Sr Specialist, Business Analysis

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

Benefits offered by this job

401(k) match

Sabbatical after 5 years of service

Parental leave

Tuition reimbursement

Health, dental, and vision insurance

Paid time off

Job summary

The Charles Schwab Corporation is seeking a Senior Specialist Business Analyst for the Banking Operations Supervision & Controls (BOSCO) team. This role requires 3–4+ years in financial services with deep Banking Operations knowledge.

You will participate in risk management audits, monitor operational risk data, and work with business units to strengthen controls. This onsite role in Westlake, TX emphasizes independent task execution, collaboration with management, and maintenance of risk

Qualifications

• 3–4+ years of financial services experience with increasing responsibility.
• Broad knowledge and expertise in Banking Operations.

Responsibilities

• Support risk management internal audits for Banking Operations, producing evidence and documentation for audit testing.
• Oversee the operational risk data provided by business units for risk identification, assessment and monitoring.
• Collaborate with business management to identify, monitor and control existing and emerging operational risk.
• Challenge the effectiveness of the business' risk response and advise on controls design.
• Assist with tracking team operations, audit status, issue status and documentation.
• Contribute to maintenance of the Risk & Controls Self-Assessment (RCSA) and Banking Operations Retention Schedule.

Skills

Financial services experience

Banking Operations knowledge

Audit support

Regulatory experience a plus

Independent task execution

Risk management collaboration

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).

Charles Schwab’s Banking Operations is responsible for risk prevention, processing of money movements, and education of policies and procedures related to money movement. We focus on maximizing operating leverage by integrating functions, increasing productivity, and gaining efficiencies to better position Schwab to compete in the marketplace and to reinvest in areas that matter most to our clients. As an elite team of experts, we are committed to delivering efficient solutions that maximize trust while minimizing risk by owning every client interaction through clients’ eyes.

This is a Senior Specialist Business Analyst role on the Banking Operations Supervision & Controls (BOSCO) team.

What you’ll do:

• Participation inthe performance of risk management internal audits for Banking Operations.Specific tasks will include:
• Produce evidence or documentation in support of audit testing
• Perform tasks in support of the overall Control Environment for Banking Operations
• Demonstrate the ability to work independently on assigned tasks
• Oversee the operational risk data provided by business units for use in risk identification, assessment and monitoring operational risk activities
• Partner with business management to identify, monitor and control their existing and emerging operational risk
• Challenge the effectiveness of the business' risk response
• Consult regarding risk and the design of controls
• Assist withtracking of team operations including audit status, issue status, and documentation
• Assist in maintenance of the Risk & Controls Self-Assessment (RCSA)
• Assist in maintenance of the Banking Operations Retention Schedule

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:

• 3 - 4+ years of financial services-related experience with increasing responsibility
• Broad knowledge and expertise in Banking Operations

Preferred Qualifications:

• Financial Services experience, specific to riskmanagement, audit support and/or regulatory experience a plus
• Ability to work as a member of a project team andcultivate a strong working relationship with business partners
• Excellent analytical skills, including the ability toanticipate issues and to design appropriate solutions
• Excellent Organizational skills
• Experienced making timely decisions based on all available information
• Adaptable to an evolving and fast-changing environment, as duties may change with little notice in response to business, market, and regulatory needs
• Self-motivated, able to work independently to bring projects and reporting to conclusion
• Strong verbal and written communication skills

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