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The business problem that Charles Schwab & Co., Inc. is looking to solve is to increase satisfaction for advisors, clients, and business partners by improving the efficiency of Schwab’s operational processes and platforms.

Requirements

• 5+ years of experience developing business requirements for projects, reporting, technology initiatives or other business procedure related documents
• 5+ years of experience with analytical and data visualization tools (SQL, Tableau, SAS)
• Strong knowledge of SQL with comfort interacting with various database types including Oracle, SQL Server, Google BigQuery, etc.
• Advanced proficiency in Excel, analysis, and visualization application (i.e. Tableau)
• In depth experience with software development methodologies, software development and QA standards
• Strong knowledge of database platforms
• Experience with ETL (Extract, Transform, Load) processes

Responsibilities

• Lead project initiatives and continuous project improvement programs used across Advisor Services for any policy changes
• Collaborate with business and technology groups across Schwab to design and implement solutions meeting project objectives
• Design, develop, and test solutions utilizing various reporting tools and database platforms
• Gather data and requirements to build or enhance processes and reporting systems
• Develop, test, optimize, and troubleshoot SQL queries and ETL (Extract, Transform, Load) processes
• Conduct comprehensive, fact-based end-to-end analysis to inform strategic business decisions and support enterprise direction
• Accurately document procedural changes and manage impacts related to change and implementation

Other

• Ability to explain complex concepts to diverse audiences
• Ability to multi-task and prioritize time-sensitive assignments
• Excellent interpersonal skills, including expert presentation and communication skills – both written and oral
• Results and quality-oriented with the ability to effectively gather, interpret and evaluate information
• Self-starter that can thrive in a multifaceted, fast-paced environment with a positive attitude and strong work ethic