Sr Manager, Business Analysis

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).

The Retirement Distribution Operations (RDO) organization within Retirement Operations supports the processing of distributions and tax reporting corrections from IRA and Small Business retirement accounts for retail and advisor clients. As the business continues to evolve, data and analytics are critical to understanding outcomes and measuring the impact of change initiatives across Retirement Operations.

In this Sr. Manager role on the Retirement Operations Support Services (ROSS) team, you will be responsible for shaping and executing high‑impact analyses that guide operational priorities and investments. You will partner closely with Operations, Analytics, and Transformation leaders to define how success is measured, strengthen data reliability, and ensure insights are actionable and decision‑ready.

This role requires deep expertise in advanced SQL, strong data modeling capabilities, and proficiency with analytics and visualization tools such as Tableau and Python. You will be expected to operate with high autonomy, manage competing priorities, and lead cross‑functional data initiatives.

What you'll do:

• Translate ambiguous business questions into clear analytical approaches, including hypotheses, metrics, data requirements, and validation methodology
• Design, build, and maintain reusable data models and curated datasets that enable consistent, scalable reporting and analysis
• Develop, optimize, and validate advanced SQL queries to support executive reporting, recurring analytics, and complex ad hoc analyses
• Perform cost‑benefit, capacity, and efficiency analyses to quantify operational impact and inform prioritization
• Partner cross‑functionally to define KPI standards, data definitions, and measurement approaches; document assumptions and ensure shared understanding
• Build and maintain Tableau dashboards that surface trends, risks, and opportunities and are trusted for decision‑making
• Establish and maintain strong data quality practices through validation, reconciliation, and documentation
• Synthesize findings into clear insights, implications, and tradeoffs that inform data and operational decisions

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:

• Bachelor’s degree or equivalent business experience required
• 5+ years of experience in data analysis, business analysis, analytics, or a related field; Financial Services and/or Operations experience preferred (retirement experience a plus)
• Intermediate to advanced SQL and Tableau skills, required

Preferred Qualifications: 

• Strong data modeling experience, including metric definition and working with large, complex operational data sets
• Proficiency and experience using Python and Excel macros (preferred) or similar tools for analysis, automation, or reproducible workflows
• Experience working with large operational data sources (e.g., cashiering, myQ, client interaction, or transaction data)
• Prior experience with Celonis or other process mining/operational intelligence tools
• Demonstrated ability to lead cross‑functional analytical initiatives and translate business problems into actionable insights
• Strong analytical, problem‑solving, communication, and collaboration skills; ability to operate independently with minimal direction
• Strong analytical, problem‑solving, and collaboration skills

Successful Sr. Manager, Business Analysis demonstrate these behaviors:

• Personal Accountability – Own analytical outcomes end‑to‑end, from problem definition through insight delivery
• Builds Collaborative Relationships – Partner effectively across Operations, Analytics, and Transformation to align on data and measurement needs
• Influences Others – Use data, storytelling, and sound judgment to shape decisions and drive action
• Delivers Results – Operate with urgency and discipline while balancing speed, accuracy, and stakeholder needs
• Analytical Thinking – Apply structured problem‑solving and critical thinking in complex, ambiguous environments

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