Your opportunity
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 Retirement industry together.
Schwab Retirement Technologies (SRT) develops and maintains a broad set of retirement applications utilized by the Third-Party Administrator (TPA) retirement services industry. Our team is seeking a Sr. Business Systems Analyst with a passion for the retirement industry and a strong history utilizing the SRT suite of applications to administer and provide operational support for retirement plans. Our mission is to build, maintain, and modernize our robust set of solutions.
We are looking for an experienced Business Systems Analyst to gather requirements from end users, groom user stories and identify relevant use cases, translate complex business context into conceptual technical solutions, and will develop an understanding of how various internal and external systems interact to contribute to the end goal. You will also assist coordinating user acceptance testing to ensure that the solutions are meeting the needs of our business partners. You will develop detailed testing plans that can be executed by other team members. You will be required to perform Quality Assurance (QA) testing supporting multiple teams through all phases of development.
In this role you will:
- Understand complex user requests and be to clarify and communicate the objectives in a clear and concise manner to a variety of audiences.
- Facilitate effective business requirements capturing including functional and non-functional documentation, use cases, activity & process flow, required data and information flows.
- Facilitate sprint planning, reviews, and retrospectives by collaborating with the teams and Product Owners to ensure effective planning and outcomes.
- Build key relationships with stakeholders and communicating with partners.
- Contribute to projects with complexity and scope.
- Understanding the needs of various upstream and downstream teams to ensure that the flow of data through the connected systems is not impacted.
- Adapting to changing priorities and managing multiple tasks.
- Participating in troubleshooting, analyzing, and resolving issues with Production Support by providing details on key functions questions regarding application behavior.
What you have
Required Qualifications:
- A Bachelor’s degree in Business, Finance, Computer Science, Information Systems, or related fields
- 10+ years of experience administering retirement plans on the SchwabRT Recordkeeping platform or equivalent systems.
- 5+ years’ experience in a leadership role helping coworkers troubleshoot and resolve system and data set-up issues on a Retirement Technology platform.
Preferred Qualifications:
- ASPPA Qualified 401(k) Administrator (QKA) certification
- Experience in systems development life cycle including the ability to define and document specifications, work with developers to design/analyze alternative technical solutions, test completed code and complete a smooth implementation with the business partners.
- Manual QA experience working on Retirement or Financial services applications.
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
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
