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.

Wealth and Asset Management (WAM) engineering is a fast-growing organization within Schwab Technology Services and aligned to support the technology needs of Schwab Asset Management (SAM), Wealth & Advice Solutions (WAS), and the Schwab Center for Financial Research (SCFR).  

Position Summary:

This Senior Business Systems Analyst position within WAM Engineering reports to the Director of the Wealth & Investment Platform team. The business systems analyst will play an important role working with several scrum teams to build new services and capabilities to centralize data related to Schwab’s Wealth Advisory business, as well as the modernization of the Schwab Wealth Advisory platform. You will be working with a team of talented technologists and SMEs who bring a lot of energy, focus and fresh ideas that support our mission to provide value by seeing the world “Through Clients' Eyes.”

What you have

Required Qualifications:

This role requires a highly motivated, organized, and experienced individual with strong technical and business analysis skills.A university degree from a well-respected academic institution; advanced coursework in information systems, computer science, and / or business administration are a plusSolid understanding of financial markets and services (Equity, Fixed Income, Wealth Management, Portfolio Management)7+ years of experience in business analysis, preferably in a financial services setting.Working knowledge of web services, data architecture, SQL, Postman, data structures and willingness to be ‘hands on’ with technical Agile teamsStrong knowledge of Agile Scrum practices, ability to help organize and prioritize work.Ability to partner with Agile team members to generate requirement stories, UAT test scripts, release notes, and other project artifacts.

Preferred Qualifications:

Shows a commitment to high ethical standards and integrity and demonstrates this through actionInquisitive, analytical, a strategic thinker, proactive and solutions-orientedHigh-energy, positive, entrepreneurial in spirit while goal-oriented and results-drivenSelf-starter; takes initiative and can work independentlyWell-organized and disciplined with high attention to detailFlexible and adaptable working with various business and technology domains
What’s in it for you

At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. 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 planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance Apply Save job