Retirement Business System Analyst

The Charles Schwab Corporation; Westlake (TX); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

401(k) with company match

Paid time off & sabbatical

Parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

The Charles Schwab Corporation in Westlake, TX is seeking a seasoned Business Analyst for the Retirement Account Platform Solutions team to help shape product backlog and system capabilities. You will work with product owners, technology partners and business stakeholders to translate complex needs into clear requirements and actionable user stories.

This on-site role emphasizes collaboration, design of process models, and testing, with travel as needed.

Qualifications

• Minimum 5 years as a business analyst on large cross-functional projects.
• Experience writing BRs, user stories, use cases, and workflows.
• Ability to translate business needs into technical requirements and solutions.

Responsibilities

• Develop As-Is and To-Be platform flows
• Collaborate with business and tech teams to model processes
• Define attributes, data elements, services for middle office
• Elicit, analyze, and communicate business needs
• Document requirements and wireframes
• Create test plans and cases
• Facilitate issue resolution and retrospectives
• Provide vision and roadmap input for system development
• Learn middle office processes and system flows

Skills

Business analysis

Requirements management

Agile / Scrum

Stakeholder communication

Tools

JIRA

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 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 Retirement Account Platform Solutions team is responsible for facilitating the creation and maintenance of the viability of Schwab system that supports our Brokerage Retirements operations business. The team leverages its business and technical expertisein 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 maintaining 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

To ensure that we fulfill our promise of 'challenging the status quo,' this role has specific qualifications that successful candidates should have.

Required Qualifications:

• Authorized to work in the U.S without Sponsorship
• 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
• 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)

Preferred Qualifications:

• 5 years experience in Agile software development methodology, including JIRA or any related Scrum tools
• Strong analytical and problem solving skills - ability to quickly analyze data to identify key insights and apply them to the business
• Strong communication, presentation, and product/project management skills, plus sound business judgment to balance resources and manage risk.

In addition to the salary range, this role is also 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