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AI Business Analyst - AI Strategy & Enablement

Charles Schwab

Salary not specified
Aug 21, 2025
San Francisco, CA, US
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At Schwab, the AI Strategy & Transformation (AI.x) team is looking to develop new and novel artificial intelligence (AI) applications that transform the way Schwab serves its clients, enhancing experiences and driving value across the organization. The Manager, AI Business Analyst will lead efforts in tracking our AI project pipeline, AI tool adoption, and ROI measurement to deliver actionable insights that inform strategic decisions and accelerate AI adoption across Schwab.

Requirements

  • 5+ years of experience in business analysis, data analytics, or product operations.
  • 3+ years of experience working with AI/ML initiatives or emerging technologies.
  • Strong proficiency in BI tools (e.g., Power BI, Tableau), Excel, and SQL.
  • Experience defining KPIs and measuring business impact.
  • Familiarity with AI lifecycle, model performance metrics, and responsible AI principles.
  • Strategic mindset with a passion for data-driven decision-making.

Responsibilities

  • AI Pipeline Metrics: Define what metrics and KPIs need to be tracked to help capture quantitative and qualitative analysis on progress of AI initiatives, including cost savings, efficiency gains, and user experience improvements.
  • AI Tool Adoption & Usage: Monitor usage metrics and adoption trends across business units for various AI tools deployed to internal employees.
  • Identify & Communicate Insights: Through data analysis, proactively seek out and pinpoint patterns & opportunities to leverage AI into business processes and client solutions.

Other

  • Bachelor's degree in Business, Analytics, Data Science, or related field.
  • Excellent communication and stakeholder engagement skills.
  • Collaborate with Change Management teams to inform enablement and training efforts.
  • MBA or Master's in Business Analytics, Data Science, or related field.
  • Experience working in financial services or regulated industries.