Charles Schwab
AI Business Analyst IV - AI Transformation
Charles Schwab, San Francisco, California, United States, 94199
Overview
Join to apply for the
AI Business Analyst IV - AI Transformation
role at
Charles Schwab . This position is based on-site in our San Francisco office as part of Schwab’s AI Strategy & Transformation team, AI.x, the central hub for Artificial Intelligence at Schwab. AI.x is an integrated product, engineering, strategy and risk team that sets the enterprise AI vision, accelerates delivery, and builds the core platform powering AI at scale. As an AI Business Analyst IV on AI.x, you will advance Schwab’s priorities by driving the analysis and execution of AI-driven business solutions that elevate client engagement and deliver business value. You will collaborate with architects, engineers, researchers, and business leaders to align analytical efforts with Schwab’s enterprise strategy. You will mentor junior team members and contribute to building strong business analysis practices and a culture of continuous learning. What You’ll Do
Lead the assessment, documentation, and iteration of advanced AI-driven business requirements that elevate client engagement and deliver business value. Collaborate with architects, engineers, researchers, and business leaders to align analytical efforts with enterprise AI strategy. Mentor and share knowledge with junior team members to build strong business analysis practices. Contribute to solving complex analytical challenges, supporting business standards, and driving experimentation from concept to implementation. Identify opportunities to leverage AI in business processes and client solutions and communicate findings to stakeholders. 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. Contribute to strategic business initiatives and develop your personal brand and relationships across the organization. Required Qualifications
Bachelor’s degree in Business, Analytics, or a related field. 5-7+ years of experience in business analysis, data analytics, or product operations. 3+ years of experience working with AI/ML initiatives or emerging technologies. 5-7 years of experience with BI tools (e.g., Power BI, Tableau), Excel, and SQL. 5-7+ years of experience defining KPIs and measuring business impact. 5-7+ years of demonstrated stakeholder communication and engagement. Experience with a strategic mindset and data-driven decision-making. Preferred Qualifications
MBA or Master’s in Business Analytics, or a related field. Familiarity with AI lifecycle, model performance metrics, and responsible AI principles. Experience in financial services or regulated industries. Strategic mindset with the ability to identify opportunities for collaboration across Schwab and AI companies. What’s in it for you
Schwab offers a purpose-driven, supportive culture and a hybrid work approach that balances flexibility with in-person collaboration. We provide a comprehensive benefits package designed to support your today and your future, including: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and a sabbatical program after milestone years for eligible positions Paid parental leave and family-building benefits Tuition reimbursement Health, dental, and vision insurance Location: San Francisco, CA
#J-18808-Ljbffr
Join to apply for the
AI Business Analyst IV - AI Transformation
role at
Charles Schwab . This position is based on-site in our San Francisco office as part of Schwab’s AI Strategy & Transformation team, AI.x, the central hub for Artificial Intelligence at Schwab. AI.x is an integrated product, engineering, strategy and risk team that sets the enterprise AI vision, accelerates delivery, and builds the core platform powering AI at scale. As an AI Business Analyst IV on AI.x, you will advance Schwab’s priorities by driving the analysis and execution of AI-driven business solutions that elevate client engagement and deliver business value. You will collaborate with architects, engineers, researchers, and business leaders to align analytical efforts with Schwab’s enterprise strategy. You will mentor junior team members and contribute to building strong business analysis practices and a culture of continuous learning. What You’ll Do
Lead the assessment, documentation, and iteration of advanced AI-driven business requirements that elevate client engagement and deliver business value. Collaborate with architects, engineers, researchers, and business leaders to align analytical efforts with enterprise AI strategy. Mentor and share knowledge with junior team members to build strong business analysis practices. Contribute to solving complex analytical challenges, supporting business standards, and driving experimentation from concept to implementation. Identify opportunities to leverage AI in business processes and client solutions and communicate findings to stakeholders. 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. Contribute to strategic business initiatives and develop your personal brand and relationships across the organization. Required Qualifications
Bachelor’s degree in Business, Analytics, or a related field. 5-7+ years of experience in business analysis, data analytics, or product operations. 3+ years of experience working with AI/ML initiatives or emerging technologies. 5-7 years of experience with BI tools (e.g., Power BI, Tableau), Excel, and SQL. 5-7+ years of experience defining KPIs and measuring business impact. 5-7+ years of demonstrated stakeholder communication and engagement. Experience with a strategic mindset and data-driven decision-making. Preferred Qualifications
MBA or Master’s in Business Analytics, or a related field. Familiarity with AI lifecycle, model performance metrics, and responsible AI principles. Experience in financial services or regulated industries. Strategic mindset with the ability to identify opportunities for collaboration across Schwab and AI companies. What’s in it for you
Schwab offers a purpose-driven, supportive culture and a hybrid work approach that balances flexibility with in-person collaboration. We provide a comprehensive benefits package designed to support your today and your future, including: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and a sabbatical program after milestone years for eligible positions Paid parental leave and family-building benefits Tuition reimbursement Health, dental, and vision insurance Location: San Francisco, CA
#J-18808-Ljbffr