Jason McBride
Strategic Business Analyst | Product Manager | Data Driven Analytics | User Experience UX | Digital Transformation & Automation | Leader
- Role
- Wealth Advisory, Business Strategy at Charles Schwab
- Location
- Austin, TX, US
- LinkedIn followers
- 500 followers
About Jason McBride
Self-motivated, people-first leader driven to inspire and influence an organization to deliver best in class results. My broad experience across financial services, analytics and technology will make me an asset to your team. I have a long-standing track record leading firm-wide initiatives at the highest levels including: boosting net new assets, driving digital self-service, improving the client experience, and creating efficiency and scale via automation. For years my teams have produced industry-leading employee engagement metrics, our clients have returned world class net promoter scores, and our business has repeatedly increased revenue and profitability. I’m excited to bring my unique strengths and relationship-building focus to help supercharge your company.
Experience
Wealth Advisory, Business Strategy
Jan 2026 — Present · Austin, TX, US
Schwab Wealth Advisory Operations & Strategy (SWA). We focus on creating a world class client experience while balancing the support of our advisor network.We optimize hiring, capacity planning, and real estate decisions across all regions. We are guided by data driven insights and a mission to be the most trusted advisor in financial services.
Education
The University of Texas at Austin
Bachelor of Arts (B.A.), Economics
The University of Texas at Austin
Bachelor's degree, Economics
Skills
- Trading
- Series 10
- Statistical Data Analysis
- R
- Tableau
- Employee Recognition
- Emotional Intelligence
- Gallup Strengths
- Staff Development
- Securities
- Python
- Market Research
- Series 24
- Uniform Combined State Law
- Series 4
- Data Mining
- Options
- Alteryx
- Hadoop
- Agile Methodolgy
- Medallia
- Analysis
- Data Science
- Series 66
- Big Data
- Transformational Leadership
- Leadership
- Project Management
- Survey Research
- Portfolio Management
- Series 9
- Employee Engagement
- Series 7
- Agile Methodologies
- Toastmasters
- Management
- Technical Support
- Presentations
- Leading Transformational Change
- Series 3
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