Senior Specialist – Retail Strategy

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): Austin, Westlake, San Francisco, Chicago

 

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

 

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. 

Charles Schwab's Retail Strategy & Analytics is the internal management consulting group for the Retail business, which is the primary business unit at Schwab, responsible for $18B in revenue and 13,000 employees worldwide. Retail Strategy & Analytics serves as a trusted adviser to the head of the Retail business and the Retail Leadership Team and works on strategic, operational, and analytical issues at the top of senior management's agenda. The team of roughly 40 professionals is a premier pipeline for diverse and high-potential talent, and alumni include senior leaders across the firm. 

Retail Strategy & Analytics serves two primary functions: assisting with strategic decisions, operational and business planning needs for the Retail Leadership Team, and supporting ongoing analytics and reporting needs for the Retail Leadership Team. This opening is for the Retail Strategy function. Typical projects include growth strategy, market assessment and entry evaluation, M&A and divestiture strategy, and operating model / organizational design. 

We are seeking a Senior Specialist who will help shape plans for new initiatives and manage high-priority strategy projects. This role is designed for someone who can apply strong analytical rigor, structured problem solving, clear communication, and collaborative partnership to influence strategic decisions for Schwab's Retail business. 

What You'll Do 

• Support high-priority strategy initiatives for Schwab's Retail business, helping shape recommendations on growth, operating model, and business performance topics. 
• Partner with senior team members to own analysis and discrete workstreams that inform senior-level strategic decisions. 
• Execute structured analyses for large, complex projects, applying both quantitative and qualitative problem-solving approaches. 
• Develop fact-based strategic insights by synthesizing data, research, and stakeholder input into clear implications and recommendations. 
• Influence key strategic decisions through rigorous analysis and compelling storytelling. 
• Work across a broad range of strategic topics, building a deep and well-rounded understanding of Schwab's Retail business. 
• Collaborate closely with cross-functional partners, developing strong relationships and credibility across the organization. 
• Present insights and recommendations to senior leadership, gaining exposure to executive audiences. 
• Build a strong foundation for an impactful career at Schwab, with opportunities to grow strategic, analytical, and communication skills. 
• Benefit from minimal travel and a hybrid work environment, with the expectation to be on-site 4 days per week. 

 

Skills for Success 

Strategic Thinking 

Evaluates business opportunities, operating models, growth strategies, and market dynamics to support senior-level decision making. 

Analytical Thinking 

Structures quantitative and qualitative analyses, identifies patterns, and develops fact-based insights from data, research, and stakeholder input. 

Problem Solving 

Breaks down complex issues into manageable workstreams and translates findings into clear implications and recommendations. 

Business Acumen 

Builds understanding of Retail business drivers, operating models, performance levers, and the broader financial services landscape. 

Communication 

Creates clear, well-structured written and verbal communications tailored to senior audiences. 

Executive Storytelling 

Turns research and analysis into compelling narratives that influence strategic decisions and drive value and positive impact.  

Building Collaborative Relationships 

Partners effectively with cross-functional teams and develops credibility across the organization. 

Stakeholder Management 

Engages business partners, gathers in