Sr Manager, CS&S Business Analysis

The Charles Schwab Corporation; Phoenix (AZ); On-site; USD 110,000 - 165,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid time for vacation, volunteering,

Sabbatical after 5 years

Tuition reimbursement

Health, dental, and vision insurance

Hybrid Work and Flexibility

Job summary

The Charles Schwab Corporation seeks a Sr. Manager, CS&S WCBS Enablement & Support Business Analysis to drive participant services initiatives, optimize processes, and reduce risk.

You will collaborate with internal partners to plan implementation, execute actions, and deliver clear reporting on progress and results. Strong leadership, strategic thinking, and advanced MS Office skills are essential, with a focus on customer outcomes and change management.

Qualifications

• 12+ months of Participant Services or WCBS Enablement & Support experience
• Bachelor’s degree or work equivalent preferred; Series 7 and 63 or equivalent; Series 9/10
• Strong client focus and ability to communicate needs to senior management
• Advanced Microsoft Office skills (Excel, Word, PowerPoint)

Responsibilities

• Lead WCBS Enablement & Support initiatives within Participant Services to improve efficiency and reduce risk
• Collaborate with internal partners to plan implementations and drive execution
• Develop enhanced processes and reporting for project visibility and outcomes
• Communicate changes and drive adoption across teams
• Balance multiple initiatives with strategic prioritization

Skills

Strategic execution

Influence & partnership

Change leadership

Customer orientation

Fostering teamwork

Education

Bachelor’s degree or work equivalent preferred

Series 7 & 63 or equivalent

Series 9/10

Tools

MS Office (Excel, Word, PowerPoint)

Job description

Your Opportunity

Schwab remains committed to providing increased visibility to career growth opportunities and job requirements. This posting announcement is part of increased transparency and while all qualified applicants will be reviewed and considered, this organization has a preferred candidate identified for this role.

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).

The Sr. Manager, CS&S WCBS Enablement & Support Business Analysis role will focus on Participant Services (PS) key projects and initiatives designed to improve the participant experience, drive business goals and objectives, create efficiencies, and reduce costs and risk to the firm. The Sr. Manager will collaborate with internal partners to develop enhanced processes, drive implementation planning and execution, field communications, and reporting activities to execute assigned initiatives.

What you are good at-

• Strategic Execution – Ability to lead multiple complex initiatives with competing priorities and business tradeoffs
• Influence and Partnership – Demonstrates broad, trusted expertise across multiple business areas, and uses that perspective to anticipate needs, build connections, and drive outcomes
• Change Leadership: Leads change by anticipating impacts, shaping approaches, and aligning stakeholders
• Customer Orientation - Demonstrates concern for and prioritization of satisfying one's external and/or internal customers
• Fostering Teamwork - Ability to coach, mentor, or develop teammates through day-to-day interactions, project leadership, and peer support

What you have

Required qualifications:

• 12+ months of experience working on the WCBS Enablement & Support team
• Extensive expertise in specialized areas of Participant Services operations and procedures
• Demonstrated proficiency in developing Participant Services resources and communications
• Strong client focus (internal and external), an understanding of client needs and workflow, and an ability to communicate these needs to internal partners including Schwab senior management
• Superior follow-up, along with excellent communication and interpersonal skills
• Superior listening skills to better understand internal client needs
• Ability to weigh multiple stakeholder perspectives, elevate issues, and drive timely and effective decision-making
• Strong analytical skills and attention to detail
• Strategic mindset and approach
• Ability to adapt and implement changes as market and business conditions evolve
• Ability to analyze business processes, identify opportunities for improvement, and build plan to execute on changes
• Strong organizational skills and ability to manage concurrent projects
• Ability to identify and solve complex issues in a team environment working with various levels of management and business partners
• Proactivity with creating efficiencies and improving the participant experience
• Advanced Microsoft Office skills in Excel, Word, and PowerPoint
• Bachelor’s Degree or work equivalent preferred
• Series 7 and 63 or equivalent
• Series 9/10
• 36+ months of Participant Services experience

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