Charles Schwab Senior Systems Business Analyst- Middle Office Services Platform Strategy and Support in San Francisco, California


San Francisco - CA, SF211MN, 211 Main St, 94105-1905

Tammie Raven


We believe that , when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.

As a company, we were established by Chuck at over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.

Our Opportunity:

Schwab Operations provides operational support for all Schwab enterprises including, but not limited to, Advisor Services, Investor Services and Schwab’s International business. Schwab Operations supports external and internal clients, Branch financial consultants and Independent investment advisors to fulfill our purpose of championing every client’s goals with passion and integrity. We inspire client loyalty by creating and delivering a world-class operational support experience while also focusing on employee loyalty and team collaboration.

The Middle Office Services Platform Strategy and Support team is responsible for facilitating the modernization and maintaining the viability of Schwab systems that support account open and maintenance, client onboarding, transfer of assets, cashiering and fraud prevention. The team leverages its business and technical expertise in partnership with technology and business stakeholders to implement a strategic vision for the platform including participation in design, requirements development, prioritization, development, testing and certification activities. The Business Analyst plays the role of assisting the Product Owner in creating and maintain the Product Backlog.

What you’ll do:

  • Develop ‘As Is’ knowledge of platform systems and help define ‘To Be’ system solutions and flows

  • Partner with cross-functional business and technology teams to create process models and user epics/stories and/or initial use case survey/use cases

  • Identify and define attributes, data elements, services and features required to support core middle office functions

  • Elicit, analyze, define, and communicate business needs

  • Solicit, document and manage business requirements and wireframes

  • Create user acceptance and regression test plans and/or test cases

  • Facilitate and drive issues resolution and retrospectives between stakeholders

  • Provide thought leadership on vision, roadmap for system development

  • Learn all middle office services business processes and system flows at a high level, and some flows in extreme detail

  • Understand technical dependencies within systems that support middle office functionality

  • This position may require travel to engage with business or technology partners

What you have:

  • A minimum of 5 years business analyst experience managing requirements for multiple large, complex and cross functional projects

  • Emphasis on systems, technologies, business process redesign, and knowledge of technical environments

  • Proven ability to write business requirements, including user stories, use case development and work flow documentation

  • 5 years’ experience in software development methodology (Agile & RUP)

  • Strong orientation to clients, including ability to understand needs and apply this knowledge to product enhancements, online user experience, and communication content (internal and external)

  • Strong analytical and problem solving skills - ability to quickly analyze data to identify key insights and apply them to the business

  • Demonstrable communication skills, including presentation development

  • Bachelor’s degree or equivalent business experience

  • Product and project management skills. Business judgment, including ability to balance resources, and evaluate and address risks

  • Financial/Trading background strongly preferred

  • Prior working knowledge of JIRA or any related Scrum tools preferred

  • Competence in Microsoft Office tools including Outlook, Word, Excel, PowerPoint and Visio

What you’ll get:

  • Comprehensive Compensation and Benefits package

  • Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts

  • Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program

  • Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions

  • Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships

  • Not just a job, but a career, with an opportunity to do the best work of your life

Learn more about Life@Schwab at" .

Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law. Schwab also does not discriminate against applicants or employees because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. At Schwab, we believe that every employee, through their diverse abilities and experiences, can contribute to our growth, innovation and client loyalty. We embrace diversity and are committed to providing equal opportunity to all employees and applicants. If you have a disability, and require reasonable accommodations in the application process, call Human Resources at 800-725-3535. We will be happy to assist you. Schwab will only share your accommodation request with those individuals who have a specific need to know. The request for an accommodation will not affect Schwab's hiring decisions. All other submissions should be performed online.

Job Specifications

Relocation Offered?: No

Work Schedule: Days

Languages: English - spoken

Current Licenses / Certifications: None

Relevant Work Experience: Project Management-6+ yrs, Financial Services-2-5 yrs

Position Located In: CA - San Francisco

Education: BA/BS

Job Type: Full Time

Category:Brokerage Operations & Trading

Activation Date: Wednesday, June 27, 2018

Expiration Date: Saturday, July 21, 2018

Apply Here