Data Scientist

About the position

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 Schwab Asset Management, Sales Analytics team partners with the Sales team to provide close alignment and support to Sales. We are salespeople using data, analytic tools and techniques to drive enhanced sales outcomes. One's contribution can be seen daily in the effectiveness of the sales team's outreach, campaigns, and deepening of existing client relationships. We are looking for a highly-motivated, self-driven Data Science Manager to help deliver actionable opportunities, insights, and efficiencies to the Sales Team. In this role, you will be primarily responsible for developing, tuning, and socializing analytical tools & reports with the Sales team and leadership. You will also be developing prospect and client segmentation strategies across Sales channels. This role will help shape the infrastructure and framework of an established and evolving data environment to support machine learning, data modeling and advanced analytics.

Responsibilities

• Develop, tune, and socialize analytical tools & reports with the Sales team and leadership.
• Develop prospect and client segmentation strategies across Sales channels.
• Structure and analyze unstructured / disparate data to derive insights and prescribe action using advanced statistical methods.
• Cleanse and transform messy, incomplete, and unstructured data for advanced analytics & metrics.
• Perform statistical modeling techniques, time series regression, segmentation, opportunity scoring, predictive modeling, econometric modeling, and marketing mix modeling.
• Collaborate with direct data support functions in operationalizing data access and structuring processes.
• Work directly with Sales to explore new opportunities and analyze data to surface untapped insights.
• Approach analytical problems with a blend of statistical/mathematical rigor and practical business intuition.
• Support and/or drive the development of tools and infrastructure to scale operations and improve quality of results.
• Work with engineers to evangelize data best practices and implement analytic solutions.
• Partner with technical and non-technical colleagues to leverage support and drive adoption of analytics recommendations.

Requirements

• Advanced analytic degree with graduate work performing data analysis using SQL, Alteryx, R, and/or Python.
• Industry knowledge of ETF's, MF's, CIT's, MMF's, & Managed Investing offers.
• Prior sales experience a plus.
• Strong understanding of how analytics support outcomes and articulate the linkage between business decisions and analytical findings.
• Excellent analytical skills with demonstrated ability to solve problems and convey methods to non-technical partners.
• Programming experience in multiple languages and environments (SQL, R, Alteryx, Python).
• Ability to work with large transactional databases across multiple platforms.
• Outstanding oral and written communication skills.
• Strong interpersonal skills to build long-term relationships with colleagues and business partners.

Benefits

• Eligible for bonus or incentive opportunities.