Overview
On Site
Full Time
Skills
Creative Problem Solving
Product Engineering
Generative Artificial Intelligence (AI)
Documentation
Customer Engagement
Business Strategy
Mentorship
Analytical Skill
Qualitative Analysis
Cost Reduction
User Experience
Change Management
Training
Business Process
Analytics
Innovation
Brand
Business Analysis
Data Analysis
Machine Learning (ML)
Emerging Technologies
Business Intelligence
Microsoft Power BI
Tableau
Microsoft Excel
SQL
KPI
Communication
Stakeholder Engagement
Decision-making
MBA
Business Analytics
Data Science
Performance Metrics
Financial Services
Collaboration
Artificial Intelligence
FOCUS
Finance
SAP BASIS
Insurance
Job Details
Position Type: Regular
Your opportunity
At Schwab, you will build a rewarding career while making a difference in the lives of our millions of clients. Here, innovative thinking meets creative problem solving as we work together to challenge the status quo. We believe in the power of collaboration and value being together in the office, which is why this role is based on-site in our San Francisco office. Joining Schwab means joining a company committed to transforming the financial industry and putting clients at the center of everything we do.
Schwab's AI Strategy & Transformation team-known as AI.x-is the central hub for Artificial Intelligence at Schwab. We are an integrated product, engineering, strategy and risk team, all based in San Francisco. We help set the enterprise vision for AI, invest in the most promising opportunities, and accelerate delivery across the company. We also build the core platform that powers AI at scale and explore next-generation GenAI efforts that will redefine how we serve our clients.
As an AI Business Analyst on AI.x, you will play an essential role in advancing Schwab's priorities by driving the analysis and execution of innovative AI business solutions. This position offers the opportunity to help shape Schwab's future with AI, support transformative initiatives that serve millions of clients, and grow your career in one of the most dynamic areas of technology today.
As an AI Business Analyst, you will lead the assessment, documentation, and iteration of advanced AI-driven business requirements that elevate client engagement and deliver business value. You will collaborate closely with architects, engineers, researchers, and business leaders to align analytical efforts with Schwab's enterprise strategy. You will participate in mentoring and sharing knowledge with junior team members, helping to build strong business analysis practices and foster a culture of continuous learning. You will contribute to solving complex analytical challenges, supporting business standards, and driving experimentation from concept to implementation. Above all, you will bring curiosity, creativity, and expertise to help propel the next generation of AI-powered experiences at Schwab.
What You'll Do
What you'll gain
What you have
Required Qualifications
Preferred Qualifications
What's in it for you
At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
Your opportunity
At Schwab, you will build a rewarding career while making a difference in the lives of our millions of clients. Here, innovative thinking meets creative problem solving as we work together to challenge the status quo. We believe in the power of collaboration and value being together in the office, which is why this role is based on-site in our San Francisco office. Joining Schwab means joining a company committed to transforming the financial industry and putting clients at the center of everything we do.
Schwab's AI Strategy & Transformation team-known as AI.x-is the central hub for Artificial Intelligence at Schwab. We are an integrated product, engineering, strategy and risk team, all based in San Francisco. We help set the enterprise vision for AI, invest in the most promising opportunities, and accelerate delivery across the company. We also build the core platform that powers AI at scale and explore next-generation GenAI efforts that will redefine how we serve our clients.
As an AI Business Analyst on AI.x, you will play an essential role in advancing Schwab's priorities by driving the analysis and execution of innovative AI business solutions. This position offers the opportunity to help shape Schwab's future with AI, support transformative initiatives that serve millions of clients, and grow your career in one of the most dynamic areas of technology today.
As an AI Business Analyst, you will lead the assessment, documentation, and iteration of advanced AI-driven business requirements that elevate client engagement and deliver business value. You will collaborate closely with architects, engineers, researchers, and business leaders to align analytical efforts with Schwab's enterprise strategy. You will participate in mentoring and sharing knowledge with junior team members, helping to build strong business analysis practices and foster a culture of continuous learning. You will contribute to solving complex analytical challenges, supporting business standards, and driving experimentation from concept to implementation. Above all, you will bring curiosity, creativity, and expertise to help propel the next generation of AI-powered experiences at Schwab.
What You'll Do
- AI Pipeline Metrics: Define what metrics and KPIs need to be tracked to help capture quantitative and qualitative analysis on progress of AI initiatives, including cost savings, efficiency gains, and user experience improvements.
- AI Tool Adoption & Usage: Monitor usage metrics and adoption trends across business units for various AI tools deployed to internal employees. Collaborate with Change Management teams to inform enablement and training efforts.
- Identify & Communicate Insights: Through data analysis, proactively seek out and pinpoint patterns & opportunities to leverage AI into business processes and client solutions.
What you'll gain
- Be a key driver of Schwab's AI transformation journey.
- Exposure to cutting-edge AI technologies and enterprise analytics platforms.
- Opportunity to shape how Schwab measures and scales AI success across the firm.
- Collaborate with a dynamic, forward-thinking team at the forefront of financial services innovation.
- Ability to contribute to strategic business initiatives, positioning yourself for an impactful career at Schwab.
- Develop your personal brand and key relationships across the different enterprises.
What you have
Required Qualifications
- Bachelor's degree in Business, Analytics, Data Science, or related field.
- 5+ years of experience in business analysis, data analytics, or product operations.
- 3+ years of experience working with AI/ML initiatives or emerging technologies.
- Strong proficiency in BI tools (e.g., Power BI, Tableau), Excel, and SQL.
- Experience defining KPIs and measuring business impact.
- Excellent communication and stakeholder engagement skills.
- Strategic mindset with a passion for data-driven decision-making.
Preferred Qualifications
- MBA or Master's in Business Analytics, Data Science, or related field.
- Familiarity with AI lifecycle, model performance metrics, and responsible AI principles.
- Experience working in financial services or regulated industries.
- Strategic mindset with the ability to identify and leverage opportunities for collaboration between Schwab and other AI companies, ensuring productive and mutually beneficial connections.
What's in it for you
At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.