Business Systems Analyst

Charles Schwab; Southlake (TX); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

401(k) with company match

Sabbatical every 5 years

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab seeks a qualified Infrastructure Planner to analyze capacity, utilization, and demand data, guiding planning decisions across Infrastructure & Operations. You will identify trends, assess risks, and develop actionable recommendations while partnering with capacity engineers and business stakeholders.

The role emphasizes data quality, process improvements, and cross-functional collaboration in a on-site, office-based environment in Texas.

Qualifications

• Bachelor’s degree or equivalent experience.
• 3+ years of related experience, preferably within financial services or the technology industry.
• Data Analysis skills with the ability to evaluate infrastructure capacity, utilization, demand, compliance, and operational information.
• Analytical Thinking and Problem Solving skills used to identify trends, assess risks, evaluate trade-offs, and develop actionable recommendations.
• Communication skills with the ability to translate complex information into clear insights for technical and non-technical stakeholders.
• Cross-Functional Collaboration skills demonstrated through partnerships with capacity engineers, infrastructure teams, technology owners, and business stakeholders.
• Attention to Detail when reviewing infrastructure requests for completeness, accuracy, business justification, approvals, dependencies, and alignment with established standards.
• Ability to work independently, prioritize responsibilities, and manage multiple projects or initiatives simultaneously.
• Ability to coordinate stakeholders, clarify requirements, resolve workflow issues, and maintain ownership and follow-through.
• Ability to support consistent processes, appropriate controls, documented decisions, and traceable outcomes.

Responsibilities

• Analyze infrastructure requests, identify high-level trends, and improve planning information.
• Strengthen capacity processes, address data-quality and workflow gaps, and turn complex information into actionable recommendations.
• Collaborate with capacity engineers, technology owners, and business stakeholders to influence planning decisions.

Skills

Data analysis

Analytical thinking

Communication

Cross-functional teamwork

Prioritization

Stakeholder coordination

Attention to detail

Project management

Education

Bachelor’s degree or equivalent experience

Job description

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.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).

Schwab Technology Services enables the future of how clients manage their money by providing innovative and reliable technology products and services as part of our ongoing commitment to democratize access to investing and financial planning.

The Infrastructure Planning team within Infrastructure & Operations helps shape how infrastructure is evaluated, prioritized, and supported across the organization. In this role, you will partner with capacity engineers, technology owners, and business stakeholders to analyze infrastructure requests, identify high‑level trends, and improve the information used in planning decisions. You will have the opportunity to strengthen capacity processes, address data‑quality and workflow gaps, and turn complex information into actionable recommendations. This role offers broad exposure across Infrastructure & Operations and the opportunity to influence how infrastructure resources are planned, governed, and optimized.

What you have

Required Qualifications

• Bachelor’s degree or equivalent experience.
• 3+ years of related experience, preferably within financial services or the technology industry.
• Data Analysis skills with the ability to evaluate infrastructure capacity, utilization, demand, compliance, and operational information.
• Analytical Thinking and Problem Solving skills used to identify trends, assess risks, evaluate trade‑offs, and develop actionable recommendations.
• Communication skills with the ability to translate complex information into clear insights for technical and non‑technical stakeholders.
• Cross‑Functional Collaboration skills demonstrated through partnerships with capacity engineers, infrastructure teams, technology owners, and business stakeholders.
• Attention to Detail when reviewing infrastructure requests for completeness, accuracy, business justification, approvals, dependencies, and alignment with established standards.
• Ability to work independently, prioritize responsibilities, and manage multiple projects or initiatives simultaneously.
• Ability to coordinate stakeholders, clarify requirements, resolve workflow issues, and maintain ownership and follow‑through.
• Ability to support consistent processes, appropriate controls, documented decisions, and traceable outcomes.

Preferred Qualifications

• Experience supporting infrastructure planning, capacity planning, infrastructure operations, or technology planning.
• Experience analyzing complex data and developing strategic insights that support leadership decisions.
• Experience identifying data‑quality concerns, recurring issues, process gaps, and opportunities to reduce manual effort.
• Business Analytics experience, including defining or monitoring measures related to demand, request quality, workflow performance, or operational outcomes.
• Capacity Planning experience involving forecasting, request intake, resource utilization, or fulfillment processes.
• Data Insight skills with the ability to convert capacity, utilization, demand, and request data into meaningful recommendations.
• Adaptability when managing changing priorities, dependencies, business needs, and operational challenges.
• Experience influencing stakeholder decisions and aligning recommendations with business goals.
• Experience creating clear, persuasive, and professional written documents or presentations.
• Experience contributing to cross‑functional projects, programs, or strategic initiatives.

In addition to the salary range, this role is eligible for bonus or incentive opportunities.

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. 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