• Lead and develop the Platform Analytics team; set direction, priorities, and performance expectations aligned to business outcomes
• Partner with senior and executive leaders to align analytics priorities with business objectives and drive accountability through data
• Oversee the development of dashboards, reporting, and analytical solutions supporting both day-to-day operations and broader business priorities
• Partner with ASDA Enablement and Schwab Data to leverage shared data environments and scalable solutions
• Establish standards for quality, consistency, and governance of analytics, while driving continuous improvement in how work is delivered and scaled

What you have

• Bachelor’s degree in a quantitative or related field (or equivalent experience)
• 10+ years of experience in analytics or data-driven roles, including 3+ years of people leadership
• 5+ years of experience developing in data visualization tools (e.g., Tableau, Power BI)
• 5+ years of experience using data and analytical tools (e.g., SQL, Python)
• Experience supporting analytics in trading, risk, sales, or digital environments
• Proven ability to build relationships, influence senior stakeholders, and drive outcomes across a broad functional scope

Preferred competencies:

• Advanced degree (MBA or similar)
• Experience in the financial services industry and/or a B2B environment
• Experience leading data and analytics across a team or broader function
• Familiarity with enterprise data environments, federated operating models, and scalable data platforms