Charles Schwab Business Intelligence Specialist in Richfield, Ohio


Richfield - OH, OHRICH, 4150 Kinross Lakes Pkwy, 44286

Christal Lynn Fortunato


We believe that , when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.

As a company, we were established by Chuck at over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.

Our Opportunity:

Centralized Data & Reporting (CDR) is a support group that provides reporting and analytical solutions to many Retirement Plan Services’ (RPS) departments. CDR provides reporting for senior management, client-facing, service quality, and many other areas. We partner closely with the business to understand processes and data, and provide the best technical solution possible for their reporting needs.

What you’ll do:

The Business Intelligence Specialist will be a self-driven individual well versed in analytical and business intelligence reporting, relational databases, SQL, and data analysis. As a member of an organization with broad business impact, the Business Intelligence Specialist will work directly with business partners and colleagues to develop and support management reporting for the RPS business, which will include a high degree of data visualization, and user-driven analysis capabilities, all geared toward driving action and business growth.

What you have:

  • 1-3 years of Business Intelligence, Data Analytics and SQL structured programming, ad hoc queries, and data analysis development using Teradata, Oracle, and/or Microsoft SQL Server.

  • 1-3 years of experience in creating highly interactive data visualization Tableau Desktop & Tableau Server (or equivalent) dashboards using features such as data blending, extracts, Level of Detail (LOD) calculations, filters, actions, parameters, context filters, sets, groups and aggregate measures.

  • Understands and applies best practices related to reporting, dashboards, and data visualization; Salesforce integration a plus.

  • Experienced developing dashboards and design requirements based on discussion with an understanding of technical and visual design considerations.

  • Conceptual thinker, learner, and effective problem solver

  • Comfortable delivering complex solutions in tight timeframes

  • Must have excellent written and verbal communication skills, and be able to communicate effectively in business terms with business partners up to the VP level

  • Strong client focus/customer service skills

  • Must be able to work independently as well as in a team environment

  • Ability to consistently deliver solid, successful solutions with short development cycles that hit the mark on the initial delivery

  • Knowledge of brokerage business, financial services, and/or Schwab a plus

What you’ll get:

  • Comprehensive Compensation and Benefits package

  • Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts

  • Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program

  • Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions

  • Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships

  • Not just a job, but a career, with an opportunity to do the best work of your life

Learn more about Life@Schwab at" .

Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law.

Job Specifications

Relocation Offered?: No

Work Schedule: Days

Languages: English - spoken

Current Licenses / Certifications: None

Relevant Work Experience: Project Management-6+ yrs, Retirement Services-2-5 yrs, Project Management-2-5 yrs, Brokerage Operations-2-5 yrs, IT-Mainframe (Systems Prog/App Dev)-2-5 yrs, IT-Mainframe (Systems Prog/App Dev)-6+ yrs, IT-DBA-6+ yrs, Brokerage Operations-6+ yrs, IT-DBA-2-5 yrs, Retirement Services-6+ yrs

Position Located In: OH - Richfield

Education: BA/BS

Job Type: Full Time

Category:Retirement Services

Activation Date: Wednesday, September 13, 2017

Expiration Date: Friday, September 29, 2017

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