Financial Services Business Systems Analyst

Pay range: USD $120,000.00 - $147,000.00 / Year

Your opportunity

The Party, Account, Reference and Estates Platform Strategy and Support team is responsible for facilitating the modernization and maintaining the viability of Schwab systems that support account open and maintenance, client onboarding, securities master, and pricing. The team leverages its business and technical expertise in partnership with business and technology stakeholders to implement a strategic vision for the platform including participation in design, requirements development, prioritization, development, testing and certification activities. The Business Systems Analyst (BSA) plays a critical research and requirements development role to directly document requirements as well as inform decisions that will shape the future state of the Platform and improve our ability to respond to the changing needs of our business partners.

• Serve as the initial contact between our business and technology partners to triage enhancement requests, ensure clear understanding of the desired business objective, and how the new functionality supports firm wide business strategies
• Conduct requirement-elicitation meetings with appropriate parties (i.e. users, developers, architects, system integrators, project services, vendors, etc.) to understand the context of critical stakeholder needs, pain points and business impact
• Engage with Business and Technology Architects to determine architectural impact to the Platform and potential impact to and dependency on other Platforms
• Participate in preparation tasks for prioritization through Agile planning methods (such as Big Room Planning) and work with Platform owner to make recommendations into final prioritization decisions
• Provide thought-leadership on vision and roadmaps for Platform development
• Implement and adopt usage of processes or tools that allow appropriate documentation and visual illustrations of the business problem, use cases and future/current state processes to be shared for common understanding
• Develop expert 'As Is' knowledge of platform systems and help define 'To Be' system solutions and flows
• Learn all middle office services business processes and system flows at a high level, and some flows in extreme detail
• Work in conjunction with Product Owners, Architects, and Developers to share knowledge gathered in the initial review of projects that will allow for ease of transitioning to the implementation phase of the project

• Excellent communication, interpersonal, and organizational skills
• Work in environment with a high-level of ambiguity or unknowns and ability adapt accordingly
• Strategic mindset to help drive product management decisions, governance, and long-term vision
• Strong analytical and problem-solving skills - ability to quickly analyze data to identify key insights, and identify synergies between disparate concepts
• Experience with data querying methodologies, such as SQL and Python, and analyzing large sets of complex data
• Ability to analyze and communicate technology recommendations to business stakeholders
• Product and project management skills; business judgment, including ability to balance resources, evaluate and address risks, and concisely articulate where trade-off decisions are to be made
• 2-to-3 years' experience managing requirements for multiple large, complex and cross functional projects. Emphasis on systems, technologies, business process redesign, and knowledge of technical environments
• Proven ability to write business requirements, including user stories, use case development and workflow documentation
• High attention to detail and the ability to see things through from concept to implementation
• Competence in Microsoft Office tools including Outlook, Word, Excel, PowerPoint and Visio
• Bachelor's Degree

• Securities Industry/Operational background; a focus on client data management preferred
• Strong orientation to clients, including ability to understand needs and apply this knowledge to product enhancements, online user experience, and communication content
• 5 years' experience in software development methodology (Agile Framework) and prior working knowledge of JIRA or any related Scrum tools
• Confidence in presenting both strategic and tactical vision to the team and across several layers of management for both big-picture planning and day-to-day management of project goal
• Ability to negotiate, persuade, and align, business partners across many organizations and at differing levels of the company, to a shared vision and common focus

• Purpose Driven: Have a customer-centric (external & internal) thought process when analyzing and evaluating enhancements; maintain alignment with "Through Clients' Eyes"
• Relationship Oriented: Build trusted and long lasting partnerships with colleagues around the firm and across multiple levels of the organization. This is critical to communicating and attaining a shared vision and a common focus.
• Collaborative: Capitalize on the diverse experience and expertise of colleagues and build commitment around vision and priorities; collaboration is a fundamental aspect of Agile development.
• Challenger: Propose innovative business solutions that would potentially benefit our customers; create increased efficiencies, greater governance and scalability for future growth.
• Courageous: Demonstrate self-confidence in your abilities and be willing to speak up to the right person or group at the right time when he/she disagrees with a decision or strategy. Approach challenging tasks with a "can-do" attitude.
• Overcomes Barriers: As a team member, possess the ability and desire to work cooperatively with others on a team; as a team leader, interest, skill, and success in getting groups to learn to work together cooperatively. This role requires the individual to work cross-functionally and across the enterprise. The ability to influence our partners to work with a cooperative spirit is important to the role.

• 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