Corporate Strategy Analyst Jobs (NOW HIRING)

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.

The Corporate Strategy team is an internal strategy group that acts as a trusted advisor to executives and business leaders by providing thought partnership, strategic analysis, and insights. The group leads several key functions for Schwab to support informed decision making, including leading key strategic initiatives for our executives, maintaining perspectives on broader industry trends and Schwab’s competitive landscape, and supporting the annual corporate strategic planning cycle. Corporate Strategy supports the Board, C-suite, and senior leaders, and is responsible for delivering thoughtful, insightful contributions across a range of high-level strategic projects.

The Manager, Corporate Strategy will drive key strategic initiatives and insights across a range of topics, typically at the cross-enterprise or corporate level while working with business partners of all levels across the firm. Working both independently and in a team setting, the Manager will perform data-driven analysis, synthesize large quantities of information to generate insights, and contribute recommendations for strategy development that will drive sustained growth for Schwab.

The group is one of the main intake valves for high caliber talent at Schwab and provides members with an unparalleled opportunity to define and work on Schwab’s most critical strategic opportunities while gaining visibility among Schwab’s senior leadership.

What you will do 

• Facilitate a timely review and socialization of key components of our corporate strategy by collaborating with leadership and business partners (e.g., Communications) to ensure clarity, alignment, and consistent messaging across the company.
• Prepare materials for and lead meetings with internal and external stakeholders (including executive leadership and the Board of Directors).
• Regularly collaborate with business partners across all levels and subject matters to ensure that deliverables are high quality, completed on time, and with full stakeholder visibility.
• Synthesize large quantities of information to generate insights through both quantitative and qualitative analysis
• Develop high-impact analysis and presentations
• Build and maintain perspective on strategic implications of key developments in the internal and external environment (e.g., industry trends, competitor actions)
• Form strong relationships across the firm and cultivate the team’s linkages with different functional organizations across Schwab
• Plan and execute workstreams for large, complex projects, as well as take full ownership end-to-end for smaller projects
• In all aspects of the role, exercise professionalism and integrity in communications and actions, as well as prudent judgment in the handling of confidential strategic, financial, and other sensitive information
• Manage and support ad-hoc strategy projects, investigating / answering critical questions for the Board and senior executives

What you will gain:

• Opportunity to influence the key strategic decisions that are crafting the direction of the company
• Learn how to balance “theory” and “practice” in adapting analysis and recommendations for the complexities of real-world conditions – industry trends, competitor actions, and client behavior
• Develop credibility and rapport with key business partners as you learn about Schwab’s clients and businesses and develop a deeper understanding of key business drivers

Please note: this position is M-F and a hybrid work model. It will be 4 days in-office, one day from home, during standard business hours. It is only avaliable in DFW (Westlake, TX office). Candidate must reside there or be willing to relocate on their own. 

Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.

To ensure that we fulfill our promise of “challenging the status quo,” this role has specific qualifications that successful candidates should have.

Required Qualifications:

• 2 or more years of work experience at a consulting firm or focused on strategy related projects within corporate environments
• Bachelor’s degree
• Experience with financial modeling, strategic planning, project management, market research analysis and business development
• Excellent problem solving and storytelling abilities; proficient in MS Excel, MS PowerPoint and Tableau
• Superior communication skills, both written and verbal, with demonstrated ability developing materials and effectively presenting to diverse audiences
• Superior analytical skills and attention to detail
• Excellent collaboration and relationship building skills; ability to develop rapport and maintain positive working relationships with a diverse group of stakeholders and influence outcomes through partnerships
• The ideal candidate will have a strong passion for learning and is an enthusiastic team player comfortable working on multiple subject matters simultaneously
• Comfort dealing with ambiguity in a dynamic and fast-moving work environment

Preferred Qualifications:

• Prior experience in financial services is a plus