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 finance industry together. Retirement Business Services (RBS) brings together expertise and resources to help deliver the best trust and custody services for Schwab Retirement Plan Services, independent recordkeepers and investment advisors by offering a broad range of investments, technology, and products to meet the needs of retirement and HSA plan service providers and the participants they serve.The Systems and Process Optimization Team (SPOT) is a team of Product Owners and Business Analysts responsible for the continuous improvement of RBS’s operational processes, systems functionality, and client/user experiences.
As a Business Systems Analyst in SPOT, you will be required to act as a liaison between our business partners, clients, and technology teams to ensure that business requirements for new products and enhancements are well-documented and transformed into effective and easy to use software solutions.
- Translating business needs into user stories and acceptance criteria, and creating supporting documentation (use cases, workflows, data maps, wireframes/lo-fi mock-ups)
- Planning for and coordinating end-to-end and/or user acceptance testing
- Investigating issues during development and in production
- Educating users on new features and process changes
- Building and sustaining strong relationships with business units and technology partners
What you have
- 2+ years of experience performing business analysis or product ownership, preferably on business-to-business applications in the retirement industry
- Ability to pick up new concepts and complex processes quickly
- Ability to apply critical thinking, be creative, and show initiative in problem solving
- Excellent organizational and interpersonal skills
- Positive attitude, enthusiasm, and high level of integrity and professionalism
- Competence in Microsoft Suite including Outlook, Teams, Excel, and Powerpoint
Preferences:
- Prior operational or client service experience in the retirement industry
- Prior experience with JIRA and Confluence
- Ability to write basic SQL queries
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
