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Manager, Trade Support (Data Reporting)

Company: Charles Schwab
Location: Hutto
Posted on: January 26, 2023

Job Description:

Position Type: Regular Your Opportunity 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 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 When the firm is ready to fully return to the office, employees will have the flexibility of a hybrid work environment, spending some time working remotely and sometime in the office. Subject to change as Schwab is continually evaluating the current environment to best care for the safety and well-being of our employees What you are good at Client Service & Support (CS&S) is the primary service and trading arm for Schwab Investor Services. CS&S provides service to our retail clients to fulfill our purpose of championing every client's goals with passion and integrity. The vision for CS&S is being engaged financial service professionals who inspire client loyalty by providing guidance and solutions to fulfill clients' needs. With a focus on employee development and collaboration, we help clients and employees reach their goals. CS&S builds loyalty with clients and employees one interaction at a time. As a Trad e Support Manager , you will have the opportunity to develop reporting within Trade Support. The ideal candidate possesses skills that allow them to work with large data sets that enhance our organizations ability to identify, prioritize and resolve risk while optimizing processes. This position requires a self-motivated individual with strong problem-solving skills who can contribute in a highly collaborative culture. Applicants should be driven to learn, grow, and continuously contribute to the Trade Support organization. What you'll do: As a Trade Support Technology Manager, you will have the opportunity to:

  • Design and enhance new and existing reporting using available tools (Tableau, Excel)
  • Insightfully analyze and organize large amounts of disparate data to tell a compelling story
  • Draft new user story requirements while participating in all stages of the Agile iterative process
  • Providing technical support and outstanding service to a wide range of dedicated internal clients
  • Proactively recognize strategic business opportunities and be willing to challenge traditional process with manager, colleagues and business partners
  • Work collaboratively with other peers across the network organization and successfully engage in cross-departmental projects and initiatives In addition to base salary, a Trad e Support Data Reporting Manager may take advantage of Schwab's extensive benefits program and also have the opportunity to earn a bonus which rewards team goals, client satisfaction, client retention, and profitable company growth. Schwab employees also have the opportunity to take part in community service projects and other company events. What you have
    • 2+ years of relevant work experience; financial service experience highly preferred
    • Bachelor's degree from 4-year accredited college or university is preferred, or equivalent experience
    • 2 years demonstrated reporting & analytics experience (Tableau or equivalent)
    • Database Technologies/Concepts: Relational (SQL/Oracle), Document Based (No-SQL/MongoDB) Architectures, Cloud Based Data Storage (GCP), and SPLUNK
    • Experience with Agile methodology, including use of the Atlassian product suite
    • Knowledge of brokerage/financial services industry, and market mechanics strongly preferred
    • Positive attitude, enthusiasm, professionalism, and strong work ethic with the highest level of integrity
    • Demonstrated passion for providing solutions that successfully decrease risk, effort, attrition, and costs
    • Sound judgment and discretion in handling sensitive matters and a wide variety of people as well as the ability to conduct oneself in a highly professional manner
    • Excellent verbal and written communication skills to influence and build consensus
    • Proven presentation skills with experience working collaboratively across business units Why work for us? Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home-today and in the future. Explore further .Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an Equal Opportunity Employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. Please click here to see the policy. Schwab is an affirmative action employer, focused on advancing women, racial and ethnic minorities, veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at or call .TD Ameritrade, a subsidiary of Charles Schwab, is an Equal Opportunity Employer. At TD Ameritrade we believe People Matter. We value diversity and believe that it goes beyond all protected classes, thoughts, ideas, and perspectives.

Keywords: Charles Schwab, Austin , Manager, Trade Support (Data Reporting), Advertising , Hutto, Texas

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