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.
Charles Schwab’s Core Infrastructure Platforms Team brings technical and product expertise in support of business partner and firm-wide strategies. Our goal is to create and sustain modernized operational systems which promote simplicity and a best-in-class operational model. We are passionate about end-user experience. We want every interaction to be simple and easy. We are on a journey to build the future of financial services and transform the way we work to get there.
We are seeking an experienced Business Analyst to join the Enterprise Billing Platform Team. The team’s goal is to build trust, credibility, and strong partnerships with all business lines, technology, and vendors. We set high standards while providing thoughtful and strategic guidance in daily interactions.
What you are good at
You will support the Enterprise Billing platform. This platform includes operational applications, processes, various downstream interfaces that are dependent on those systems, and a vendor supported billing application. You may support one or multiple of these platforms.
You will be responsible for providing Business Analyst and Product Owner expertise to meet business objectives; bring leadership, perspective, consistency of approach, and quality assurance to assigned projects. You will assist the Platform Strategy and Support Team with several key tasks including, but not limited to, the below items.
Work with the leadership team on annual business plans, quarterly roadmaps, and proposalsPartner with business owners to intake enhancement requests, document impact, and define and track detailed requirements Manage platform backlog, aligning on business priority, and communicating progress updates to stakeholdersRepresent the platform team with vendor relationships, backlog tracking and intake, coordinates release testing, and progress communicationLead requirement writing using iterative Agile methodology in JIRA, defining acceptance criteria, partnering with technology, attending scrum meetings, and implementing technical enhancementsCollaborate with technology on backlog grooming, iteration planning and release planningPerform technical certifications during internal and external production releases, outside of regular business hoursSupport business team day-to-day platform questions and assist in production support triage, acting as a liaison with technology partners, and escalate as neededWork with business partners to understand business processes, process flows, business needs and analyze pain points, identify viable solutions, and ultimately implement enhancements.Independently manage and coordinate project tasks, leads analysis interviews, owns facilitation of discussions, and communications with impacted areas regarding project.Investigate and validate reported issues to assess risk and exposure and ultimately provide input on prioritizationTrain business users on new product features What you haveTo ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.
Required Qualifications:
Excellent oral and written communications skills with internal and external customers; experience and comfort presenting to stakeholders and leadership teamsExperience in the various facets of testing; test documentation, execution, and supporting others through the testing life cycleExperience in assisting in business requirement gathering and documentationAbility to effectively manage and lead projects within a cross functional project team (internal and external technology, operations, product, and business organizations)Must be organized and detail oriented with the ability to manage multiple tasks simultaneouslyAdvanced knowledge of Excel, PowerPoint, Visio and other MS Office Products5+ years of Brokerage Operation and/or business analysis experienceAgile training and knowledge of JIRA and ConfluencePreferred Qualifications:
Business Analysis experience with a billing functionBA/BS degreeFINRA Series 7 and 63 Options Apply for this jobApplyShareRefer a friendRefer Sorry the Share function is not working properly at this moment. Please refresh the page and try again later. Share on your newsfeed Why work for us?Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.
Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future. Application FAQs
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