Senior Systems Analyst – Client Integrations (Hybrid)

Charles Schwab; Austin (TX); On-site; USD 110,000 - 160,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid time off

Sabbatical after 5 years

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking a Senior Systems Analyst, Client Integrations and Support, to lead onboarding of Personal Choice Retirement Accounts (PCRA) and Health Savings Accounts (HSA) onto Schwab’s Brokerage platform. You will collaborate with PCIS, Relationship Management, Product Management, Compliance, and scrum teams to plan and execute client integrations.

Responsibilities include coordinating client development, testing, deployments, and hands-on support, with a focus on delivering

Qualifications

• Subject matter expert on Brokerage Plans and account integrations with leading practices.
• Experience in financial services and strong communication skills.
• Degree or equivalent experience required; independent and team-oriented.
• Proficiency with Microsoft Office applications; SQL/ETL familiarity.
• Ability to manage multiple projects with tight timelines; agile experience.

Responsibilities

• Coordinate during client development, testing and deployment to align internal teams with client needs.
• Understand client requirements and present tailored options as liaison between PCIS and client tech teams.
• Provide hands-on support and troubleshooting during implementation.
• Collaborate with Agile delivery to craft customer-centric user stories.
• Monitor daily file transmissions and prepare quarterly installs after market close.

Skills

Brokerage integrations

Financial services

Communication skills

MS Office

Independent work

Project management

Data analysis

Analytical skills

Agile/Scrum

SQL/ETL

Education

Degree or equivalent experience

Tools

JIRA

ETL tools

Job description

Charles Schwab is seeking a Senior Systems Analyst, Client Integrations and Support, to lead onboarding of Personal Choice Retirement Accounts (PCRA) and Health Savings Accounts (HSA) onto Schwab’s Brokerage platform. You will collaborate with PCIS, Relationship Management, Product Management, Compliance, and scrum teams to plan and execute client integrations.

Responsibilities include coordinating client development, testing, deployments, and hands-on support, with a focus on delivering