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 input, incorporates feedback, and supports alignment across evolving priorities.

Results Focus

Executes discrete workstreams independently or with guidance, maintaining accuracy, urgency, and follow-through.

Adaptability

Operates effectively in a fast-paced, dynamic environment with ambiguity and shifting priorities.

What you have

Required Qualifications

• 1-2 years of full-time work experience, preferably in management consulting, financial services, corporate strategy, analytics, or investment banking.
• Strong analytical and problem-solving skills, including the ability to gather and synthesize information through research and stakeholder input.
• Ability to structure quantitative and qualitative analyses.
• Ability to identify key insights and implications, including the so what.
• Ability to translate analysis into clear, actionable recommendations.
• Excellent written and verbal communication skills, with the ability to create clear, well-structured materials for senior audiences.
• Ability to execute work independently or with guidance, across discrete workstreams or modules of larger projects.
• Strong interpersonal skills and comfort working in cross-functional teams.
• High attention to detail, sense of urgency, and proactive working style.
• Comfort operating in a fast-paced, dynamic environment with evolving priorities.
• Working proficiency in PowerPoint and Excel.
• Strong analytical rigor and attention to detail, with the ability to build sound, well-structured quantitative analysis and stress-test your own work for accuracy.
• Proficiency using AI and productivity tools to work efficiently and elevate the quality of research, analysis, and deliverables.
• Naturally curious and self-directed, with the drive to go beyond the immediate ask.
• Alignment with Schwab''s values and a strong interest in financial services and strategy.
• Personally and professionally aligned with Schwab''s vision and values, and a deep interest in financial services.
• Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.