Specialist, Business Strategy - Trading Services
Charles Schwab Inc.
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.
Charles Schwab's Trading Services business serves retail clients who are actively engaged in managing their investments through a broad offering of trading platforms, research and analysis tools, trading products, educational resources, market content, and specialized trader support.
The Trading Services Strategy & Planning team helps shape the future of the Trading Services business by supporting strategic decision making, business planning, and execution of key initiatives that drive client growth, engagement, and business performance.
As a Specialist, Business Strategy, you'll join a collaborative team that works across Trading Services and Schwab to analyze business performance, identify opportunities, support strategic initiatives, and help deliver meaningful outcomes for our clients. This is an excellent opportunity for a recent graduate who enjoys solving problems, working with data, and learning about financial markets and the brokerage industry.
What you'll do
In this role, you will partner with team members across Trading Services to support strategic planning, business analysis, and project execution activities. Responsibilities may include:
- Gather, organize, and analyze market, client, and business data to identify trends, opportunities, and areas for improvement to help inform strategy.
- Build and maintain reports, dashboards, and Excel-based analyses that support decision making.
- Assist in the development of presentations and materials for business reviews, planning discussions, and leadership meetings.
- Support strategic initiatives by conducting research, collecting data, documenting findings, and tracking progress against key milestones.
- Collaborate with partners across Trading Services and other Schwab teams (Finance, Marketing, Technology, Operations, etc.) to gather information, evaluate opportunities, and support data-driven decision making.
- Participate in project planning and execution activities, including coordinating deliverables and maintaining project documentation.
- Develop an understanding of Schwab's trading platforms, products, clients, and competitive landscape.
Required qualifications
- Bachelor's degree, preferably in Business, Finance, Economics, Mathematics, Statistics, Data Analytics, Engineering, or a related quantitative field.
- Strong analytical, problem-solving, and critical-thinking skills, with demonstrated intellectual curiosity and a proactive approach to learning and problem solving.
- Experience with Microsoft Excel, including working with large datasets, formulas, charts, and basic data analysis techniques.
- Strong verbal and written communication skills.
- Ability to learn quickly and thrive in a fast-paced, collaborative environment.
- Strong attention to detail and organizational skills.
- Interest in financial markets, investing, trading, and the brokerage industry.
- Interest in pursuing foundational securities registrations as part of professional development.
Preferred qualifications
- Internship, academic project, campus leadership, or work experience involving data analysis, business analysis, finance, economics, consulting, research, or project coordination.
- Experience creating presentations in PowerPoint and communicating findings or recommendations.
- Familiarity with Excel tools such as PivotTables, lookups, data visualization, or basic financial modeling.
- Demonstrated ability to balance multiple priorities and meet deadlines.
What sets you apart
- You're naturally curious and enjoy understanding how businesses work.
- You're comfortable working with numbers and turning data into insights.
- You ask thoughtful questions and enjoy solving problems.
- You collaborate well with others and are eager to learn from teammates and business partners.
- You have a genuine interest in how markets function and how traders and investors use Schwab's products and services.
$95.6k - $162.4k
...is proud to provide innovative financial services and guidance to the world’s most... ...procurement practices for HR, Marketing, and Business Services‑related vendors, including effective... ...sourcing processes, category sourcing strategies, and sustainable purchasing methods....SuggestedOngoing contractContract workWork experience placementWork at office$93.8k - $130.6k
...including change management and strategy, exam management, remediation... ...efficiency in current business processes Create and manage team... ...delivering clearing and settlement services for options, futures and... ..., the U.S. Commodity Futures Trading Commission (CFTC), and the Board...SuggestedWork at officeRemote workShift work2 days per week$114.7k - $194.9k
...Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful... ...: 1. Responsible for development of sourcing strategy and performing category analytics within the Business Applications Category (Software Technology and Banking...SuggestedOngoing contractFull timeContract workWork experience placementFlexible hours- ...KPMG's extensive network of specialists; enjoy access to our Ignition... ..., and respond to complex business opportunities and challenges... ...Associate in our US Legal Business Services (LBS) practice to join our... ...analysis; legal resourcing strategies, and the likeProvide input...SuggestedContract workH1bLocal area
- ...Associate to join its Commercial Services investment banking team in... ...: M&A process management, business acumen, financial analysis, data... ...is critical to our strategy, and this role is seen as a career... ...Advisory, Financing, Sales and Trading, and Research. Guggenheim Securities...SuggestedInternshipWork at office
$130k - $185k
EY-Parthenon in Chicago is seeking a strategy team member to support and execute operational projects within their Deal Management - Financial Services practice. Candidates should have a background in business with at least 2 years of experience in consulting related to...Flexible hours$91k - $202.8k
...s success. As a Portfolio Analytics & Strategy Specialist within PNC's Data, Modeling & Analytics... ...gathering and translating business requirementsStrong communication and presentation... ...presentation skillsExperience in the financial services industry preferredPNC is an in-office...Full timeTemporary workPart timeWork experience placementWork at office$87k - $128k
...capabilities. The DashMart Fulfillment Services team brings the full power of DashMart to... ...customers with new use cases and new lines of business that operate within our real estate. Our... ...local sites, inclusive of communication strategy and pilot result assessments. Iterate ....Hourly payWork at officeLocal areaFlexible hours$93k - $171.3k
...ends on 7/25/2026. Work you'll do As a Specialist Manager, Risk Compliance on the Personal... ...independence is essential to the business and reputation of Deloitte. ICN is part... ...Deloitte as the clear leader in professional services, making us the first choice for clients...Work at officeVisa sponsorship$350k
...agriculture, construction, field services, transportation, and... ...team will report into a Product Specialist - Sales Director and consist... ...execution; establishing the business case for emerging products at... ...Pub Sec accountsDrive pilot strategy and success metrics for early...Full timeRemote workFlexible hours$70.35k - $154.8k
...Recruiter supporting the Accenture Network of Businesses, you will drive end-to-end recruiting... ...engage talent pipelines using sourcing strategies across digital platforms, talent... ...veteran employment opportunities to our service men and women. Other Employment Statements...Live inWork at officeLocal areaShift work$128k - $150k
...Neuberger Berman Group LLC TITLE Specialist, Derivatives Servicing LOCATION Chicago, IL (A... ...alternative and hedge fund strategies, working with Operations, Accounting, Trading, Prime Brokers as well as internal... ..., geographic location, business sector, performance, shift,...Full timeWork at officeLocal areaShift work$88.92k - $134.86k
...provide professional services through an alternative... ...entities provide tax and business advisory services to... ...Baker Tilly US, LLP, trading as Baker Tilly, are independent... ...objectives, workplace strategy standards, and... ...consultants, relocation specialists. Level bids and...Contract workFor contractorsWork at officeLocal areaWorldwideRelocation- About The Team On the Merchant Strategy & Operations team, our mission is to have best‑in‑class restaurant selection for Consumers and build products and services for our Merchants to grow their businesses profitably on DoorDash. We work on problems ranging from acquiring...Hourly payWork at officeLocal areaRemote workFlexible hours
$54k - $103k
...responsible for underwriting risks in a book of business. Works within specific limits of... ...evidence of insurability and appropriate strategy. Determines appropriate pricing based... ...management review. Markets products and services through agencies or through the brokerage...Work experience placementWork at office- FINITETEK INC is seeking a Field Service Engineer to support customers across the United States. You will diagnose and repair industrial equipment, perform installations, and maintain service records. The role requires hands-on experience with CNC machinery, mechanical...Night shift
- ...Associates to join our Investment Banking Global Services team in Chicago. The Associate will join... ..., and Inclusion. In a client services business like ours, our team members are the... ...span Advisory, Financing, Sales and Trading, and Research. Guggenheim Securities is...Internship
- Advanced Technology Services is looking for experienced maintenance technicians to perform expert maintenance tasks in the Chicago area. The role involves break‑fix and preventative maintenance on sophisticated machinery while providing training and guidance to junior...Hourly pay
$63.49k - $100k
...LLP (Baker Tilly) provide professional services through an alternative practice structure... ...its subsidiary entities provide tax and business advisory services to their clients. Baker... ...Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members...Work at officeLocal areaWorldwideShift work$85k - $125k
Summary:Futures Exchange Fee Reconciliation specialist will maintain the exchange fee setup (... ...skills in extending professional service to our clients and taking ownership of issues... ...markets, equity and fixed income sales & trading, derivatives, FX, custody and research....Full timeWork at officeLocal areaRemote workWorldwide- ...equivalent work experience required4+ years of consulting, law, risk, compliance, communications, or other relevant professional services experience Demonstrated intellectual curiosity and integrity, including affinity and abiding interest and experience in risk and governance...For contractorsApprenticeshipWork experience placementFor subcontractor
- A community service organization is seeking a qualified Prevention Specialist in Chicago, IL. This role involves evaluating clients, implementing service plans, and... ...skills and a background in prevention strategies are essential. Join a team dedicated to making a...Night shift
$98.18k - $127.05k
..., Cboe delivers cutting-edge trading, clearing and investment solutions... ...areas. The Senior Marketing Specialist, Institutional is the team's... ...quality.Step in across any business line or program as priorities... ...experience; financial services is a plus.Demonstrated ownership...Full timeFor contractorsWork at officeImmediate startFlexible hours- ...this role, you’ll partner with business leaders to identify and... ...aligned to Markel’s technology strategy. Reinforce responsible and compliant... ...for insurance, reinsurance, specialist advisory and investment... ...unfavorable discharge from military service; personal appearance, height,...Full timeWork experience placementLocal areaWork from home
$77k - $202k
...and Life SciencesSpecialismCorporate and Business StrategyManagement LevelSenior... ...Description & SummaryThe OpportunityAs a Strategy& Pharma and Life Sciences Strategy Consulting... ...analyze client needs and provide consulting services across different strategic areas,...Full timeH1b- QUALIFICATIONSBachelors degree required, advanced degree in business, operations, finance, engineering or... ...processes, e.g. frontline, field service or customer care ; general and... ...Operations Practice, sits at the intersection of strategy, technology and transformation to...ApprenticeshipWork at officeEasy work
$77k - $202k
...Description & SummaryThe OpportunityAs a SAP Business Process & IT Controls Sr Associate, you... ...complex problems and provide consulting services that confirm compliance and enhance... ...Excelling in operational risk management strategies- Developing policies and guidelines for...Full timeH1b$100k - $126.5k
...and financial analysis behind litigation matters, guides businesses through critical strategy and operational issues to become more profitable, and... ...economic impact of policies and regulations. Our two main services - economic and management consulting - are delivered by...Work at officeWork from home3 days per week$110k - $140k
...constant change. Through a combination of strategy, expertise and creativity, we help... ...now and create your future.The Managed Services Associate / Senior Associate - Oracle EPM... ...Bachelor’s degree in Information Technology, Business Administration, or a related field....Full timeRemote work- ...with KPMGs extensive network of specialists; enjoy access to our Ignition... ..., and respond to complex business opportunities and challenges.... ...while executing KPMG's pricing strategy, developing pricing workbooks... ...within a professional service or Tax business environmentExcellent...Work experience placementWork at officeLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Specialist, Business Strategy - Trading Services. Be the first to apply!
- junk removal specialist Chicago, IL
- correspondence specialist Chicago, IL
- measurement specialist Chicago, IL
- disclosure specialist Chicago, IL
- partnership specialist Chicago, IL
- absence management specialist Chicago, IL
- continuous improvement specialist Chicago, IL
- loss prevention specialist Chicago, IL
- hospitality specialist Chicago, IL
- learning management system specialist Chicago, IL
